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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
Richard Rademacher Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Roger Denha SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Samantha Stocksett Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Sarah Pappas API Financial Advisors Franklin Not listed Percentage of assets, Hourly
Seema Rajoura Osborne Partners San Francisco Not listed Percentage of assets, Performance-based fees
Sonia Von Berg Osborne Partners San Francisco Not listed Percentage of assets, Performance-based fees
Stephen Cook Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Stephen Jackson ViaQuest Financial Houston Not listed Percentage of assets, Hourly
Todd Gordon Inside Edge Capital Saratoga Springs Not listed Percentage of assets, Fixed fees
Travis Bender Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Tyler Amendola Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Tyler Ares Fresh Bread Investments Weston Not listed Percentage of assets, Hourly
Tyler Craig Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Victor Tassone API Financial Advisors Gilbert Not listed Percentage of assets, Hourly
Walter Mortimer Coquina Private Wealth Advisors Summerville Not listed Percentage of assets, Fixed fees
Ward Brooks API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Wheelock Bingham Bingham Private Wealth San Francisco Not listed Percentage of assets
Whitney Holland Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Yahia Albaghdadi Heritage Financial Gainesville Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees