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 |
|---|---|---|---|---|
| Jacob McCarney | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Jacob McKinney | Clark Wealth Partners | O'Fallon | Not listed | Percentage of assets, Fixed fees |
| Jacob Ness | Kreitler Financial | New Haven | CFP | Percentage of assets |
| James Brown | Meritis Wealth Management | Potomac | CFP | Percentage of assets, Hourly |
| James Eppes | Eppes Wealth Management | Satellite Beach | CFP | One-time planning fee, Flat fee or retainer |
| James Lee | StratFI | Wilmington | CFP | Percentage of assets, Hourly |
| James Mellon | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Bernal | Blue Jay Financial Group | Defiance | CFP | Percentage of assets |
| Jason Foster | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Stuber | Saling Wealth Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| Jay Franklin | Clarity Capital Advisors | Lakewood Ranch | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Jeb Flynn | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Jeff Pomerantz | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jeffrey Loos | Marsh Wealth Management | Knoxville | ChFC | Percentage of assets |
| Jeffrey Wu | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Jesse Coffee | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Jesse Schrock | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Jessica Morris | CMA Financial Services | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jessica Rusnock | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| Joe Enzler | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Joel Cavaliere | Blue Heron Capital | Englewood | CFP | Percentage of assets, Hourly |
| John Burkhardt | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| John Ellis | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| John Herbert | Bowline Financial | Grosse Pointe Woods | CFP | Percentage of assets, Fixed fees |
| John King | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| John Rudi | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| John Wilbourne | Occidental Asset Management | Bellevue | Not listed | Ongoing planning fee |
| John Williams | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Johnathan Frerichs | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Jon Matlock | American Financial Planning | Roanoke | CFP | Flat fee or retainer, One-time planning fee |
| Jon Reppert | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Jonathan Bailey | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Jonathan Inzero | Innova Wealth Partners | Newtown | CFP | Percentage of assets, Fixed fees |
| Jonathan White | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jordan Bromley | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Joseph Eschleman | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Joseph Kalmanovitz | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Joseph Miebach | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Joshua Brockwell | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Joshua Cutler | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Joshua Hill | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Joshua Mangoubi | Considerate Capital | Northbrook | CFA | Percentage of assets, Ongoing planning fee |
| Justin Lester | Allied Investments | Johnson City | CFP | Percentage of assets, Hourly |
| Justin Ramirez Business appraisals to help owners plan their next move | Insight Valuations, LLC | Houston | CFA | Flat fee or retainer, Hourly |
| Karen Oeser | Means Wealth Management | Bangor | CFA | Percentage of assets, Flat fee or retainer |
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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