Fee-only advisors for 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 November 2, 2026. 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
Advisor	Firm	City	Credentials	Fees
Daniel Seder	Blue Chip Partners	Farmington Hills	CFP, CFA	Percentage of assets
Dave Moerlein Full plans or hourly guidance for people who want to manage their own finances, with the reasoning behind every recommendation.	Belay Finance	Cincinnati	MBA, MS	One-time planning fee, Hourly
David Foret	Blue Chip Partners	Farmington Hills	CFP	Percentage of assets
David Young	Harding Wealth	Tempe	CFP	Percentage of assets, Fixed fees
Dean Allen	Pine Grove Financial Group	Woodbury	CFP	Percentage of assets
Deborah Gianelli	Whole Family Financial Services	Bothell	CFP	Hourly, Percentage of assets
Deborah VanDam	Blue Chip Partners	Farmington Hills	CFP	Percentage of assets
Dru Burns	Drucker Wealth	Mahwah	CFP	Percentage of assets
Dustin Javier	Defined Capital	Oak Brook	CFP	Percentage of assets, Ongoing planning fee
Edward Kerns	Footlamp Financial	Atlanta	CFP	Flat fee or retainer, Ongoing planning fee
Eric Feldman	Financial Futures	Wall Township	CFP	Percentage of assets, Hourly
Eric Gabor	Eagle Grove Advisors	Westfield	CFP	Percentage of assets, Ongoing planning fee
Ethan Kok	Sage Wealth Planning	Georgetown	CFP	Percentage of assets, One-time planning fee
Felix Kopycinski	Laurel Wealth Planning	Edina	CFP	Ongoing planning fee
Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies.	Ascend Investment Partners	Ogden	CFP	Percentage of assets, Hourly
George Harris	Bentham Wealth Advisors	Williamsville	CFP	Percentage of assets, Ongoing planning fee
Gideon Drucker	Drucker Wealth	Mahwah	CFP	Percentage of assets
Grace Stolberg	O'Keefe Stevens Advisory	Rochester	CFP	Percentage of assets, One-time planning fee
Gregory Stapp	Stapp Financial	Olympia	CFP, PFS	Percentage of assets
Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives	Liberty One Wealth Advisors	Philadelphia	CFP	Percentage of assets, Flat fee or retainer
Hannah Boundy	Sherwood Financial Partners	Broomfield	CFP, CFA	Percentage of assets, Hourly
Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.	Not listed	Bentonville	CFP	Percentage of assets, Flat fee or retainer
Ismael Garcia	Garcia Financial Planning	Meridian	CFP	Percentage of assets, Ongoing planning fee
Jack Zinser	Fortress Financial Group	Rochester	CFP	Percentage of assets
Jared Holt	Pine Grove Financial Group	Woodbury	CFP	Percentage of assets
Jason Johnson	Pine Grove Financial Group	Minnetonka	CFP	Percentage of assets
Jeffrey Clark	Pine Grove Financial Group	Woodbury	CFP	Percentage of assets
Jeffrey Lindsay	Peterson Wealth Advisors	Orem	CFP	Ongoing planning fee
Jeffrey Meenes	Meenes Wealth Partners	Shrewsbury	CFP	Flat fee or retainer, Ongoing planning fee
Jeremy Finger	Riverbend Wealth Management	Myrtle Beach	CFP	Percentage of assets
Jesse Kuusisto	Laurel Wealth Planning	Edina	CFP	Ongoing planning fee
Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events	Thayer Partners, LLC	Wyndmoor	CFP	Percentage of assets
Joel Baumgarten	Pine Grove Financial Group	Woodbury	CFP	Percentage of assets
John Konetzny	The Practical Planner	Groton	CFP	Ongoing planning fee
Jonathan Booze	ONE Advisory Partners	Overland Park	CFP	Ongoing planning fee, Percentage of assets
Jonathan Johnson	Blue Chip Partners	Farmington Hills	CFP	Percentage of assets
Jordan Haines	Drucker Wealth	Kuna	CFP	Percentage of assets
Jorie Johnson	Financial Futures	Brielle	CFP	Percentage of assets, Hourly
Joseph Schmitz, Jr.	Peak Retirement Planning	Columbus	CFP, ChFC	Percentage of assets, Fixed fees
Josh Knauss	OMNIWEALTH GROUP	Lewisburg	CFP	Percentage of assets
Joshi Koneru	Watershed Private Wealth	Oak Brook	CFP	Percentage of assets
Joshua Anderson	Pine Grove Financial Group	Woodbury	CFP	Percentage of assets
Julianna Bray	GW Financial	Reno	CFP	Ongoing planning fee
Justin Buttrick	Vision Wealth Advisors	Lewisburg	CFP	Flat fee or retainer, Percentage of assets
Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence.	Arcadia Capital	Saline	CFP	Percentage of assets
Justin Stevens	O'Keefe Stevens Advisory	Rochester	CFP	Percentage of assets, One-time planning fee
Kaden Waters	Peterson Wealth Advisors	Orem	CFP	Ongoing planning fee
Kathleen Liiste	Lions Gate Sovereign Capital	White Bear Lake	CFP	Percentage of assets, Fixed fees
Kevin Hartnett	Sensenig Capital Advisors, Inc.	Collegeville	CFP	Percentage of assets, Hourly
Kevin Manning	Stone Pine Financial Partners	Media	CFP	Percentage of assets, Fixed fees

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.