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Who they serve

Fee-only advisors for pre-retirees

Pre-retirees, typically five to ten years from exit, are running the last big wave of planning: Roth conversion window, late-career savings catchup, pre-Medicare healthcare bridging, concentrated-position unwinds, and the first long-term drawdown model.

By the numbers

The Wellspent public graph lists 2,926 fee-only financial advisors who work with pre-retirees at 1,343 firms, most in Houston, San Diego and Charlotte. 52% hold the CFP certification. Of the 2916 with fees on file, 87% charge percentage of assets.

Advisors listed
2,926
Firms
1,343
Cities
846
Hold the CFP
52%
  • Other credentials: CFA 8% · CPA 2% · EA 2%
  • How they charge (of 2916 with fees on file): percentage of assets 87% · fixed fees 41% · hourly 38% · ongoing planning fee 17%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with pre-retirees

Fee-only advisors who work with pre-retirees: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Lindsey Young Quiet Wealth LLC Baltimore CFP, MBA, TPCP, EA Flat fee or retainer, Ongoing planning fee
Lucas Wennersten 49th Parallel Wealth Management, LLC Scottsdale CFP, CFA Percentage of assets, Hourly
Malissa Marshall Soaring Wealth LLC Bristol CFP, EA Percentage of assets, Ongoing planning fee
MaryAnne Gucciardi Wealthmind Financial Planning LLC Cambridge CFP, RICP, BA, MBA Percentage of assets, Ongoing planning fee
Matt Cooley Inspire Wealth Partners Boise CFP Flat fee or retainer, Ongoing planning fee
Matthew Dennis Parallel Wealth Financial Group Langley CFP Flat fee or retainer, One-time planning fee
Matthew Showley Creative Capital Management Investments LLC San Diego CFP, MBA, BFA, CeFT Percentage of assets, Hourly
Michael Barichello Parallel Wealth Financial Group Kitchener CFP, CLU, FMA, CHS Flat fee or retainer, One-time planning fee
Michael Rausch North River Wealth Advisors Pittsburgh ASA, CFA, CFP, MBA Percentage of assets, One-time planning fee
Mike Davis Legs Financial Greensboro CFP Flat fee or retainer, Ongoing planning fee
Nate Willardson Currents Wealth Strategies Chandler CFP Percentage of assets, Flat fee or retainer
Patricia Kane Kane Financial Planning, LLC Avon CFP, MBA Percentage of assets, Hourly
Paulo Lopes Woodmont Financial Partners LLC Mesa CFP, JD Flat fee or retainer, Hourly
Phil Orwig Fair Asset Management, LLC Dallas CFP, CPWA, ChFC, RICP Flat fee or retainer, Ongoing planning fee
Prudence Zhu Enso Financial Phoenix CFP, CFT-I, CPA, MBA Percentage of assets, Flat fee or retainer
Rachel DeCarolis Northstar Financial Planning Windham CDFA, CeFT, CFP, MBA Percentage of assets, Ongoing planning fee
Robert Costello Costello Financial Planning Bend CFP Percentage of assets, Fixed fees
Sheila McGinn Brightview Financial Solutions, LLC Redwood City CFP Percentage of assets, Hourly
Stephen Nelson Birchwood Capital LLC Carlsbad CFP, CFA Flat fee or retainer, Ongoing planning fee
Steven Stanganelli Clear View Wealth Advisors, LLC Amesbury AEP, CFP, CRPC, MS Percentage of assets, Flat fee or retainer
Stu Sneen TwoTen Planning PLLC Austin CFP, CFA Flat fee or retainer, Ongoing planning fee
Sweta Bhargav Adviso Wealth Princeton CEPA, CFA, CFP Flat fee or retainer, Hourly
Tommy Lopez Coffeehouse Capital LLC | Financial Planning and Wealth Management Fresno CFP, CRPC Hourly, One-time planning fee
Tracy Baron Garcia TBG Investing Lake Oswego CFP, MBA Ongoing planning fee, One-time planning fee
Will Revels PieCapital Raleigh CEPA, CFA, CFP, MBA Percentage of assets, One-time planning fee
Zeke Anders Planalto Financial LLC Huntsville CFP Flat fee or retainer, Hourly
Ziad Sahuri Parallel Wealth Financial Group Ottawa CFP Flat fee or retainer, One-time planning fee
Zubin Kapur Valor Wealth Partners Washington CFP, MBA Percentage of assets, Flat fee or retainer
Aaron Milledge Targeted Wealth Solutions Colorado Springs CFP, MBA Percentage of assets, Ongoing planning fee
Adam Cornwell North Ridge Wealth Advisors Beaverton CFA, CFP Percentage of assets
AJ Flores Portfolio Advisors, Inc. Fresno CFP Percentage of assets
Al Faber DIWY Financial Planning Los Angeles CFP, ChFC, CLU, MBA Hourly, Flat fee or retainer
Alex Bridges Tiverton Wealth The Woodlands CFP, ChFC, RICP, EA Flat fee or retainer, Ongoing planning fee
Allen Gibson GIBSON WEALTH ADVISORS LLC Tyler CFP, ChFC, CDFA, CRPC Percentage of assets
Andrea Vedder Iambic Financial Portland CFP Percentage of assets, Hourly
Andrew Damcevski AJD Wealth Management Cincinnati CFP Percentage of assets
Andrew Gray Gray Wealth Strategies Bend CFP, CRPC Flat fee or retainer, Ongoing planning fee
Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. Fiduciary Financial Advisors Grand Rapids CFP Percentage of assets, Subscription
Angela Dorsey Dorsey Wealth Management Torrance CFP, MBA Percentage of assets, Hourly
Ariadne Horstman Tamarind Financial Planning Palo Alto CFP, RLP Percentage of assets, Ongoing planning fee
Betsy Ratashak-Vogel R&V Personal Finance Decorah CFP Percentage of assets, Ongoing planning fee
Bob Wolfe HealthyFP Conshohocken CFP, EA Percentage of assets, Ongoing planning fee
Bradley Hilton Sonas Financial Planning, LLC Atlanta CFP, MBA, MSFP, TPCP Flat fee or retainer, Ongoing planning fee
Brandon Seibel Oasis Wealth Planning Advisors, LLC Philadelphia CFP, CPA, JD, LLM Flat fee or retainer, Ongoing planning fee
Brian Seymour Guiding First-Generation Wealth Builders Prosperitage Wealth Mcdonough CFP, ChFC, RICP Percentage of assets, Flat fee or retainer
Brian Tegtmeyer Truly Prosper Financial Planning Dublin CFP Flat fee or retainer, Ongoing planning fee
Britton Wellington Real Agency Wealth Beaverton CFP, EA Percentage of assets, Ongoing planning fee
Bryan Haggard RetireMitten Financial LLC Milford CFA, CFP Percentage of assets, One-time planning fee
Cameron Willcox Willcox Wealth Management Denver CFP, EA Percentage of assets, Flat fee or retainer
Casey Smith Wiser Wealth Management, Inc. Marietta CDFA, CFP, CPA, MBA Percentage of assets, Flat fee or retainer

Guides

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Specialties that serve pre-retirees