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 |
|---|---|---|---|---|
| James Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| James Lubin | Infiniti Wealth Management | Brewster | Not listed | Percentage of assets, Hourly |
| James Walter | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Jared Hoffman | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| Jason Rodnick | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Jeffrey Heveroh | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Jenner Preston | Tranquilli Financial Advisor | Shawnee | Not listed | Percentage of assets, Hourly |
| Jennifer Barron | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Jerry Schuder | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Jesse Sikorski | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Jessica Rickert | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Jimmy Martin | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| John Cingolani | Holy City Prosperity | Fayetteville | Not listed | Percentage of assets, Hourly |
| John Mumper | Patina Wealth | Richmond | Not listed | Percentage of assets |
| Jordan Curtis | Curtis Wealth Management | Henderson | Not listed | Percentage of assets, Hourly |
| Joseph Asrat | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Joseph Barry | Barry Investment Advisors | New Bedford | CFA | Percentage of assets, Fixed fees |
| Joseph Guarneri | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Joshua Wright | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Julia Fritzlen | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Julie Brim | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Julie Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Kate Pederson | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Katherine Brabenec | Firethorn Wealth Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Kelly Cappello | Argo Wealth Advisory | Mclean | Not listed | Percentage of assets, Fixed fees |
| Kenneth Simpson | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| Kevin Sweeney | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| Kyle Kiser | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Linwood Fraher | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Lori Hartman | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Louis Tranquilli | Tranquilli Financial Advisor | Clinton | Not listed | Percentage of assets, Hourly |
| Lucinda Buce | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Luke Spink | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Luke Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Makayla Allen | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Marc Maddox | TrueLine Wealth Group | Hattiesburg | Not listed | Percentage of assets, Hourly |
| Marcus Berry | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Mark Diehl | True North Wealth Management | Palmer | Not listed | Ongoing planning fee |
| Mark Januszewski | Tax Advantage Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Marvin Riddle | Rev Capital | Marietta | Not listed | Percentage of assets |
| Matthew Hershey | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Matthew Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Matthew Peck | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Matthew Pederson | MP3 Finance | Cameron Park | Not listed | Hourly, Subscription |
| Maxwell Harcey | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Melissa Jones | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Michael Loveless | ABG Consultants | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Michael Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Mitchell Benefiel | Integrated Wealth Solutions | Tulsa | Not listed | Percentage of assets, Hourly |
| Mitchell Poirier | SMP Financial Planning | New York | 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.
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