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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
Douglas English ACT Advisors Asheville CFP Ongoing planning fee
Edward Anderson Twin Arbor Wealth Management Saint Paul CFP Ongoing planning fee
Edward Hoppe Verus Financial Partners Richmond CFP, PFS Percentage of assets
Eric Demico Gibson Capital Wexford CFP, CFA Percentage of assets
Eric Horne Arc Element Wealth Design Papillion CFP Percentage of assets, Hourly
Eric Moleski GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Eric Nelson Independence Wealth Voorhees CFP Percentage of assets, Fixed fees
Eric Schrum Schrum Private Wealth Management Raleigh CFP Percentage of assets, Fixed fees
Erich von Geis Aspire Private Wealth Counsel Knoxville CFP Percentage of assets, One-time planning fee
Erickson Braund Black Walnut Wealth Management Traverse City CFP Percentage of assets, Fixed fees
Erin Goss Blue Chip Partners Farmington Hills CFA Percentage of assets
Erin Martin MRP Advisors Milton CFP Percentage of assets, Hourly
Esmond Pabilona Wela Financial Advisory San Antonio; CFP Percentage of assets, Flat fee or retainer
Garrett Gould Halyard Financial St. Louis CFP Percentage of assets
Genevieve George Pelican Financial Planning & Wealth Jupiter CFP Percentage of assets, Fixed fees
George Kiraly LodeStar Naples CFP Percentage of assets, Hourly
Greg Miyashiro Kahala Financial Advisors Honolulu CFP Percentage of assets
Guadalupe Lechuga Audible Wealth Management Silver Spring CFP Percentage of assets, Fixed fees
Heather McClain Deters Wealth Management Gilbert CFP Ongoing planning fee
Ian Castille Capital Advantage Walnut Creek CFP Percentage of assets, Ongoing planning fee
Ilirjan Shkurti Whistle Stop Financial Advice Birmingham CFA Hourly
J Cameron Zabko Westhollow Wealth Management Milton CFP Percentage of assets
J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. Financial Planning Hawaii Honolulu Not listed One-time planning fee, Percentage of assets
Jacob Eason Duncan Williams Asset Management Memphis CFP, CFA Percentage of assets, Hourly
Jacob Fram Verus Financial Partners Richmond CFP Percentage of assets
Jacob Martin Keeler & Nadler Dublin CFP Percentage of assets, Hourly
James Chaney Duncan Williams Asset Management Memphis CFP Percentage of assets, Hourly
James Hofman Hofman Wealth Management Chesterfield CFP Percentage of assets
James Joseph Sentinel Wealth Management Reston CFP, ChFC, PFS Percentage of assets, Fixed fees
James Runey Runey & Associates Wealth Management Mount Pleasant CFA Percentage of assets
James Scanlan Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
James White Jr. Wealth advisory services for high-earning CRE Professionals. Forty Two Wealth LLC Atlanta CFP Percentage of assets, Flat fee or retainer
Jamie Upson Stonehearth Capital Management Danvers CFP Percentage of assets, Hourly
Jason Jager Inman Jager Wealth Management Hattiesburg CFP Percentage of assets, Hourly
Jason Terhune Capital Advantage Walnut Creek CFP Percentage of assets, Ongoing planning fee
Jefferson Rotherham Sierra Wealth Strategies Coronado CFP Percentage of assets, Hourly
Jennifer Dougherty BroadWealth LLC. Winchester CFA Percentage of assets, Hourly
Jennifer Harper Bridge Financial Planning Cruz Quebrada - Dafundo CFP Flat fee or retainer, Percentage of assets
Jennifer Sokolowski Metis Wealth Bluffton CFP Percentage of assets, Hourly
Jennifer Weber Weber Asset Management Lake Success CFP Percentage of assets
Jerod Fenton RED Seven Wealth Management Escondido CFP Percentage of assets, Fixed fees
Jessica Hultberg Keeler & Nadler Dublin CFP Percentage of assets, Hourly
John Cunningham Reality Financial Planning Services Sarasota CFP Percentage of assets, Hourly
John Richardson RED Seven Wealth Management Escondido CFP Percentage of assets, Fixed fees
Jonathan Grebosky Gibson Capital Wexford CFP, CFA Percentage of assets
Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. Truvize Financial Planning El Paso Not listed Percentage of assets, Subscription
Jonathan Lopez Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Jonathan Moore Ironwood Wealth Management Chandler CFP, ChFC Percentage of assets, Fixed fees
Jose Martin LifeCraft Wealth Sunrise CFP Percentage of assets
Joseph Gauvin Stonehearth Capital Management Danvers CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees