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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
Sidney King Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Stacey Young Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Stelianos Elenis High Pass Asset Management Denver CFA Percentage of assets, Hourly
Stephen Erken Maxele Advisors Webster Groves CFP Percentage of assets, Hourly
Stephen Islander Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Stephen Jimenez Peerless Wealth Columbus Not listed Percentage of assets, Hourly
Steven Fox-Middleton SFM Financial Advisors Vancouver CFP Percentage of assets
Steven Wilkes Hutchinson Capital Management San Rafael CFA Percentage of assets, Hourly
Stuart Quint Ambassador Wealth Management Vancouver CFA Percentage of assets, Hourly
Suzue Sato MoneyCafe Advisors Denver Not listed Hourly, Fixed fees
Svetlana Kot Rebalance Palo Alto Not listed Percentage of assets
Sydney Peatrowsky Virtue Wealth Counsel Omaha Not listed Percentage of assets, Hourly
Tanis Kelly Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Teofilo Ferreira Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Thomas Herlihy Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Timothy Slevin-Vegdahl Multnomah Group Portland CFP Percentage of assets, Hourly
Tracy Kuntz Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Travis Broadhurst Sweeney Financial Advisors Bedford Not listed Percentage of assets
Travis Shepherd Prostatis Group Greenwell Springs Not listed Percentage of assets, Hourly
Travis Tsukayama Andrews Advisory Associates Honolulu Not listed Percentage of assets, Hourly
Trevor Reece Waypoint Financial Planning Marietta Not listed Ongoing planning fee, Hourly
Tyler Madill Maris Wealth Management Duluth Not listed Percentage of assets, One-time planning fee
Tyler Trahan Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Tyler Weerden Layered Financial Arlington Not listed Flat fee or retainer, One-time planning fee
Vanessa Pruett-Urie Prostatis Group Hanover Not listed Percentage of assets, Hourly
Vannak Sao Proactive Financial Solutions 360 North Attleboro Not listed Percentage of assets
Veronica Dibble Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Wendy Wyatt Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
William Dippell Milestone Money Chicago Not listed Flat fee or retainer, Ongoing planning fee
William Larson William B. Larson, CPA Dallas Not listed Hourly
William McCaffrey Glassy Mountain Advisors Arlington CFP Percentage of assets
Yvonne Marsh Marsh Wealth Management Knoxville Not listed Percentage of assets
Zachary DeBottis Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Zachary Gutermuth Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Zachary Means Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Aaron Clarke Heritage Financial Gainesville CFP Percentage of assets, Hourly
Aaron Szager Osborne Partners Menlo Park CFP Percentage of assets, Performance-based fees
Abel Reyes Rimac Capital Bayonne Not listed Percentage of assets, Hourly
Abigail Chao Cosmos Wealth La Jolla Not listed Percentage of assets, Hourly
Adam Brown Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Adam Waitkevich Caveness Wealth Advisory Worcester Not listed Percentage of assets, Hourly
Alexander MacKnight Rimac Capital Bayonne Not listed Percentage of assets, Hourly
Alexander Marek Ironwood Wealth Management Chandler Not listed Percentage of assets, Fixed fees
Alexander Potenza Skyview Financial Group Ponte Vedra Beach Not listed Percentage of assets, Fixed fees
Alexander Potenza Skyview Financial Group Ponte Vedra Beach Not listed Percentage of assets, Fixed fees
Alexandra McConnell QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Alexandra Sandberg Osborne Partners San Francisco CFP, ChFC Percentage of assets, Performance-based fees
Alexis Buchholz BFG Wealth Management Dallas Not listed Percentage of assets
Alfred Brady MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
Alychandra McFarlane WealthFolio Advisors Sonoma Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees