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 |
|---|---|---|---|---|
| Laura Redfern | Shadowridge Asset Management | Austin | CFP | Hourly, One-time planning fee |
| Lauren Simpson | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Lawrence Kiely | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Lee Jones | Tangent Retirement | Irvine | Not listed | Percentage of assets, Flat fee or retainer |
| Lily Evans | Evans Wealth Management | Duluth | Not listed | Percentage of assets, Hourly |
| Linda Yu | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Lindsay La Fleur | LL Financial Services | Ossining | Not listed | Percentage of assets, Hourly |
| Logan Pettus | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Lori Liffring | Cambridge Advisors | Omaha | CFA | Percentage of assets, One-time planning fee |
| Luke Sauter | Vidarrow Investment Advisors | Arlington Heights | PFS | Percentage of assets, Hourly |
| Madison Carleton | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Madison Moe | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Maia Babbs | Lariat Wealth Management | Denver | CFA | Percentage of assets |
| Marcel Quiroga | TQM Wealth Partners | Marblehead | Not listed | Percentage of assets, Hourly |
| Margaret Horsley | Glassy Mountain Advisors | Washington | CFP | Percentage of assets |
| Mariah Magana Mayorga | Tower View Wealth Management | Oshkosh | Not listed | Percentage of assets, Hourly |
| Mark Henry | Virtue Wealth Counsel | Tyler | Not listed | Percentage of assets, Hourly |
| Martin Standish | Towneley Capital Management | Laguna Hills | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Antenucci | McCarley & Cook | Cincinnati | CFA | Percentage of assets, Hourly |
| Matthew Benson | Sonmore Financial | Chandler | CFP | Percentage of assets, Fixed fees |
| Matthew Calcagno | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Matthew Curfman | Richmond Brothers | Jackson | CFP | Percentage of assets, Hourly |
| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Matthew Fernandez | Morrissey Wealth Management | North Haven | Not listed | One-time planning fee, Ongoing planning fee |
| Matthew Fox | Ithaca Wealth | Memphis | Not listed | Percentage of assets |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew Santarsiero | Tomoro | Colts Neck | CFP | Percentage of assets, Hourly |
| Matthew Sassani | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Matthew Swendiman | Crew Capital | Cincinnati | ChFC, CFA | Percentage of assets |
| Matthew Vallebo | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Megan Dant | Saling Wealth Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Megan Sperry | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Melinda Agosta | Farnam Financial | Molalla | Not listed | Percentage of assets |
| Melissa Johnson | Prentice Financial Planning | Olympia | Not listed | Percentage of assets, Fixed fees |
| Michael Bridgman | Cambridge Advisors | Omaha | ChFC | Percentage of assets, One-time planning fee |
| Michael Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Michael Claveau | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Michael De Guzman | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| Michael Gore | Polaris Investment Advisors, LLC. | Framingham | PFS | Percentage of assets, Hourly |
| Michael Kasianko | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Klaiber | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Kuehn | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| Michael Mezheritskiy | Milestone Asset Management Group | Avon | Not listed | Flat fee or retainer |
| Michael Miles | Variplan | Vienna | CFP | Hourly, Fixed fees |
| Michael Nix | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Olafsson | IWR Advisors | Denver | Not listed | Percentage of assets |
| Michael Scott | CORE Wealth Advisors | Lakeland | CFA | 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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