W Wellspent Public advisor graph
Get matched
Wellspent public graph/Who advisors serve/Pre-retirees
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
John Ryan Novare Capital Management Charlotte CFP Percentage of assets
John Wilks Novare Capital Management Charlotte CFP Percentage of assets
John York ProActive Advisors Lexington Not listed Percentage of assets, One-time planning fee
Jonathan Fargason Navigate Wealth Management Birmingham CFP Percentage of assets
Joseph Digangi Amicus Financial Advisors Easton CFP Percentage of assets, Hourly
Joseph Hogan WealthFD Conshohocken CFP Percentage of assets, Hourly
Joseph Nicholas Fortress Financial Group Rochester Not listed Percentage of assets
Joseph Williams Williams Wealth Management Hopkinton Not listed Percentage of assets, Ongoing planning fee
Joshua Hayes Curtis Advisory Group Santa Barbara CFP Percentage of assets, Hourly
Joshua Richardson Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Julia Shaw Blue Chip Partners Farmington Hills Not listed Percentage of assets
Julianne Erhart-Graves Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Julio Lopez-Brito Sensible Money Miami CFP Percentage of assets, Fixed fees
Katherine Then Laurel Wealth Planning Edina Not listed Ongoing planning fee
Kathleen Mealey Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Keely McLeod Blue Chip Partners Farmington Hills Not listed Percentage of assets
Kellan Peer O'Keefe Stevens Advisory Rochester Not listed Percentage of assets, One-time planning fee
Kenneth Bellavance truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Kevin Cooke Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Kevin Nulton Titanium Advisors Franklin CFP Percentage of assets, One-time planning fee
Kristen Hudspeth Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Kyle Hammerschmidt Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises MOKAN Wealth Management Overland Park Not listed Percentage of assets, One-time planning fee
Kyle McCune Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Larry Peterson Amicus Financial Advisors Lehi CFP Percentage of assets, Hourly
Laura Kido Novare Capital Management Charlotte CFP Percentage of assets
Lawrence York ProActive Advisors Lexington Not listed Percentage of assets, One-time planning fee
Lidia Amodei Attleboro Wealth Management Yardley CFP, CFA Percentage of assets, Fixed fees
Linda Gillespie Real World Financial Planning Chestnut Hill Not listed Hourly, One-time planning fee
Linda Walden Novare Capital Management Charlotte CFP Percentage of assets
Loren Sherman Integrity Wealth Management Waukee Not listed Flat fee or retainer, Ongoing planning fee
Louis Fancher 46 Peaks Investment Advisory Group Newtown CFP, ChFC Ongoing planning fee
Luke Kroeplin Fortress Financial Group Horace Not listed Percentage of assets
Luke McQuade Full of Grace Financial Roanoke Not listed Percentage of assets, Ongoing planning fee
Luke Spinardi Integrated Wealth Solutions Tulsa CFP Percentage of assets, Hourly
Marco Figueroa Amicus Financial Advisors Lehi CFP Percentage of assets, Hourly
Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. Vantage Point Financial Lisle Not listed Percentage of assets
Marcus Mattern Mattern Wealth Management Lawrence Not listed Percentage of assets, Hourly
Margaret Gooley Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Mark Byelich Attleboro Wealth Management Yardley CFP Percentage of assets, Fixed fees
Mark Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Martin Moyers Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Mary Livingston Navigate Wealth Management Birmingham CFP, CFA Percentage of assets
Matthew Buehler Erenda Capital Management Glendale Not listed Percentage of assets
Matthew Gulbransen Pine Grove Financial Group Woodbury Not listed Percentage of assets
Matthew Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Matthew Larocca RDM Capital Red Bank CFP Percentage of assets
Matthew Powers A modern estate planning firm combining technology with expert attorney support Steward San Francisco Not listed Flat fee or retainer
Michael Bernard Bernard & Johnson Pasadena CFP Percentage of assets, Hourly
Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. Clarity Advisors Buffalo Not listed Percentage of assets, One-time planning fee
Michael Christian EverPar Advisors Tulsa CFA Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve pre-retirees