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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
Sarah Pierce Watershed Private Wealth Oak Brook Not listed Percentage of assets
Sasha Childers Three Arch Wealth Management Irvine Not listed Percentage of assets
Scott Hackney Independent Wealth Management Traverse City CFP Percentage of assets, Hourly
Scott Marx SMP Financial Planning Falls Church CFP Percentage of assets, Hourly
Scott Muhlestein Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Seth Deal LifeFocus Financial Advisors Walla Walla Not listed Percentage of assets, Ongoing planning fee
Sophie Young Novare Capital Management Charlotte CFP Percentage of assets
Stephanie Schultz Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Stephen Adell Adell, Harriman, & Carpenter Houston CFP Percentage of assets
Stephen Block Elevation Wealth Partners Walnut Creek CFP, CFA Percentage of assets
Stephen Fisher Independent Wealth Management Traverse City CFP Percentage of assets, Hourly
Stephen McCarthy McCarthy Asset Management Redwood Shores CFP Percentage of assets, Hourly
Steven Lind Navigate Wealth Management Birmingham CFP Percentage of assets
Steven Underriter Freedom Financial Planning Solutions Grand Rapids Not listed Flat fee or retainer
Stoyan Panayotov Babylon Wealth Management Walnut Creek CFA Percentage of assets, Hourly
Stuart Caplan Members' Wealth Media Not listed Percentage of assets, Fixed fees
Sunni Allen Three Arch Wealth Management Irvine Not listed Percentage of assets
Suresh Raghavan MBR Financial Houston CFA Percentage of assets, Flat fee or retainer
Tabitha Daly Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Taylor Thompson Putting the clients goals and objectives first and foremost. Thompson Family Office Gilbert Not listed Percentage of assets, Subscription
Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. Taylor Turner Wealth Management LLC Richmond Not listed Percentage of assets, Flat fee or retainer
Theodore Spinardi Integrated Wealth Solutions Tulsa CFP Percentage of assets, Hourly
Thomas Challis Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Timothy Thomas Members' Wealth Media Not listed Percentage of assets, Fixed fees
Tony Escobar Purpose-based financial planning for your business and personal needs. Exponent Group Morton Not listed One-time planning fee, Percentage of assets
Tyler Batts Riverbend Wealth Management Myrtle Beach Not listed Percentage of assets
Tyler Nichols Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Vaughn Heydel Financial Designs Claremont CFP Percentage of assets, Hourly
Victoria Abaev WealthFD Conshohocken CFP Percentage of assets, Hourly
Vincent Parrack Blue Chip Partners Farmington Hills Not listed Percentage of assets
William Cox Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
William Morrison Highland Investment Advisors Ponte Vedra Not listed Percentage of assets, Fixed fees
William Snider ONE Advisory Partners Highlands Ranch Not listed Ongoing planning fee, Percentage of assets
Zachary Swenson Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Aaron Terwedo TFS Advisors Edmonds ChFC Percentage of assets, Hourly
Adam Corrie Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Adam Cress Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Adam Underwood Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Aidan Banner Covenant Wealth Advisors Richmond Not listed Percentage of assets
Aimee Hatlestad The Hatlestad Group Edina CFP Percentage of assets, Hourly
Alajahwon Ridgeway A.B. Ridgeway Wealth Management Lafayette Not listed Percentage of assets, One-time planning fee
Albert Von Holt Von Holt Financial Advisors Palatine CFP Percentage of assets
Alexander Koynoff ATK Financial Prosperity Oswego Not listed Flat fee or retainer, Ongoing planning fee
Alexander Means Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Alexander Okugawa Matt Calcagno San Diego CFP Percentage of assets
Allen Tyndall Seaside Wealth Advisors Plano Not listed Percentage of assets, Hourly
Anastasia Melbrod Melbrod Wealth Management San Diego CFP Ongoing planning fee
Andrew Ashton Prostatis Group Hanover Not listed Percentage of assets, Hourly
Andrew Duckworth Prostatis Group Baton Rouge Not listed Percentage of assets, Hourly
Andrew Jung Crew Capital Cincinnati CFA Percentage of assets

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Specialties that serve pre-retirees