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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
Charles Horonzy Focused Up Financial, LLC La Grange CFP, CPA Percentage of assets, Ongoing planning fee
Chris Mullis NorthStar Capital Advisors Charlotte CFP, PhD Percentage of assets, Hourly
Chris Shoup Southshore Financial Planning Tampa CFP Flat fee or retainer, Ongoing planning fee
Chris Woods Silvis Financial Charlotte CFP Ongoing planning fee
Dan Reiter Prosperity Planning, Inc. North Kansas City CFP, CPA Percentage of assets
Danielle Harrison Harrison Financial Planning Columbia CFP, MBA Percentage of assets, Ongoing planning fee
Elise Huston JNBA Financial Advisors Minneapolis CFP Percentage of assets
Emilie Goldman Tamarind Financial Planning Palo Alto CFA, CFP, MBA Percentage of assets, Ongoing planning fee
Eric Niergarth Retirement Roadmap Financial Planning San Diego CFP, RICP Flat fee or retainer, Ongoing planning fee
Erik Nero First Step Wealth Planning, LLC Wilton CFP, RICP Flat fee or retainer, Ongoing planning fee
Evan Marquis Milestone Financial Planning, LLC Bedford CFP, EA, RICP, MSFP Percentage of assets, Ongoing planning fee
Gabriel Anderson Crafted Wealth Management, LLC Los Angeles CFP, ChFC, CLU Percentage of assets, Ongoing planning fee
Gabriel Motta Inclinevest® Plano CFP, MBA Percentage of assets, One-time planning fee
George Kao Reach One Teach One Financial Phoenix CFP, ChFC, CKA, CRPC Percentage of assets, Hourly
Gordon Achtermann Silverstone Financial Owings Mills CFP, MBA Percentage of assets, Hourly
Gustaf Rounick Westlight Wealth Venice BA, CFP, MSC Percentage of assets, Ongoing planning fee
Ivan Havrylyan Outside The Box Financial Planning, LLC Wheeling CFP One-time planning fee
Jacob Molina Styra Wealth Management Phoenix CFP, CPA Percentage of assets, Ongoing planning fee
James Charles Sanctuary Financial Planning, LLC Charlotte CDFA, CFA, CFP, MS Flat fee or retainer, Ongoing planning fee
Jane Young More than Your Money, Inc. Colorado Springs CFP, EA, MBA One-time planning fee
Jason Demland Demland Wealth Defiance CFP Flat fee or retainer, Ongoing planning fee
Jeff Burke 7th Street Financial Chaska CFP Ongoing planning fee, Hourly
Jeffrey Schlotterbeck Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses. Water Street Wealth Management Tampa CFP Percentage of assets
Jeremy Eppley Silverstone Financial Owings Mills CFP, CPWA, APMA, CRPC Percentage of assets, Hourly
Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. Savant Wealth Management Phoenix AIF, CFP, CPA/PFS, CFA Percentage of assets, Flat fee or retainer
Jonathan Harner Wichita Wealth Management, LLC Wichita CFP Percentage of assets, Flat fee or retainer
Jonathan Pixley Realm Financial Planning, LLC Tulsa CFP One-time planning fee, Ongoing planning fee
Jordan Drinkhouse Glow Financial Planning LLC Spring Hill CFP Flat fee or retainer, Ongoing planning fee
Justin Pritchard Retirement planning and investment management. Approach Financial, Inc. Montrose CFP, MBA Flat fee or retainer, One-time planning fee
Kaysi Gordon Kaysi Gordon Financial Planning Valley Stream CFP, CPA, MBA Percentage of assets, One-time planning fee
Keith Hensley Florida Financial Planning Winter Garden CFP Flat fee or retainer, Ongoing planning fee
Kevin Jacobs Step By Step Financial LLC Tulsa CFP Flat fee or retainer, One-time planning fee
Kyle Newell Newell Wealth Management Winter Garden CFP, CRPC Percentage of assets, One-time planning fee
Laryssa Freeman Meritage Wealth Management LLC Carlsbad CFP Percentage of assets
Laura Rotter True Abundance Advisors White Plains CFP, CFA, MBA Percentage of assets, Ongoing planning fee
Laurie Licata PDS Planning, Inc. Dublin CFP Flat fee or retainer, Ongoing planning fee
Leah Coleman Orchard Financial Group Austin CFP, AAMS Percentage of assets, One-time planning fee
Leo Lavezza Financial Consulate, Inc. Fernandina Beach CFP, CPA, MBA, CIMA Ongoing planning fee
Martin Watkins TrueNorth Wealth Salt Lake City BA, CFP Percentage of assets
Michael Dunlop Ignite Financial Cedar Falls CFP Flat fee or retainer, Ongoing planning fee
Michael Rivas Bienvenue Wealth LLC New Orleans BS, CFP, EA, CPA Percentage of assets, Fixed fees
Michael Staman Delaware Financial Planning Newark AWMA, CAP, CFP, MPAS Flat fee or retainer, Ongoing planning fee
Nate Nieri Modern Money Management San Diego CFP, MSBA, MBA Percentage of assets, Ongoing planning fee
Raman Singh Singh PWM Phoenix CFP Flat fee or retainer, Ongoing planning fee
Renee Collins Retire Ready Inc. Olympia Fields CFP, CPA, AFC One-time planning fee, Ongoing planning fee
Robert Stoll Financial Design Studio, Inc. Deer Park CFA, CFP Percentage of assets, Ongoing planning fee
Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. Montebello Avenue Phoenix CFP Flat fee or retainer, Percentage of assets
Ryan Bennett Kelda Wealth Management Cuyahoga Falls CFP Percentage of assets, One-time planning fee
Ryan Langan Your Path Fi, LLC West Chester CFP Flat fee or retainer, Ongoing planning fee
Ryan McClung Crossroads Wealth Planning Lake Oswego CEPA, CFP, CPA Hourly, One-time planning fee

Guides

Related lists

Specialties that serve pre-retirees