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 |
|---|---|---|---|---|
| Elizabeth Pleck | Financial Strategies | Wellesley | CFP | Hourly, Percentage of assets |
| Elizabeth Scheiderer | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Emma Hostetler | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Eric Ludwig | Stockbridge Private Wealth Management | Sun Prairie | CFP | Percentage of assets |
| Erik Mosholt | 46 Peaks Investment Advisory Group | Newtown | CFP | Ongoing planning fee |
| Ethan Brown | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Evan Smith | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Felicia Greenwald | Financial Futures | Brielle | Not listed | Percentage of assets, Hourly |
| Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. | The World Changers | Miami | Not listed | Percentage of assets, Subscription |
| George Allen | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| George Waters | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Gina DiGirolamo | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Gregory Maxwell | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Gregory Vogel | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Hans Blake | Intelligent Investing | Greenville | CFA | Percentage of assets, Hourly |
| Harish Prabandham | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Hayden Kibbey | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| Isaac Martin | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Jacob Hagen-Erickson | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Jacob Phelps | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| James Burnett | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| James Cook | JC Capital Advisors Group | Stamford | CFP | Percentage of assets |
| James Darby | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| Janet Larsen | Step Financial | Seal Beach | CFP | Percentage of assets, Hourly |
| Jason Hemeon | Argo Wealth Advisory | Mclean | CFP, ChFC | Percentage of assets, Fixed fees |
| Jay Berger | Independent Wealth Management | Traverse City | CFP | Percentage of assets, Hourly |
| Jeff Rovnak | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Jeffrey Barnett | Fintegrity | Tenafly | Not listed | Ongoing planning fee, One-time planning fee |
| Jeffrey Lang | Seneschal Family Office | Tacoma | CFP | Percentage of assets, Fixed fees |
| Jeffrey Sevy | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Jeffrey Yeakle | MY Wealth Management | Germantown | CFP, ChFC | Percentage of assets, Hourly |
| Jennifer Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Jeremy Joiner | Strategic Advisory Services | Houston | CFP | Percentage of assets |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Jesse D'Elia | Attleboro Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| Jesus Longoria | Amicus Financial Advisors | Mcallen | CFP | Percentage of assets, Hourly |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| John Knopik | Ascent Wealth Management | Kalispell | CFP | Percentage of assets, Hourly |
| John McNamara | Highball Advisors | Simsponville | Not listed | Percentage of assets |
| John Menser | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| John Ryan | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| John Wilks | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| John York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
| Jonathan Fargason | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Joseph Digangi | Amicus Financial Advisors | Easton | CFP | Percentage of assets, Hourly |
| Joseph Hogan | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Joseph Nicholas | Fortress Financial Group | Rochester | 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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