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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
Sean Sternbach Cloud Capital Management Seattle Not listed Percentage of assets
Shawn Peters Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Sloane Bennett Precedent Wealth Partners Houston Not listed Percentage of assets
Sophia Berglund Peak Asset Management Louisville Not listed Percentage of assets
Stephanie Bunn Capstone Global Advisors Wedowee CFP Percentage of assets, Hourly
Stephanie Stumpf WealthCrossing Richmond CFP, PFS Percentage of assets, Fixed fees
Stephen Amason Forthright Wealth Management Alpharetta CFP Percentage of assets
Stephen Miller Forward Wealth Management Charlotte CFP, CFA Percentage of assets
Steven Erickson Erickson Financial Solutions Jefferson City CFP Hourly, Ongoing planning fee
Steven O'Connor Altus Wealth Management Ft. Mitchell CFP Percentage of assets, Hourly
Stuart Crandall Hutchinson Capital Management San Rafael CFP Percentage of assets, Hourly
Tameem Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Tatum Duffie Precedent Wealth Partners Houston Not listed Percentage of assets
Taylor Welz DKM Wealth Management Stockton CFP, PFS Percentage of assets, Fixed fees
Teresa Joelson Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Terry Robinette Peak Asset Management Louisville Not listed Percentage of assets
Theodore Fischer Fischer Investment Strategies Westlake Village CFP Hourly, Flat fee or retainer
Thomas Anzivino Longitude Financial Planning Manor Not listed Percentage of assets, Ongoing planning fee
Thomas Mott Analog Capital Partners Houston Not listed Percentage of assets
Thomas Powers California Financial Advisors San Ramon CFP, ChFC Percentage of assets, Ongoing planning fee
Timothy Lee Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Todd Moerman Integrity Investment Advisors Fort Collins Not listed Percentage of assets
Tom Chun Honu Wealth Sunnyvale CFP Flat fee or retainer, Ongoing planning fee
Travis Wurz Wurz Financial Services Holland Not listed Percentage of assets, Hourly
Tristen Sheffler ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Tyler Keenan Fiducia Wealth Management Upper Arlington CFP, ChFC Ongoing planning fee
Tyson Ray FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Victoria Ward Financial Lifestyle Management Greenville CFP Hourly, Flat fee or retainer
Wanda Williams Precedent Wealth Partners Houston Not listed Percentage of assets
William Doepker Altus Wealth Management Ft. Mitchell CFP Percentage of assets, Hourly
William Lauderdale FORM Wealth Advisors Middleton CFP Percentage of assets
William Lee ARQ Wealth Advisors Scottsdale CFP, CFA Percentage of assets, Fixed fees
William McDonald Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
William Stordahl Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly
Zachary Cole Arrowstone Wealth Malaga CFP Percentage of assets
Zachary Guffy Blue Anchor Wealth Advisors Bend CFP Percentage of assets, Hourly
Zachary Potter ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Zachary Welz DKM Wealth Management Stockton CFP Percentage of assets, Fixed fees
Aaron Bly Amicus Financial Advisors Lubbock CFP Percentage of assets, Hourly
Aaron Randak Golden Acre Wealth Management Scottsdale Not listed Percentage of assets, One-time planning fee
Abbigail Kuna Highland Investment Advisors Brookfield Not listed Percentage of assets, Fixed fees
Abigail Kovach Kovach Financial Planning, LLC. Lafayette CFP Ongoing planning fee, One-time planning fee
Adam Larkin Blue Chip Partners Farmington Hills Not listed Percentage of assets
Adam Spiegelman Spiegelman Wealth Management Walnut Creek CFP Percentage of assets
Albert Black Dogwood Capital Management Prescott CFP Percentage of assets, Hourly
Alec Schrock Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Alek Johnson Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Alexander Braun Financial Planning Navigators Maple Grove CFA Percentage of assets, Fixed fees
Alison McFadden Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Allison Kade WealthFD Conshohocken CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees