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 |
|---|---|---|---|---|
| Andrew Pallas | Minich MacGregor Wealth Management | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Andrew Tranel | Rosemeyer Management Group | Platteville | CFP | Percentage of assets, Fixed fees |
| Anna Hong | New Insight Wealth Advisors | San Ramon | ChFC | Percentage of assets, Hourly |
| Anthony Austreng | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Anthony Digiovanni | White Pine Investment Co | Livonia | CFA | Percentage of assets |
| Anthony Parr | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Atta Khan | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Austin Drake | Sterneck Capital Management | Kansas City | CFP | Percentage of assets, Fixed fees |
| Austin Stinson | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Ava Pompay | Prosperity Wealth Planning | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Ayman Khalil | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Babak Gahvari | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Bashar Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Benjamin Dolan | Dolan Capital Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Benjamin Greenman | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Blake Martin | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Brad Williams | WS Wealth Management | Sandpoint | PFS | Percentage of assets, Hourly |
| Bradley Fine | Four Seasons Investment Management | Rehoboth Beach | Not listed | Hourly, Percentage of assets |
| Brandon Clouse | Prism Planning Partners | Libertyville | Not listed | One-time planning fee |
| Brandon Richins | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Brandon Vanlandingham | Perissos Private Wealth Management | Bethany | Not listed | Percentage of assets |
| Brandon Williams | FCA | Calgary | CFP | Percentage of assets, Hourly |
| Brayden Zettle | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Brent Woolsey | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Brenton Smith | Minich MacGregor Wealth Management | Albany | CFP | Percentage of assets, Fixed fees |
| Brian Brown | PlanVest | Blair | CFP | Percentage of assets, Hourly |
| Brian Cochran | John Moore Associates | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Brian McKnight | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Bryan Laube | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Bryan Smith | Infinite Wealth Advisors | Mooresville | CFP | Percentage of assets, Hourly |
| Carl Mariner | ARQ Wealth Advisors | Scottsdale | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Carolanne Chavanne | Prosperity Wealth Planning | Long Beach | CFP | Percentage of assets, Flat fee or retainer |
| Carson Fields | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Casey Kha | FCA | Houston | CFP | Percentage of assets, Hourly |
| Cassandra Kirby | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Cassidy Steck | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Charles Allison | LRC Aviation Advisors | Milwaukee | CFP, ChFC | Percentage of assets |
| Charles Blozinski | Integrity Wealth Management | Brookings | CFP | Percentage of assets, Fixed fees |
| Charles Kreitler | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Cheri Franklin | Clarity Capital Advisors | Lakewood Ranch | CFP | Flat fee or retainer, Ongoing planning fee |
| Cherish Sutull | Blue Water Wealth | Seattle | CFP, CFA | Percentage of assets, Fixed fees |
| Chris Parker | Parker Financial Planning | Bradenton | CFP | Percentage of assets, Ongoing planning fee |
| Christine Eisenhower | Blue Anchor Wealth Advisors | Ketchikan | CFP | Percentage of assets, Hourly |
| Christopher Cook | McCarley & Cook | Cincinnati | CFP | Percentage of assets, Hourly |
| Christopher Pawlowski | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Christopher Staples | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Claire Craighill | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Cole Leonida | John Moore Associates | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | 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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