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 |
|---|---|---|---|---|
| William Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Zachary Roberts | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Alex Zubak | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Alexander Skabry | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| Alexander Strauss | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Anastasiya Sembay | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Andrew Fisher | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Andrew Kirchner | Elevation Wealth Partners | Walnut Creek | Not listed | Percentage of assets |
| Andrew Kotyuk | Alpha Wealth Management | Hemet | Not listed | Percentage of assets, Hourly |
| Andrew Krafft | Luminary Wealth | Charlotte | Not listed | Percentage of assets, Hourly |
| Arabelle Rachel Restauro | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Arthur Smithee | Insight Investment Advisers | Lehi | Not listed | Percentage of assets, Hourly |
| Asher Rogovy | Magnifina | Bedford Hills | Not listed | Percentage of assets, Hourly |
| Ashley Vega | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Augustine Matheson | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Blake Flint | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Brandon Bruckman | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Brian Voss | Voss Wealth Management | Endicott | Not listed | Percentage of assets, Fixed fees |
| Brit Inman-Swanson | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Bruno Larocca | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Casey Bibb | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Charles Levinson | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Christopher Patton | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Cole Hofmann | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Cole Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Cornell Abod | Beacon Investment Advisors | Gaithersburg | Not listed | Percentage of assets |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Daniel Fisher | Fisher Financial Group | Northbrook | Not listed | Percentage of assets |
| Daniel Maxwell | Amicus Financial Advisors | Lehi | Not listed | Percentage of assets, Hourly |
| Danny Colburn | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| David Caldwell | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| David Given | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| David Piano | Piano Wealth Management | Victor | Not listed | Percentage of assets, Hourly |
| David SooHoo | Angel Wealth Advisors | Astoria | Not listed | Percentage of assets, Flat fee or retainer |
| Donald Wellings | Strategic Advisory Services | Houston | Not listed | Percentage of assets |
| Earl Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Edmund Malone | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Edward Daniels | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Emily Wheeler | Attleboro Wealth Management | Yardley | Not listed | Percentage of assets, Fixed fees |
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
| Eric Lockerman | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Erin Willcutt | TrueLine Wealth Group | Pascagoula | Not listed | Percentage of assets, Hourly |
| Frederick Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Grant Evans | True North Wealth | Parker City | Not listed | Percentage of assets, Hourly |
| Jacob Wihtol | Capstone Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| James Cowan | Cowan Capital Advisors | Foster City | Not listed | Percentage of assets, Hourly |
| James Grable | Signal Tree Financial Partners | Copley | Not listed | Percentage of assets, Fixed fees |
| James Gura | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| James Hedges | Harvest Capital Assets | Sanborn | 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.