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 |
|---|---|---|---|---|
| Nancy Fellinger | Sensible Money | Pawleys Island | CFP, ChFC | Percentage of assets, Fixed fees |
| Nancy Von Stackelberg | Radius Wealth Management | Boston | CFP | Percentage of assets, Hourly |
| Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. | Calculated Wealth | Madison | CPA | Percentage of assets, Hourly |
| Nathan Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Nicholas Bodily | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Nicholas Kaplan | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Nihal Muzumdar | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Nino Pavan | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Nyle Bayer | Up Capital Management | Bulverde | Not listed | Percentage of assets, Hourly |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Oscar Vives Ortiz | Sensible Money | Riverview | CFP, PFS | Percentage of assets, Fixed fees |
| Owen Bosworth | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Parker Mayo | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Patrick Paxton | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Paul Ruedi | Ruedi Wealth Management | Champaign | CFP | Percentage of assets |
| Paul Saunders | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Pedro Gomez | Brickell Financial Group | Miami | CFP | Percentage of assets, Hourly |
| Peter Gaertner | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Peter Kim | Brandywine Oak Private Wealth | Kennett Square | CFA | Percentage of assets |
| Peter Landini | RBP Investment Advisors | Alamo | CFP | Percentage of assets, Hourly |
| Peter Messina | ABG Consultants | Cottonwood Heights | CFP | Percentage of assets, Hourly |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Peter Thoms | Sierra Wealth Strategies | Coronado | CFA | Percentage of assets, Hourly |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Rachael Johnson | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Rainier Trinidad | Parabolic Asset Management | Coronado | CFA | Percentage of assets, Hourly |
| Rebecca Stapp | Stapp Financial | Olympia | Not listed | Percentage of assets |
| Richard Grbac | Strategic Advisory Services | Houston | CFP | Percentage of assets |
| Robert Deal | LifeFocus Financial Advisors | Walla Walla | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Helgeland | Curtis Wealth Management | Henderson | CFP | Percentage of assets, Hourly |
| Robert Hofmann | Roffman Miller Wealth Management | Phialdelphia | CFP | Percentage of assets |
| Robert Riegen | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Ronald Sanders | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Rose DeFrank | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Ryan Cooper | Verticus Advisors | Sandy | PFS | Percentage of assets, Hourly |
| Ryan DiFabrizio | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Ryan Key | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
| Ryan McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Ryan Repko | Ruedi Wealth Management | Champaign | CFP | Percentage of assets |
| Samantha Vicchiarelli | Alexis Advisors | Richmond | ChFC | Percentage of assets, Hourly |
| Samuel Heveroh | Stonebridge Financial Group | St. Louis | CFP | Percentage of assets, Hourly |
| Samuel Nordquist | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Sarah Pierce | Watershed Private Wealth | Oak Brook | Not listed | Percentage of assets |
| Sasha Childers | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Scott Hackney | Independent Wealth Management | Traverse City | CFP | Percentage of assets, Hourly |
| Scott Marx | SMP Financial Planning | Falls Church | CFP | Percentage of assets, Hourly |
| Scott Muhlestein | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Seth Deal | LifeFocus Financial Advisors | Walla Walla | Not listed | Percentage of assets, Ongoing planning fee |
| Sophie Young | Novare Capital Management | Charlotte | 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.