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 |
|---|---|---|---|---|
| Shane Holcomb | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Shaun Mize | Rivertree Wealth | Little Rock | CFP | Percentage of assets |
| Sonja Breeding | Rebalance | Palo Alto | CFP | Percentage of assets |
| Sophia Zundel | Tower View Wealth Management | Shorewood | CFP | Percentage of assets, Hourly |
| Spencer Hall | Retirement Planning Services | Knoxville | CFP | Percentage of assets, Hourly |
| Stefanie Porter | White Pine Investment Co | Livonia | CFP | Percentage of assets |
| Stone Churby | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Stuart Schiffman | Compound Wealth Advisors | San Diego | CFP, ChFC | One-time planning fee |
| Tara Hefty | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Taylor Heininger | Cloud Capital Management | El Segundo | CFA | Percentage of assets |
| Tedi Hughes | Destiny Capital | Lake Ozark | CFP | Percentage of assets, Flat fee or retainer |
| Tendai Charasika | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Thaddeus Toal | RCS Financial Planning | Annapolis | CFP | Percentage of assets, Hourly |
| Thomas Falkner | Legacy Financial Independent Advisors | Louisville | CFP | Percentage of assets, Hourly |
| Thomas Gruber | AMG Wealth Management | Land O Lakes | PFS | Percentage of assets, Ongoing planning fee |
| Thomas Koleski | Cedar Capital Advisors | Glen Ellyn | CFP | Percentage of assets, Fixed fees |
| Timothy Burt | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Timothy Doyle | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Timothy Dutton | Dutton Financial Planning | Aledo | CFP | Percentage of assets, Fixed fees |
| Timothy Goodwin | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Trent Lakes | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Trey Ellington | Steelhead Wealth Management | Glen Allen | CFP | Percentage of assets, Fixed fees |
| Troy Daum | Wealth Analytics | Poway | CFP | Percentage of assets, Hourly |
| Tyler Thompson | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Walter Hurt | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Wesley Kotys | Kotys Wealth Professionals | Valparaiso | CFP | Percentage of assets, Hourly |
| William Johnson | White Pine Investment Co | Livonia | CFP | Percentage of assets |
| William McDonald | Retirement Planning Solutions | Nolensville | BS, CPA/PFS | Percentage of assets, Hourly |
| Zakriah Gardezy | Wealthstone Private Wealth Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Aaron Karas | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Abigail Rose | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Adam Drake | Highland Investment Advisors | Ponte Vedra | CFA | Percentage of assets, Fixed fees |
| Alex Offerman | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Alicia Klein | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Alison Dorsman | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Alison Shannon | Corvus Wealth Advisors | Templeton | CFP | Percentage of assets |
| Andre Fernandes | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Andrew Froelich | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Andrew Pool | Paradigm Wealth Management | Lincoln | CFP | Percentage of assets, Hourly |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Anthony Corsino | Zen Financial Planning | Andover | CFP, ChFC | Percentage of assets, One-time planning fee |
| Anthony Leonti | Corvus Wealth Advisors | Templeton | CFP | Percentage of assets |
| Blake Curle | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Brandon Hodgeson | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Brendan Crews Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances. | Daviman Financial | Fishers | CFP | Percentage of assets, Flat fee or retainer |
| Brian Colvert | Bonfire Financial | Colorado Springs | CFP | Percentage of assets, Ongoing planning fee |
| Brian Hennessy | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Brian Rezny | Rezny Wealth Management | Fort Myers | 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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