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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
David Poole Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
David Ream Blue Water Wealth Seattle Not listed Percentage of assets, Fixed fees
David Richmond Richmond Brothers Jackson ChFC Percentage of assets, Hourly
David Williams Multnomah Group Port Orchard CFA Percentage of assets, Hourly
David Wilson True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Davis Thompson Thompson & Thompson Investment Advisors Pasadena Not listed Percentage of assets
Davis Thompson Thompson & Thompson Investment Advisors Pasadena Not listed Percentage of assets
Dean Julian Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Dennis Blodgett Blodgett Wealth Advisors Brentwood Not listed Percentage of assets, Hourly
Derek Liberti Wealth Effects Boston Not listed Percentage of assets
Derek Pawlak LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Derek Stone Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Derrick Alexander Greater Works Wealth Tulsa Not listed Percentage of assets, Ongoing planning fee
Dimitri Poland Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Dione Ramos Keen Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Donald Carnaghi Premier Estate Planners Clinton Township Not listed Percentage of assets, Hourly
Douglas Walters Walters Strategic Advisors Sarasota Not listed Percentage of assets, Hourly
Dragan Filipovic Gold Coast Capital Management Douglas Not listed Percentage of assets
Dustin Allbery Northwest Planning Advisors Spokane Not listed Percentage of assets, Hourly
Dylan Rasmason Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Edward Taylor Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Elijah Fleming Keen Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Elise Henderson Spectrum Advisors Plano Not listed Percentage of assets, Hourly
Elizabeth Kombrink Willamette Wealth Partners Eugene Not listed Percentage of assets
Emilio Gonzalez RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Emily Dolan Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Emma Gustin Keen Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Eric Suttmiller LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Erik Daley Multnomah Group Portland CFA Percentage of assets, Hourly
Ethan Call Craner Capital Bountiful Not listed Percentage of assets, Hourly
Evan Harris Willamette Wealth Partners Kalispell Not listed Percentage of assets
Fabian Waldner Eiger Wealth Management San Diego Not listed Percentage of assets, Fixed fees
Facundo Rawson Acanto Pound Ridge Not listed Percentage of assets, Hourly
Fiona Capell Blue Anchor Wealth Advisors Bend Not listed Percentage of assets, Hourly
Frank Ortiz Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Frank Sterneck Sterneck Capital Management Park City Not listed Percentage of assets, Fixed fees
Frederick van Wyk FCA Calgary Not listed Percentage of assets, Hourly
Gabriella Stamps California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Garrett Van Nostrand Van Nostrand Wealth Management San Diego Not listed Flat fee or retainer
Glenn Rossman TrueWealth Financial Partners San Diego Phoenix Not listed Percentage of assets, Fixed fees
Grant Finter Axiom Wealth Strategies Bend Not listed Percentage of assets, Hourly
Grant Van Nostrand Van Nostrand Wealth Management Boise Not listed Flat fee or retainer
Gregory Peterson Statherós Financial Solutions Hailey PFS Percentage of assets
Guy Chadwick Third Stanza Group Cave Creek Not listed Percentage of assets
Haley Herr Rosemeyer Management Group Sterling Not listed Percentage of assets, Fixed fees
Haley Tonge CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Hayden LaBelle Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Hayley Brown Hello Wealth Financial Advisors Athens Not listed Percentage of assets, Hourly
Heath Clevenger CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Heather McGolerick Meritis Wealth Management Potomac Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees