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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
Erik Bryan OxenFree Financial Melbourne Not listed Percentage of assets
Esther Bodman Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Evan Gruchot Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Garth Moreau OxenFree Financial Melbourne Not listed Percentage of assets
Gregory Johnson Multnomah Group Centennial Not listed Percentage of assets, Hourly
Hailey Fields Multnomah Group Portland Not listed Percentage of assets, Hourly
Heather Johnson Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
Heidi Strauss Strauss Financial Group Hoover Not listed Percentage of assets, Hourly
Isaac Miller Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Ivanna Berrio Paeva Ticino Wealth Mission Viejo Not listed Percentage of assets
James Dehoff DeHoff Wealth Advisory Jacksonville Not listed Percentage of assets
James Phillips OxenFree Financial Melbourne Not listed Percentage of assets
James Spickard Advanta Wealth Management Lynchburg Not listed Percentage of assets, Fixed fees
James Stevens Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Jamie Roth Solyco Wealth Hanover Not listed Percentage of assets, Hourly
Jared Audette Eagle Wealth Management Group Valencia Not listed Percentage of assets
Jason Lazarow Lazarow Wealth Management Tucson Not listed Percentage of assets, Hourly
Jeffrey Diercks InTrust Advisors Tampa Not listed Flat fee or retainer, Hourly
Jeremy Suarez Tomoro Red Bank Not listed Percentage of assets, Hourly
Joanna Greene Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
John Chavez Multnomah Group Carlsbad Not listed Percentage of assets, Hourly
John Heidelberg Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
John Kunda Advanta Wealth Management Lynchburg Not listed Percentage of assets, Fixed fees
John Montgomery Montgomery Wealth Advisors Shreveport Not listed Percentage of assets, Hourly
John O'Neill O'Neill Financial Management Lake Forest Not listed Percentage of assets
John Oneill O'Neill Financial Management Lake Forest Not listed Percentage of assets
John Sinchok OxenFree Financial Melbourne Not listed Percentage of assets
John Strauss Strauss Financial Group Hoover Not listed Percentage of assets, Hourly
John Strauss Strauss Financial Group Hoover Not listed Percentage of assets, Hourly
Jonathan Blazick Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Jordan Masciorini Ticino Wealth Mission Viejo Not listed Percentage of assets
Joseph Evangelista Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Joseph Fleischmann Multnomah Group Bellingham Not listed Percentage of assets, Hourly
Joseph Pflueger Pflueger Wealth Churchville Not listed Percentage of assets, Hourly
Justin Waisner Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Kaneil Menlove Paragon Wealth Management Provo Not listed Percentage of assets
Kelly Roemers Statherós Financial Solutions San Jose Not listed Percentage of assets
Kevin Ellis-Rutherford Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Kevin Johnson Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Kristin DiMeo Meridian Wealth Group Dade City Not listed Percentage of assets, Hourly
Kristin Ramsay truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Kristine O'Brien Wealth Transitions Financial Planning Cincinnati Not listed Percentage of assets, Fixed fees
Lawrence Zimmerman Zimmerman Advisory Group Dublin Not listed Percentage of assets, Fixed fees
Lianna Deprey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Luke Bunch OxenFree Financial Melbourne Not listed Percentage of assets
Marianna Beddard PlayBook Advizor Port Washington Not listed Ongoing planning fee
Mark Perez Paradigm Wealth Management Bridgewater Not listed Percentage of assets, Hourly
Matthew Lasker Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Meghan Lynch Lynch Financial Group Denver Not listed Percentage of assets, Fixed fees
Michael Congdon Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees

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Related lists

Specialties that serve pre-retirees