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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
Amanda Blankenship Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
Amy Shepard Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Anastasiya Kolodiy Highland Investment Advisors Ponte Vedra Not listed Percentage of assets, Fixed fees
Andrea Cloutier Blue Chip Partners Farmington Hills Not listed Percentage of assets
Andrew Castleberry truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Anne McPhail Novare Capital Management Charlotte CFP Percentage of assets
Anthony Carr Carr Wealth Management Pleasanton CFP Percentage of assets
Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. Savvy New York Not listed Percentage of assets, One-time planning fee
Austin Rowland truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Barry Mendelson Elevation Wealth Partners Walnut Creek CFP Percentage of assets
Brad Heindel 46 Peaks Investment Advisory Group Newtown CFP Ongoing planning fee
Bradley Bondurant TrueLine Wealth Group Hattiesburg CFP Percentage of assets, Hourly
Brandon Grundy Ridgeview Financial Planning Santa Rosa CFP Percentage of assets, Hourly
Brandon Morton Financial Designs Claremont CFP Percentage of assets, Hourly
Brendan Moody Watershed Private Wealth Oak Brook Not listed Percentage of assets
Brett Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Brian Wang Capital Advantage Walnut Creek CFA Percentage of assets, Ongoing planning fee
Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. Buena Vista Financial Planning LLC Decatur Not listed Percentage of assets, Flat fee or retainer
Bryan Sauceda Amicus Financial Advisors Lubbock CFP Percentage of assets, Hourly
Caleb Hopkins Navigate Wealth Management Birmingham CFP, CFA Percentage of assets
Caleb Regan Mattern Wealth Management Lawrence Not listed Percentage of assets, Hourly
Caley Miller Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Calisto Reghi Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Cameron Amos Novare Capital Management Charlotte CFP Percentage of assets
Cameron Kaska Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Candace Duecker Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Chad Glover Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Charles Dann Novare Capital Management Charlotte CFP Percentage of assets
Charles Picerni Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Christel Turkiewicz ONE Advisory Partners Overland Park Not listed Ongoing planning fee, Percentage of assets
Christina Fanourakis Cornerstone Wealth Management Westlake CFP Percentage of assets, Hourly
Christopher Gauthier Stonehearth Capital Management Danvers CFA Percentage of assets, Hourly
Cody Vanderhagen Blue Chip Partners Farmington Hills Not listed Percentage of assets
Cole Durkin Insight Wealth Strategies San Ramon CFA Percentage of assets, Hourly
Cole Schrock Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Colin Taylor Capital Advantage Walnut Creek CFA Percentage of assets, Ongoing planning fee
Connor Oak Crane Capital Management Spring Park Not listed Percentage of assets
Corey Jordison Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Courtney Mason CMC Advisors Scottsdale CFP Percentage of assets, Hourly
Dana Anspach Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. D&M Strategic Wealth Irvine Not listed Percentage of assets
Daniel Langworthy Fortress Financial Group Scottsdale Not listed Percentage of assets
Daniel Ruedi Ruedi Wealth Management Champaign CFP Percentage of assets
David Gradzki Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
David Juliano Stonehearth Capital Management Danvers ChFC Percentage of assets, Hourly
David Massare Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
David Mattern Mattern Wealth Management Lawrence Not listed Percentage of assets, Hourly
David Ruedi Ruedi Wealth Management Champaign CFP Percentage of assets
David Thompson Petra Wealth Management Fredericksburg Not listed Percentage of assets, Hourly
David Tombs Amicus Financial Advisors Lubbock CFP, CFA Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees