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 |
|---|---|---|---|---|
| David Tepp | Tepp Wealth Management | Westfield | PFS | Percentage of assets, Hourly |
| David Vigil | Vigil Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Dennis O'Keefe | Successful Money Strategies | Fall River | CFP | Percentage of assets, Fixed fees |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Dennis Voigt | DWV Advisors | Essex Junction | PFS | Ongoing planning fee |
| Derek Stross | CORE Wealth Advisors | Lakeland | PFS | Percentage of assets, Hourly |
| Diana Apostolova | Rochester Investments | Rochester | Not listed | Percentage of assets, Hourly |
| Diana Jordan | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Donald Hall | Hall Capital Management | Pasadena | CFA | Percentage of assets |
| Donald Phillips | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Donald Swain | Professional Financial Management | Appleton | CFA | Percentage of assets, Hourly |
| Douglas Jackson | Jackson Wealth | Franklin | CFP | Percentage of assets, Hourly |
| Douglas Moe | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Drew Vesling | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Dustin Hunter | SunRift Capital Partners | Plainfield | Not listed | Percentage of assets, Hourly |
| Dustin Rinaldi | Rinaldi Wealth Management | Bonita Springs | CFP | Percentage of assets, Hourly |
| Dwayne Tyril | Kreitler Financial | New Haven | CFA | Percentage of assets |
| Edgar Heissler | Heissler Financial | Gresham | CFP, ChFC | Percentage of assets |
| Edmund Lesage | Integrity Financial Planning | Houston | Not listed | Percentage of assets |
| Edward Hartley | Milestone Investments Columbus | Columbus | CFP | Percentage of assets, Hourly |
| Edward Kolanko | Baynes Investment Counsel | Mason | Not listed | Percentage of assets, Hourly |
| Emilie Andres | Statherós Financial Solutions | El Dorado Hills | CFP | Percentage of assets |
| Emily Goodman | Foronjy Financial | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Emily Zinn | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Emmanuel Afolayan | Lindsey & Lindsey Wealth Management | San Jose | Not listed | Percentage of assets, Hourly |
| Eric Baker | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Eric McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Eric Montemaggi | Aurora Pointe Capital | Mclean | CFP, CFA | Percentage of assets, Fixed fees |
| Eric Sorenson | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Eric Stats | Brighton Wealth Management | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |
| Erik Margetts | Prostatis Group | Winter Park | Not listed | Percentage of assets, Hourly |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Erin Barry | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Ernest Garrett | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Ethan Braid | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Gabriel Newhof | JVL Wealth Strategies | Wyoming | Not listed | Percentage of assets, Hourly |
| Gage Houser | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Gary Pomerantz | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Gary Steer | OxenFree Financial | Melbourne | CFP | Percentage of assets |
| George Boudreau | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Herbert Kraus | Teamwork Financial Group | Laredo | Not listed | Percentage of assets |
| Herman Hugo | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Jacob Drum | Strauss Financial Group | Hoover | CFP, PFS | Percentage of assets, Hourly |
| Jacob Kogler | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Jacob Millican | 9M Investments | Grapevine | Not listed | Ongoing planning fee, Percentage of assets |
| Jacob Parsons | Statherós Financial Solutions | El Dorado Hills | CFP, ChFC | 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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