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 |
|---|---|---|---|---|
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Austin Rowland | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Barry Mendelson | Elevation Wealth Partners | Walnut Creek | CFP | Percentage of assets |
| Brad Heindel | 46 Peaks Investment Advisory Group | Newtown | CFP | Ongoing planning fee |
| Bradley Bondurant | TrueLine Wealth Group | Hattiesburg | CFP | Percentage of assets, Hourly |
| Brandon Grundy | Ridgeview Financial Planning | Santa Rosa | CFP | Percentage of assets, Hourly |
| Brandon Morton | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Brendan Moody | Watershed Private Wealth | Oak Brook | Not listed | Percentage of assets |
| Brett Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Brian Wang | Capital Advantage | Walnut Creek | CFA | Percentage of assets, Ongoing planning fee |
| Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. | Buena Vista Financial Planning LLC | Decatur | Not listed | Percentage of assets, Flat fee or retainer |
| Bryan Sauceda | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Caleb Hopkins | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Caleb Regan | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Caley Miller | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Calisto Reghi | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Cameron Amos | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Cameron Kaska | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Candace Duecker | Seneschal Family Office | Tacoma | CFP | Percentage of assets, Fixed fees |
| Chad Glover | Seneschal Family Office | Tacoma | CFP | Percentage of assets, Fixed fees |
| Charles Dann | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Charles Picerni | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Christel Turkiewicz | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Christina Fanourakis | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Christopher Gauthier | Stonehearth Capital Management | Danvers | CFA | Percentage of assets, Hourly |
| Cody Vanderhagen | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Cole Durkin | Insight Wealth Strategies | San Ramon | CFA | Percentage of assets, Hourly |
| Cole Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Colin Taylor | Capital Advantage | Walnut Creek | CFA | Percentage of assets, Ongoing planning fee |
| Connor Oak | Crane Capital Management | Spring Park | Not listed | Percentage of assets |
| Corey Jordison | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Courtney Mason | CMC Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Dana Anspach | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Daniel Langworthy | Fortress Financial Group | Scottsdale | Not listed | Percentage of assets |
| Daniel Ruedi | Ruedi Wealth Management | Champaign | CFP | Percentage of assets |
| David Gradzki | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| David Juliano | Stonehearth Capital Management | Danvers | ChFC | Percentage of assets, Hourly |
| David Massare | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| David Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| David Ruedi | Ruedi Wealth Management | Champaign | CFP | Percentage of assets |
| David Thompson | Petra Wealth Management | Fredericksburg | Not listed | Percentage of assets, Hourly |
| David Tombs | Amicus Financial Advisors | Lubbock | CFP, CFA | Percentage of assets, Hourly |
| Debra Pladsen | Fortress Financial Group | Chanhassen | Not listed | Percentage of assets |
| Derek Nutter | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
| Devin Hanson | Elevation Wealth Partners | Walnut Creek | CFP | Percentage of assets |
| Dominic Garris | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Dylan Stockwell | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Dylon Woolwine | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Edi Alvarez | Aikapa Wealth Planning & Management | Corte Madera | CFP | 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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