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 |
|---|---|---|---|---|
| Stephen Miller | Forward Wealth Management | Charlotte | CFP, CFA | Percentage of assets |
| Steven Erickson | Erickson Financial Solutions | Jefferson City | CFP | Hourly, Ongoing planning fee |
| Steven O'Connor | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Stuart Crandall | Hutchinson Capital Management | San Rafael | CFP | Percentage of assets, Hourly |
| Tameem Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Tatum Duffie | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Taylor Welz | DKM Wealth Management | Stockton | CFP, PFS | Percentage of assets, Fixed fees |
| Teresa Joelson | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Terry Robinette | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Mott | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Thomas Powers | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Timothy Lee | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| Tom Chun | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Travis Wurz | Wurz Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| Tristen Sheffler | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Tyler Keenan | Fiducia Wealth Management | Upper Arlington | CFP, ChFC | Ongoing planning fee |
| Tyson Ray | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Victoria Ward | Financial Lifestyle Management | Greenville | CFP | Hourly, Flat fee or retainer |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| William Doepker | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| William Lauderdale | FORM Wealth Advisors | Middleton | CFP | Percentage of assets |
| William Lee | ARQ Wealth Advisors | Scottsdale | CFP, CFA | Percentage of assets, Fixed fees |
| William McDonald | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| William Stordahl | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Zachary Cole | Arrowstone Wealth | Malaga | CFP | Percentage of assets |
| Zachary Guffy | Blue Anchor Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Zachary Potter | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Zachary Welz | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Aaron Bly | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Aaron Randak | Golden Acre Wealth Management | Scottsdale | Not listed | Percentage of assets, One-time planning fee |
| Abbigail Kuna | Highland Investment Advisors | Brookfield | Not listed | Percentage of assets, Fixed fees |
| Abigail Kovach | Kovach Financial Planning, LLC. | Lafayette | CFP | Ongoing planning fee, One-time planning fee |
| Adam Larkin | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Adam Spiegelman | Spiegelman Wealth Management | Walnut Creek | CFP | Percentage of assets |
| Albert Black | Dogwood Capital Management | Prescott | CFP | Percentage of assets, Hourly |
| Alec Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Alek Johnson | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Alexander Braun | Financial Planning Navigators | Maple Grove | CFA | Percentage of assets, Fixed fees |
| Alison McFadden | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Allison Kade | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Amanda Blankenship | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Amy Shepard | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Anastasiya Kolodiy | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Andrea Cloutier | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Andrew Castleberry | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Anne McPhail | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Anthony Carr | Carr Wealth Management | Pleasanton | 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.
More in the methodology.