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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
Andrew Downey Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Andrew Scheirer API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Andrew Straus Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Anthony Fimognari Parisi Capital Stirling Not listed Percentage of assets
April Hurlburt Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Blake Parisi Parisi Capital Stirling Not listed Percentage of assets
Brent Gunderson Connected Wealth Solutions La Grande Not listed Percentage of assets
Brian Tran Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Charles Else Osborne Partners San Francisco Not listed Percentage of assets, Performance-based fees
Craig Simmons SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Daniel Hoff Hoff Private Wealth Wausau Not listed Percentage of assets
Daniel Michaud FYRA Capital Management St. Charles Not listed Percentage of assets, Hourly
David Blackston Blackston Financial Advisory Group The Villages Not listed Percentage of assets
David Morton Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Derek Hoff Hoff Private Wealth Wausau Not listed Percentage of assets
Don Gill III SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Dustan Christensen API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Elizabeth Clark Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Eric Peterson Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Eric Thomas Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Erik Moore Moore Wealth Frederick Not listed Percentage of assets, Fixed fees
Hans Taenzer Alliance Wealth Management Group Roseland Not listed Percentage of assets, Hourly
Jared Stines Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Jason Anderson Equity Wealth Partners Independence Not listed Percentage of assets, Hourly
Jeffrey Anger Equity Wealth Partners Independence Not listed Percentage of assets, Hourly
Jeremy Brandt SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Jeremy Reif Point Wealth Management Wausau Not listed Percentage of assets, Hourly
Johnathon Rosica Alliance Wealth Management Group Flemington Not listed Percentage of assets, Hourly
Kenneth Brandt SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Leah van Welie Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Lorianne Cordoba Red Reef Advisors Boca Raton Not listed Percentage of assets, Hourly
Marcus Terdik Piedmont Private Wealth Raleigh Not listed Percentage of assets
Matthew Myland API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Matthew Taub Taub Investment Planning Services Beachwood Not listed Percentage of assets, Hourly
Megan Miener FYRA Capital Management St. Charles Not listed Percentage of assets, Hourly
Micah Spence Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Michael Garcia ViaQuest Financial Houston Not listed Percentage of assets, Hourly
Michael Poe Connected Wealth Solutions La Grande Not listed Percentage of assets
Muhammad Ammar FYRA Capital Management Frisco Not listed Percentage of assets, Hourly
Nathan Burks API Financial Advisors Farragut Not listed Percentage of assets, Hourly
Neal Quon API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Norman Taylor API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Patrick Barry Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Paul Resnick Osborne Partners San Francisco Not listed Percentage of assets, Performance-based fees
Paul Stanley API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Peyton Anderson Equity Wealth Partners Independence Not listed Percentage of assets, Hourly
Portia Ryan-Gerton Transformation Wealth Management Atlanta Not listed One-time planning fee, Ongoing planning fee
Rachel Wren Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Repp Lambert Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Richard Blackston Blackston Financial Advisory Group The Villages Not listed Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees