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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
Debra Pladsen Fortress Financial Group Chanhassen Not listed Percentage of assets
Derek Nutter Pine Grove Financial Group Woodbury Not listed Percentage of assets
Devin Hanson Elevation Wealth Partners Walnut Creek CFP Percentage of assets
Dominic Garris Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Dylan Stockwell Blue Chip Partners Farmington Hills Not listed Percentage of assets
Dylon Woolwine Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Edi Alvarez Aikapa Wealth Planning & Management Corte Madera CFP Flat fee or retainer
Elizabeth Pleck Financial Strategies Wellesley CFP Hourly, Percentage of assets
Elizabeth Scheiderer Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
Emma Hostetler Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Eric Ludwig Stockbridge Private Wealth Management Sun Prairie CFP Percentage of assets
Erik Mosholt 46 Peaks Investment Advisory Group Newtown CFP Ongoing planning fee
Ethan Brown Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
Evan Smith Amicus Financial Advisors Lubbock CFP Percentage of assets, Hourly
Felicia Greenwald Financial Futures Brielle Not listed Percentage of assets, Hourly
Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. The World Changers Miami Not listed Percentage of assets, Subscription
George Allen Amicus Financial Advisors Lubbock CFP Percentage of assets, Hourly
George Waters Infiniti Wealth Management Brewster CFP Percentage of assets, Hourly
Gina DiGirolamo Blue Chip Partners Farmington Hills Not listed Percentage of assets
Gregory Maxwell Amicus Financial Advisors Lehi CFP Percentage of assets, Hourly
Gregory Vogel O'Keefe Stevens Advisory Rochester Not listed Percentage of assets, One-time planning fee
Hans Blake Intelligent Investing Greenville CFA Percentage of assets, Hourly
Harish Prabandham Rubric Advisors San Francisco Not listed Percentage of assets, Hourly
Harrison Oakes Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
Hayden Kibbey Blue Chip Partners Farmington Hills Not listed Percentage of assets
Holger Berndt Rssic San Francisco CFA Percentage of assets, Hourly
Isaac Martin Members' Wealth Media Not listed Percentage of assets, Fixed fees
Jacob Hagen-Erickson Fortress Financial Group Rochester Not listed Percentage of assets
Jacob Phelps Strong Wealth Colorado Springs Not listed Percentage of assets, One-time planning fee
James Burnett Navigate Wealth Management Birmingham CFP Percentage of assets
James Cook JC Capital Advisors Group Stamford CFP Percentage of assets
James Darby Adell, Harriman, & Carpenter Houston CFP Percentage of assets
James Gorzynski We increase your company value by 72% to prepare for a sale Certified Exit Planners Charlotte Not listed One-time planning fee, Flat fee or retainer
Janet Larsen Step Financial Seal Beach CFP Percentage of assets, Hourly
Jason Hemeon Argo Wealth Advisory Mclean CFP, ChFC Percentage of assets, Fixed fees
Jay Berger Independent Wealth Management Traverse City CFP Percentage of assets, Hourly
Jeff Rovnak Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
Jeffrey Barnett Fintegrity Tenafly Not listed Ongoing planning fee, One-time planning fee
Jeffrey Lang Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Jeffrey Sevy Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Jeffrey Yeakle MY Wealth Management Germantown CFP, ChFC Percentage of assets, Hourly
Jennifer Deets Advisors Management Group La Crosse CFP Percentage of assets, Ongoing planning fee
Jeremy Joiner Strategic Advisory Services Houston CFP Percentage of assets
Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. Artistic Wealth Red Bank Not listed Percentage of assets, Flat fee or retainer
Jesse D'Elia Attleboro Wealth Management Yardley CFP Percentage of assets, Fixed fees
Jesus Longoria Amicus Financial Advisors Mcallen CFP Percentage of assets, Hourly
Jillian Brooks Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
John Knopik Ascent Wealth Management Kalispell CFP Percentage of assets, Hourly
John McNamara Highball Advisors Simsponville Not listed Percentage of assets
John Menser Novare Capital Management Charlotte CFP Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees