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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
Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project The Financial Rules Consulting SAN ANTONIO Not listed Flat fee or retainer, Hourly
Michael Ye New Insight Wealth Advisors San Ramon Not listed Percentage of assets, Hourly
Mitchell Tuchman Rebalance Palo Alto Not listed Percentage of assets
Mona Kuhlman TandemGrowth Financial Advisors Alpharetta Not listed Percentage of assets
Nalby Nouh Prestige Wealth Management Group Flemington Not listed Percentage of assets, Hourly
Nelson Rutherford Multnomah Group Portland CFP, PFS Percentage of assets, Hourly
Nicholas Stancato Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Nicolas Drury Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Owen Lahr Andrews Advisory Associates Honolulu Not listed Percentage of assets, Hourly
Patrick Rohe Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Paul Means Means Wealth Management Venice Not listed Percentage of assets, Flat fee or retainer
Paula Durrant Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Peter Baden Crew Capital Cincinnati CFA Percentage of assets
Peter Schmitt Schmitt Wealth Advisers Cincinnati CFP Percentage of assets, Hourly
Philip Reuer Matt Calcagno San Diego CFP Percentage of assets
Phillip Christenson Phillip James Financial Plymouth CFA Percentage of assets
Raymond Tan California Financial Advisors San Ramon ChFC Percentage of assets, Ongoing planning fee
Reid Trego Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Richard Carroll Bell City Wealth Hillsboro CFP Percentage of assets, Hourly
Richard McKean Blue Elm Advisors Holmes Not listed Percentage of assets, Ongoing planning fee
Richard Speers Private Wealth Management of NC Henderson ChFC Percentage of assets, Hourly
Robert Auclair Balanced Wealth Management West Warwick CFP Percentage of assets
Robert Jung Crew Capital Cincinnati CFA Percentage of assets
Robert Pascarella Peerless Wealth Spring Not listed Percentage of assets, Hourly
Robert Phillips Greater Midwest Financial Group Saint Paul CFP Percentage of assets, Fixed fees
Robert Rizarri Heritage Wealth Management Houston Not listed Percentage of assets, Hourly
Robert Whitney Polaris Investment Advisors, LLC. Framingham ChFC Percentage of assets, Hourly
Robyn Clarke Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Robyn Cohen Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Ronald Leavitt Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Ronald Peck Fearless Wealth Kirkland CFP Percentage of assets
Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. Northwestern Mutual Investment Services, LLC ATLANTA Not listed Percentage of assets
Russell Carlson ARIA Wealth Management Dunwoody Not listed Percentage of assets, Hourly
Russell Thamm Teamwork Financial Group Austin Not listed Percentage of assets
Ryan Bowman Maxele Advisors Webster Groves CFP Percentage of assets, Hourly
Ryan Herbert Prostatis Group Hanover Not listed Percentage of assets, Hourly
Ryan Kilkenny Atomic Planning Gardner Not listed Percentage of assets
Ryan Kotys Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Ryan Redmond Stone Pillars Wealth Management Franklin Not listed Percentage of assets, Hourly
Samuel Baynes Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Sanjiv Jhaveri SJ Capital Management Monmouth Junction CFA Percentage of assets, Hourly
Sarah Brandon Rebalance Palo Alto Not listed Percentage of assets
Scott Bramwell Eiger Wealth Management San Diego PFS Percentage of assets, Fixed fees
Scott Leise Sanders Retirement Planning Omaha Not listed Percentage of assets, Flat fee or retainer
Scott Nasca Generation Capital Management Pittsford CFA Percentage of assets
Scott Puritz Rebalance Palo Alto Not listed Percentage of assets
Sean Mullaney Mullaney Financial & Tax Woodland Hills Not listed Flat fee or retainer, One-time planning fee
Seongsoo Lee New Insight Wealth Advisors San Ramon Not listed Percentage of assets, Hourly
Seth Bittner Stillwater Private Wealth Allentown Not listed Percentage of assets, Flat fee or retainer
Sheree Bollinger Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees