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 |
|---|---|---|---|---|
| Jonathan Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Jordan Bailey | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Jordan Ney | Blue Water Wealth | Denver | Not listed | Percentage of assets, Fixed fees |
| Jose Maria Bilbao Cunha Joia | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Joseph Fierro | Tamalpais Asset Management | Long Beach | Not listed | Percentage of assets |
| Joseph Gilligan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Joseph Schultz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Joshua Bruckert | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Joshua Fennimore | Benchmark Financial | Schwenksville | Not listed | Percentage of assets, Hourly |
| Justin Anderson | Cambridge Advisors | Omaha | Not listed | Percentage of assets, One-time planning fee |
| Justin Scotto | Tomoro | Colts Neck | ChFC | Percentage of assets, Hourly |
| Kaden McCarney | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
| Kaley Bockhop | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Karina Kingman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Katherine Malone | Malone Financial Planning | Mckinney | Not listed | Percentage of assets, Hourly |
| Keith Bosco | Verity Investment Partners | Bluffton | Not listed | Percentage of assets, Fixed fees |
| Kenneth Moore | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Kevin Guarino | Clover Leaf Financial | Fairport | Not listed | Percentage of assets, Fixed fees |
| Kiel Lewis | Eminence WM | Orlando | Not listed | Percentage of assets |
| Kristen Rajotte | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Kristine Stawinski | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Kurt Mihelich | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Kyle Bruner | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Kyle Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Lance Parker | Lance Parker Wealth Management | San Luis Obispo | Not listed | Percentage of assets |
| Landon Blodgett | Blodgett Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Laura Markoff | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Lauren Procknow | Stordahl Capital Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Leah Levingston | Alaska Wealth Advisors | Anchorage | Not listed | Percentage of assets, One-time planning fee |
| Lincoln Wells | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Linda Gardner | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Logan Metcalf | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Luke Dandar | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Luke Podbury | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Maria Garyfallos | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Mark Castonguay | American Financial Planning | Yorktown | Not listed | Flat fee or retainer, One-time planning fee |
| Martin Link | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| Mason Ning | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Mathew Park | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Matthew Dirkse | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Matthew Eisenhower | Blue Anchor Wealth Advisors | Ketchikan | Not listed | Percentage of assets, Hourly |
| Matthew Granizo | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Matthew Samson | ILS Financial | Omaha | Not listed | Percentage of assets, Hourly |
| Matthew Sumnicht | Bowline Financial | Grosse Pointe Woods | Not listed | Percentage of assets, Fixed fees |
| Matthew Woodlief | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Maximillian Morgan | Lookahead Wealth | West Linn | Not listed | Percentage of assets |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Merlin Arbor | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Michael Alimo | USA Financial and Tax Services | Farmington | 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.
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