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 |
|---|---|---|---|---|
| Joseph Williams | Williams Wealth Management | Hopkinton | Not listed | Percentage of assets, Ongoing planning fee |
| Joshua Hayes | Curtis Advisory Group | Santa Barbara | CFP | Percentage of assets, Hourly |
| Joshua Richardson | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Julia Shaw | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Julianne Erhart-Graves | Reify Wealth Advisors | Indianapolis | CFP | Hourly, One-time planning fee |
| Julio Lopez-Brito | Sensible Money | Miami | CFP | Percentage of assets, Fixed fees |
| Katherine Then | Laurel Wealth Planning | Edina | Not listed | Ongoing planning fee |
| Kathleen Mealey | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Keely McLeod | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Kellan Peer | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Kenneth Bellavance | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Kevin Cooke | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Kevin Nulton | Titanium Advisors | Franklin | CFP | Percentage of assets, One-time planning fee |
| Kristen Hudspeth | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Kyle Hammerschmidt Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises | MOKAN Wealth Management | Overland Park | Not listed | Percentage of assets, One-time planning fee |
| Kyle McCune | Reify Wealth Advisors | Indianapolis | CFP | Hourly, One-time planning fee |
| Larry Peterson | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Laura Kido | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Lawrence York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
| Lidia Amodei | Attleboro Wealth Management | Yardley | CFP, CFA | Percentage of assets, Fixed fees |
| Linda Gillespie | Real World Financial Planning | Chestnut Hill | Not listed | Hourly, One-time planning fee |
| Linda Walden | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Loren Sherman | Integrity Wealth Management | Waukee | Not listed | Flat fee or retainer, Ongoing planning fee |
| Louis Fancher | 46 Peaks Investment Advisory Group | Newtown | CFP, ChFC | Ongoing planning fee |
| Luke Kroeplin | Fortress Financial Group | Horace | Not listed | Percentage of assets |
| Luke McQuade | Full of Grace Financial | Roanoke | Not listed | Percentage of assets, Ongoing planning fee |
| Luke Spinardi | Integrated Wealth Solutions | Tulsa | CFP | Percentage of assets, Hourly |
| Marco Figueroa | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Marcus Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Margaret Gooley | Reify Wealth Advisors | Indianapolis | CFP | Hourly, One-time planning fee |
| Mark Byelich | Attleboro Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| Mark Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Martin Moyers | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Mary Livingston | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Matthew Buehler | Erenda Capital Management | Glendale | Not listed | Percentage of assets |
| Matthew Gulbransen | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
| Matthew Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Matthew Larocca | RDM Capital | Red Bank | CFP | Percentage of assets |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Michael Bernard | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Michael Christian | EverPar Advisors | Tulsa | CFA | Percentage of assets, Fixed fees |
| Michael Durante | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Michael Hampton | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Michael Kelley | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Michael Miller | Miller Premier Investment Planning | Mansfield | CFP | Percentage of assets, Fixed fees |
| Michael Tyler | Eagle Valley Wealth Management | Vilonia | CFA | Flat fee or retainer, Ongoing planning fee |
| Mitchell Kahl | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Mitchell Moore | Strong Wealth | Colorado Springs | Not listed | 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.
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