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 |
|---|---|---|---|---|
| Adam Gagas | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Adam Hruby | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Adriaan van Wyk | Richmond Brothers | Jackson | Not listed | Percentage of assets, Hourly |
| Alexander Newman | Grape | Temecula | Not listed | Percentage of assets |
| Allan Pickle | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Andrew Cettina | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Andrew Guez | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Andrew Matz | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Andrew Schmitt | Schmitt Wealth Advisers | Cincinnati | Not listed | Percentage of assets, Hourly |
| Angela Williams | Integrity Capital Management | Kingsport | Not listed | Percentage of assets, Hourly |
| Anna Khemkhajon | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Annette Sun | SW Private Wealth | Needham | Not listed | Percentage of assets, Hourly |
| Austin Neddenriep | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Barbara Linnard | Linnard Financial Management & Planning | Boxborough | Not listed | Percentage of assets, Ongoing planning fee |
| Baylee Zeigler | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Ben Duronio | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Benjamin Chappell | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Benjamin Small | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Bradley Ward | Asset One | Naples | Not listed | Percentage of assets |
| Brian Montanez | Multnomah Group | Orinda | Not listed | Percentage of assets, Hourly |
| Bryan Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Bryan Kaufman | Paradigm Wealth Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Bryan Trochessett | San Blas Capital | Port St. Joe | Not listed | Percentage of assets |
| Caleb Hilliker | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Cara Whipkey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Carol Newman | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Caryn Sanchez | Multnomah Group | Portland | Not listed | Percentage of assets, Hourly |
| Casey Marks | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Chad Karnes | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Charles Marion | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Charles Warren | Multnomah Group | Gresham | Not listed | Percentage of assets, Hourly |
| Chris Bentley | Parker Prescott Capital Management | Dallas | Not listed | Percentage of assets, Fixed fees |
| Christopher Jackson | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Christopher Lynch | Lynch Financial Group | Camarillo | Not listed | Percentage of assets, Fixed fees |
| Claire Ariglio | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Connor Graham | Graham Wealth Management | Panama City Beach | Not listed | Percentage of assets, Hourly |
| Courtney Lankford | Milestone Investments Columbus | Birmingham | Not listed | Percentage of assets, Hourly |
| Daniel Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Daniel Shepard | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| David Caivano | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| David Featherston | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| David Mozeika | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| David Young | Paragon Wealth Management | Provo | Not listed | Percentage of assets |
| Dennis Fagan | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Donald Kwarta | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Donald Schroeder | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Douglas Davey | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Douglas Keenholts | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Dylan Ronn | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Johnson | Iowa Wealth Management | West Des Moines | 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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