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Fee-only advisors for pre-retirees

Pre-retirement is the last big planning push: catchup savings, the Roth conversion window, healthcare bridge to Medicare, and the first long-term drawdown model. These advisors run that playbook on a regular cadence.

Fee-only onlyAudience: Pre-retirees

By the numbers

The Wellspent public graph lists 2,969 fee-only financial advisors working 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

2969 matching advisors

Fee-only advisors for pre-retirees: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Daniel Heiar Mindful Asset Planning Apple Valley Not listed Hourly, Fixed fees
Daniel Johnson Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Daniel Peters Prism Planning Partners Libertyville CFP One-time planning fee
Darren Wurz Wurz Financial Services Cincinnati CFP Percentage of assets, Hourly
David Fernandez Wealth Engineering, LLC Scottsdale BS, CFP Ongoing planning fee
Deborah Klein Azzad Asset Management Falls Church CFP Percentage of assets
Denise Leish Money Plans Silver Spring BS, MBA Percentage of assets, Hourly
Erin Hadley Occidental Asset Management Burlingame CFP Ongoing planning fee
Faruk Jaffer Index Gurus Concord CFP, ChFC Percentage of assets, One-time planning fee
Fatima Iqbal Azzad Asset Management Falls Church CFP Percentage of assets
Francisco Aguilar Puyol MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Gary Ferguson John Moore Associates Scottsdale CFP Percentage of assets, Fixed fees
George Williams Precedent Wealth Partners Houston CFP Percentage of assets
Grant Bugner Peak Asset Management Louisville CFP Percentage of assets
Grant Williams Precedent Wealth Partners Houston CFP Percentage of assets
Ibtasam Mahmood Azzad Asset Management Falls Church CFP Percentage of assets
Ifeoma Idoko Rothenburg Capital Management Calgary CIM Not listed
Jaco Jordaan Riverchase Wealth Management Upper St. Clair CFP, ChFC, CFA Percentage of assets, Fixed fees
Jacob Bartel Birchcreek Wealth Management Jacksonville CFP Percentage of assets, Flat fee or retainer
James Griffin Occidental Asset Management Burlingame CFP Ongoing planning fee
James Nash Clark Wealth Partners O'Fallon CFP, ChFC Percentage of assets, Fixed fees
Jansen Davidson Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Jason Cutitta ToBA Financial Kaneohe CFP, EA Percentage of assets, Fixed fees
Jeffrey Belmonte SummitView Advisors Belmont CFP Percentage of assets
Jessica Lanning Lanning Financial San Francisco CFP Percentage of assets, One-time planning fee
Jim Stanhouse Stanhouse Financial Planning & Mgt. Duluth MBA Percentage of assets, Ongoing planning fee
John Onesti John Moore Associates Albuquerque CFP Percentage of assets, Fixed fees
John Payne Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Jon Henderson Echo45 Advisors Walnut Creek CFP Percentage of assets
Jonathan Duong Wealth Engineers Denver CFP, CFA Percentage of assets, Ongoing planning fee
Jordan Talbert Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Joseph Limond Clerestory Advisors, Inc. Bloomington Not listed Flat fee or retainer, Ongoing planning fee
Joseph Williams Precedent Wealth Partners Houston CFP, PFS Percentage of assets
Julie Kern Bridge Financial Strategies Scottsdale CFP Percentage of assets, Fixed fees
Kassi Fetters Artica Financial Services Anchorage CFP Flat fee or retainer, Ongoing planning fee
Kathleen Daunt New School of Finance Toronto Not listed Flat fee or retainer, One-time planning fee
Kyle Kuyat Defining Wealth Franklin CFP Flat fee or retainer, One-time planning fee
Lantz Bowman Precedent Wealth Partners Houston CFP Percentage of assets
Lori Eason Alder Financial Group Atlanta CFP Percentage of assets, Fixed fees
Maha Gannavaram Unique Financial Advisors New York CFP, EA, MSFP Ongoing planning fee
Matthew Argyle Encore Retirement Planning South Jordan CFP, CFA Flat fee or retainer, Ongoing planning fee
Matthew Barrovecchio Christian Financial Advisors® Odessa CFP Percentage of assets
Michael Clark Clark Wealth Partners O'Fallon CFP Percentage of assets, Fixed fees
Michael Hake Boulder Wealth Advisors Boulder CFP Percentage of assets, Hourly
Mitchell Thompson MJT & Associates Financial Advisory Group Montevideo CFP One-time planning fee
Nancy Metzger MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives Generations Financial Management Heath CFP Percentage of assets, One-time planning fee
Nicholas Maratta Occidental Asset Management Winter Springs CFP Ongoing planning fee
Nicholas O'Kelly Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Nicole Sullivan Prism Planning Partners Libertyville CFP One-time planning fee

About this list

Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.

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