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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
William Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Zachary Roberts Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Alex Zubak Sikorski Wealth Management San Diego Not listed Percentage of assets
Alexander Skabry Harvest Capital Assets Sanborn Not listed Percentage of assets
Alexander Strauss RDM Capital Red Bank Not listed Percentage of assets
Anastasiya Sembay Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Andrew Fisher Novare Capital Management Charlotte Not listed Percentage of assets
Andrew Kirchner Elevation Wealth Partners Walnut Creek Not listed Percentage of assets
Andrew Kotyuk Alpha Wealth Management Hemet Not listed Percentage of assets, Hourly
Andrew Krafft Luminary Wealth Charlotte Not listed Percentage of assets, Hourly
Arabelle Rachel Restauro Spiegelman Wealth Management Walnut Creek Not listed Percentage of assets
Arthur Smithee Insight Investment Advisers Lehi Not listed Percentage of assets, Hourly
Asher Rogovy Magnifina Bedford Hills Not listed Percentage of assets, Hourly
Ashley Vega Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Augustine Matheson Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Austin Caswell Integrated Wealth Strategies Austin Not listed Percentage of assets, Hourly
Blake Flint Amicus Financial Advisors Lubbock Not listed Percentage of assets, Hourly
Brandon Bruckman Insight Investment Advisers Leawood Not listed Percentage of assets, Hourly
Brian Voss Voss Wealth Management Endicott Not listed Percentage of assets, Fixed fees
Brit Inman-Swanson Amicus Financial Advisors Lubbock Not listed Percentage of assets, Hourly
Bruno Larocca RDM Capital Red Bank Not listed Percentage of assets
Casey Bibb Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Charles Levinson Sage Investment Advisers Wappingers Falls Not listed Percentage of assets, Hourly
Christopher Patton Novare Capital Management Charlotte Not listed Percentage of assets
Cole Hofmann Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Cole Myers Stonebridge Financial Group St. Louis Not listed Percentage of assets, Hourly
Cornell Abod Beacon Investment Advisors Gaithersburg Not listed Percentage of assets
Daniel Caswell Integrated Wealth Strategies Austin Not listed Percentage of assets, Hourly
Daniel Fisher Fisher Financial Group Northbrook Not listed Percentage of assets
Daniel Maxwell Amicus Financial Advisors Lehi Not listed Percentage of assets, Hourly
Danny Colburn Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
David Caldwell Harvest Capital Assets Sanborn Not listed Percentage of assets
David Given Curtis Advisory Group Santa Barbara Not listed Percentage of assets, Hourly
David Piano Piano Wealth Management Victor Not listed Percentage of assets, Hourly
David SooHoo Angel Wealth Advisors Astoria Not listed Percentage of assets, Flat fee or retainer
Donald Wellings Strategic Advisory Services Houston Not listed Percentage of assets
Earl Miller Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Edmund Malone Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Edward Daniels Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
Emily Wheeler Attleboro Wealth Management Yardley Not listed Percentage of assets, Fixed fees
Eric Bright Pennyfarthing Investment Management Belchertown CFA Percentage of assets, Hourly
Eric Lockerman Novare Capital Management Charlotte Not listed Percentage of assets
Erin Willcutt TrueLine Wealth Group Pascagoula Not listed Percentage of assets, Hourly
Frederick Timm Timm Financial Services Poughkeepsie Not listed Percentage of assets, Fixed fees
Grant Evans True North Wealth Parker City Not listed Percentage of assets, Hourly
Jacob Wihtol Capstone Wealth Advisors Salem Not listed Percentage of assets, Hourly
James Cowan Cowan Capital Advisors Foster City Not listed Percentage of assets, Hourly
James Grable Signal Tree Financial Partners Copley Not listed Percentage of assets, Fixed fees
James Gura Stonebridge Financial Group St. Louis Not listed Percentage of assets, Hourly
James Hedges Harvest Capital Assets Sanborn Not listed Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees