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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
Greg McCall Eagle Financial Planning Eagle CFP, ChFC, RICP Percentage of assets, Fixed fees
Griffin Saddler Watershed Wealth Alpena CFP Percentage of assets
Heather Holjevac Heather Holjevac, The Holjevac Group Mississauga CFP, CDFA, EPC, FP Canada Fellow Distinction Not listed
James Ashby Mustard Seed Wealth Management Magnolia CFP, CPA Percentage of assets, Hourly
James Davis Partnership Financial LLC Columbus CFP Flat fee or retainer, Ongoing planning fee
James Estep Iii Everest Financial Advisors Cooper City CFP Percentage of assets, Hourly
James Schwarz CLEAR Retirement Advice San Mateo CFP, MBA, RICP Ongoing planning fee
January Smith Janus Financial Planning, LLC San Antonio CFP, EA Flat fee or retainer, Ongoing planning fee
Jason Co CoPlanning Financial Overland Park CFP Flat fee or retainer, Ongoing planning fee
Jeffrey Bogue Bogue Asset Management Portland BS, CFP Hourly, One-time planning fee
Jennifer Hernandez Petra Financial Advisors, Inc. Colorado Springs CFA, CFP, EA, MBA Percentage of assets, Hourly
Jim Kilgore Buckeye Wealth Partners, LLC Dayton CFP Percentage of assets, Hourly
Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® Aegis Financial Advisory Lake Oswego CFP, ChFC, EA, RICP Flat fee or retainer, Ongoing planning fee
Jordan Benold Benold Financial Planning Frisco CFP, MBA Percentage of assets, Hourly
Jose Vivero United Financial Planning Group, LLC New York CFP, ChFC, CLU, RICP Percentage of assets, Hourly
Joseph Alfonso Aegis Financial Advisory Cupertino CFP, ChFC, EA, RICP Flat fee or retainer, Ongoing planning fee
Josh Wolberg Great River Financial Plymouth CFP, MBA, RICP Percentage of assets
Joshua Brooks Exponential Advisors Weatherford CFP, M.Div. Percentage of assets, Flat fee or retainer
Keith Deane Deane Retirement Strategies, Inc. New Orleans AIF, CFP, CRC Percentage of assets
Kerry Mayo Capital Financial Advisors of New York, LLC Clifton Park CFP, MA, MBA Percentage of assets, Hourly
Leo Nunez Everest Financial Advisors Cooper City CFP Percentage of assets, Hourly
Lisa Farrier Nest Egg Financial Advisors Incline Village CFP, BFA, PhD, CPA Percentage of assets
Marc Lowe In The Money Retirement Planning Waterford CFP Percentage of assets, Hourly
Marianne Nolte Imagine Financial Services Lake Havasu City CFP Percentage of assets, One-time planning fee
Mark Lotocky The Dixon Davis Group Victoria CPA, CFP Flat fee or retainer, Ongoing planning fee
Mark Young Clearview Financial, Inc. San Diego CFP, CPA Percentage of assets, Ongoing planning fee
Matt Buckwalter MJB Financial Planning, LLC Omaha CFP, MS Ongoing planning fee
Matthew Fitzgerald Holistic Planning Sedona CFP Percentage of assets
Michael Johnson Flagstone Financial Management Lincoln CFP, JD, MBA Percentage of assets, Hourly
Michael Randall Oak Summit Wealth Management San Diego CFP, CFA, EA Ongoing planning fee
Myles Brandt Charleston Financial Advisors, LLC Charleston CFP, MS Percentage of assets, One-time planning fee
Nick Nauta Shotwell Rutter Baer Lansing CFP, CLU, RLP, TPCP Percentage of assets, Ongoing planning fee
Omen Quelvog Formynder Wealth Management, LLC Fredericksburg CFP Flat fee or retainer, Ongoing planning fee
Richard Feight IAM Financial, LLC East Lansing CFP, EA Percentage of assets, Fixed fees
Richard McCormack School of Personal Finance Yorktown Heights CFP, RICP Percentage of assets, Hourly
Robert Falcon Falcon Wealth Managers LLC Concordville BS, CFP, CPA, CPA/PFS Percentage of assets, Flat fee or retainer
Ryan Allen Financial Advisory Corporation Grand Rapids CFA, CFP, CKA, ChFC Percentage of assets, Hourly
Ryan Derousseau United Financial Planning Group Hauppauge CFP, EA Percentage of assets, Hourly
Ryan Weiser Weiser Financial Planning LLC Lewis Center CASL, CDFA, CFP, ChFC Percentage of assets, Ongoing planning fee
Sandi Martin Sandi Martin Financial Planning Gravenhurst CFP Flat fee or retainer, Hourly
Sarah Maitre Camriel Advisors Mount Shasta CFP, CFA Ongoing planning fee
Scott Blaesing Cascade Wealth Advisors, Inc. Wenatchee CFP, CPA Ongoing planning fee
Skyler Denny Legacy Financial Designs, LLC The Woodlands CFP Percentage of assets, Fixed fees
Stefanie Pickard Old Growth Financial Portland CFP, EA Flat fee or retainer, One-time planning fee
Stephanie Sammons Sammons Wealth Management LLC Dallas CFP Percentage of assets
Stephen McDade Foundation Wealth Management, LLC Media CFP, CPA, ChFC, MSFS Flat fee or retainer, Ongoing planning fee
Steven Medland TABR Capital Management, LLC Orange CFP, MBA Percentage of assets, Ongoing planning fee
Thomas Mullooly Mullooly Asset Management, Inc. Wall Township CFP Percentage of assets, Ongoing planning fee
Tom Kaminski Twin Robins Capital, LLC Kansas City CFP, CRPC Percentage of assets, Fixed fees
Trent Templer Templer Wealth Management, LLC Tysons Corner CFP Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees