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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
Sara Solano LodeStar Long Valley Not listed Percentage of assets, Hourly
Sarah Price Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Scot Johnson Adell, Harriman, & Carpenter Houston CFA Percentage of assets
Scott Bell Gross Domestic Product Playa Del Rey Not listed Percentage of assets, One-time planning fee
Scott Bennington Heritage Oak Wealth Advisors Rogers Not listed Percentage of assets
Scott Caufield Sophos Wealth Management Woodinville Not listed Percentage of assets
Scott Schaeffer MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Sean Moore Moore Wealth Frederick CFP Percentage of assets, Fixed fees
Selma Hackett Capital Advantage Walnut Creek Not listed Percentage of assets, Ongoing planning fee
Seth Maier Heritage Oak Wealth Advisors Santa Rosa Beach Not listed Percentage of assets
Shabri Moore Moore Wealth Frederick CFP Percentage of assets, Fixed fees
Shaina Englund Ceva Advisors Woodinville Not listed Percentage of assets, Hourly
Shannon Sapp Coquina Private Wealth Advisors Port Charlotte CFP Percentage of assets, Fixed fees
Sherry Karlsson Rssic San Francisco Not listed Percentage of assets, Hourly
Shufan Cao Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Spencer Rhode Corvus Wealth Advisors San Luis Obispo Not listed Percentage of assets
Stephanie Kemp Corvus Wealth Advisors Templeton Not listed Percentage of assets
Steve Maconi Brandywine Oak Private Wealth Kennett Square Not listed Percentage of assets
Taylor Chamness Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Teresa Farmer - Clemens Vega Financial Plano Not listed Percentage of assets, Hourly
Theodore Hellman Hofman Wealth Management Chesterfield Not listed Percentage of assets
Theodore Palfini Cavalot Capital Redding Not listed Percentage of assets, Hourly
Thomas Balcom 1650 Wealth Management Lighthouse Point CFP Percentage of assets
Thomas Bustamante Bustamante Financial Planning Santa Fe CFP Hourly
Thomas Coy Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Thomas Piro Osborne Partners San Francisco CFP Percentage of assets, Performance-based fees
Timothy Banks Worley Banks Group Creve Coeur Not listed Percentage of assets
Timothy Foster QuadCap Wealth Management Frisco Not listed Percentage of assets, Fixed fees
Timothy Koski EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Timothy Mosier Cairn Wealth Management Vancouver Not listed Percentage of assets, Hourly
Travis Domingues Corvus Wealth Advisors Templeton Not listed Percentage of assets
Trevor Johnson Dream Weaver Financial Planning Richmond Not listed Percentage of assets, Hourly
Tyson Farmer Vega Financial Mercer Island Not listed Percentage of assets, Hourly
Wendy Weiss Weiss Financial Advisors Cambridge Not listed Percentage of assets, Flat fee or retainer
Wesley Mims Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
William Hensley Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
William Root Keeler & Nadler Dublin Not listed Percentage of assets, Hourly
Zachary Riera Osborne Partners San Francisco CFP Percentage of assets, Performance-based fees
Aaron Soderberg BirdRock Wealth Management Minneapolis Not listed Percentage of assets
Abel Bonga Keen Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Adam Bortolussi Bortolussi Wealth Management Hopkinton Not listed Percentage of assets, Hourly
Adam Croll Crew Capital Cincinnati Not listed Percentage of assets
Adam Daniels Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
Alexander Craner Craner Capital Bountiful Not listed Percentage of assets, Hourly
Ali Alsari AWM Global Advisors San Diego Not listed Percentage of assets
Alyse Uzarski Kreitler Financial New Haven Not listed Percentage of assets
Amy Showalter Arbor Private Wealth Ashburn Not listed Percentage of assets, Fixed fees
Andrea Broughton WealthCrossing Richmond Not listed Percentage of assets, Fixed fees
Andrew Canter Canter Wealth La Jolla Not listed Percentage of assets, Fixed fees
Andrew Foss CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees