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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
845
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
Christine Eisenhower Blue Anchor Wealth Advisors Ketchikan CFP Percentage of assets, Hourly
Christopher Cook McCarley & Cook Cincinnati CFP Percentage of assets, Hourly
Christopher Pawlowski SpringSource Wealth Advisors Hillsboro CFP Percentage of assets, Hourly
Christopher Staples Wealth 360 Buford CFP Percentage of assets, Hourly
Claire Craighill WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Cole Leonida John Moore Associates Scottsdale Not listed Percentage of assets, Fixed fees
Cole Matsuura Echo45 Advisors Walnut Creek Not listed Percentage of assets
Connor Michael Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Cory Laird Minich MacGregor Wealth Management Saratoga Springs CFP Percentage of assets, Fixed fees
Craig Ritter Continuum Wealth Management Greenville CFP Percentage of assets, Ongoing planning fee
Dajin Yang New Insight Wealth Advisors San Ramon CFA Percentage of assets, Hourly
Dale Terwedo TFS Advisors Edmonds CFP, ChFC Percentage of assets, Hourly
Dallas Trahern Precedent Wealth Partners Houston Not listed Percentage of assets
Dalya Inhaber Minerva Wealth Advisory New York CFP Percentage of assets, Hourly
Dana Levit Paragon Financial Advisors Newton CFP Hourly, Ongoing planning fee
Daniel Adams Analog Capital Partners Houston Not listed Percentage of assets
Daniel DeSouza Not listed Honolulu CFA Percentage of assets
Daniel Miladinovich DKM Wealth Management Stockton CFP Percentage of assets, Fixed fees
Danielle Miura Spark Financials Elk Grove CFP Percentage of assets, Ongoing planning fee
Darren Leader Acacia Grove Wealth Schenectady CFA Percentage of assets, Hourly
David Bartoski Forma Financial Planning Boerne CFP Percentage of assets
David Faulkner Spectrum Advisors Plano CFP Percentage of assets, Hourly
David Ybarra Aspired Wealth Loveland CFP Flat fee or retainer, One-time planning fee
Dennis Peatrowsky Virtue Wealth Counsel Omaha ChFC Percentage of assets, Hourly
Derek Lewis Catawba River Capital Lake Wylie CFP Percentage of assets, Hourly
Derek Schmidt Altus Wealth Management Ft. Mitchell CFP Percentage of assets, Hourly
Devin Blodgett Blodgett Wealth Advisors Brentwood CFP Percentage of assets, Hourly
Donald VandeVanter Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Douglas Bostich Braun-Bostich & Associates Canonsburg Not listed Percentage of assets, Fixed fees
Edward Toole Toole Financial Longmeadow CFP Hourly, One-time planning fee
Edwin Knowles The Knowles Company Oakton CFP Percentage of assets, Hourly
Ehab Alalfey Azzad Asset Management Falls Church Not listed Percentage of assets
Elaine Chan FIOH Global Asset Management and Strategies Tacoma CFP Percentage of assets, Hourly
Eldon Fielding-Monson Monson Wealth Management Kennewick CFP Percentage of assets, Hourly
Elijah Lyons Lookahead Wealth West Linn CFP Percentage of assets
Ellen Johnson Thistle Wealth Corvallis Not listed Percentage of assets
Emily Bushong Kaizen Financial Advisors Canyon Lake CFP Percentage of assets, Hourly
Emily Noyes Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Eric Showalter Arbor Private Wealth Ashburn CFP Percentage of assets, Fixed fees
Eric Sigdestad SimpliFi San Diego CFP Hourly
Erin Menking FCA Fort Worth CFP Percentage of assets, Hourly
Eugene Skorodinsky Minerva Wealth Advisory New York CFP Percentage of assets, Hourly
Evan Darr Precedent Wealth Partners Houston Not listed Percentage of assets
Evan Grey Grey Private Capital Charlotte CFP Flat fee or retainer, Percentage of assets
Federico Londono Castillo Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Garth Williams Honu Wealth Sunnyvale CFP Flat fee or retainer, Ongoing planning fee
Genecar Vivo Echo45 Advisors Walnut Creek Not listed Percentage of assets
Geovanni James Occidental Asset Management Burlingame Not listed Ongoing planning fee
Glenn Sweeney Sweeney Financial Advisors Manchester CFA Percentage of assets
Gordon Lackey Relativity Capital Advisors Greensboro CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees