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 |
|---|---|---|---|---|
| Matthew Dunham | Dream Lake Financial | Saukville | Not listed | Flat fee or retainer, Ongoing planning fee |
| Matthew Freiburger | Shuttleworth & Company | Powell | CFA | Percentage of assets, Fixed fees |
| Micah Gibson | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Michael Flanagan | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Michael Hibbetts | ViaQuest Financial | Houston | CFP, CFA | Percentage of assets, Hourly |
| Michael Rosendahl | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Michael Troy | Red Reef Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Michael Wroblewski | Financial Advisor for You | Washington | CFP | Hourly, Fixed fees |
| Michele Holton | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Miguel Rundstrom-Holguin | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Mitchell Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |
| Monica Carlos | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Nathaniel Gilbert | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Nicholas Coleman | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Joseph | Sentinel Wealth Management | Reston | Not listed | Percentage of assets, Fixed fees |
| Nicholas King | Targeted Financial Planning | East Stroudsburg | Not listed | Percentage of assets, Flat fee or retainer |
| Nicholas Lloyd | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Nilu Judge | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Noelle Moser | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| Owen Schrum | Schrum Private Wealth Management | St. Augustine | Not listed | Percentage of assets, Fixed fees |
| Patrick Keane | Nevis Equity Advisors | Dobbs Ferry | Not listed | Percentage of assets |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Paul Banks | Worley Banks Group | Creve Coeur | Not listed | Percentage of assets |
| Paul Day | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Paul Linzer | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Paulette Greenwell | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Preston Eder | HFG Trust | Kennewick | Not listed | Percentage of assets, Hourly |
| Preston Mayo | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Rachel Benton | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Rachel Gurinsky | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Reilly Skorupski | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Richard Arbury | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Robert Alston | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Robert Atkins | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Robert Krafft | Luminary Wealth | Fort Wayne | CFA | Percentage of assets, Hourly |
| Robert Nelson | Sunset Retire | Provo | Not listed | Percentage of assets, Hourly |
| Robert Robinson | Cosmos Wealth | El Segundo | Not listed | Percentage of assets, Hourly |
| Robert Ruggirello | Brave Eagle Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Roberta Keller | Alexis Advisors | Richmond | Not listed | Percentage of assets, Hourly |
| Roger Crook | Altura Wealth Advisors | Virginia Beach | CFP, ChFC | Percentage of assets, Fixed fees |
| Roman Skurdal | Ceva Advisors | Beavercreek | Not listed | Percentage of assets, Hourly |
| Rosario Scappaticci | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Ruchi Sengar | Better Financial Services | Federal Way | Not listed | Percentage of assets, Hourly |
| Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence | Wealthcare for Women | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Carragher | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Ryan Kosakura | Elevation Wealth Partners | Walnut Creek | CFA | Percentage of assets |
| Ryan McNeilly | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Ryan Mendoza | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Ryan Nelson | Alchemy Wealth Management | Reno | Not listed | Percentage of assets |
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.