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 |
|---|---|---|---|---|
| Hugh Arant | Milestone Investments Columbus | Greenwood | ChFC | Percentage of assets, Hourly |
| Hunter Smith | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Ian Foster | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Ian Starkel | Starkel Wealth Advisors | Sarasota | Not listed | Percentage of assets |
| Jaan Larkin | StratFI | Wilmington | Not listed | Percentage of assets, Hourly |
| Jack Tamez | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Jack Tsai | Tsai Wealth Management | Pasadena | PFS | Percentage of assets, Hourly |
| Jackson Burk | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Jaclyn Campis | Tomoro | Colts Neck | CFA | Percentage of assets, Hourly |
| Jaclyn Gruber | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Jacob Mardian | American Financial Planning | Roanoke | Not listed | Flat fee or retainer, One-time planning fee |
| Jacob Rosemeyer | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jada Fouch | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Jadyn Kerns-Funk | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Jake Crosby | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jake Miller | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jake Popoff | Hutchinson Capital Management | San Rafael | Not listed | Percentage of assets, Hourly |
| James Forsyth | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| James Gallagher | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| James Minich | Minich MacGregor Wealth Management | St Augustine | Not listed | Percentage of assets, Fixed fees |
| James Robinson | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| James Sexton | Phillip James Financial | Plymouth | Not listed | Percentage of assets |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jamie Langlow | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Jason Goosen | Rapids Financial | Kentwood | Not listed | Percentage of assets |
| Jason Macgregor | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jay Lauer | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Jeff Wills | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Jeffrey Kirkpatrick | Dovetail Financial | Duluth | Not listed | Ongoing planning fee |
| Jeffrey McHale | Wealth Effects | Pembroke | Not listed | Percentage of assets |
| Jeffrey Tilson | JST Investment Consulting | Seal Beach | Not listed | Percentage of assets, One-time planning fee |
| Jennifer Kirby | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Jennifer Lackey | Relativity Capital Advisors | Greensboro | Not listed | Percentage of assets, Hourly |
| Jennifer Paterson | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Jenny Elstein | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Jerad Rosburg | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Jessica Fairchild | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Joel Busboom | Joel Busboom Financial | Franklin | Not listed | Percentage of assets |
| John Cole | LKL Advisors | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| John Drefcinski | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| John Fitzgerald | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| John Hall | J.W. Hall Financial | San Antonio | Not listed | Percentage of assets |
| John Obrien | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| John Orobono | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| John Park | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| John Paulson | Clear Sky Financial | Prosper | Not listed | Percentage of assets, Hourly |
| Jonathan Becker | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Jonathan Shaw | Catawba River Capital | Lake Wylie | Not listed | Percentage of assets, Hourly |
| Jonathan Spangler | Cambridge Advisors | Omaha | Not listed | Percentage of assets, One-time planning fee |
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.