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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
Michel Swanson Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly
Mitchell Crowder WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Montaser Takrouri Azzad Asset Management Chicago Not listed Percentage of assets
Nancy Congdon Blue Water Wealth Portland CFP Percentage of assets, Fixed fees
Nathan Billigmeier Towerpoint Wealth Sacramento Not listed Percentage of assets, One-time planning fee
Nathan Dunham CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Nathan Walsh Occidental Asset Management Burlingame Not listed Ongoing planning fee
Neal Stephenson Precedent Wealth Partners Houston Not listed Percentage of assets
Nicholas Cohen Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Nicholas Vogel Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Noah Camfield Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Noah Wildman Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Noel Bennett Peak Asset Management Louisville Not listed Percentage of assets
Olivia Stordahl Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly
Pamela Hinton Precedent Wealth Partners Fredericksburg Not listed Percentage of assets
Paul Hefferon Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Paul Henley Farris Capital Management Carrollton CFA Percentage of assets
Peter Hager Hager Investment Management Services New London Not listed Percentage of assets
Peter Hedberg Peak Asset Management Louisville Not listed Percentage of assets
Philip Snyder Snyder Asset Management Hunt Valley CFA Percentage of assets
Raman Ghei Tower View Wealth Management Shorewood CFA Percentage of assets, Hourly
Randol Curtis Thryve Wealth Management Jackson CFA Percentage of assets
Randy Smith Clear Sky Financial Prosper CFP Percentage of assets, Hourly
Raquel Wheeler Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Rebecca Wagner ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Rhonda Grover Wealth 360 Buford CFP Percentage of assets, Hourly
Richard Lawrence Lawrence Wealth Management West Conshohocken CFA Percentage of assets
Richard Siegel ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Ricky Kelley RD Kelley Financial Group Tucson CFP Flat fee or retainer, Ongoing planning fee
Robert Barber Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Robert Flink Goepper Burkhardt Greenville CFP Percentage of assets
Robert Pierson Pierson Wealth Management Atlanta CFP Percentage of assets
Robert Price Prosperity Wealth Planning Frisco CFP Percentage of assets, Flat fee or retainer
Ronald Milone Heritage Capital New Haven CFP Percentage of assets
Ross Marino Dovetail Financial Wilmington CFP Ongoing planning fee
Ross Pollard Breakwater Capital Kalamazoo CFP Percentage of assets, Hourly
Ryan Callas Greenhouse Wealth Management Westport CFP Percentage of assets
Ryan Kelly RFK Capital Management Sandy CFP Flat fee or retainer, One-time planning fee
Ryan Kohr Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Sam Evans Evans Wealth Management Duluth CFA Percentage of assets, Hourly
Samuel Wesley Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Sandria Calio Providence Financial Services Rocky River CFP, PFS Percentage of assets, Hourly
Sarah Williams Precedent Wealth Partners Houston Not listed Percentage of assets
Scott Abrahamson SpringSource Wealth Advisors Hillsboro CFP Percentage of assets, Hourly
Scott Burg TFC Financial Boston CFA Percentage of assets, Hourly
Scott Dunlap Human Capital Wealth Management Fishers Not listed Percentage of assets, Ongoing planning fee
Scott Lasky Lionshead Wealth Management New York CFP Percentage of assets, Fixed fees
Scott Sanders Integrity Wealth Management Eugene CFP Percentage of assets, Fixed fees
Sean O'Brien Echo45 Advisors Walnut Creek Not listed Percentage of assets
Sean Sevey Sevey Wealth Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee

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Specialties that serve pre-retirees