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 |
|---|---|---|---|---|
| Andrew McDirmid | Lodestone Wealth Management | Spokane | Not listed | Percentage of assets, Fixed fees |
| Andrew Wacker | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Aracelis Bell | Alaska Wealth Advisors | Anchorage | Not listed | Percentage of assets, One-time planning fee |
| Ashley Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Benjamin Kebbekus | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Benjamin Lies | Delphi Advisers | Vancouver | Not listed | Percentage of assets, One-time planning fee |
| Bernard Katz | Wealth Effects | Boynton Beach | Not listed | Percentage of assets |
| Bradley Stephens | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Brandie Giffin | Sterneck Capital Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Breland Booth | Booth Financial Planning | Birmingham | Not listed | Percentage of assets, Fixed fees |
| Brent Neis | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Brent Schneider | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brian Burkhart | Wealth Effects | Boston | Not listed | Percentage of assets |
| Brian Carter | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| Brian Hawthorne-Codato | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Brooklyn Flanagan | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Bruce Herbert | Newground Social Investment | Seattle | Not listed | Percentage of assets, Hourly |
| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Bryon Brooks | Adaptive Advisory | Olathe | Not listed | Percentage of assets, Hourly |
| Caleb Frankart | Blue Jay Financial Group | Defiance | Not listed | Percentage of assets |
| Carly Denial | ARQ Wealth Advisors | Scottsdale, Az 85260 | Not listed | Percentage of assets, Fixed fees |
| Carrie Fitzpatrick | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Carter Abbott | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Carter Klaas | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Caspian Campaigne | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Chad Majors | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
| Charles Anderson | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Charles Arnold | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Charles Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Charles Pouliot | Wealth Effects | West New York | Not listed | Percentage of assets |
| Christina Borger | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Christina Doherty | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Christopher Angle | Heritage Capital | Redding | Not listed | Percentage of assets |
| Christopher Coleman | Fiduciary First Advising | Rochester | Not listed | Percentage of assets |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Christopher Martin | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Christopher Ricketts | Ricketts Financial | Louisville | Not listed | Percentage of assets, Fixed fees |
| Cindy Yac | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Clare Manning | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Clarence Bush | Bush Capital Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Clark Brown | Hello Wealth Financial Advisors | Athens | Not listed | Percentage of assets, Hourly |
| Cody Gunn | Arrowstone Wealth | Malaga | Not listed | Percentage of assets |
| Colton Koehler | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Cory McPherson | ProActive Capital Management | Topeka | Not listed | Percentage of assets, Hourly |
| Craig Buckhout | Rockbridge Investment Management | Syracuse | CFA | Percentage of assets, Hourly |
| Craig Sigeti | CES Investment Strategies | Lititz | Not listed | Percentage of assets |
| David Berkowitz | VAP Wealth Advisors | Red Bank | Not listed | Percentage of assets |
| David D'Eredita | Rise Private Wealth Advisors | Tucson | Not listed | Percentage of assets, Hourly |
| David Mulnix | Willamette Wealth Partners | Kalispell | 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.