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 |
|---|---|---|---|---|
| Stephanie Schultz | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Stephen Adell | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| Stephen Block | Elevation Wealth Partners | Walnut Creek | CFP, CFA | Percentage of assets |
| Stephen Fisher | Independent Wealth Management | Traverse City | CFP | Percentage of assets, Hourly |
| Stephen McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Steven Lind | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Steven Underriter | Freedom Financial Planning Solutions | Grand Rapids | Not listed | Flat fee or retainer |
| Stoyan Panayotov | Babylon Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| Stuart Caplan | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Sunni Allen | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Tabitha Daly | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. | Taylor Turner Wealth Management LLC | Richmond | Not listed | Percentage of assets, Flat fee or retainer |
| Theodore Spinardi | Integrated Wealth Solutions | Tulsa | CFP | Percentage of assets, Hourly |
| Thomas Challis | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Tyler Batts | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Tyler Nichols | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Vaughn Heydel | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Victoria Abaev | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Vincent Parrack | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| William Morrison | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| William Snider | ONE Advisory Partners | Highlands Ranch | Not listed | Ongoing planning fee, Percentage of assets |
| Zachary Swenson | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Aaron Terwedo | TFS Advisors | Edmonds | ChFC | Percentage of assets, Hourly |
| Adam Corrie | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Adam Cress | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Adam Underwood | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Aidan Banner | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Aimee Hatlestad | The Hatlestad Group | Edina | CFP | Percentage of assets, Hourly |
| Alajahwon Ridgeway | A.B. Ridgeway Wealth Management | Lafayette | Not listed | Percentage of assets, One-time planning fee |
| Albert Von Holt | Von Holt Financial Advisors | Palatine | CFP | Percentage of assets |
| Alexander Koynoff | ATK Financial Prosperity | Oswego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Alexander Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Okugawa | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Allen Tyndall | Seaside Wealth Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Anastasia Melbrod | Melbrod Wealth Management | San Diego | CFP | Ongoing planning fee |
| Andrew Ashton | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Andrew Duckworth | Prostatis Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Andrew Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Andrew Knachel | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Anne Claire Nornhold | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Anthony Castaldi | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Anthony Farella | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Anthony Saffer | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Anthony Wall | Upper Left Wealth Management | Tampa | Not listed | Percentage of assets |
| Ashley Michelli | Prostatis Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
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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