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 |
|---|---|---|---|---|
| Alyssa Crews | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Amanda Blake | Intelligent Investing | Greenville | Not listed | Percentage of assets, Hourly |
| Anders Storvik | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Andre Laplante | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Andre Luiz Paiva | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Andrew Brown | Brown Wealth Management | Conyers | CFP | Percentage of assets, Hourly |
| Andrew Damico | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Andrew Donoghue | AMD Wealth Management | Northfield | Not listed | Percentage of assets, One-time planning fee |
| Andrew Flattery | Flattery Wealth Management | North Kansas City | CFP | Percentage of assets, Hourly |
| Andrew Perri | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Andrew Straton | Westhollow Wealth Management | Milton | Not listed | Percentage of assets |
| Anna Hibbitt | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Anna Thornburg | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Anne Robinson | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Anthony Moeller | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Anthony Ortale | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Austin Mangold | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Benjamin Bjork | Navista Wealth Management | Naples | Not listed | Percentage of assets, Hourly |
| Benjamin Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Benjamin House | Stonehearth Capital Management | Danvers | Not listed | Percentage of assets, Hourly |
| Bethany Parker | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Bogdan Niciu | 4-C Wealth | Creve Coeur | Not listed | Percentage of assets, Fixed fees |
| Bonnie Courtney | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Bradford Yeakle | MY Wealth Management | Germantown | ChFC | Percentage of assets, Hourly |
| Brent Hudson | Fluid Financial Planning | Columbus | Not listed | Percentage of assets, Flat fee or retainer |
| Brian Ismert | Equity Wealth Partners | Independence | CFP | Percentage of assets, Hourly |
| Brian Rudisill | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Brian Sawyer | Larchmont Wealth Advisors | Lunenburg | Not listed | Hourly |
| Bridgette Hodge | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Bruce Beckett | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Carl Grahs | Navigate Wealth Management | Birmingham | CFA | Percentage of assets |
| Cassidy Fisher | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Chad Nolte | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Chad Seegers | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Chad Young | Young Financial Planning | Lafayette | Not listed | Flat fee or retainer, Percentage of assets |
| Charles Gillespie | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Charles Von Stackelberg | Radius Wealth Management | Boston | ChFC | Percentage of assets, Hourly |
| Colby Ring | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Cole McClarren | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Colin Leighton | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Conner Cloyd | Cloyd Capital | Louisville | Not listed | Percentage of assets |
| Cooper Segars | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cortnie Rodriguez | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Craig Johnston | Fiduciary Counsel | Englewood | Not listed | Percentage of assets, Hourly |
| Craig Silberg | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Dalion Welch | Duncan Wealth Management | Madison | Not listed | Ongoing planning fee |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel Haut | Osborne Partners | San Francisco | CFP, CFA | Percentage of assets, Performance-based fees |
| Daniel Mauser | Cosmos Wealth | La Jolla | 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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