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 2,969 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
Laura Redfern Shadowridge Asset Management Austin CFP Hourly, One-time planning fee
Lauren Simpson Rebalance Palo Alto Not listed Percentage of assets
Lawrence Kiely Prostatis Group Hanover Not listed Percentage of assets, Hourly
Lee Jones Tangent Retirement Irvine Not listed Percentage of assets, Flat fee or retainer
Lily Evans Evans Wealth Management Duluth Not listed Percentage of assets, Hourly
Linda Yu Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Lindsay La Fleur LL Financial Services Ossining Not listed Percentage of assets, Hourly
Logan Pettus Sweeney Financial Advisors Bedford Not listed Percentage of assets
Lori Liffring Cambridge Advisors Omaha CFA Percentage of assets, One-time planning fee
Luke Sauter Vidarrow Investment Advisors Arlington Heights PFS Percentage of assets, Hourly
Madison Carleton Heritage Wealth Management Houston Not listed Percentage of assets, Hourly
Madison Moe Teamwork Financial Group San Antonio Not listed Percentage of assets
Maia Babbs Lariat Wealth Management Denver CFA Percentage of assets
Marcel Quiroga TQM Wealth Partners Marblehead Not listed Percentage of assets, Hourly
Margaret Horsley Glassy Mountain Advisors Washington CFP Percentage of assets
Mariah Magana Mayorga Tower View Wealth Management Oshkosh Not listed Percentage of assets, Hourly
Mark Henry Virtue Wealth Counsel Tyler Not listed Percentage of assets, Hourly
Martin Standish Towneley Capital Management Laguna Hills CFP, CFA Percentage of assets, Fixed fees
Matthew Antenucci McCarley & Cook Cincinnati CFA Percentage of assets, Hourly
Matthew Benson Sonmore Financial Chandler CFP Percentage of assets, Fixed fees
Matthew Calcagno Matt Calcagno San Diego CFP Percentage of assets
Matthew Curfman Richmond Brothers Jackson CFP Percentage of assets, Hourly
Matthew Dunn ARQ Wealth Advisors Hudson CFA Percentage of assets, Fixed fees
Matthew Fernandez Morrissey Wealth Management North Haven Not listed One-time planning fee, Ongoing planning fee
Matthew Fox Ithaca Wealth Memphis Not listed Percentage of assets
Matthew McGee Integritas Wealth Strategies Charleston Not listed Percentage of assets, Hourly
Matthew Santarsiero Tomoro Colts Neck CFP Percentage of assets, Hourly
Matthew Sassani Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Matthew Swendiman Crew Capital Cincinnati ChFC, CFA Percentage of assets
Matthew Vallebo Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Megan Dant Saling Wealth Advisors Louisville Not listed Percentage of assets, Fixed fees
Megan Sperry Wealth Analytics San Diego Not listed Percentage of assets, Hourly
Melinda Agosta Farnam Financial Molalla Not listed Percentage of assets
Melissa Johnson Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
Michael Bridgman Cambridge Advisors Omaha ChFC Percentage of assets, One-time planning fee
Michael Canet Prostatis Group Hanover Not listed Percentage of assets, Hourly
Michael Claveau Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Michael Cox Seaside Wealth Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Michael De Guzman Teamwork Financial Group San Antonio Not listed Percentage of assets
Michael Ellis Steelhead Wealth Management Naples Not listed Percentage of assets, Fixed fees
Michael Gore Polaris Investment Advisors, LLC. Framingham PFS Percentage of assets, Hourly
Michael Kasianko Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Michael Klaiber Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Kuehn Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Marsh Marsh Wealth Management Knoxville Not listed Percentage of assets
Michael Mezheritskiy Milestone Asset Management Group Avon Not listed Flat fee or retainer
Michael Miles Variplan Vienna CFP Hourly, Fixed fees
Michael Nix Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Olafsson IWR Advisors Denver Not listed Percentage of assets
Michael Scott CORE Wealth Advisors Lakeland CFA Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees