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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
Michael Alimo USA Financial and Tax Services Farmington Not listed Percentage of assets
Michael Cornell Infinite Wealth Advisors Mooresville Not listed Percentage of assets, Hourly
Michael Fusco Infinite Wealth Advisors Mooresville Not listed Percentage of assets, Hourly
Michael Hibbs Third Stanza Group Cave Creek Not listed Percentage of assets
Michael Kostelnik Family Life Financial Planning Mentor Not listed Percentage of assets, Hourly
Michael McIntyre Glassy Mountain Advisors Bethesda CFA Percentage of assets
Michael Poland Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Michael Tull RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Michael Willitzer Blue Jay Financial Group Defiance Not listed Percentage of assets
Michele Tellstone Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Michelle Higgins California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Mindy Prow Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
N Alexander Alard Eiger Wealth Management San Diego Not listed Percentage of assets, Fixed fees
Nathan Magdanz Convergence Omaha Not listed Percentage of assets, Fixed fees
Nathan White Paragon Wealth Management Provo CFA Percentage of assets
Neal Richards Axiom Wealth Strategies Bend Not listed Percentage of assets, Hourly
Nelson Moen Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Nicholas Gorry Eminence WM Orlando Not listed Percentage of assets
Nicholas Lehman Spectrum Advisors Plano Not listed Percentage of assets, Hourly
Nicholas Noll RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Nicholas Powers California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Nicholas Venezia California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Nicole Squires Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Nicole Wasiakowski Brightside Wealth Planning Center Valley Not listed Percentage of assets, Fixed fees
Noah Krier Stordahl Capital Management Greenwood Village Not listed Percentage of assets, Hourly
Omid Eftekhari Towneley Capital Management Laguna Hills CFA Percentage of assets, Fixed fees
Parker Hann SimpliFi San Diego Not listed Hourly
Patricia Kavanagh Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Patrick Knowles The Knowles Company Oakton Not listed Percentage of assets, Hourly
Patrick Severson TrueWealth Financial Partners San Diego Bellevue Not listed Percentage of assets, Fixed fees
Patrick Younis Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Paul Schatz Heritage Capital Woodbridge Not listed Percentage of assets
Paul Weaver CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Paula Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Payton Simon Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Peter Lautmann LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Peter McCleskey RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Peter Schumacher LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Petr Burunov Ambassador Wealth Management Vancouver Not listed Percentage of assets, Hourly
Phillip McGrath Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
Quinton Vlach Keen Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Ralph Wasiakowski Brightside Wealth Planning Center Valley Not listed Percentage of assets, Fixed fees
Rebecca Dobson Multnomah Group Portland CFA Percentage of assets, Hourly
Regan Shipp Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Richard Luchini Luchini Financial Altoona Not listed Percentage of assets, Fixed fees
Robert Boggs Catawba River Capital Belmont Not listed Percentage of assets, Hourly
Robert Burns FCA Houston Not listed Percentage of assets, Hourly
Robert Phelps LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Robert Scharar FCA Houston Not listed Percentage of assets, Hourly
Robin Sterneck Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve pre-retirees