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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
Josh Womack Your personal wealth manager, advising on and managing both public and private investments. Womack Financial Dallas Not listed Percentage of assets
Joshua Bailey Muirfield Wealth Advisors Charlotte CFP Percentage of assets, Fixed fees
Joshua Devereaux Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Joshua Moklestad GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Joshua Salway Full of Grace Financial Roanoke ChFC Percentage of assets, Ongoing planning fee
Julie Hetland Financial Planning Navigators Maple Grove CFP, ChFC Percentage of assets, Fixed fees
Justin Mayo Sierra Wealth Strategies El Cajon CFP Percentage of assets, Hourly
Justin McCurdy Bridge Financial Planning Valapariso CFP Flat fee or retainer, Percentage of assets
Kaleb Paddock Ten Talents Financial Planning Parker CFP Percentage of assets, Ongoing planning fee
Kathleen Adams Second 50 Financial Manhattan Beach CFP Percentage of assets, Fixed fees
Kenneth Petrashek EverPar Advisors Tulsa CFP Percentage of assets, Fixed fees
Kraig Mickelsen KRM Financial Services St. Charles CFP Percentage of assets, Hourly
Kristin Lindsay Verus Financial Partners Richmond CFP Percentage of assets
Kristin Short Confide Thousand Oaks CFP Percentage of assets, One-time planning fee
Kyle Gowen Duncan Williams Asset Management Memphis CFP, CFA Percentage of assets, Hourly
Larry Sprung Bringing JOY to Your Money Journey™ Mitlin Financial, Inc Hauppauge CFP Percentage of assets, Flat fee or retainer
Laura Kuntz Laurel Wealth Planning Edina PFS Ongoing planning fee
Lauren Matthiessen LeClair Wealth Partners Dublin CFP Percentage of assets, Flat fee or retainer
Leonard Barry Yahara Wealth Management Madison CFP Percentage of assets, Hourly
Lisa Quadrini Brandywine Oak Private Wealth Kiawah Island CFP Percentage of assets
Maclean Barach Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Mark Beaver Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Mark Farrelly Cairn Wealth Management Vancouver CFP, ChFC Percentage of assets, Hourly
Mark Jackson Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Mary Margolis MBR Financial Houston CFP Percentage of assets, Flat fee or retainer
Matthew Biggar Stage Harbor Financial Westwood CFP, CFA Percentage of assets, Fixed fees
Matthew Hudak CoCreate Financial Bozeman CFP Percentage of assets, Hourly
Meghan Bohlke Financial Planning Navigators Maple Grove CFP Percentage of assets, Fixed fees
Michael Henley Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Michael Klubnik Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Michael Macco Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Michael Smith ProFocus Phoenix CFP Percentage of assets, Hourly
Michael Troxell Financial planning for folks with stock options and RSUs Modern Financial Planning Oakland CPA Hourly, Percentage of assets
Molly LaFleche Financial Planning Navigators Maple Grove CFP, ChFC Percentage of assets, Fixed fees
Monica Sipes QuadCap Wealth Management Frisco CFP Percentage of assets, Fixed fees
Morgan Cain Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Nicholas Allgeyer Worley Banks Group Creve Coeur CFP Percentage of assets
Nicholas Gyeszat Reality Financial Planning Services Sarasota CFP Percentage of assets, Hourly
Noah Semmann GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. Ryse Capital Management Rochester Not listed Flat fee or retainer, Hourly
Patrick Mason Cairn Wealth Management Vancouver CFP Percentage of assets, Hourly
Patrick Stoa Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Peter Pittman Aspen Leaf Wealth Management Golden CFP Percentage of assets
Peyton Wade Duncan Williams Asset Management Memphis CFP Percentage of assets, Hourly
Phil Telpner We end post-divorce financial anxiety. Breakout Private Wealth Glenview Not listed Percentage of assets, One-time planning fee
Philip Bailey Muirfield Wealth Advisors Charlotte CFP Percentage of assets, Fixed fees
Philip Dortch Aspire Private Wealth Counsel Knoxville CFP Percentage of assets, One-time planning fee
Pierre-Emmanuel Jouve InsuraWealth Tampa CFP Percentage of assets, Ongoing planning fee
Randall Bruns Model Wealth Wheaton CFP Hourly, Flat fee or retainer
Rebecca Blevins Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees