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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
Matthew Dunham Dream Lake Financial Saukville Not listed Flat fee or retainer, Ongoing planning fee
Matthew Freiburger Shuttleworth & Company Powell CFA Percentage of assets, Fixed fees
Micah Gibson Heritage Oak Wealth Advisors Santa Rosa Beach Not listed Percentage of assets
Michael Flanagan EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Michael Hibbetts ViaQuest Financial Houston CFP, CFA Percentage of assets, Hourly
Michael Rosendahl Torrey Pines Financial San Diego Not listed Percentage of assets
Michael Troy Red Reef Advisors Chapel Hill CFP Percentage of assets, Hourly
Michael Wroblewski Financial Advisor for You Washington CFP Hourly, Fixed fees
Michele Holton WealthFolio Advisors Sonoma Not listed Percentage of assets, Hourly
Michelle Francis Life Story Financial Arvada Not listed Flat fee or retainer, Percentage of assets
Miguel Rundstrom-Holguin QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Mitchell Towne LeClair Wealth Partners Dublin Not listed Percentage of assets, Flat fee or retainer
Monica Carlos Audible Wealth Management Silver Spring Not listed Percentage of assets, Fixed fees
Nathaniel Gilbert Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Nicholas Coleman Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Nicholas Joseph Sentinel Wealth Management Reston Not listed Percentage of assets, Fixed fees
Nicholas King Targeted Financial Planning East Stroudsburg Not listed Percentage of assets, Flat fee or retainer
Nicholas Lloyd Novare Capital Management Charlotte CFA Percentage of assets
Nilu Judge Kenora Financial Des Plaines Not listed Percentage of assets
Noelle Moser Verus Financial Partners Richmond Not listed Percentage of assets
Owen Schrum Schrum Private Wealth Management St. Augustine Not listed Percentage of assets, Fixed fees
Patrick Keane Nevis Equity Advisors Dobbs Ferry Not listed Percentage of assets
Patrick Latta ACT Advisors Asheville Not listed Ongoing planning fee
Paul Banks Worley Banks Group Creve Coeur Not listed Percentage of assets
Paul Day Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Paul Linzer Kenora Financial Des Plaines Not listed Percentage of assets
Paulette Greenwell Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Preston Eder HFG Trust Kennewick Not listed Percentage of assets, Hourly
Preston Mayo Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Rachel Benton B.I.G. Investment Services Dover Not listed Percentage of assets
Rachel Gurinsky Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Reilly Skorupski Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Richard Arbury My Financial Coach Midland Not listed Percentage of assets, Hourly
Robert Alston QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Robert Atkins Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Robert Krafft Luminary Wealth Fort Wayne CFA Percentage of assets, Hourly
Robert Nelson Sunset Retire Provo Not listed Percentage of assets, Hourly
Robert Robinson Cosmos Wealth El Segundo Not listed Percentage of assets, Hourly
Robert Ruggirello Brave Eagle Wealth Management New York CFA Percentage of assets, Hourly
Roberta Keller Alexis Advisors Richmond Not listed Percentage of assets, Hourly
Roger Crook Altura Wealth Advisors Virginia Beach CFP, ChFC Percentage of assets, Fixed fees
Roman Skurdal Ceva Advisors Beavercreek Not listed Percentage of assets, Hourly
Rosario Scappaticci RED Seven Wealth Management Escondido Not listed Percentage of assets, Fixed fees
Ruchi Sengar Better Financial Services Federal Way Not listed Percentage of assets, Hourly
Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence Wealthcare for Women Atlanta Not listed Percentage of assets, Flat fee or retainer
Ryan Carragher The Clifford Group Wayland Not listed Percentage of assets
Ryan Kosakura Elevation Wealth Partners Walnut Creek CFA Percentage of assets
Ryan McNeilly Kenora Financial Des Plaines Not listed Percentage of assets
Ryan Mendoza Heritage Oak Wealth Advisors Rogers Not listed Percentage of assets
Ryan Nelson Alchemy Wealth Management Reno Not listed Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees