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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
Hugh Arant Milestone Investments Columbus Greenwood ChFC Percentage of assets, Hourly
Hunter Smith Keen Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Ian Foster Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Ian Starkel Starkel Wealth Advisors Sarasota Not listed Percentage of assets
Jaan Larkin StratFI Wilmington Not listed Percentage of assets, Hourly
Jack Tamez BirdRock Wealth Management Austin Not listed Percentage of assets
Jack Tsai Tsai Wealth Management Pasadena PFS Percentage of assets, Hourly
Jackson Burk FORM Wealth Advisors Lake Geneva Not listed Percentage of assets
Jaclyn Campis Tomoro Colts Neck CFA Percentage of assets, Hourly
Jaclyn Gruber LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Jacob Mardian American Financial Planning Roanoke Not listed Flat fee or retainer, One-time planning fee
Jacob Rosemeyer Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Jada Fouch Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Jadyn Kerns-Funk Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Jake Crosby ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jake Miller Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Jake Popoff Hutchinson Capital Management San Rafael Not listed Percentage of assets, Hourly
James Forsyth Keen Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
James Gallagher Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
James Minich Minich MacGregor Wealth Management St Augustine Not listed Percentage of assets, Fixed fees
James Robinson ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
James Sexton Phillip James Financial Plymouth Not listed Percentage of assets
James Zagelmeyer Lionshead Wealth Management New York Not listed Percentage of assets, Fixed fees
Jamie Langlow TrueWealth Financial Partners San Diego Bellevue Not listed Percentage of assets, Fixed fees
Jason Goosen Rapids Financial Kentwood Not listed Percentage of assets
Jason Macgregor Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Jay Lauer Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly
Jeff Wills Forthright Wealth Management Alpharetta Not listed Percentage of assets
Jeffrey Kirkpatrick Dovetail Financial Duluth Not listed Ongoing planning fee
Jeffrey McHale Wealth Effects Pembroke Not listed Percentage of assets
Jeffrey Tilson JST Investment Consulting Seal Beach Not listed Percentage of assets, One-time planning fee
Jennifer Kirby Talisman Wealth Advisors Mountainside Not listed Ongoing planning fee
Jennifer Lackey Relativity Capital Advisors Greensboro Not listed Percentage of assets, Hourly
Jennifer Paterson Integrity Wealth Management Eugene Not listed Percentage of assets, Fixed fees
Jenny Elstein Talisman Wealth Advisors Mountainside Not listed Ongoing planning fee
Jerad Rosburg ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jessica Ash Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Jessica Fairchild RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Joel Busboom Joel Busboom Financial Franklin Not listed Percentage of assets
John Cole LKL Advisors Atlanta Not listed Percentage of assets, Flat fee or retainer
John Drefcinski Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
John Fitzgerald Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
John Hall J.W. Hall Financial San Antonio Not listed Percentage of assets
John Obrien Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
John Orobono Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
John Park Craner Capital Bountiful Not listed Percentage of assets, Hourly
John Paulson Clear Sky Financial Prosper Not listed Percentage of assets, Hourly
Jonathan Becker California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Jonathan Shaw Catawba River Capital Lake Wylie Not listed Percentage of assets, Hourly
Jonathan Spangler Cambridge Advisors Omaha Not listed Percentage of assets, One-time planning fee

Guides

Related lists

Specialties that serve pre-retirees