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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

Fee-only advisors for pre-retirees: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Andrew Gray Gray Wealth Strategies Bend CFP, CRPC Flat fee or retainer, Ongoing planning fee
Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. Fiduciary Financial Advisors Grand Rapids CFP Percentage of assets, Subscription
Angela Dorsey Dorsey Wealth Management Torrance CFP, MBA Percentage of assets, Hourly
Ariadne Horstman Tamarind Financial Planning Palo Alto CFP, RLP Percentage of assets, Ongoing planning fee
Betsy Ratashak-Vogel R&V Personal Finance Decorah CFP Percentage of assets, Ongoing planning fee
Bob Wolfe HealthyFP Conshohocken CFP, EA Percentage of assets, Ongoing planning fee
Bradley Hilton Sonas Financial Planning, LLC Atlanta CFP, MBA, MSFP, TPCP Flat fee or retainer, Ongoing planning fee
Brandon Seibel Oasis Wealth Planning Advisors, LLC Philadelphia CFP, CPA, JD, LLM Flat fee or retainer, Ongoing planning fee
Brian Seymour Guiding First-Generation Wealth Builders Prosperitage Wealth Mcdonough CFP, ChFC, RICP Percentage of assets, Flat fee or retainer
Brian Tegtmeyer Truly Prosper Financial Planning Dublin CFP Flat fee or retainer, Ongoing planning fee
Britton Wellington Real Agency Wealth Beaverton CFP, EA Percentage of assets, Ongoing planning fee
Bryan Haggard RetireMitten Financial LLC Milford CFA, CFP Percentage of assets, One-time planning fee
Cameron Willcox Willcox Wealth Management Denver CFP, EA Percentage of assets, Flat fee or retainer
Casey Smith Wiser Wealth Management, Inc. Marietta CDFA, CFP, CPA, MBA Percentage of assets, Flat fee or retainer
Charles Horonzy Focused Up Financial, LLC La Grange CFP, CPA Percentage of assets, Ongoing planning fee
Chris Mullis NorthStar Capital Advisors Charlotte CFP, PhD Percentage of assets, Hourly
Chris Shoup Southshore Financial Planning Tampa CFP Flat fee or retainer, Ongoing planning fee
Chris Woods Silvis Financial Charlotte CFP Ongoing planning fee
Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. Plan For It Financial, LLC Salem ChFC, RICP One-time planning fee, Subscription
Dan Reiter Prosperity Planning, Inc. North Kansas City CFP, CPA Percentage of assets
Danielle Harrison Harrison Financial Planning Columbia CFP, MBA Percentage of assets, Ongoing planning fee
Diane Esser Fee-only retirement planning and education for pre-retiree couples and Federal employees moving into the next phase of life. Direction Financial Management, LLC Germantown CFP, CPA, RICP Subscription, One-time planning fee
Elise Huston JNBA Financial Advisors Minneapolis CFP Percentage of assets
Emilie Goldman Tamarind Financial Planning Palo Alto CFA, CFP, MBA Percentage of assets, Ongoing planning fee
Eric Niergarth Retirement Roadmap Financial Planning San Diego CFP, RICP Flat fee or retainer, Ongoing planning fee
Erik Nero First Step Wealth Planning, LLC Wilton CFP, RICP Flat fee or retainer, Ongoing planning fee
Evan Marquis Milestone Financial Planning, LLC Bedford CFP, EA, RICP, MSFP Percentage of assets, Ongoing planning fee
Gabriel Anderson Crafted Wealth Management, LLC Los Angeles CFP, ChFC, CLU Percentage of assets, Ongoing planning fee
Gabriel Motta Inclinevest® Plano CFP, MBA Percentage of assets, One-time planning fee
George Kao Reach One Teach One Financial Phoenix CFP, ChFC, CKA, CRPC Percentage of assets, Hourly
Gordon Achtermann Silverstone Financial Owings Mills CFP, MBA Percentage of assets, Hourly
Gustaf Rounick Westlight Wealth Venice BA, CFP, MSC Percentage of assets, Ongoing planning fee
Holly Davis Planning for busy families with active outdoor lives balancing competing goals, plus equity compensation guidance for tech workers. Alta Via Financial Planning LLC Seattle CFP, CPA Subscription, One-time planning fee
Ivan Havrylyan Outside The Box Financial Planning, LLC Wheeling CFP One-time planning fee
Jacob Molina Styra Wealth Management Phoenix CFP, CPA Percentage of assets, Ongoing planning fee
Jacob Stalder Advice-only planning for people pursuing early retirement, with values-based strategies and no need to move investments. Navigate Financial Planning LLC Cedar Falls CFP Subscription, One-time planning fee
James Charles Sanctuary Financial Planning, LLC Charlotte CDFA, CFA, CFP, MS Flat fee or retainer, Ongoing planning fee
Jane Young More than Your Money, Inc. Colorado Springs CFP, EA, MBA One-time planning fee
Jason Demland Demland Wealth Defiance CFP Flat fee or retainer, Ongoing planning fee
Jeff Burke 7th Street Financial Chaska CFP Ongoing planning fee, Hourly
Jeffrey Schlotterbeck Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses. Water Street Wealth Management Tampa CFP Percentage of assets
Jeffrey Walters Hourly, fee-only advice on planning, taxes and investments for DIY investors who want to keep managing their own portfolios. Advisia Financial Planning, LLC Bellevue CFP, EA Hourly
Jeremy Eppley Silverstone Financial Owings Mills CFP, CPWA, APMA, CRPC Percentage of assets, Hourly
Jim Mahaney One-time, tax-efficient retirement income plans for DIY investors entering retirement who want to skip ongoing AUM fees. Mavericus Retirement Services Georgetown CFP One-time planning fee
Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. Savant Wealth Management Phoenix AIF, CFP, CPA/PFS, CFA Percentage of assets, Flat fee or retainer
Jonathan Harner Wichita Wealth Management, LLC Wichita CFP Percentage of assets, Flat fee or retainer
Jonathan Pixley Realm Financial Planning, LLC Tulsa CFP One-time planning fee, Ongoing planning fee
Jordan Drinkhouse Glow Financial Planning LLC Spring Hill CFP Flat fee or retainer, Ongoing planning fee
Justin Pritchard Retirement planning and investment management. Approach Financial, Inc. Montrose CFP, MBA Flat fee or retainer, One-time planning fee
Kaysi Gordon Kaysi Gordon Financial Planning Valley Stream CFP, CPA, MBA Percentage of assets, One-time planning fee

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.

More in the methodology.