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 |
|---|---|---|---|---|
| Ross Smyth | Glassy Mountain Advisors | Brevard | CFA | Percentage of assets |
| Ryan Cass | Beacon Financial Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Ryan Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ryan Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Redfern | Shadowridge Asset Management | Austin | ChFC | Hourly, One-time planning fee |
| Ryan Scharar | FCA | Fort Worth | Not listed | Percentage of assets, Hourly |
| Ryan Schroer | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Samuel Wisneski | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Sarah Kovalakides | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Scott Cameron | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Sean Maloon | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Sivaparvati Thagirisa | Map to Your Wealth | Floral Park | Not listed | Percentage of assets, Flat fee or retainer |
| Spencer Schneider | Schneider Wealth Management | Omaha | Not listed | Percentage of assets, Fixed fees |
| Stephanie Boeke | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Stephen Bierker | Asset One | Bridgeville | CFA | Percentage of assets |
| Stephen Levy | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Stephen Schmidt | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Stephen Sustrick | Honu Wealth | Sunnyvale | Not listed | Flat fee or retainer, Ongoing planning fee |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Susan Riser Whitlock | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Teagan Parker | Rosemeyer Management Group | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Teresa Hughes | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Thomas Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Thomas Koch | Hall Capital Management | Pasadena | Not listed | Percentage of assets |
| Thomas Mazza | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Thomas Volkmann | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Timothy Hale | Hale Financial Solutions | Afton | Not listed | Percentage of assets, Hourly |
| Todd Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Toney Falkner | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Torry Whitcher | Generation Capital Management | Pittsford | Not listed | Percentage of assets |
| Tracy Riordan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Tristan Dahl | Blue Anchor Wealth Advisors | Ketchikan | Not listed | Percentage of assets, Hourly |
| Tyler Jouret | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Tyler Kanne | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Tyler Rima | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Tyler Skutnik | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Warner Wayne | Wealth Effects | Boston | Not listed | Percentage of assets |
| Wayne Best | Tamalpais Asset Management | La Conner | Not listed | Percentage of assets |
| Wayne Trana | Blue Anchor Wealth Advisors | Hutchinson | Not listed | Percentage of assets, Hourly |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Bromley | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| William Draper | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| William Ginsburg | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| William Hazlett | WH Financial | Stuart | ChFC | Fixed fees |
| William Jones | Boulevard Money | Nashville | Not listed | Percentage of assets, Flat fee or retainer |
| William Keen | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| William Levay | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| William Lynn | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
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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