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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 2,926 fee-only financial advisors who work with pre-retirees at 1,343 firms, most in Houston, San Diego and Charlotte. 52% hold the CFP certification. Of the 2916 with fees on file, 87% charge percentage of assets.

Advisors listed
2,926
Firms
1,343
Cities
846
Hold the CFP
52%
  • Other credentials: CFA 8% · CPA 2% · EA 2%
  • How they charge (of 2916 with fees on file): percentage of assets 87% · fixed fees 41% · hourly 38% · 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
Chris Merrick Merrick Financial Inc. Toronto CFP, QAFP Hourly, One-time planning fee
Chris Ryan Ryan Lamontagne Inc. Ottawa CFP, CFA One-time planning fee, Percentage of assets
Chris Ward EntryPoint Wealth Management Cincinnati CFP Percentage of assets, Hourly
Christopher Christiansen Quantum Financial Planning Services, Inc. Spokane CFP Flat fee or retainer, Percentage of assets
Clandine Schrock Montis Financial Waltham CFP, CPWA Percentage of assets, Hourly
Colin Page Oakleigh Wealth Services Crozet CFP Flat fee or retainer, Ongoing planning fee
Dan Michaud NPF Investment Advisors Grand Rapids CFP Percentage of assets
Daniel Masuda Lehrman Masuda Lehrman Wealth Honolulu CFP, Certified Student Loan Professional Percentage of assets, One-time planning fee
David Dodd The Other 90 Financial, LLC Mount Vernon CFP Flat fee or retainer, Ongoing planning fee
Dean Schuler Schuler Wealth Planning LLC Columbus CFP Flat fee or retainer, Ongoing planning fee
Deborah Hobart Blue Water Capital Management, LLC Apex CFP, CPA Ongoing planning fee
Deirdre Hegarty Branch & Bloom Financial Planning, LLC Menlo Park CFP One-time planning fee, Ongoing planning fee
Della Stegall Fruit of the Vine Financial New Braunfels CFP, CIMA, RICP One-time planning fee, Ongoing planning fee
Demel Gonzalez Heartwood Financial Services Sanford CFP Percentage of assets, One-time planning fee
Den Murley Belonging Wealth Management Longview CFP, MBA, MSFP Percentage of assets
Devon Rauth North Haven Financial LLC Suffield CFP, TPCP Percentage of assets, Flat fee or retainer
DJ Hunt Moisand Fitzgerald Tamayo, LLC Jacksonville CFP, CPA, EA Percentage of assets, Ongoing planning fee
Don Martini Envision Financial Planning San Francisco CFA, CFP Percentage of assets, Hourly
Douglas Marcello Core Wealth Management, Inc. Jupiter CFP Flat fee or retainer, Hourly
Edward Mahaffy ClientFirst Wealth Management, LLC Little Rock CFP, ChFC, MBA Percentage of assets, Ongoing planning fee
Elizabeth Cox Merit Financial Partners, LLC Westport CFP, CPA Percentage of assets, Hourly
Eric McClain Approach Retirement Advisors, LLC Birmingham CFP, JD, MBA Percentage of assets, Hourly
George Reilly Safe Harbor Financial Advisors, LLC Rehoboth Beach CFP, JD, LLM One-time planning fee, Hourly
Grant Olson Ronald Olson, Inc. Lehi CFP, MBA Percentage of assets
Huyen Nguyen Inclusive Wealth Financial Planning LLC Mechanicsburg CFP Flat fee or retainer, One-time planning fee
Jacob Greenberg Pure Financial Advisors, LLC San Diego AIF, CFP, ChFC, MPH Percentage of assets, One-time planning fee
Jacob Stalder Navigate Financial Planning LLC Cedar Falls CFP Flat fee or retainer, One-time planning fee
Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees Spark Wealth Advisors Jacksonville CFP Percentage of assets, Flat fee or retainer
Jake Taylor Astra Wealth Management San Diego CFP Percentage of assets
James Mayo IronFjord Wealth Management Lakewood CFP, MBA, CFA, EA Flat fee or retainer, Ongoing planning fee
James Sweeney SwitchPoint Financial Planning LLC Lehi CFA, CFP, MBA, MS Flat fee or retainer, Ongoing planning fee
Jarrod Sandra Chisholm Wealth Management Burleson CFP, CKA, MS, MSFP Percentage of assets
Jason Simpson Trailway Wealth Advisors Ottawa CFP, CIM, CIWM Percentage of assets, One-time planning fee
Jeffrey Mastronardo Financial Coach Group West Chester CFP One-time planning fee, Ongoing planning fee
Jennifer Daniel Guided Retirement Planning Mississauga CFP, CEA, BComm Flat fee or retainer, One-time planning fee
Jerry Broussard Broussard Financial Group, LLC Lafayette CFP One-time planning fee
Jim Crider Intentional Living FP LLC New Braunfels CFP Ongoing planning fee, Percentage of assets
John Anderson Cypress Wealth Management, LLC Germantown AIF, CFP Percentage of assets, Flat fee or retainer
John Bovard Incline Wealth Advisors Cleves CFP Percentage of assets, Fixed fees
John Cress Madison Wealth Partners, Inc. Manitowoc CFP Percentage of assets
John Davis JKD Financial Springfield CFP, EA Flat fee or retainer, Hourly
John Kvale J.K. Financial, Inc. Dallas CFA, CFP Percentage of assets, Hourly
John Mason Mason & Associates Newport News CFP Ongoing planning fee
John Pak Otium Advisory Group El Segundo BA, CFP, EA, MST Flat fee or retainer, Hourly
John Spoto Sentry Financial Planning, LLC Andover CFP, MBA Percentage of assets, One-time planning fee
Jon Kutney Parallel Wealth Financial Group Langley CFM, CIM Flat fee or retainer, One-time planning fee
Jon Powell Ferguson-Johnson Wealth Management Rockville CFP Percentage of assets, Hourly
Jon Vance Vance Financial Planning, LLC Springfield CFP, EA Flat fee or retainer, Hourly
Jordan Leaman True Wealth Retirement Partners Grand Rapids CFP Flat fee or retainer, Ongoing planning fee
Jorge Soriano Financial Optimist LLC Saint Petersburg CFP, EA Flat fee or retainer, Hourly

Guides

Related lists

Specialties that serve pre-retirees