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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
Ross Smyth Glassy Mountain Advisors Brevard CFA Percentage of assets
Ryan Cass Beacon Financial Partners Cleveland Not listed Percentage of assets, Hourly
Ryan Craner Craner Capital Bountiful Not listed Percentage of assets, Hourly
Ryan Dennehy California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Ryan Redfern Shadowridge Asset Management Austin ChFC Hourly, One-time planning fee
Ryan Scharar FCA Fort Worth Not listed Percentage of assets, Hourly
Ryan Schroer RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Samuel Wisneski TrueWealth Financial Partners San Diego Bellevue Not listed Percentage of assets, Fixed fees
Sarah Kovalakides Tepp Wealth Management Westfield Not listed Percentage of assets, Hourly
Scott Cameron Multnomah Group Portland CFA Percentage of assets, Hourly
Sean Maloon California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Sivaparvati Thagirisa Map to Your Wealth Floral Park Not listed Percentage of assets, Flat fee or retainer
Spencer Schneider Schneider Wealth Management Omaha Not listed Percentage of assets, Fixed fees
Stephanie Boeke BirdRock Wealth Management Austin Not listed Percentage of assets
Stephen Bierker Asset One Bridgeville CFA Percentage of assets
Stephen Levy BirdRock Wealth Management Austin Not listed Percentage of assets
Stephen Schmidt Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Stephen Sustrick Honu Wealth Sunnyvale Not listed Flat fee or retainer, Ongoing planning fee
Steven Crawford FCA Houston Not listed Percentage of assets, Hourly
Steven Singer Retirement Solutions Los Angeles Not listed Percentage of assets, One-time planning fee
Susan Riser Whitlock Infinite Wealth Advisors Mooresville Not listed Percentage of assets, Hourly
Teagan Parker Rosemeyer Management Group Great Falls Not listed Percentage of assets, Fixed fees
Teresa Hughes Integrity Wealth Management Eugene Not listed Percentage of assets, Fixed fees
Thomas Craner Craner Capital Bountiful Not listed Percentage of assets, Hourly
Thomas Koch Hall Capital Management Pasadena Not listed Percentage of assets
Thomas Mazza Premier Estate Planners Clinton Township Not listed Percentage of assets, Hourly
Thomas Volkmann Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly
Timothy Hale Hale Financial Solutions Afton Not listed Percentage of assets, Hourly
Todd Micciche True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Toney Falkner Private Wealth Management of NC Henderson Not listed Percentage of assets, Hourly
Torry Whitcher Generation Capital Management Pittsford Not listed Percentage of assets
Tracy Riordan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Tristan Dahl Blue Anchor Wealth Advisors Ketchikan Not listed Percentage of assets, Hourly
Tyler Jouret Keen Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Tyler Kanne Convergence Omaha Not listed Percentage of assets, Fixed fees
Tyler Rima FORM Wealth Advisors Lake Geneva Not listed Percentage of assets
Tyler Skutnik LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Warner Wayne Wealth Effects Boston Not listed Percentage of assets
Wayne Best Tamalpais Asset Management La Conner Not listed Percentage of assets
Wayne Trana Blue Anchor Wealth Advisors Hutchinson Not listed Percentage of assets, Hourly
Wesley Yuhnke FCA Houston Not listed Percentage of assets, Hourly
William Bromley Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
William Draper Craner Capital Bountiful Not listed Percentage of assets, Hourly
William Ginsburg Pierson Wealth Management Atlanta Not listed Percentage of assets
William Hazlett WH Financial Stuart ChFC Fixed fees
William Jones Boulevard Money Nashville Not listed Percentage of assets, Flat fee or retainer
William Keen Keen Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
William Levay FCA Houston Not listed Percentage of assets, Hourly
William Liberti Wealth Effects Boston Not listed Percentage of assets
William Lynn ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve pre-retirees