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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
Michael Karlin Tomoro Colts Neck Not listed Percentage of assets, Hourly
Michael Masciorini Ticino Wealth Mission Viejo Not listed Percentage of assets
Michael Murff Oak Road Wealth Management Lee'S Summit Not listed Percentage of assets, Hourly
Michael Roberts Statherós Financial Solutions San Jose Not listed Percentage of assets
Nathan Kallal OxenFree Financial Melbourne Not listed Percentage of assets
Nathan Kimle Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Nicholas Moore Trinity Financial Planning Middleton Not listed Percentage of assets, Fixed fees
Noah Eshenaur truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Palmer Mahoney Weaver Consulting Group Huntington Beach Not listed Percentage of assets, Fixed fees
Pamela Franklin Milestone Investments Columbus Pensacola Not listed Percentage of assets, Hourly
Pamela Rehart Integrity Capital Management Kingsport Not listed Percentage of assets, Hourly
Patrick Illies Twin Cities Retirement Group Plymouth Not listed Percentage of assets
Patrick O'Grady Rinaldi Wealth Management Bonita Springs Not listed Percentage of assets, Hourly
Paul Loyacono Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Paul McNeill Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Peter Finn Finn Wealth Spokane Not listed Percentage of assets
Peter Frailey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Rafael Yurk Asset One Bridgeville Not listed Percentage of assets
Ralph Lebkuecher Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
Randall Newton Eagle Wealth Management Group Charlotte Not listed Percentage of assets
Randolph Fisher Artemis Wealth Advisors Flemington Not listed Percentage of assets, Hourly
Raymond Dimeo Meridian Wealth Group Dade City Not listed Percentage of assets, Hourly
Ritesh Upadhyaya Vigil Wealth Management Ponte Vedra Beach Not listed Percentage of assets, Hourly
Robert Ryan Rockbridge Investment Management Syracuse Not listed Percentage of assets, Hourly
Rodney Kramp Asset One Fort Myers Not listed Percentage of assets
Ryan Grady Paradigm Wealth Management Ponte Vedra Not listed Percentage of assets, Hourly
Samuel Gettis Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Scott Dunn Tomoro Colts Neck Not listed Percentage of assets, Hourly
Scott Melbrod Melbrod Wealth Management San Diego Not listed Ongoing planning fee
Shon McCarley Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Stephen Griner Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Steve Schaefer Eagle Eye Advisory Westerville Not listed Percentage of assets
Stewart Neely Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Susanna Fraser Asset One Bellevue Not listed Percentage of assets
Tara May Milestone Investments Columbus Ridgeland Not listed Percentage of assets, Hourly
Thomas Sjoberg Twin Cities Retirement Group Plymouth Not listed Percentage of assets
Thomas Trouba Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Timothy Powers Powers Capital Management Conshohocken Not listed Percentage of assets, Fixed fees
Timothy Tonn Cirrus Capital Management Tampa Not listed Percentage of assets
Todd Levine Tomoro Colts Neck Not listed Percentage of assets, Hourly
Trevor Parsons Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Troy Tonn Cirrus Capital Management Tampa Not listed Percentage of assets
Tyler Page Jackson Wealth Franklin Not listed Percentage of assets, Hourly
Wesley Melbrod Melbrod Wealth Management San Diego Not listed Ongoing planning fee
William Hepburn Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
William Herbert Balanced Wealth Management Needham Not listed Percentage of assets
Yvonne Oneill O'Neill Financial Management Lake Forest Not listed Percentage of assets
Zachary Panek Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Aaron Flores Trek Line Wealth Horseshoe Bend Not listed Percentage of assets
Alexandria Bakka Hoff Private Wealth Wausau Not listed Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees