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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
Sarah Kang UAK Diversified Wealth Advisors Minnetonka CFP Percentage of assets, Flat fee or retainer
Scott Brooks Brooks Wealth Management Westlake Village CFP Percentage of assets
Scott Leavitt Financial Life Advisors San Antonio CFP, CPA Percentage of assets, Hourly
Sean Wilson Moraine Wealth Advisory Calgary CIM, CFP One-time planning fee, Hourly
Shawn Perkins Genuine Wealth Solutions LLC Richmond AWMA, CFP Ongoing planning fee, One-time planning fee
Stephen Lay Curtain Wealth Planning Park City CFP, RICP Flat fee or retainer, Hourly
Steve Cruice Simply Steward, LLC Highlands Ranch CFP, CPA Percentage of assets, Fixed fees
Steven Clark Clark Financial Planning Services LLC Coconut Creek CFP, EA, RICP Flat fee or retainer, Ongoing planning fee
Steven Gilbert Gilbert Wealth Fort Wayne CFP, RICP, APMA Flat fee or retainer, Ongoing planning fee
Tom Massie Massie Financial Planning Alexandria CFP Percentage of assets, Flat fee or retainer
Tommy Blackburn Mason & Associates Newport News CFP, CPA, PFS Ongoing planning fee
Travis Ray By Design Financial Planning Greensboro CFP Ongoing planning fee, Percentage of assets
Trent Porter Priority Financial Partners Denver CFP, CPA, MAcc Percentage of assets, One-time planning fee
Zach Lopez AnCap Financial League City CFP Flat fee or retainer, Ongoing planning fee
Andrew Gerhartz Bridge The Gap Retirement Planners LLC Phoenix CFP, MSPFP, MSFP Percentage of assets, Flat fee or retainer
Andrew Trammell Trammell Wealth LLC Wellington CFP, EA, MSFP, RICP Percentage of assets, Ongoing planning fee
Anna Knight Simplicity Financial mississauga CFP One-time planning fee, Ongoing planning fee
Bernard Kiely Kiely Capital Management, Inc. Morristown BA, CFP, CPA, MBA Percentage of assets, Hourly
Bob Burger Disciplined Money Phoenix CFP Hourly, One-time planning fee
Brad Smith CapRock Wealth Management Little Rock CFP, MBA Percentage of assets, Hourly
Brendan O'Rourke Greenway Financial Advisors LLC Burlington CFP, EA Percentage of assets, Hourly
Brenna Baucum Collective Wealth Planning, LLC Salem CFP Hourly, Ongoing planning fee
Brenna Jensen-Baucum Collective Wealth Planning Salem CFP Hourly, Ongoing planning fee
Brian Bickett Iron Mountain Financial Planning, LLC Rapid City CFP Percentage of assets, Ongoing planning fee
Bryan Curry Bridge The Gap Retirement Planners LLC Phoenix CFP Percentage of assets, Flat fee or retainer
C Garrett Moore C Garrett Moore, CFP® Bradenton CFP, ChFC Percentage of assets, Fixed fees
Cathy Curtis Curtis Financial Planning, LLC Oakland CFP Percentage of assets, Flat fee or retainer
Chad Gammon Custom Fit Financial LLC Cedar Rapids CFP, EA, MBA, RICP Flat fee or retainer, Hourly
Christopher Urban Discovery Wealth Planning LLC Vienna CFP, MBA, RICP, TPCP Hourly, One-time planning fee
Claire Thornton Hyla Financial Scottsdale CFP, MST Percentage of assets, Hourly
Clark Kendall Kendall Capital Management Rockville AEP, CFA, CFP Percentage of assets, Ongoing planning fee
Cody Lachner Next Adventure Financial Lafayette CFP, EA Percentage of assets, Hourly
Dan Stous Flagstone Financial Management Lincoln CFP, MBA Percentage of assets, Hourly
Danny Clare Flagstone Financial Management Lincoln CFP Percentage of assets, Hourly
David Foster Gateway Wealth Management, LLC Saint Louis CFP, RICP, CAP Percentage of assets
David Hunter First Light Wealth, LLC Hershey CFP Percentage of assets, Hourly
David Miller Rule72 Financial Potomac Falls CFP, MSC Percentage of assets, Hourly
David Shotwell Shotwell Rutter Baer, Inc. Lansing CFP, MSFP Percentage of assets, Ongoing planning fee
DeDe Smolen Innovative Financial, LLC Lakewood CFP, CPA Percentage of assets, Hourly
Drew Feutz Migration Wealth Management, LLC Avon CFP Ongoing planning fee
Dwight Dettloff Winding Trail Financial Planning, LLC Lafayette CFP, CPA, PFS, RICP Percentage of assets
Eaton Miller PlanWell Financial Guidance Hayfield CFP Flat fee or retainer, Ongoing planning fee
Eric Amzalag Peak Financial Planning Canoga Park CFP, RICP Flat fee or retainer, Percentage of assets
Erin Campbell Beacon Financial Strategies Raleigh CFP, CPA/PFS, MBA Percentage of assets, Ongoing planning fee
G. Christian Mauser ATLas Investment Advisors Alpharetta CFP, CIMA, CRC, CRPC Percentage of assets
Gage Paul Western Reserve Capital Management, LLC New Philadelphia CFP, EA, RICP Percentage of assets, Hourly
Garrett Moore Moore Financial Management, Inc. Bradenton CFP, ChFC Percentage of assets, Fixed fees
Gerald Gasber Gasber Financial Advisors, Inc. Folsom CFP, CFS, CIMA, CIMC Percentage of assets, Hourly
Gerry Barrasso United Financial Planning Group Hauppauge CFP, CPA, MBA, PFS Percentage of assets, Hourly
Grant Joiner Vineyard Wealth Group Vineyard Haven CFP, AAMS, EA Percentage of assets, One-time planning fee

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Specialties that serve pre-retirees