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 |
|---|---|---|---|---|
| Mitsuo Lockrow | Cambridge Wealth Management | Cambridge | Not listed | Percentage of assets, Hourly |
| Nelson Gonzalez | Amicus Financial Advisors | Rosharon | Not listed | Percentage of assets, Hourly |
| Nicholas Drew | Drew Wealth Management | Portsmouth | Not listed | Percentage of assets |
| Nicholas Letter | Advisors Management Group | Green Bay | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Reinert | Berkeley Capital Management | Ellsworth | Not listed | Percentage of assets, Fixed fees |
| Nick Dionisos | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Patrick Donnelly | Donnelly Financial Services | Rock Tavern | Not listed | Percentage of assets, Hourly |
| Patrick Sheppard | Atlantic Retirement & Wealth Advisors | Johns Island | Not listed | Percentage of assets, Hourly |
| Paul Chapman | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Paul Escarcega | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Paul Ruedi | Ruedi Wealth Management | Champaign | Not listed | Percentage of assets |
| Rebecca Agamaite | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Reuben Stewart | Navigate Wealth Management | Birmingham | Not listed | Percentage of assets |
| Robert Gabel | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Robert Kristof | Casey Wealth Management | Orland Park | Not listed | Percentage of assets, Hourly |
| Robert Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Robert Norton | Capstone Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Robert Rachlow | Luminary Wealth | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Roger Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Crooks | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Ryan Curtis | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
| Ryan Knebel | ABG Consultants | Collinsville | Not listed | Percentage of assets, Hourly |
| Ryan Peschka | Berkeley Capital Management | Ellsworth | Not listed | Percentage of assets, Fixed fees |
| Samara Hanson Velloo | Elevation Wealth Partners | Walnut Creek | Not listed | Percentage of assets |
| Samuel Benson | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Samuel Harris | Patina Wealth | Crozet | Not listed | Percentage of assets |
| Shane Fagan | Reify Wealth Advisors | Indianapolis | Not listed | Hourly, One-time planning fee |
| Shay Benedict | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Sue Grbac | Strategic Advisory Services | Houston | Not listed | Percentage of assets |
| Susan Arnold | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Tabitha Garreffa | ABG Consultants | Arlington | Not listed | Percentage of assets, Hourly |
| Tabitha Williams | Reify Wealth Advisors | Indianapolis | Not listed | Hourly, One-time planning fee |
| Temitayo Ilori | Hyvorian Financial | Garland | Not listed | Percentage of assets, Hourly |
| Theresa Martin | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Thomas Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Thomas Ludwig | Stockbridge Private Wealth Management | Sun Prairie | Not listed | Percentage of assets |
| Thomas Smith | ABG Consultants | Westfield | Not listed | Percentage of assets, Hourly |
| Tim Smith | API Financial Advisors | Rockledge | ChFC | Percentage of assets, Hourly |
| Timothy Nenninger | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Warren Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Wayne Casey | Casey Wealth Management | Orland Park | Not listed | Percentage of assets, Hourly |
| Will Oliver | Founders Capital Management | Houston | Not listed | Percentage of assets |
| William Abolghassem | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| William Downey | Rev Capital | Marietta | Not listed | Percentage of assets |
| William Hoover | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| William Thomas | Ascension Wealth Advisors | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Aaron Fagan | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Aaron Salter | Retirement Planning Blueprint | Charlotte | 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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