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 |
|---|---|---|---|---|
| Sidney King | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Stacey Young | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Stelianos Elenis | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Stephen Erken | Maxele Advisors | Webster Groves | CFP | Percentage of assets, Hourly |
| Stephen Islander | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Steven Fox-Middleton | SFM Financial Advisors | Vancouver | CFP | Percentage of assets |
| Steven Wilkes | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Stuart Quint | Ambassador Wealth Management | Vancouver | CFA | Percentage of assets, Hourly |
| Suzue Sato | MoneyCafe Advisors | Denver | Not listed | Hourly, Fixed fees |
| Svetlana Kot | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Sydney Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Teofilo Ferreira | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Thomas Herlihy | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Slevin-Vegdahl | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Tracy Kuntz | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Travis Broadhurst | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Travis Shepherd | Prostatis Group | Greenwell Springs | Not listed | Percentage of assets, Hourly |
| Travis Tsukayama | Andrews Advisory Associates | Honolulu | Not listed | Percentage of assets, Hourly |
| Trevor Reece | Waypoint Financial Planning | Marietta | Not listed | Ongoing planning fee, Hourly |
| Tyler Madill | Maris Wealth Management | Duluth | Not listed | Percentage of assets, One-time planning fee |
| Tyler Trahan | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Tyler Weerden | Layered Financial | Arlington | Not listed | Flat fee or retainer, One-time planning fee |
| Vanessa Pruett-Urie | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Vannak Sao | Proactive Financial Solutions 360 | North Attleboro | Not listed | Percentage of assets |
| Veronica Dibble | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Wendy Wyatt | Prentice Financial Planning | Olympia | Not listed | Percentage of assets, Fixed fees |
| William Dippell | Milestone Money | Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Larson | William B. Larson, CPA | Dallas | Not listed | Hourly |
| William McCaffrey | Glassy Mountain Advisors | Arlington | CFP | Percentage of assets |
| Yvonne Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| Zachary DeBottis | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Zachary Gutermuth | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Zachary Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Aaron Clarke | Heritage Financial | Gainesville | CFP | Percentage of assets, Hourly |
| Aaron Szager | Osborne Partners | Menlo Park | CFP | Percentage of assets, Performance-based fees |
| Abel Reyes | Rimac Capital | Bayonne | Not listed | Percentage of assets, Hourly |
| Abigail Chao | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Adam Brown | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Adam Waitkevich | Caveness Wealth Advisory | Worcester | Not listed | Percentage of assets, Hourly |
| Alexander MacKnight | Rimac Capital | Bayonne | Not listed | Percentage of assets, Hourly |
| Alexander Marek | Ironwood Wealth Management | Chandler | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexandra McConnell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Alexandra Sandberg | Osborne Partners | San Francisco | CFP, ChFC | Percentage of assets, Performance-based fees |
| Alexis Buchholz | BFG Wealth Management | Dallas | Not listed | Percentage of assets |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Alychandra McFarlane | WealthFolio Advisors | Sonoma | 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.
More in the methodology.