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 |
|---|---|---|---|---|
| David Poole | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| David Ream | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| David Richmond | Richmond Brothers | Jackson | ChFC | Percentage of assets, Hourly |
| David Williams | Multnomah Group | Port Orchard | CFA | Percentage of assets, Hourly |
| David Wilson | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Dennis Blodgett | Blodgett Wealth Advisors | Brentwood | Not listed | Percentage of assets, Hourly |
| Derek Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Derek Pawlak | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Derek Stone | Alaska Wealth Advisors | Anchorage | Not listed | Percentage of assets, One-time planning fee |
| Derrick Alexander | Greater Works Wealth | Tulsa | Not listed | Percentage of assets, Ongoing planning fee |
| Dimitri Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Dione Ramos | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Donald Carnaghi | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Douglas Walters | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Dragan Filipovic | Gold Coast Capital Management | Douglas | Not listed | Percentage of assets |
| Dustin Allbery | Northwest Planning Advisors | Spokane | Not listed | Percentage of assets, Hourly |
| Dylan Rasmason | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Edward Taylor | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Elijah Fleming | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Elise Henderson | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Elizabeth Kombrink | Willamette Wealth Partners | Eugene | Not listed | Percentage of assets |
| Emilio Gonzalez | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Emily Dolan | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Emma Gustin | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Eric Suttmiller | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Erik Daley | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Ethan Call | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Evan Harris | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| Fabian Waldner | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Facundo Rawson | Acanto | Pound Ridge | Not listed | Percentage of assets, Hourly |
| Fiona Capell | Blue Anchor Wealth Advisors | Bend | Not listed | Percentage of assets, Hourly |
| Frank Ortiz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Frank Sterneck | Sterneck Capital Management | Park City | Not listed | Percentage of assets, Fixed fees |
| Frederick van Wyk | FCA | Calgary | Not listed | Percentage of assets, Hourly |
| Gabriella Stamps | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Garrett Van Nostrand | Van Nostrand Wealth Management | San Diego | Not listed | Flat fee or retainer |
| Glenn Rossman | TrueWealth Financial Partners San Diego | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Grant Finter | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Grant Van Nostrand | Van Nostrand Wealth Management | Boise | Not listed | Flat fee or retainer |
| Gregory Peterson | Statherós Financial Solutions | Hailey | PFS | Percentage of assets |
| Guy Chadwick | Third Stanza Group | Cave Creek | Not listed | Percentage of assets |
| Haley Herr | Rosemeyer Management Group | Sterling | Not listed | Percentage of assets, Fixed fees |
| Haley Tonge | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Hayden LaBelle | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Hayley Brown | Hello Wealth Financial Advisors | Athens | Not listed | Percentage of assets, Hourly |
| Heath Clevenger | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Heather McGolerick | Meritis Wealth Management | Potomac | 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.
More in the methodology.