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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
Alyssa Crews Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Amanda Blake Intelligent Investing Greenville Not listed Percentage of assets, Hourly
Anders Storvik Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Andre Laplante Tall Trees Wealth Portsmouth Not listed Percentage of assets, Fixed fees
Andre Luiz Paiva Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Andrew Brown Brown Wealth Management Conyers CFP Percentage of assets, Hourly
Andrew Damico Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Andrew Donoghue AMD Wealth Management Northfield Not listed Percentage of assets, One-time planning fee
Andrew Flattery Flattery Wealth Management North Kansas City CFP Percentage of assets, Hourly
Andrew Perri Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Andrew Straton Westhollow Wealth Management Milton Not listed Percentage of assets
Anna Hibbitt B.I.G. Investment Services Dover Not listed Percentage of assets
Anna Thornburg Model Wealth Wheaton Not listed Hourly, Flat fee or retainer
Anne Robinson QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Anthony Moeller MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Anthony Ortale Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Asaph Elan Equilibrium Wealth San Carlos Not listed Percentage of assets, Hourly
Austin Mangold Seaside Wealth Management Carlsbad Not listed Ongoing planning fee
Benjamin Bjork Navista Wealth Management Naples Not listed Percentage of assets, Hourly
Benjamin Englund Ceva Advisors Woodinville Not listed Percentage of assets, Hourly
Benjamin House Stonehearth Capital Management Danvers Not listed Percentage of assets, Hourly
Bethany Parker Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Bogdan Niciu 4-C Wealth Creve Coeur Not listed Percentage of assets, Fixed fees
Bonnie Courtney Cambridge Financial Group Tucson Not listed Percentage of assets, Fixed fees
Bradford Yeakle MY Wealth Management Germantown ChFC Percentage of assets, Hourly
Brent Hudson Fluid Financial Planning Columbus Not listed Percentage of assets, Flat fee or retainer
Brian Ismert Equity Wealth Partners Independence CFP Percentage of assets, Hourly
Brian Rudisill Novare Capital Management Charlotte CFA Percentage of assets
Brian Sawyer Larchmont Wealth Advisors Lunenburg Not listed Hourly
Bridgette Hodge EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Bruce Beckett My Financial Coach Midland Not listed Percentage of assets, Hourly
Carl Grahs Navigate Wealth Management Birmingham CFA Percentage of assets
Cassidy Fisher Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Chad Nolte Model Wealth Wheaton Not listed Hourly, Flat fee or retainer
Chad Seegers Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Chad Young Young Financial Planning Lafayette Not listed Flat fee or retainer, Percentage of assets
Charles Gillespie Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Charles Von Stackelberg Radius Wealth Management Boston ChFC Percentage of assets, Hourly
Colby Ring Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Cole McClarren Cambridge Financial Group Tucson Not listed Percentage of assets, Fixed fees
Colin Leighton Heritage Oak Wealth Advisors Rogers Not listed Percentage of assets
Conner Cloyd Cloyd Capital Louisville Not listed Percentage of assets
Cooper Segars QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Cortnie Rodriguez QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Craig Johnston Fiduciary Counsel Englewood Not listed Percentage of assets, Hourly
Craig Silberg EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Dalion Welch Duncan Wealth Management Madison Not listed Ongoing planning fee
Daniel Bender MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
Daniel Haut Osborne Partners San Francisco CFP, CFA Percentage of assets, Performance-based fees
Daniel Mauser Cosmos Wealth La Jolla Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees