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 |
|---|---|---|---|---|
| J Brett Martinson | Parallel Wealth Financial Group | Langley | CFP, CLU, B.Eng Mgt | Flat fee or retainer, One-time planning fee |
| Jason Branning | Branning Wealth Management | Jackson | CFP, RICP, ChFC, CDFA | Percentage of assets, One-time planning fee |
| Joanne David | Keybase Financial Group | Edmonton | CFP, FCSI | Flat fee or retainer, Hourly |
| Joe Ward | Refined Wealth | Houston | CFP, RICP, TPCP | Percentage of assets, One-time planning fee |
| John Bell Comprehensive and hourly advice-only planning for DIY investors and families who want help with retirement, taxes, estates and giving. | Free State Financial Planning | Clarksville | CFP | Subscription, One-time planning fee |
| John Boyd | MDRN Wealth | Venice | CFP | Percentage of assets |
| John Gugle | Gugle Wealth Advisory LLC | Indian Land | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee |
| John McGowan | Mandala Financial Advisors | Salida | CFP, MBA | Percentage of assets, Hourly |
| John O'Callaghan | Impact Financial Life Planning LLC | Baltimore | CFP | Flat fee or retainer, Ongoing planning fee |
| Johnson Rhett | Branning Wealth Management, LLC | Jackson | CFP, ChFC | Percentage of assets, One-time planning fee |
| Keith Hensley Clear, actionable plans for pre-retirees and retirees, offered through an ongoing flat-fee relationship or a one-time project. | Florida Financial Planning | Winter Garden | CFP | Subscription, One-time planning fee |
| Kenneth Doll | Alberta Financial Planner | Calgary | CFP, CLU, TEP | Flat fee or retainer, Ongoing planning fee |
| Kyle Martins | Parallel Wealth Financial Group | Langley | CFP | Flat fee or retainer, One-time planning fee |
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| Lindsey Young | Quiet Wealth LLC | Baltimore | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management, LLC | Scottsdale | CFP, CFA | Percentage of assets, Hourly |
| Malissa Marshall | Soaring Wealth LLC | Bristol | CFP, EA | Percentage of assets, Ongoing planning fee |
| MaryAnne Gucciardi | Wealthmind Financial Planning LLC | Cambridge | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee |
| Matt Cooley | Inspire Wealth Partners | Boise | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Dennis | Parallel Wealth Financial Group | Langley | CFP | Flat fee or retainer, One-time planning fee |
| Matthew Showley | Creative Capital Management Investments LLC | San Diego | CFP, MBA, BFA, CeFT | Percentage of assets, Hourly |
| Michael Barichello | Parallel Wealth Financial Group | Kitchener | CFP, CLU, FMA, CHS | Flat fee or retainer, One-time planning fee |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Mike Davis | Legs Financial | Greensboro | CFP | Flat fee or retainer, Ongoing planning fee |
| Nate Willardson | Currents Wealth Strategies | Chandler | CFP | Percentage of assets, Flat fee or retainer |
| Patricia Kane | Kane Financial Planning, LLC | Avon | CFP, MBA | Percentage of assets, Hourly |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Philip Murphy Independent, advice-only planning for people saving, investing or facing transitions like retirement, a new career or a health challenge. | IndiePlan LLC | Albany | CFP, CFA | Subscription, One-time planning fee |
| Prudence Zhu | Enso Financial | Phoenix | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Rachel DeCarolis | Northstar Financial Planning | Windham | CDFA, CeFT, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Robert Costello | Costello Financial Planning | Bend | CFP | Percentage of assets, Fixed fees |
| Scott Grissom A former college professor who helps couples build a custom retirement roadmap covering investments, taxes, insurance, spending and estate planning. | Socrates Financial Planning LLC | Jenison | CFP, PhD | One-time planning fee |
| Sheila McGinn | Brightview Financial Solutions, LLC | Redwood City | CFP | Percentage of assets, Hourly |
| Stephen Nelson | Birchwood Capital LLC | Carlsbad | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| Stu Sneen | TwoTen Planning PLLC | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Sweta Bhargav | Adviso Wealth | Princeton | CEPA, CFA, CFP | Flat fee or retainer, Hourly |
| Tommy Lopez | Coffeehouse Capital LLC | Financial Planning and Wealth Management | Fresno | CFP, CRPC | Hourly, One-time planning fee |
| Tracy Baron Garcia | TBG Investing | Lake Oswego | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Zeke Anders | Planalto Financial LLC | Huntsville | CFP | Flat fee or retainer, Hourly |
| Ziad Sahuri | Parallel Wealth Financial Group | Ottawa | CFP | Flat fee or retainer, One-time planning fee |
| Zubin Kapur | Valor Wealth Partners | Washington | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Aaron Milledge | Targeted Wealth Solutions | Colorado Springs | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Adam Cornwell | North Ridge Wealth Advisors | Beaverton | CFA, CFP | Percentage of assets |
| AJ Flores | Portfolio Advisors, Inc. | Fresno | CFP | Percentage of assets |
| Alex Bridges | Tiverton Wealth | The Woodlands | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| Allen Gibson | GIBSON WEALTH ADVISORS LLC | Tyler | CFP, ChFC, CDFA, CRPC | Percentage of assets |
| Andrea Vedder | Iambic Financial | Portland | CFP | Percentage of assets, Hourly |
| Andrew Damcevski | AJD Wealth Management | Cincinnati | CFP | Percentage of assets |
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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