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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
Wakefield Hare Greater Than Financial LLC Savannah CFP Percentage of assets, Ongoing planning fee
Walter Jessee Impact Financial Richmond CFP, CPA Percentage of assets, Ongoing planning fee
Aaron Wieand Integrated Financial Planning Solutions, LLC Goshen CFP, CPA Ongoing planning fee, One-time planning fee
Andrew Musbach MD Wealth Management Chelsea CFP, CFA, MBA Ongoing planning fee
Andrew Polzin Behl Wealth Management Delafield CFP Ongoing planning fee
Anil Chacko Ark Alliance Financial Missouri City CFP, CKA Hourly
Anne Marie Webster Curated Capital & Planning LLC Lewisville CFP Percentage of assets, Hourly
Anthony Benante Baron Financial Group, LLC Morristown CFA, CFP, ChFC, FPQP Percentage of assets, Fixed fees
Anthony Reynolds CoreTegic Capital Wealth Management Arlington CFP, ChFC, MBA Percentage of assets, Hourly
Ben Gajardo Gajardo Wealth Management American Fork CFP Percentage of assets, Hourly
Ben Poulos B&E Financial Services Phoenix CFP, CRPC Percentage of assets, Hourly
Bily Xiao Mobius Planning Richmond CFP, CKA Not listed
Brian Behl Behl Wealth Management Delafield CFP, CRPC Ongoing planning fee
Carol Alexander Retirement Investment Advisors, Inc. Frisco AIF, CDFA, CFP, CPA/PFS Percentage of assets, Hourly
Chad Wiebe Pathway Wealth Inc. Winnipeg CFP Percentage of assets, One-time planning fee
Christopher Perry CJ Perry Financial Berwyn CFA, CFP, MBA, RICP Percentage of assets, Flat fee or retainer
Clayton Quamme AP Wealth Management Columbia CFP Percentage of assets, Hourly
Curtis Bailey Quiet Wealth Management Cincinnati CFP, CFA, EA, CRPC Flat fee or retainer
Danny Michael Satori Wealth Management Inc. San Diego CFP, RLP Percentage of assets, Fixed fees
David Mayes Three Bearings Fiduciary Advisors, Inc. Hampton CFP, CRPC, CRPS, EA Percentage of assets, Hourly
David Rosenstrock Wharton Wealth Planning New York CFP, MBA Percentage of assets, Hourly
Debbie Levenson Levenson Wealth LLC Newtonville CFP, MBA One-time planning fee, Ongoing planning fee
Dennis O'Brien Coastal Financial Advisors, Inc. Philadelphia BS, MS, RTRP Flat fee or retainer, Hourly
Elaine Bedel Bedel Financial Consulting, Inc. Indianapolis BA, CFP, MBA Percentage of assets, Fixed fees
Elise Stevenson Clearvue Advisors Milton CFP, MBA Percentage of assets
Eric Smith Ridge Falls Financial Planning Bellingham CFP, MBA Hourly
Erik Barnes Retirement Portfolio Partners Warrenville CFP Flat fee or retainer
Erin O'Brien Purposeful Money LLC Naples CFP, EA Percentage of assets, Ongoing planning fee
Ethan Bridgewater Bridgewater Advisory Group LLC Crystal City CFP, ChFC Percentage of assets, Hourly
Gabriel Shahin Falcon Wealth Planning, Inc. Irvine AIF, CFP Percentage of assets, Hourly
George Jameson Capital Wealth Group Columbia CFP, MBA Percentage of assets, Hourly
Hyrum Smith Livet Wealth, LLC Salt Lake City, CFP, CPA, PhD Percentage of assets, Hourly
Jason Dall'Acqua Crest Wealth Advisors LLC Annapolis CFP Percentage of assets, Fixed fees
Jason McWilliams JRM Tax & Wealth Management, LLC Chester Heights CFP, CPA Percentage of assets, Hourly
Jeremiah Creech Townsend Financial Planning, LLC Louisville CFP Percentage of assets, One-time planning fee
Jeremy Portnoff PortSalus Wealth Management Mission Viejo CFP Percentage of assets, Fixed fees
Jesse Carlucci Arrow Investment Management Oklahoma City CFP, PhD Percentage of assets, Hourly
Joanne Burke Birch Street Financial Advisors LLC Vienna CFP, CPA, PFS Percentage of assets, Hourly
Joe Barbieri Joe the Investor Toronto CFA, BCom, BASc (Civil Eng) Flat fee or retainer, Ongoing planning fee
Joe Messinger Capstone Wealth Partners, LTD Dublin CFP, ChFC, CLU Ongoing planning fee, One-time planning fee
Joseph Curran Breachway Investments West Hartford CFP, CRPC Percentage of assets, Ongoing planning fee
Kent Addis Addis & Hill, Inc. Wayne BS Percentage of assets, Ongoing planning fee
Kevin Lam Age Wisely Financial Wilmington CFP Flat fee or retainer
Kristen Moosmiller NorthAvenue Financial Advocates Columbus CFP, MSPFP Fixed fees
Lawrence Pershing Optimum Retirement Planning Lisle CFP, Retirement Management Advisor Flat fee or retainer
Lisa Crivella Ivy League Financial Advisors LLC Rockville CFP, AIF, BA, BS Percentage of assets, Hourly
Maggie Beach NexJenn Financial Services Naperville CFP, CPA/PFS, MBA, CPA Percentage of assets, Flat fee or retainer
Manuel Martinez Charleston Wealth Advisors Mount Pleasant CFP Flat fee or retainer, Percentage of assets
Marie Schuett Entirement Financial Planning Watertown CFP, EA Percentage of assets, Ongoing planning fee
Mark Kelly University Financial Strategies, LLC Raleigh CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees