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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
Daniel Smith FreeMind Financial Advisory Shirley Not listed Percentage of assets
Daniel Thornton Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Daniel Venable B.I.G. Investment Services Dover Not listed Percentage of assets
David Blair QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
David Boothe B.I.G. Investment Services Dover Not listed Percentage of assets
David Butler Verus Financial Partners Richmond Not listed Percentage of assets
David Ellis EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
David O'Neill Heritage Financial Gainesville CFP Percentage of assets, Hourly
David Swift Second 50 Financial Manhattan Beach Not listed Percentage of assets, Fixed fees
David White Attleboro Wealth Management Yardley CFA Percentage of assets, Fixed fees
David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. SFG Wealth Advisors Tampa Not listed Percentage of assets
Dawnalizabeth Henke Capital Advantage Walnut Creek Not listed Percentage of assets, Ongoing planning fee
Delonte Harrell QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Derek Finch Seaside Wealth Management Carlsbad Not listed Ongoing planning fee
Derek Robinett Amicus Financial Advisors Midland PFS, CFA Percentage of assets, Hourly
Derek Wulff Navista Wealth Management Minnetonka Not listed Percentage of assets, Hourly
Derrick Barger Equity Wealth Partners Independence CFP Percentage of assets, Hourly
Douglas Mackay Broadleaf Partners Peninsula CFA Percentage of assets
Edward Parolisi Ironwood Wealth Management Rye Not listed Percentage of assets, Fixed fees
Edward Zywien Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Edwin Bennett Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Eldon Anderson Equity Wealth Partners Independence CFP Percentage of assets, Hourly
Eli Mitcham Asset Lift Wealth Management Cypress Not listed Percentage of assets, Hourly
Elizabeth Alamillo Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Elizabeth Garvey Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Emma Shaw CoCreate Financial Bozeman Not listed Percentage of assets, Hourly
Erik Cooper Low cost wealth management firm Arcvest, LLC Boston Not listed Percentage of assets
Erin Maynard Shuttleworth & Company Powell ChFC Percentage of assets, Fixed fees
Eve Gaiser Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Fadi Issa Boardwalk Wealth Management Ann Arbor Not listed Percentage of assets, Ongoing planning fee
Fetzer Crockett 4-C Wealth St. Louis Not listed Percentage of assets, Fixed fees
Frank Montes Torrey Pines Financial San Diego Not listed Percentage of assets
Garrick Russell HFG Trust Kennewick Not listed Percentage of assets, Hourly
Garry Bishop ProFocus Phoenix Not listed Percentage of assets, Hourly
Gary Aiken Caveness Wealth Advisory Rockville Not listed Percentage of assets, Hourly
Gerard Guertin Roffman Miller Wealth Management Philadelphia ChFC Percentage of assets
Gianna Mossotti QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Greg Pyne Red Oak Financial Group Towson Not listed Percentage of assets, Hourly
Gregory Clifford The Clifford Group Wayland Not listed Percentage of assets
Gregory Forsythe Forsythe Wealth Management Crown Point CFA Percentage of assets, Hourly
Gregory Lessard Aspen Leaf Wealth Management Golden Not listed Percentage of assets
Hardik Patel Trusted Path Wealth Management Santa Rosa Not listed Percentage of assets, Flat fee or retainer
Heather Proctor Milestones Private Investment Advisors Fairport Not listed Percentage of assets, Fixed fees
Heinz Brisske KRM Financial Services St. Charles Not listed Percentage of assets, Hourly
Henry McCall Inman Jager Wealth Management Hattiesburg Not listed Percentage of assets, Hourly
Hilton Kelly Tall Trees Wealth Portsmouth Not listed Percentage of assets, Fixed fees
Hunter Breedlove EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Hunter Brockway Boca Retirement Strategies Jupiter Not listed Percentage of assets, Hourly
Ian Burkhard Capital Advantage Walnut Creek Not listed Percentage of assets, Ongoing planning fee
Isaac Neidbalson Jarrod Adams Investing Charlotte Not listed Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees