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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
James Kopas Pring Turner Alamo Not listed Hourly, Percentage of assets
James Lubin Infiniti Wealth Management Brewster Not listed Percentage of assets, Hourly
James Walter Founders Capital Management Houston Not listed Percentage of assets
Jared Hoffman Broadleaf Partners Hudson Not listed Percentage of assets
Jason Rodnick Osborne Partners San Francisco CFA Percentage of assets, Performance-based fees
Jeffrey Heveroh Stonebridge Financial Group St. Louis Not listed Percentage of assets, Hourly
Jenner Preston Tranquilli Financial Advisor Shawnee Not listed Percentage of assets, Hourly
Jennifer Barron Adell, Harriman, & Carpenter Houston Not listed Percentage of assets
Jerry Schuder Sage Investment Advisers Wappingers Falls Not listed Percentage of assets, Hourly
Jesse Sikorski Sikorski Wealth Management San Diego Not listed Percentage of assets
Jessica Rickert Novare Capital Management Charlotte Not listed Percentage of assets
Jimmy Martin Martin Wealth Solutions Christiansburg Not listed Percentage of assets
John Cingolani Holy City Prosperity Fayetteville Not listed Percentage of assets, Hourly
John Mumper Patina Wealth Richmond Not listed Percentage of assets
Jordan Curtis Curtis Wealth Management Henderson Not listed Percentage of assets, Hourly
Joseph Asrat Amicus Financial Advisors Lubbock Not listed Percentage of assets, Hourly
Joseph Barry Barry Investment Advisors New Bedford CFA Percentage of assets, Fixed fees
Joseph Guarneri Sage Investment Advisers Wappingers Falls Not listed Percentage of assets, Hourly
Joshua Wright Insight Investment Advisers Leawood Not listed Percentage of assets, Hourly
Julia Fritzlen Insight Investment Advisers Leawood Not listed Percentage of assets, Hourly
Julie Brim Spiegelman Wealth Management Walnut Creek Not listed Percentage of assets
Julie Deets Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Kate Pederson Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Katherine Brabenec Firethorn Wealth Partners Atlanta Not listed Percentage of assets, Hourly
Kelly Cappello Argo Wealth Advisory Mclean Not listed Percentage of assets, Fixed fees
Kenneth Simpson Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
Kevin Sweeney Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
Kyle Kiser Sikorski Wealth Management San Diego Not listed Percentage of assets
Linwood Fraher Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Lori Hartman Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Louis Tranquilli Tranquilli Financial Advisor Clinton Not listed Percentage of assets, Hourly
Lucinda Buce Founders Capital Management Houston Not listed Percentage of assets
Luke Spink Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Luke Timm Timm Financial Services Poughkeepsie Not listed Percentage of assets, Fixed fees
Makayla Allen Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Marc Maddox TrueLine Wealth Group Hattiesburg Not listed Percentage of assets, Hourly
Marcus Berry Adell, Harriman, & Carpenter Houston Not listed Percentage of assets
Mark Diehl True North Wealth Management Palmer Not listed Ongoing planning fee
Mark Januszewski Tax Advantage Advisors Overland Park Not listed Percentage of assets, Hourly
Marvin Riddle Rev Capital Marietta Not listed Percentage of assets
Matthew Hershey Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Matthew Myers Stonebridge Financial Group St. Louis Not listed Percentage of assets, Hourly
Matthew Peck Amicus Financial Advisors Lubbock Not listed Percentage of assets, Hourly
Matthew Pederson MP3 Finance Cameron Park Not listed Hourly, Subscription
Maxwell Harcey Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Melissa Jones Osborne Partners San Francisco CFA Percentage of assets, Performance-based fees
Michael Loveless ABG Consultants Cottonwood Heights Not listed Percentage of assets, Hourly
Michael Myers Stonebridge Financial Group St. Louis Not listed Percentage of assets, Hourly
Mitchell Benefiel Integrated Wealth Solutions Tulsa Not listed Percentage of assets, Hourly
Mitchell Poirier SMP Financial Planning New York Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees