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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
Anthony Corsino Zen Financial Planning Andover CFP, ChFC Percentage of assets, One-time planning fee
Anthony Leonti Corvus Wealth Advisors Templeton CFP Percentage of assets
Blake Curle Gibson Capital Wexford CFP, CFA Percentage of assets
Brandon Hodgeson Cambridge Financial Group Tucson CFP Percentage of assets, Fixed fees
Brendan Crews Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances. Daviman Financial Fishers CFP Percentage of assets, Flat fee or retainer
Brian Colvert Bonfire Financial Colorado Springs CFP Percentage of assets, Ongoing planning fee
Brian Hennessy Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Brian Rezny Rezny Wealth Management Fort Myers CFP Percentage of assets
Brian Stormont Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Brian Welch Verus Financial Partners Richmond CFP Percentage of assets
Brittany Kalsky Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Bryan Anderson Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Bryan Vancura GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Brynne Speizer Corvus Wealth Advisors San Luis Obispo CFP Percentage of assets
Carl Emerick Emerick Financial Planning Pittsburgh CFP Hourly
Carolyn Herzog Corvus Wealth Advisors San Luis Obispo CFP, CFA Percentage of assets
Chad Hileman Gibson Capital Wexford CFP, CFA Percentage of assets
Chad Valchar R.I.T. Wealth Advisors Santa Barbara CFP Percentage of assets, Fixed fees
Charles Angle Rssic San Francisco CFP Percentage of assets, Hourly
Charles Crouch CMC Wealth Management Lexington CFP Percentage of assets
Chase Deters Deters Wealth Management Gilbert CFP, ChFC Ongoing planning fee
Chaz Fahrner Sierra Wealth Strategies San Diego CFP Percentage of assets, Hourly
Christa Hudak CoCreate Financial Bozeman CFP, ChFC Percentage of assets, Hourly
Christian Patterson QuadCap Wealth Management Frisco CFP Percentage of assets, Fixed fees
Christopher Dyson MBR Financial Houston CFP Percentage of assets, Flat fee or retainer
Christopher Inman Inman Jager Wealth Management Hattiesburg CFP Percentage of assets, Hourly
Christopher Sidoni Gibson Capital Wexford CFP, CFA Percentage of assets
Christopher Swan Retire With Swan Northlake CFP Flat fee or retainer, Ongoing planning fee
Cody Beaumont HFG Trust Gilroy CFP Percentage of assets, Hourly
Cody Kirk Wild Rye Financial Bigfork CFP Percentage of assets
Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. Baskets Capital Austin Not listed Percentage of assets
Connor Knox Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Cory Smith Financial life planning for business owners and the childfree community. Discretionary Inc. Reno Not listed Percentage of assets, Flat fee or retainer
Courtney Hoffman EverPar Advisors Tulsa CFP Percentage of assets, Fixed fees
Cynthia Miller Greykasell Wealth Strategies Danville CFP Percentage of assets, Hourly
Damian Palfini Cavalot Capital Incline Village CFP Percentage of assets, Hourly
Dane Czaplicki Members' Wealth Media CFA Percentage of assets, Fixed fees
Daniel Cossette Cambridge Financial Group Tucson CFP Percentage of assets, Fixed fees
Daniel Dusina Blue Chip Partners Farmington Hills CFA Percentage of assets
Daniel Fortunato Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
David Eisenhauer Greykasell Wealth Strategies Danville CFP Percentage of assets, Hourly
David Hodges Integra Wealth Chattanooga CFP Percentage of assets, Hourly
David Kozlowski Verus Financial Partners Richmond CFP Percentage of assets
David Rabinowitz Equilibrium Wealth Jerusalem CFP Percentage of assets, Hourly
David Scully Duncan Williams Asset Management Memphis CFP, CFA Percentage of assets, Hourly
Dennis Coon Transcend Wealth Woodmere CFP Percentage of assets
Derek Thomsen RED Seven Wealth Management La Palma CFP Percentage of assets, Fixed fees
Dionna Poluch Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Donald McCarty Financial Decision Partners Snellville CFP Percentage of assets, Hourly
Donovan Sanchez Model Wealth Wheaton CFP Hourly, Flat fee or retainer

Guides

Related lists

Specialties that serve pre-retirees