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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
Dave Valdez Alaska Wealth Advisors Anchorage ChFC Percentage of assets, One-time planning fee
David Carroll Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
David Cust Means Wealth Management Sarasota Not listed Percentage of assets, Flat fee or retainer
David Khouri Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
David Krawczyk Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
David Linnard Linnard Financial Management & Planning Boxborough CFP Percentage of assets, Ongoing planning fee
David Means Means Wealth Management Greenville Not listed Percentage of assets, Flat fee or retainer
David Tepp Tepp Wealth Management Westfield PFS Percentage of assets, Hourly
David Vigil Vigil Wealth Management Ponte Vedra Beach CFP Percentage of assets, Hourly
Dennis O'Keefe Successful Money Strategies Fall River CFP Percentage of assets, Fixed fees
Dennis Peatrowsky Virtue Wealth Counsel Omaha Not listed Percentage of assets, Hourly
Dennis Voigt DWV Advisors Essex Junction PFS Ongoing planning fee
Derek Stross CORE Wealth Advisors Lakeland PFS Percentage of assets, Hourly
Diana Apostolova Rochester Investments Rochester Not listed Percentage of assets, Hourly
Diana Jordan Teamwork Financial Group San Antonio Not listed Percentage of assets
Donald Hall Hall Capital Management Pasadena CFA Percentage of assets
Donald Phillips Greater Midwest Financial Group Saint Paul CFP Percentage of assets, Fixed fees
Donald Swain Professional Financial Management Appleton CFA Percentage of assets, Hourly
Douglas Jackson Jackson Wealth Franklin CFP Percentage of assets, Hourly
Douglas Moe Teamwork Financial Group San Antonio Not listed Percentage of assets
Drew Vesling Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Dustin Hunter SunRift Capital Partners Plainfield Not listed Percentage of assets, Hourly
Dustin Rinaldi Rinaldi Wealth Management Bonita Springs CFP Percentage of assets, Hourly
Dwayne Tyril Kreitler Financial New Haven CFA Percentage of assets
Edgar Heissler Heissler Financial Gresham CFP, ChFC Percentage of assets
Edmund Lesage Integrity Financial Planning Houston Not listed Percentage of assets
Edward Hartley Milestone Investments Columbus Columbus CFP Percentage of assets, Hourly
Edward Kolanko Baynes Investment Counsel Mason Not listed Percentage of assets, Hourly
Emilie Andres Statherós Financial Solutions El Dorado Hills CFP Percentage of assets
Emily Goodman Foronjy Financial San Luis Obispo CFP Percentage of assets, Hourly
Emily Zinn Multnomah Group Portland CFP Percentage of assets, Hourly
Emmanuel Afolayan Lindsey & Lindsey Wealth Management San Jose Not listed Percentage of assets, Hourly
Eric Baker Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Eric McKean Blue Elm Advisors Holmes Not listed Percentage of assets, Ongoing planning fee
Eric Montemaggi Aurora Pointe Capital Mclean CFP, CFA Percentage of assets, Fixed fees
Eric Sorenson Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Eric Stats Brighton Wealth Management Cottonwood Heights CFA Percentage of assets, Hourly
Erik Bagley Kotys Wealth Professionals Folsom Not listed Percentage of assets, Hourly
Erik Margetts Prostatis Group Winter Park Not listed Percentage of assets, Hourly
Erik Thompson Peerless Wealth Columbus Not listed Percentage of assets, Hourly
Erin Barry Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Ernest Garrett Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Ethan Braid High Pass Asset Management Denver CFA Percentage of assets, Hourly
Frederick Pryor TFC Financial Boston Not listed Percentage of assets, Hourly
Gabriel Newhof JVL Wealth Strategies Wyoming Not listed Percentage of assets, Hourly
Gage Houser Hutchinson Capital Management San Rafael CFA Percentage of assets, Hourly
Gary Dorfman Thryve Wealth Management Santa Barbara Not listed Percentage of assets
Gary Pomerantz Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Gary Steer OxenFree Financial Melbourne CFP Percentage of assets
George Boudreau Oliver Wealth Management Towson Not listed Ongoing planning fee

Guides

Related lists

Specialties that serve pre-retirees