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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 2,969 fee-only financial advisors who work with pre-retirees at 1,381 firms, most in Houston, San Diego and Charlotte. 52% hold the CFP certification. Of the 2959 with fees on file, 85% charge percentage of assets.

Advisors listed
2,969
Firms
1,381
Cities
859
Hold the CFP
52%
  • Other credentials: CFA 8% · CPA 3% · EA 2%
  • How they charge (of 2959 with fees on file): percentage of assets 85% · fixed fees 40% · hourly 39% · 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
Jacob Sheaf LRC Aviation Advisors Milwaukee ChFC Percentage of assets
Jake Larson Multnomah Group Portland CFP Percentage of assets, Hourly
Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. TrueClarity Wealth Wayne Not listed One-time planning fee, Subscription
Jakhongir Mirtalipov Dream Life Wealth Management Charlotte Not listed Percentage of assets, Ongoing planning fee
James Behr Stillwater Private Wealth Mt. Pleasant Not listed Percentage of assets, Flat fee or retainer
James Bertram Baynes Investment Counsel Franklin Not listed Percentage of assets, Hourly
James Ferrin Asset One Draper CFP Percentage of assets
James Franklin Asset One Draper CFP Percentage of assets
James Ronn Greater Midwest Financial Group Saint Paul CFP Percentage of assets, Fixed fees
James Thomason Matt Calcagno San Diego CFP Percentage of assets
Jamie Bigsby Glassy Mountain Advisors Bethesda CFP Percentage of assets
Janice Thompson Matt Calcagno San Diego CFP Percentage of assets
Jason Sikorski Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Jeff Poole Wealth Analytics San Clemente Not listed Percentage of assets, Hourly
Jeffrey Kaczmarczyk TriState Wealth Advisors Newark CFA Percentage of assets, Ongoing planning fee
Jeffrey Laughlin Fidelis Financial Planning Saint Charles CFP Ongoing planning fee
Jeffrey Lehmann Ballast Lexington Not listed Percentage of assets, Hourly
Jeffrey Nielson Avenues Wealth Winter Park CFP Percentage of assets, Hourly
Jeffrey Shiffra ARQ Wealth Advisors Scottsdale CFA Percentage of assets, Fixed fees
Jeffrey Venables Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Jeffrey White Wingate Wealth Advisors Lexington CFP, ChFC Percentage of assets, Fixed fees
Jerry Linebaugh Prostatis Group Baton Rouge Not listed Percentage of assets, Hourly
Jessica Champion Jessica Champion Investment Services Chittenango Not listed Percentage of assets
Jessica Grande TFC Financial Boston Not listed Percentage of assets, Hourly
John Atkins Integrity Capital Management Kingsport CFP Percentage of assets, Hourly
John Bell Thryve Wealth Management Santa Barbara Not listed Percentage of assets
John Cordano California Financial Advisors San Ramon ChFC Percentage of assets, Ongoing planning fee
John Dudley Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
John Scherer Trinity Financial Planning Middleton CFP Percentage of assets, Fixed fees
John Slupski Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Jonathan Glaser Iowa Wealth Management West Des Moines CFP Percentage of assets, Hourly
Jordan Bryant Coastline Complete Wealth Bluffton Not listed Percentage of assets, Hourly
Joseph Bailey Integrity Capital Management Kingsport CFP Percentage of assets, Hourly
Joseph Lawrence ARIA Wealth Management Huntsville Not listed Percentage of assets, Hourly
Joseph McFaddin Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Joseph Plume Oliver Wealth Management Towson Not listed Ongoing planning fee
Joseph Recznik Integritas Wealth Strategies Charleston Not listed Percentage of assets, Hourly
Justin Garritt Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Kaitlin Jordan Stone Pillars Wealth Management Franklin Not listed Percentage of assets, Hourly
Kaleigh Prentice Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
Karl Kohne Matt Calcagno San Diego CFP Percentage of assets
Katherine Fonville Covenant Wealth Advisors Richmond Not listed Percentage of assets
Katherine Groce Prostatis Group Hanover Not listed Percentage of assets, Hourly
Kathleen Campbell Campbell Financial Partners Fort Myers Not listed Percentage of assets, One-time planning fee
Kenneth Gillespie Hermosa Wealth Management Hermosa Beach Not listed Percentage of assets, Hourly
Kevin Dodgson Shetland Financial Center Valley CFA Flat fee or retainer
Kimberly Overby Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Kirsten Halpin Alaska Wealth Advisors Anchorage CFA Percentage of assets, One-time planning fee
Kody Williams Saling Wealth Advisors Louisville Not listed Percentage of assets, Fixed fees
Kyle Long Long Planning Geneva Not listed Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees