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 |
|---|---|---|---|---|
| Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project | The Financial Rules Consulting | SAN ANTONIO | Not listed | Flat fee or retainer, Hourly |
| Michael Ye | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Mitchell Tuchman | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Mona Kuhlman | TandemGrowth Financial Advisors | Alpharetta | Not listed | Percentage of assets |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Nelson Rutherford | Multnomah Group | Portland | CFP, PFS | Percentage of assets, Hourly |
| Nicholas Stancato | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Owen Lahr | Andrews Advisory Associates | Honolulu | Not listed | Percentage of assets, Hourly |
| Patrick Rohe | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Paul Means | Means Wealth Management | Venice | Not listed | Percentage of assets, Flat fee or retainer |
| Paula Durrant | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Peter Baden | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Peter Schmitt | Schmitt Wealth Advisers | Cincinnati | CFP | Percentage of assets, Hourly |
| Philip Reuer | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Phillip Christenson | Phillip James Financial | Plymouth | CFA | Percentage of assets |
| Raymond Tan | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| Reid Trego | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Richard Carroll | Bell City Wealth | Hillsboro | CFP | Percentage of assets, Hourly |
| Richard McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Richard Speers | Private Wealth Management of NC | Henderson | ChFC | Percentage of assets, Hourly |
| Robert Auclair | Balanced Wealth Management | West Warwick | CFP | Percentage of assets |
| Robert Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Robert Pascarella | Peerless Wealth | Spring | Not listed | Percentage of assets, Hourly |
| Robert Phillips | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Robert Rizarri | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Robert Whitney | Polaris Investment Advisors, LLC. | Framingham | ChFC | Percentage of assets, Hourly |
| Robyn Clarke | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Robyn Cohen | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Ronald Leavitt | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Ronald Peck | Fearless Wealth | Kirkland | CFP | Percentage of assets |
| Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. | Northwestern Mutual Investment Services, LLC | ATLANTA | Not listed | Percentage of assets |
| Russell Carlson | ARIA Wealth Management | Dunwoody | Not listed | Percentage of assets, Hourly |
| Russell Thamm | Teamwork Financial Group | Austin | Not listed | Percentage of assets |
| Ryan Bowman | Maxele Advisors | Webster Groves | CFP | Percentage of assets, Hourly |
| Ryan Herbert | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Ryan Kilkenny | Atomic Planning | Gardner | Not listed | Percentage of assets |
| Ryan Kotys | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Ryan Redmond | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Sanjiv Jhaveri | SJ Capital Management | Monmouth Junction | CFA | Percentage of assets, Hourly |
| Sarah Brandon | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Scott Bramwell | Eiger Wealth Management | San Diego | PFS | Percentage of assets, Fixed fees |
| Scott Leise | Sanders Retirement Planning | Omaha | Not listed | Percentage of assets, Flat fee or retainer |
| Scott Nasca | Generation Capital Management | Pittsford | CFA | Percentage of assets |
| Scott Puritz | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Sean Mullaney | Mullaney Financial & Tax | Woodland Hills | Not listed | Flat fee or retainer, One-time planning fee |
| Seongsoo Lee | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Seth Bittner | Stillwater Private Wealth | Allentown | Not listed | Percentage of assets, Flat fee or retainer |
| Sheree Bollinger | Legacy Financial Independent Advisors | Louisville | 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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