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 |
|---|---|---|---|---|
| Eric Schrum | Schrum Private Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Erich von Geis | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| Erickson Braund | Black Walnut Wealth Management | Traverse City | CFP | Percentage of assets, Fixed fees |
| Erin Goss | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
| Erin Martin | MRP Advisors | Milton | CFP | Percentage of assets, Hourly |
| Esmond Pabilona | Wela Financial Advisory | San Antonio; | CFP | Percentage of assets, Flat fee or retainer |
| Garrett Gould | Halyard Financial | St. Louis | CFP | Percentage of assets |
| Genevieve George | Pelican Financial Planning & Wealth | Jupiter | CFP | Percentage of assets, Fixed fees |
| George Kiraly | LodeStar | Naples | CFP | Percentage of assets, Hourly |
| Greg Miyashiro | Kahala Financial Advisors | Honolulu | CFP | Percentage of assets |
| Guadalupe Lechuga | Audible Wealth Management | Silver Spring | CFP | Percentage of assets, Fixed fees |
| Heather McClain | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Ian Castille | Capital Advantage | Walnut Creek | CFP | Percentage of assets, Ongoing planning fee |
| Ilirjan Shkurti | Whistle Stop Financial Advice | Birmingham | CFA | Hourly |
| J Cameron Zabko | Westhollow Wealth Management | Milton | CFP | Percentage of assets |
| J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. | Financial Planning Hawaii | Honolulu | Not listed | One-time planning fee, Percentage of assets |
| Jacob Eason | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Jacob Fram | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| James Chaney | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
| James Hofman | Hofman Wealth Management | Chesterfield | CFP | Percentage of assets |
| James Joseph | Sentinel Wealth Management | Reston | CFP, ChFC, PFS | Percentage of assets, Fixed fees |
| James Runey | Runey & Associates Wealth Management | Mount Pleasant | CFA | Percentage of assets |
| James Scanlan | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| James White Jr. Wealth advisory services for high-earning CRE Professionals. | Forty Two Wealth LLC | Atlanta | CFP | Percentage of assets, Flat fee or retainer |
| Jamie Upson | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Jason Jager | Inman Jager Wealth Management | Hattiesburg | CFP | Percentage of assets, Hourly |
| Jason Terhune | Capital Advantage | Walnut Creek | CFP | Percentage of assets, Ongoing planning fee |
| Jefferson Rotherham | Sierra Wealth Strategies | Coronado | CFP | Percentage of assets, Hourly |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| Jennifer Harper | Bridge Financial Planning | Cruz Quebrada - Dafundo, Portugal | CFP | Flat fee or retainer, Percentage of assets |
| Jennifer Sokolowski | Metis Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Jennifer Weber | Weber Asset Management | Lake Success | CFP | Percentage of assets |
| Jerod Fenton | RED Seven Wealth Management | Escondido | CFP | Percentage of assets, Fixed fees |
| Jessica Hultberg | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| John Cunningham | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| John Richardson | RED Seven Wealth Management | Escondido | CFP | Percentage of assets, Fixed fees |
| Jonathan Grebosky | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. | Truvize Financial Planning | El Paso | Not listed | Percentage of assets, Subscription |
| Jonathan Lopez | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Jonathan Moore | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Jose Martin | LifeCraft Wealth | Sunrise | CFP | Percentage of assets |
| Joseph Gauvin | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Joshua Bailey | Muirfield Wealth Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Joshua Devereaux | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Joshua Moklestad | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Joshua Salway | Full of Grace Financial | Roanoke | ChFC | Percentage of assets, Ongoing planning fee |
| Julie Hetland | Financial Planning Navigators | Maple Grove | CFP, ChFC | Percentage of assets, Fixed fees |
| Justin Mayo | Sierra Wealth Strategies | El Cajon | CFP | Percentage of assets, 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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