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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
Andrew McDirmid Lodestone Wealth Management Spokane Not listed Percentage of assets, Fixed fees
Andrew Wacker Convergence Omaha Not listed Percentage of assets, Fixed fees
Aracelis Bell Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Ashley Micciche True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Benjamin Kebbekus LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Benjamin Lies Delphi Advisers Vancouver Not listed Percentage of assets, One-time planning fee
Bernard Katz Wealth Effects Boynton Beach Not listed Percentage of assets
Bradley Stephens Tamalpais Asset Management Larkspur Not listed Percentage of assets
Brandie Giffin Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees
Breland Booth Booth Financial Planning Birmingham Not listed Percentage of assets, Fixed fees
Brent Neis Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly
Brent Schneider LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Brian Burkhart Wealth Effects Boston Not listed Percentage of assets
Brian Carter Pierson Wealth Management Atlanta Not listed Percentage of assets
Brian Hawthorne-Codato Glassy Mountain Advisors Bethesda CFA Percentage of assets
Brooklyn Flanagan Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Bruce Herbert Newground Social Investment Seattle Not listed Percentage of assets, Hourly
Bruce Hulme Bortolussi Wealth Management Southborough Not listed Percentage of assets, Hourly
Bryce Chandler Bentwood Investment Advisory San Antonio Not listed Percentage of assets, Hourly
Bryon Brooks Adaptive Advisory Olathe Not listed Percentage of assets, Hourly
Caleb Frankart Blue Jay Financial Group Defiance Not listed Percentage of assets
Carly Denial ARQ Wealth Advisors Scottsdale, Az 85260 Not listed Percentage of assets, Fixed fees
Carrie Fitzpatrick USA Financial and Tax Services Farmington Not listed Percentage of assets
Carter Abbott LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Carter Klaas Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Caspian Campaigne Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Chad Majors Next Level Wealth Planning Meridian Not listed Percentage of assets, Hourly
Charles Anderson Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Charles Arnold Forthright Wealth Management Alpharetta Not listed Percentage of assets
Charles Foss CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Charles Pouliot Wealth Effects West New York Not listed Percentage of assets
Christina Borger BirdRock Wealth Management Austin Not listed Percentage of assets
Christina Doherty FCA Houston Not listed Percentage of assets, Hourly
Christopher Angle Heritage Capital Redding Not listed Percentage of assets
Christopher Coleman Fiduciary First Advising Rochester Not listed Percentage of assets
Christopher Fitts Bortolussi Wealth Management Southborough Not listed Percentage of assets, Hourly
Christopher Martin Tamalpais Asset Management Larkspur Not listed Percentage of assets
Christopher Ricketts Ricketts Financial Louisville Not listed Percentage of assets, Fixed fees
Cindy Yac FCA Houston Not listed Percentage of assets, Hourly
Clare Manning Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Clarence Bush Bush Capital Management Sarasota Not listed Percentage of assets, Hourly
Clark Brown Hello Wealth Financial Advisors Athens Not listed Percentage of assets, Hourly
Cody Gunn Arrowstone Wealth Malaga Not listed Percentage of assets
Colton Koehler Convergence Omaha Not listed Percentage of assets, Fixed fees
Cory McPherson ProActive Capital Management Topeka Not listed Percentage of assets, Hourly
Craig Buckhout Rockbridge Investment Management Syracuse CFA Percentage of assets, Hourly
Craig Sigeti CES Investment Strategies Lititz Not listed Percentage of assets
David Berkowitz VAP Wealth Advisors Red Bank Not listed Percentage of assets
David D'Eredita Rise Private Wealth Advisors Tucson Not listed Percentage of assets, Hourly
David Mulnix Willamette Wealth Partners Kalispell Not listed Percentage of assets

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Related lists

Specialties that serve pre-retirees