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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
Isiah Williams Audible Wealth Management Silver Spring Not listed Percentage of assets, Fixed fees
Jackson Greer Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
James Baynard Novare Capital Management Charlotte CFA Percentage of assets
James Harlow Novare Capital Management Charlotte CFA Percentage of assets
Jarrod Adams Jarrod Adams Investing Mooresville Not listed Percentage of assets
Jason Hetland Financial Planning Navigators Maple Grove Not listed Percentage of assets, Fixed fees
Jeremy Keating Cosmos Wealth La Jolla Not listed Percentage of assets, Hourly
Jesse Cordoba Red Reef Advisors Boca Raton CFP Percentage of assets, Hourly
Jessica Stanley Rezny Wealth Management Aurora Not listed Percentage of assets
Joel Stilwell Rssic San Francisco Not listed Percentage of assets, Hourly
John Brady MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
John Chladek Chladek Wealth Management Lenexa CFP Percentage of assets, Hourly
John Hayman Capital Advantage Walnut Creek Not listed Percentage of assets, Ongoing planning fee
John Hofman Hofman Wealth Management Chesterfield Not listed Percentage of assets
John Mahshie MPM Advisors Group Liverpool Not listed Percentage of assets, Fixed fees
Jonathan McKinney Audible Wealth Management Silver Spring Not listed Percentage of assets, Fixed fees
Jonathan Weatherly Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Joseph Williams Coquina Private Wealth Advisors Boca Raton CFP, ChFC Percentage of assets, Fixed fees
Joshua Mclain Sunset Retire Las Vegas Not listed Percentage of assets, Hourly
Joshua Ortiz Amicus Financial Advisors Lubbock ChFC Percentage of assets, Hourly
Julie Waitman Verus Financial Partners Richmond Not listed Percentage of assets
Justin Lopez Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Kade Kretzschmar Seaside Wealth Management Carlsbad Not listed Ongoing planning fee
Katelin Mahoney Corvus Wealth Advisors Templeton Not listed Percentage of assets
Kathy Alves Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Keith Gunther RED Seven Wealth Management Escondido Not listed Percentage of assets, Fixed fees
Keith Nyborg Kenora Financial Des Plaines Not listed Percentage of assets
Kerri Musgrove EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Kevin Leeds Vision Retirement Maywood Not listed Flat fee or retainer, Hourly
Kira Topeka Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Kristina Allardice RED Seven Wealth Management Laurel Not listed Percentage of assets, Fixed fees
Kyle DeMers Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Kyle Wasson Inside Edge Capital Georgetown CFP Percentage of assets, Fixed fees
Lanny Rosenbaum SIP Financial Services Glenville Not listed Percentage of assets, Hourly
Laura Amendola Coquina Private Wealth Advisors Port Charlotte CFP Percentage of assets, Fixed fees
Laura Robayo Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Leia Carpenter Adell, Harriman, & Carpenter Houston CFA Percentage of assets
Lindsey Hadfield Verus Financial Partners Richmond Not listed Percentage of assets
Lino DeAngelis Alliance Wealth Management Group Flemington CFP Percentage of assets, Hourly
Lorie Scheibel Scheibel Planning Solutions Crownsville Not listed Ongoing planning fee
Mark Buscher Milestones Private Investment Advisors Fairport Not listed Percentage of assets, Fixed fees
Mark Fetterolf My Financial Coach Midland Not listed Percentage of assets, Hourly
Mark Frombach Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Mark Herskovitz Equilibrium Wealth Jerusalem, Israel Not listed Percentage of assets, Hourly
Mark Mahshie MPM Advisors Group Liverpool Not listed Percentage of assets, Fixed fees
Mark Wojno Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Martha Hays ACT Advisors Asheville Not listed Ongoing planning fee
Mary Atkinson Schrum Private Wealth Management St. Augustine Not listed Percentage of assets, Fixed fees
Mary Harris QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Matthew Ahrens MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees