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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 2,926 fee-only financial advisors who work with pre-retirees at 1,343 firms, most in Houston, San Diego and Charlotte. 52% hold the CFP certification. Of the 2916 with fees on file, 87% charge percentage of assets.

Advisors listed
2,926
Firms
1,343
Cities
846
Hold the CFP
52%
  • Other credentials: CFA 8% · CPA 2% · EA 2%
  • How they charge (of 2916 with fees on file): percentage of assets 87% · fixed fees 41% · hourly 38% · 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
Joseph Hebert trueNorth Wealth Advisors Seattle CFP, PhD Percentage of assets, Ongoing planning fee
Juan Guevara J.F. Williams Co., Inc. Denver CFP, BS, MSFP Percentage of assets, One-time planning fee
Keith Spencer Spencer Financial Planning, LLC Spokane CFP Ongoing planning fee, One-time planning fee
Kerry Prazak The Mather Group Chicago CFP, CRPC, MBA, RFC Percentage of assets, Hourly
Kevin Burkle HCP Wealth Planning, LLC Jacksonville CFP Flat fee or retainer, One-time planning fee
Kevin Lao Imagine Financial Security Chattanooga CFP, RICP Percentage of assets
Kevin Michels Medicus Wealth Planning, Inc. Draper CFP Percentage of assets, Hourly
Kyle Simmons Simmons Investment Management Louisville CFP, CRPC One-time planning fee
Lance Ludwig Kingdom Financial South Bend CFP, CKA Percentage of assets, Ongoing planning fee
Lei Deng Efficient financial plans and investing for busy skilled trades professionals Core Planning, LLC Saint Louis CFP, CFA Percentage of assets, Flat fee or retainer
Lew Christman Christman Fiancial Advisors LLC Macungie CFP Percentage of assets, Ongoing planning fee
Liz Griffiths Intera Financial Planners LLC Avon Lake CFP Percentage of assets, Ongoing planning fee
Liz Schieck New School of Finance Toronto CFP Flat fee or retainer, One-time planning fee
Logan Valentine Valentine Wealth Management Seymour CFP Percentage of assets, Ongoing planning fee
Lorne Abramson Abramson Financial Planning, LLC Burlingame CFA, CFP, CTEC, EA Flat fee or retainer, Hourly
Lucas Wennersten 49th Parallel Wealth Management Vancouver CFA, CFP (Canada), CFP (U.S.) Percentage of assets, Hourly
Marcus Blanchard Focal Point Financial Planning, LLC Pleasant Grove CFP, ChFC Percentage of assets, Hourly
Mark Humphries Sentinel Financial Planning, LLC Edgewater CFP Percentage of assets, Hourly
Mark Whitaker Retirement Advice LLC Provo CFP, MSFP Percentage of assets, One-time planning fee
Marlene C. Buxton Buxton Financial For Retirement Toronto CFP, CLU, RRC, Chartered Financial Planner Flat fee or retainer, One-time planning fee
Massi De Santis Desmo Wealth Advisors, LLC Lakeway CFP Percentage of assets, Ongoing planning fee
Matt Will Wealth Accel LLC Dayton CFP Percentage of assets, Fixed fees
Matthew McCoy Southbound Wealth LLC Rock Hill CFP Flat fee or retainer, Ongoing planning fee
Michael Haubrich Financial Service Group, Inc. Mount Pleasant CFP, CSA Ongoing planning fee
Michael Hunsberger Next Mission Financial Planning Saint Charles CFP, ChFC, CCFC Flat fee or retainer, Ongoing planning fee
Michael Nemick Thrive Retirement Specialists Dearborn CFP, CFA, MBA, RICP Flat fee or retainer
Michelle Vargas Waymaker Financial Planning Fort Worth CFP Hourly, One-time planning fee
Mike Hartman Hyperion Financial, LLC Shillington CFP, RICP Ongoing planning fee
Mike Henzes Open Wealth Network Pottstown CFP, EA, MBA Flat fee or retainer
Mike Staman Delaware Financial Planning, LLC Newark CFP, CAP, TPCP Flat fee or retainer, Ongoing planning fee
Nannette Belt Inspiration Financial Planning LLC Carlsbad CFP, RICP, MBA Ongoing planning fee, Percentage of assets
Nathan Swab Alexander Financial Planning, Inc. Columbus AWMA, CFP, MSFP Flat fee or retainer, Ongoing planning fee
Nathaniel Baim Pursuit Planning and Investments, LLC Beaverton CFP, MBA Percentage of assets, Ongoing planning fee
Neil Portus Olivehurst Advisors LLC Roseville CFP, CFA, MBA, TPCP Percentage of assets, Hourly
Nestor Vargas AlignPoint Wealth Denver CFP Flat fee or retainer, Ongoing planning fee
Nicholas Faulkner Testament Wealth Management Cary CFP Percentage of assets, Flat fee or retainer
Nick Murphy Counterweight Private Wealth Raleigh CFP, MBA, RICP Ongoing planning fee
Nicola Cyr Five8 Financial LLC Rogers CFP, EA Percentage of assets
Patrick King Prana Wealth Atlanta CFP, MBA Percentage of assets, Flat fee or retainer
Paul Coleman Iii Free Time Financial LLC Orchard Park CFP Flat fee or retainer, Ongoing planning fee
Ralph Ted White Arrivity Financial Planning Seattle CFP, CIMA, MBA Hourly, One-time planning fee
Raquel Hinman Hinman Financial Planning, Inc. Erie CFP, CDFA Percentage of assets, Ongoing planning fee
Rebecca Meats Clear Insight Wealth Management Spokane CPA, AFC, CFP, ChFC Percentage of assets, Ongoing planning fee
Rick Spillane Spillane Financial Planning, Inc. Lebanon CFP, CPA Hourly, Percentage of assets
Robert DeLucas Afton Advisors, LLC Nashville CFP, ChFC, MBA, RICP Flat fee or retainer, Ongoing planning fee
Robert Holman Holman Wealth Management, LLC Dallas CFP, CFA Percentage of assets, One-time planning fee
Robert Riedl Endowment Wealth Management, Inc. Chicago AWMA, BS, CFA, CFP Percentage of assets
Robin Kizito Addax Bridge Financial North Bethesda CFP, MBA Percentage of assets, Ongoing planning fee
Ross Miller ClearPoint Wealth Management Colleyville CFP, CPA Percentage of assets
Sam Wagner WealthGuides LLC Indianapolis CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees