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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
Adam Gagas Rockbridge Investment Management Syracuse Not listed Percentage of assets, Hourly
Adam Hruby InTrust Advisors Tampa Not listed Flat fee or retainer, Hourly
Adriaan van Wyk Richmond Brothers Jackson Not listed Percentage of assets, Hourly
Alexander Newman Grape Temecula Not listed Percentage of assets
Allan Pickle Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Andrew Cettina OxenFree Financial Melbourne Not listed Percentage of assets
Andrew Guez Tomoro Colts Neck Not listed Percentage of assets, Hourly
Andrew Matz Oak Road Wealth Management Lee'S Summit Not listed Percentage of assets, Hourly
Andrew Schmitt Schmitt Wealth Advisers Cincinnati Not listed Percentage of assets, Hourly
Angela Williams Integrity Capital Management Kingsport Not listed Percentage of assets, Hourly
Anna Khemkhajon Rinaldi Wealth Management Bonita Springs Not listed Percentage of assets, Hourly
Annette Sun SW Private Wealth Needham Not listed Percentage of assets, Hourly
Austin Neddenriep Foronjy Financial Santa Barbara Not listed Percentage of assets, Hourly
Barbara Linnard Linnard Financial Management & Planning Boxborough Not listed Percentage of assets, Ongoing planning fee
Baylee Zeigler Vigil Wealth Management Ponte Vedra Beach Not listed Percentage of assets, Hourly
Ben Duronio Tomoro Colts Neck Not listed Percentage of assets, Hourly
Benjamin Chappell Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Benjamin Small Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Bradley Ward Asset One Naples Not listed Percentage of assets
Brian Montanez Multnomah Group Orinda Not listed Percentage of assets, Hourly
Bryan Gutierrez Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Bryan Kaufman Paradigm Wealth Management Bridgewater Not listed Percentage of assets, Hourly
Bryan Trochessett San Blas Capital Port St. Joe Not listed Percentage of assets
Caleb Hilliker Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Cara Whipkey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Carol Newman Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Caryn Sanchez Multnomah Group Portland Not listed Percentage of assets, Hourly
Casey Marks Foronjy Financial Santa Barbara Not listed Percentage of assets, Hourly
Chad Karnes Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
Charles Marion Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Charles Warren Multnomah Group Gresham Not listed Percentage of assets, Hourly
Chris Bentley Parker Prescott Capital Management Dallas Not listed Percentage of assets, Fixed fees
Christopher Jackson truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Christopher Lynch Lynch Financial Group Camarillo Not listed Percentage of assets, Fixed fees
Claire Ariglio Rockbridge Investment Management Syracuse Not listed Percentage of assets, Hourly
Connor Graham Graham Wealth Management Panama City Beach Not listed Percentage of assets, Hourly
Courtney Lankford Milestone Investments Columbus Birmingham Not listed Percentage of assets, Hourly
Daniel Gutierrez Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Daniel Shepard Oak Road Wealth Management Lee'S Summit Not listed Percentage of assets, Hourly
David Caivano Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
David Featherston Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
David Mozeika Tomoro Red Bank Not listed Percentage of assets, Hourly
David Young Paragon Wealth Management Provo Not listed Percentage of assets
Dennis Fagan Fagan Associates Troy Not listed Percentage of assets, Hourly
Donald Kwarta Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Donald Schroeder Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Douglas Davey Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Douglas Keenholts Fagan Associates Troy Not listed Percentage of assets, Hourly
Dylan Ronn Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Elizabeth Johnson Iowa Wealth Management West Des Moines Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees