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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
Mitsuo Lockrow Cambridge Wealth Management Cambridge Not listed Percentage of assets, Hourly
Nelson Gonzalez Amicus Financial Advisors Rosharon Not listed Percentage of assets, Hourly
Nicholas Drew Drew Wealth Management Portsmouth Not listed Percentage of assets
Nicholas Letter Advisors Management Group Green Bay Not listed Percentage of assets, Ongoing planning fee
Nicholas Reinert Berkeley Capital Management Ellsworth Not listed Percentage of assets, Fixed fees
Nick Dionisos Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Patrick Donnelly Donnelly Financial Services Rock Tavern Not listed Percentage of assets, Hourly
Patrick Sheppard Atlantic Retirement & Wealth Advisors Johns Island Not listed Percentage of assets, Hourly
Paul Chapman Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
Paul Escarcega Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Paul Ruedi Ruedi Wealth Management Champaign Not listed Percentage of assets
Rebecca Agamaite Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Reuben Stewart Navigate Wealth Management Birmingham Not listed Percentage of assets
Robert Gabel Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
Robert Kristof Casey Wealth Management Orland Park Not listed Percentage of assets, Hourly
Robert Miller Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Robert Norton Capstone Wealth Advisors Salem Not listed Percentage of assets, Hourly
Robert Rachlow Luminary Wealth Fort Wayne Not listed Percentage of assets, Hourly
Roger Deets Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Ryan Crooks Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Ryan Curtis Curtis Advisory Group Santa Barbara Not listed Percentage of assets, Hourly
Ryan Forsythe Forsythe Wealth Management Crown Point Not listed Percentage of assets, Hourly
Ryan Knebel ABG Consultants Collinsville Not listed Percentage of assets, Hourly
Ryan Peschka Berkeley Capital Management Ellsworth Not listed Percentage of assets, Fixed fees
Samara Hanson Velloo Elevation Wealth Partners Walnut Creek Not listed Percentage of assets
Samuel Benson Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Samuel Harris Patina Wealth Crozet Not listed Percentage of assets
Shane Fagan Reify Wealth Advisors Indianapolis Not listed Hourly, One-time planning fee
Shay Benedict Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Stewart Darrell Darrell Capital Management Rolling Hills Estates CFA Percentage of assets, Hourly
Sue Grbac Strategic Advisory Services Houston Not listed Percentage of assets
Susan Arnold Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Tabitha Garreffa ABG Consultants Arlington Not listed Percentage of assets, Hourly
Tabitha Williams Reify Wealth Advisors Indianapolis Not listed Hourly, One-time planning fee
Temitayo Ilori Hyvorian Financial Garland Not listed Percentage of assets, Hourly
Theresa Martin Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Thomas Kopas Pring Turner Alamo Not listed Hourly, Percentage of assets
Thomas Ludwig Stockbridge Private Wealth Management Sun Prairie Not listed Percentage of assets
Thomas Smith ABG Consultants Westfield Not listed Percentage of assets, Hourly
Tim Smith API Financial Advisors Rockledge ChFC Percentage of assets, Hourly
Timothy Nenninger Stonebridge Financial Group St. Louis Not listed Percentage of assets, Hourly
Warren Deets Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Wayne Casey Casey Wealth Management Orland Park Not listed Percentage of assets, Hourly
Will Oliver Founders Capital Management Houston Not listed Percentage of assets
William Abolghassem Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
William Downey Rev Capital Marietta Not listed Percentage of assets
William Hoover Broadleaf Partners Hudson Not listed Percentage of assets
William Thomas Ascension Wealth Advisors Mt. Pleasant Not listed Percentage of assets, Hourly
Aaron Fagan Fagan Associates Troy Not listed Percentage of assets, Hourly
Aaron Salter Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees