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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
Richard Wagner Ironwood Wealth Management Chandler CFP, ChFC Percentage of assets, Fixed fees
Rick Prime HFG Trust Kennewick CFP Percentage of assets, Hourly
Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. Daniel M Kavanaugh CPA Inc Pleasanton CPA Percentage of assets, Flat fee or retainer
Robert Agorastos Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Robert Garcia Corvus Wealth Advisors Templeton CFP Percentage of assets
Robert Hofman Hofman Wealth Management Chesterfield CFP Percentage of assets
Robert Maher Virgil Wealth Advisory Cincinnati CFA Percentage of assets, One-time planning fee
Robert Pearson HFG Trust Kennewick CFP Percentage of assets, Hourly
Robert Sokolowski Metis Wealth Bluffton CFP Percentage of assets, Hourly
Roger Johnson ACT Advisors Asheville CFP Ongoing planning fee
Ryan Janus Janus Financial Scottsdale CFP Flat fee or retainer, One-time planning fee
Ryan Miyashiro Kahala Financial Advisors Honolulu CFP Percentage of assets
Ryan Robillard Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Rydan Case Ironwood Wealth Management Chandler CFP, ChFC Percentage of assets, Fixed fees
Saket Sengar Better Financial Services Federal Way CFP Percentage of assets, Hourly
Sara Amparan Deters Wealth Management Gilbert CFP Ongoing planning fee
Sarah Irving Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Sarah Yakel Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Scott Keipper Highland Investment Advisors Brookfield PFS Percentage of assets, Fixed fees
Scott Peterson Peterson Wealth Advisors Orem ChFC Ongoing planning fee
Shelby Newell Ironwood Wealth Management Chandler CFP Percentage of assets, Fixed fees
Sloan Chittenden Verus Financial Partners Richmond CFP Percentage of assets
Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. AllStreet Wealth Carmel Not listed Flat fee or retainer, One-time planning fee
Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. Manetta Wealth Management San Ramon Not listed Percentage of assets
Timothy Burkett Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Timothy Raftis Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Tracy McGuire Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Trent Colledge Sunset Retire Provo CFP Percentage of assets, Hourly
Tyler Caveness Caveness Wealth Advisory Roanoke CFP Percentage of assets, Hourly
Tyler Hunt Sunset Retire Provo CFP Percentage of assets, Hourly
Tyler Snow Verus Financial Partners Richmond CFP Percentage of assets
Tyler Stearns Castle Coast Wealth La Jolla CFP Percentage of assets, Hourly
Veronica Fuentes Audible Wealth Management Silver Spring CFP, ChFC Percentage of assets, Fixed fees
William Lagos Verus Financial Partners Richmond CFP, ChFC Percentage of assets
William Lefavor Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
William Litton Castle Coast Wealth Incline Village CFP Percentage of assets, Hourly
William Losey Bill Losey Retirement Solutions The Villages CFP Percentage of assets
William Wang HFG Trust Kennewick CFP Percentage of assets, Hourly
5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. 5T Wealth Management Napa CFA Percentage of assets
Adam Coughlin Willamette Wealth Partners Kalispell CFP Percentage of assets
Adam Kierzek FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Adam Wojtkowski Copper Beech Wealth Management Mansfield CFP Percentage of assets, Flat fee or retainer
Adrienne Fox Precedent Wealth Partners Houston Not listed Percentage of assets
Aiden Cox Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
Alastair Stansfield Rise Private Wealth Advisors Tucson CFP Percentage of assets, Hourly
Alexander Benson Birchcreek Wealth Management Miami Township Not listed Percentage of assets, Flat fee or retainer
Alexander Wilson Provident Financial Planning Addison Not listed Percentage of assets, Flat fee or retainer
Allison Kramer Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Amanda Hopkins Clouser RCS Financial Planning Annapolis CFA Percentage of assets, Hourly
Andrew Block Walla Walla Wealth Advisors Walla Walla Not listed Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees