List
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
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Daniel Huffman | Cornerstone Financial Planning | Other | ChFC | Flat fee or retainer, Ongoing planning fee |
| Danielle Barbato | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| David Chenet | Presidio Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| David Peloquin | Main Street Advisors | Westminster | CFP | Percentage of assets, Hourly |
| David Snyder | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Devin Carroll | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Douglas Babcock | Professional Financial Management, Inc. | Bozeman | Not listed | Percentage of assets, Hourly |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Eric Saling | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Eric Scruggs | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Erica Ryberg | Montoya Wealth Management | Prescott | CFP | Percentage of assets, Hourly |
| Frank Yozwiak | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Gary Shirman | Boulder Wealth Advisors | Boulder | ChFC | Percentage of assets, Hourly |
| Gerald Vanderlugt | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Grant Steffes | Steffes Financial | Overland Park | CFP | Percentage of assets, Hourly |
| Gregory Bradstreet | Farnam Financial | Peoria | CFP, CFA | Percentage of assets |
| Haley DeHaan | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Hannah Santa Cruz | Pathfinder Financial Planning | Missoula | CFP | Percentage of assets, Hourly |
| Hany Ahmad | Teamwork Financial Group | Houston | CFP | Percentage of assets |
| Heidi Phan | Rebalance | Palo Alto | CFP | Percentage of assets |
| Ian Harris | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Jacob Duke | Rivertree Wealth | Little Rock | CFP | Percentage of assets |
| Jacob Preston | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| James Belliston | Tanara Wealth Management | St. Augustine | CFP | Percentage of assets, Hourly |
| James Moore | Campbell Financial Partners | Bradenton | CFP | Percentage of assets, One-time planning fee |
| Jameson Holehouse | Destiny Capital | Detroit Lakes | CFP | Percentage of assets, Flat fee or retainer |
| Jamie Stolz | TandemGrowth Financial Advisors | Alpharetta | CFP | Percentage of assets |
| Jamie Stone | Means Wealth Management | Greenville | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jarrod Musick | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Jason Siperstein | Eliot Rose Wealth Management | Providence | CFP, CFA | One-time planning fee, Percentage of assets |
| Jason Yee | Finepoint Solutions Inc. | Saskatoon | CFA, P.Eng | Not listed |
| Jeffrey Gough | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Jeffrey Wright | Teamwork Financial Group | Houston | CFP, ChFC | Percentage of assets |
| Jeremy Reed | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. | Rodriquez Wealth Management | Newport Beach | CFP | Percentage of assets |
| Jill Tripp | Pathfinder Financial Planning | Missoula | CFP | Percentage of assets, Hourly |
| John Boardman | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| John Bubello | Compass Retirement | Old Saybrook | CFP | Percentage of assets, Flat fee or retainer |
| John Dannenbring | AlphaOmega Wealth Management | Lincoln | CFP | Percentage of assets |
| John Fredrick | RockCrest Financial | Somers Point | ChFC | Flat fee or retainer, Ongoing planning fee |
| John Heldman | Triad Investment Management | Laguna Niguel | CFA | Percentage of assets |
| John McCorvie | Peak Asset Management | Louisville | CFA | Percentage of assets |
| John Russell | Peak Asset Management | Needham | CFA | Percentage of assets |
| Jon Bernier | TandemGrowth Financial Advisors | Alpharetta | CFP, ChFC | Percentage of assets |
| Jonathan Bird | Farnam Financial | Phoenix | CFP | Percentage of assets |
| Jonathan Wallace | Wayfinder Wealth Warriors | Lexington | CFA | Flat fee or retainer, Hourly |
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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