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 |
|---|---|---|---|---|
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |
| Sarah Price | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Scot Johnson | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Scott Bell | Gross Domestic Product | Playa Del Rey | Not listed | Percentage of assets, One-time planning fee |
| Scott Bennington | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Scott Caufield | Sophos Wealth Management | Woodinville | Not listed | Percentage of assets |
| Scott Schaeffer | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Sean Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Selma Hackett | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Seth Maier | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Shabri Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Shaina Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Shannon Sapp | Coquina Private Wealth Advisors | Port Charlotte | CFP | Percentage of assets, Fixed fees |
| Sherry Karlsson | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Shufan Cao | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Spencer Rhode | Corvus Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets |
| Stephanie Kemp | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Steve Maconi | Brandywine Oak Private Wealth | Kennett Square | Not listed | Percentage of assets |
| Taylor Chamness | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| Theodore Hellman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| Theodore Palfini | Cavalot Capital | Redding | Not listed | Percentage of assets, Hourly |
| Thomas Balcom | 1650 Wealth Management | Lighthouse Point | CFP | Percentage of assets |
| Thomas Bustamante | Bustamante Financial Planning | Santa Fe | CFP | Hourly |
| Thomas Coy | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Piro | Osborne Partners | San Francisco | CFP | Percentage of assets, Performance-based fees |
| Timothy Banks | Worley Banks Group | Creve Coeur | Not listed | Percentage of assets |
| Timothy Foster | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Timothy Koski | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Timothy Mosier | Cairn Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Travis Domingues | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Trevor Johnson | Dream Weaver Financial Planning | Richmond | Not listed | Percentage of assets, Hourly |
| Tyson Farmer | Vega Financial | Mercer Island | Not listed | Percentage of assets, Hourly |
| Wendy Weiss | Weiss Financial Advisors | Cambridge | Not listed | Percentage of assets, Flat fee or retainer |
| Wesley Mims | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| William Hensley | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Zachary Riera | Osborne Partners | San Francisco | CFP | Percentage of assets, Performance-based fees |
| Aaron Soderberg | BirdRock Wealth Management | Minneapolis | Not listed | Percentage of assets |
| Abel Bonga | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Adam Daniels | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Alexander Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ali Alsari | AWM Global Advisors | San Diego | Not listed | Percentage of assets |
| Alyse Uzarski | Kreitler Financial | New Haven | Not listed | Percentage of assets |
| Amy Showalter | Arbor Private Wealth | Ashburn | Not listed | Percentage of assets, Fixed fees |
| Andrea Broughton | WealthCrossing | Richmond | Not listed | Percentage of assets, Fixed fees |
| Andrew Canter | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Andrew Foss | CORE Wealth Advisors | Lakeland | 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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