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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
Andrew Knachel Oliver Wealth Management Towson Not listed Ongoing planning fee
Anne Claire Nornhold Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Anthony Castaldi Covenant Wealth Advisors Richmond Not listed Percentage of assets
Anthony Farella Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Anthony Saffer Matt Calcagno San Diego CFP Percentage of assets
Anthony Wall Upper Left Wealth Management Tampa Not listed Percentage of assets
Ashley Michelli Prostatis Group Baton Rouge Not listed Percentage of assets, Hourly
Austin Miller Teamwork Financial Group San Antonio Not listed Percentage of assets
Barry Pflueger Pflueger Wealth Churchville CFP Percentage of assets, Hourly
Brandon Montoya Montoya Wealth Management Prescott Not listed Percentage of assets, Hourly
Brandon Oliver Oliver Wealth Management St. Louis Not listed Ongoing planning fee
Brendan Koors Athyra Financial Partners Cincinnati Not listed Percentage of assets, Ongoing planning fee
Brian Beckman Hermosa Wealth Management Torrance Not listed Percentage of assets, Hourly
Brian Canet Prostatis Group Hanover Not listed Percentage of assets, Hourly
Brian Tumpane Cedar Capital Advisors Glen Ellyn Not listed Percentage of assets, Fixed fees
Brian Williams Northshire Consulting Southington Not listed Ongoing planning fee, Percentage of assets
Brian Yates Asset One Bridgeville CFP Percentage of assets
Brittany Anderson Wealth Analytics San Diego Not listed Percentage of assets, Hourly
Brock Von Holt Von Holt Financial Advisors Palatine CFP Percentage of assets
Bruce McCrea Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Bryan Foronjy Foronjy Financial Santa Barbara CFP Percentage of assets, Hourly
Bryan McCrea Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Cameron Malekuti Covenant Wealth Advisors Richmond Not listed Percentage of assets
Carlos Ortega Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Carol Khouri Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Carrie Carr ARIA Wealth Management Little Rock Not listed Percentage of assets, Hourly
Catherine Richmond Ballast Lexington Not listed Percentage of assets, Hourly
Chad Kunc CPK Wealth Management Fort Myers Not listed Percentage of assets
Charles McAteer ARIA Wealth Management Saratoga Not listed Percentage of assets, Hourly
Christopher Bekel Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Christopher Knight Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Christopher Langlois Integritas Wealth Strategies Charleston Not listed Percentage of assets, Hourly
Christopher Ragain Sentinel Wealth & Tax Bonita Springs Not listed Ongoing planning fee
Christopher Reyes Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Christopher Robinson RFG Wealth Advisory Argyle ChFC Percentage of assets, Fixed fees
Clay Rogers Teamwork Financial Group San Antonio Not listed Percentage of assets
Coby Sullivan Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Cody Ritchie Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Collin Day Farris Capital Management Carrollton Not listed Percentage of assets
Collin Toal RCS Financial Planning Annapolis Not listed Percentage of assets, Hourly
Constance Mitchell Wealth Analytics San Diego Not listed Percentage of assets, Hourly
Cort Barrett White Aspen Capital Henderson Not listed Percentage of assets, Fixed fees
Courtney Wood Milestone Investments Columbus Ridgeland CFP Percentage of assets, Hourly
Craig Harvey Field Alluvial Wealth Management Matthews Not listed Percentage of assets, Fixed fees
Curtis Reed Welspire Upper Arlington CFP Percentage of assets, Fixed fees
Dalin Jewett Tanara Wealth Management Lehi Not listed Percentage of assets, Hourly
Dana Lyon Capital Wise Advisory Wesley Chapel Not listed Percentage of assets
Daniel Berg B.E.S.T. Wealth Management St. Louis Not listed Percentage of assets, Flat fee or retainer
Daniel Mavraides Rebalance Beverly Hills Not listed Percentage of assets
Daniel Vredeveld Richmond Brothers Jackson CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees