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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
Grace Trewartha MAPT Capital Madison Not listed Percentage of assets, Flat fee or retainer
Greg Hartenbower John Moore Associates Albuquerque Not listed Percentage of assets, Fixed fees
Gregory Goff Goepper Burkhardt Greenville CFP, CFA Percentage of assets
Harold Carmean Creative Wealth Management Punta Gorda Not listed Percentage of assets, Ongoing planning fee
Hart Williams Cloud Capital Management Seattle Not listed Percentage of assets
Heidi Arneson Precedent Wealth Partners Katy Not listed Percentage of assets
Jacob Kuebler Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Jacob McCarney Next Level Wealth Planning Meridian CFP Percentage of assets, Hourly
Jacob McKinney Clark Wealth Partners O'Fallon Not listed Percentage of assets, Fixed fees
Jacob Ness Kreitler Financial New Haven CFP Percentage of assets
James Brown Meritis Wealth Management Potomac CFP Percentage of assets, Hourly
James Eppes Eppes Wealth Management Satellite Beach CFP One-time planning fee, Flat fee or retainer
James Lee StratFI Wilmington CFP Percentage of assets, Hourly
James Mellon Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
James Sutton Echo45 Advisors Walnut Creek Not listed Percentage of assets
Jason Bernal Blue Jay Financial Group Defiance CFP Percentage of assets
Jason Foster Peak Asset Management Louisville Not listed Percentage of assets
Jason Qiu Echo45 Advisors Walnut Creek Not listed Percentage of assets
Jason Stuber Saling Wealth Advisors Louisville CFA Percentage of assets, Fixed fees
Jay Franklin Clarity Capital Advisors Lakewood Ranch CFP, CFA Flat fee or retainer, Ongoing planning fee
Jeb Flynn Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Jeff Pomerantz Analog Capital Partners Houston Not listed Percentage of assets
Jeffrey Loos Marsh Wealth Management Knoxville ChFC Percentage of assets
Jeffrey Wu Red Crane Wealth Palo Alto CFP Percentage of assets, Hourly
Jenna Israni TFC Financial Boston ChFC Percentage of assets, Hourly
Jesse Coffee Integrity Wealth Management Eugene CFP Percentage of assets, Fixed fees
Jesse Schrock FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Jessica Morris CMA Financial Services Atlanta CFP Percentage of assets, Fixed fees
Jessica Rusnock Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
Joe Enzler Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Joel Cavaliere Blue Heron Capital Englewood CFP Percentage of assets, Hourly
John Burkhardt Goepper Burkhardt Greenville CFP Percentage of assets
John Ellis Forthright Wealth Management Alpharetta CFP Percentage of assets
John Herbert Bowline Financial Grosse Pointe Woods CFP Percentage of assets, Fixed fees
John King WealthCrossing Richmond CFP Percentage of assets, Fixed fees
John Rudi Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
John Wilbourne Occidental Asset Management Bellevue Not listed Ongoing planning fee
John Williams WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Johnathan Frerichs Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Jon Matlock American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Jon Reppert Spectrum Advisors Plano CFP Percentage of assets, Hourly
Jonathan Bailey WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Jonathan Crantz Precedent Wealth Partners Houston Not listed Percentage of assets
Jonathan Inzero Innova Wealth Partners Newtown CFP Percentage of assets, Fixed fees
Jonathan White Analog Capital Partners Houston Not listed Percentage of assets
Jordan Bromley Prosperity Wealth Planning Frisco CFP Percentage of assets, Flat fee or retainer
Joseph Eschleman Towerpoint Wealth Sacramento Not listed Percentage of assets, One-time planning fee
Joseph Kalmanovitz Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
Joseph Miebach Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Joshua Brockwell Azzad Asset Management Falls Church Not listed Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees