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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
Andrew Branz Clark Wealth Partners O'Fallon Not listed Percentage of assets, Fixed fees
Andrew Cattano Occidental Asset Management Burlingame Not listed Ongoing planning fee
Andrew Hager Hager Investment Management Services New London Not listed Percentage of assets
Andrew Hermes Altus Wealth Management Ft. Mitchell CFP Percentage of assets, Hourly
Andrew Hickey Clear Sky Financial Prosper CFP Percentage of assets, Hourly
Andrew Hicks Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Andrew Jones Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
Andrew Pallas Minich MacGregor Wealth Management Saratoga Springs CFP Percentage of assets, Fixed fees
Andrew Tranel Rosemeyer Management Group Platteville CFP Percentage of assets, Fixed fees
Anna Hong New Insight Wealth Advisors San Ramon ChFC Percentage of assets, Hourly
Anthony Austreng Forthright Wealth Management Alpharetta CFP Percentage of assets
Anthony Digiovanni White Pine Investment Co Livonia CFA Percentage of assets
Anthony Parr Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Atta Khan Azzad Asset Management Falls Church Not listed Percentage of assets
Austin Drake Sterneck Capital Management Kansas City CFP Percentage of assets, Fixed fees
Austin Stinson Altus Wealth Management Ft. Mitchell CFP Percentage of assets, Hourly
Ava Pompay Prosperity Wealth Planning Irvine CFP Percentage of assets, Flat fee or retainer
Ayman Khalil Azzad Asset Management Falls Church Not listed Percentage of assets
Babak Gahvari Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
Bashar Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Benjamin Dolan Dolan Capital Advisors Charlotte CFP Percentage of assets, Hourly
Benjamin Greenman CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Blake Martin Cloud Capital Management Seattle Not listed Percentage of assets
Brad Williams WS Wealth Management Sandpoint PFS Percentage of assets, Hourly
Bradley Fine Four Seasons Investment Management Rehoboth Beach Not listed Hourly, Percentage of assets
Brandon Clouse Prism Planning Partners Libertyville Not listed One-time planning fee
Brandon Richins Next Level Wealth Planning Meridian CFP Percentage of assets, Hourly
Brandon Vanlandingham Perissos Private Wealth Management Bethany Not listed Percentage of assets
Brandon Williams FCA Calgary, Ab CFP Percentage of assets, Hourly
Brayden Zettle FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Brent Woolsey Red Crane Wealth Palo Alto CFP Percentage of assets, Hourly
Brenton Smith Minich MacGregor Wealth Management Albany CFP Percentage of assets, Fixed fees
Brian Brown PlanVest Blair CFP Percentage of assets, Hourly
Brian Cochran John Moore Associates Albuquerque Not listed Percentage of assets, Fixed fees
Brian McKnight Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Brian Presti TFC Financial Boston CFA Percentage of assets, Hourly
Bryan Laube Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Bryan Smith Infinite Wealth Advisors Mooresville CFP Percentage of assets, Hourly
Carl Mariner ARQ Wealth Advisors Scottsdale CFP, ChFC, CFA Percentage of assets, Fixed fees
Carolanne Chavanne Prosperity Wealth Planning Long Beach CFP Percentage of assets, Flat fee or retainer
Carson Fields Forthright Wealth Management Alpharetta CFP Percentage of assets
Casey Kha FCA Houston CFP Percentage of assets, Hourly
Cassandra Kirby Braun-Bostich & Associates Canonsburg Not listed Percentage of assets, Fixed fees
Cassidy Steck Peak Asset Management Louisville Not listed Percentage of assets
Charles Allison LRC Aviation Advisors Milwaukee CFP, ChFC Percentage of assets
Charles Blozinski Integrity Wealth Management Brookings CFP Percentage of assets, Fixed fees
Charles Kreitler Kreitler Financial New Haven CFP Percentage of assets
Cheri Franklin Clarity Capital Advisors Lakewood Ranch CFP Flat fee or retainer, Ongoing planning fee
Cherish Sutull Blue Water Wealth Seattle CFP, CFA Percentage of assets, Fixed fees
Chris Parker Parker Financial Planning Bradenton CFP Percentage of assets, Ongoing planning fee

Guides

Related lists

Specialties that serve pre-retirees