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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
Jonathan Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Jordan Bailey Craner Capital Bountiful Not listed Percentage of assets, Hourly
Jordan Ney Blue Water Wealth Denver Not listed Percentage of assets, Fixed fees
Jose Maria Bilbao Cunha Joia Walters Strategic Advisors Sarasota Not listed Percentage of assets, Hourly
Joseph Fierro Tamalpais Asset Management Long Beach Not listed Percentage of assets
Joseph Gilligan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Joseph Schultz Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Joshua Bruckert LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Joshua Fennimore Benchmark Financial Schwenksville Not listed Percentage of assets, Hourly
Justin Anderson Cambridge Advisors Omaha Not listed Percentage of assets, One-time planning fee
Justin Scotto Tomoro Colts Neck ChFC Percentage of assets, Hourly
Kaden McCarney Next Level Wealth Planning Meridian Not listed Percentage of assets, Hourly
Kaley Bockhop Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Karina Kingman Spectrum Advisors Plano Not listed Percentage of assets, Hourly
Katherine Malone Malone Financial Planning Mckinney Not listed Percentage of assets, Hourly
Keith Bosco Verity Investment Partners Bluffton Not listed Percentage of assets, Fixed fees
Kenneth Moore CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Kevin Guarino Clover Leaf Financial Fairport Not listed Percentage of assets, Fixed fees
Kiel Lewis Eminence WM Orlando Not listed Percentage of assets
Kristen Rajotte Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Kristine Stawinski Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Kurt Mihelich LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Kyle Bruner Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Kyle Dennehy California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Lance Parker Lance Parker Wealth Management San Luis Obispo Not listed Percentage of assets
Landon Blodgett Blodgett Wealth Advisors Concord Not listed Percentage of assets, Hourly
Laura Markoff Meritis Wealth Management Potomac Not listed Percentage of assets, Hourly
Lauren Procknow Stordahl Capital Management Greenwood Village Not listed Percentage of assets, Hourly
Leah Levingston Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Lincoln Wells Tamalpais Asset Management Larkspur Not listed Percentage of assets
Linda Gardner Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Lisa Spradling Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Logan Metcalf Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Luke Dandar Keen Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Luke Podbury Canter Wealth La Jolla Not listed Percentage of assets, Fixed fees
Maria Garyfallos Tepp Wealth Management Westfield Not listed Percentage of assets, Hourly
Mark Castonguay American Financial Planning Yorktown Not listed Flat fee or retainer, One-time planning fee
Martin Link Blue Water Wealth Seattle Not listed Percentage of assets, Fixed fees
Mason Ning BirdRock Wealth Management Austin Not listed Percentage of assets
Mathew Park Craner Capital Bountiful Not listed Percentage of assets, Hourly
Matthew Dirkse Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly
Matthew Eisenhower Blue Anchor Wealth Advisors Ketchikan Not listed Percentage of assets, Hourly
Matthew Granizo Talisman Wealth Advisors Mountainside Not listed Ongoing planning fee
Matthew Samson ILS Financial Omaha Not listed Percentage of assets, Hourly
Matthew Sumnicht Bowline Financial Grosse Pointe Woods Not listed Percentage of assets, Fixed fees
Matthew Woodlief Private Wealth Management of NC Henderson Not listed Percentage of assets, Hourly
Maximillian Morgan Lookahead Wealth West Linn Not listed Percentage of assets
Mehak Thukral Lionshead Wealth Management New York Not listed Percentage of assets, Fixed fees
Merlin Arbor Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Michael Alimo USA Financial and Tax Services Farmington Not listed Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees