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 |
|---|---|---|---|---|
| Isiah Williams | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Jackson Greer | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| James Baynard | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| James Harlow | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Jarrod Adams | Jarrod Adams Investing | Mooresville | Not listed | Percentage of assets |
| Jason Hetland | Financial Planning Navigators | Maple Grove | Not listed | Percentage of assets, Fixed fees |
| Jeremy Keating | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Jesse Cordoba | Red Reef Advisors | Boca Raton | CFP | Percentage of assets, Hourly |
| Jessica Stanley | Rezny Wealth Management | Aurora | Not listed | Percentage of assets |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| John Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| John Chladek | Chladek Wealth Management | Lenexa | CFP | Percentage of assets, Hourly |
| John Hayman | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| John Hofman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| John Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Jonathan McKinney | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Jonathan Weatherly | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Joseph Williams | Coquina Private Wealth Advisors | Boca Raton | CFP, ChFC | Percentage of assets, Fixed fees |
| Joshua Mclain | Sunset Retire | Las Vegas | Not listed | Percentage of assets, Hourly |
| Joshua Ortiz | Amicus Financial Advisors | Lubbock | ChFC | Percentage of assets, Hourly |
| Julie Waitman | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| Justin Lopez | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Kade Kretzschmar | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Katelin Mahoney | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Kathy Alves | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Keith Gunther | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Keith Nyborg | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Kerri Musgrove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Kevin Leeds | Vision Retirement | Maywood | Not listed | Flat fee or retainer, Hourly |
| Kira Topeka | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Kristina Allardice | RED Seven Wealth Management | Laurel | Not listed | Percentage of assets, Fixed fees |
| Kyle DeMers | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Kyle Wasson | Inside Edge Capital | Georgetown | CFP | Percentage of assets, Fixed fees |
| Lanny Rosenbaum | SIP Financial Services | Glenville | Not listed | Percentage of assets, Hourly |
| Laura Amendola | Coquina Private Wealth Advisors | Port Charlotte | CFP | Percentage of assets, Fixed fees |
| Laura Robayo | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Leia Carpenter | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Lindsey Hadfield | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| Lino DeAngelis | Alliance Wealth Management Group | Flemington | CFP | Percentage of assets, Hourly |
| Lorie Scheibel | Scheibel Planning Solutions | Crownsville | Not listed | Ongoing planning fee |
| Mark Buscher | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Mark Fetterolf | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Mark Frombach | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Mark Herskovitz | Equilibrium Wealth | Jerusalem, Israel | Not listed | Percentage of assets, Hourly |
| Mark Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Mark Wojno | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Mary Atkinson | Schrum Private Wealth Management | St. Augustine | Not listed | Percentage of assets, Fixed fees |
| Mary Harris | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Matthew Ahrens | MN Wealth Advisors | Overland Park | 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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