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 |
|---|---|---|---|---|
| Erik Bryan | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Esther Bodman | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Evan Gruchot | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Garth Moreau | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Gregory Johnson | Multnomah Group | Centennial | Not listed | Percentage of assets, Hourly |
| Hailey Fields | Multnomah Group | Portland | Not listed | Percentage of assets, Hourly |
| Heather Johnson | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Heidi Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| Isaac Miller | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Ivanna Berrio Paeva | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| James Dehoff | DeHoff Wealth Advisory | Jacksonville | Not listed | Percentage of assets |
| James Phillips | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| James Spickard | Advanta Wealth Management | Lynchburg | Not listed | Percentage of assets, Fixed fees |
| James Stevens | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Jamie Roth | Solyco Wealth | Hanover | Not listed | Percentage of assets, Hourly |
| Jared Audette | Eagle Wealth Management Group | Valencia | Not listed | Percentage of assets |
| Jason Lazarow | Lazarow Wealth Management | Tucson | Not listed | Percentage of assets, Hourly |
| Jeffrey Diercks | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Jeremy Suarez | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Joanna Greene | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| John Chavez | Multnomah Group | Carlsbad | Not listed | Percentage of assets, Hourly |
| John Heidelberg | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| John Kunda | Advanta Wealth Management | Lynchburg | Not listed | Percentage of assets, Fixed fees |
| John Montgomery | Montgomery Wealth Advisors | Shreveport | Not listed | Percentage of assets, Hourly |
| John O'Neill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| John Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| John Sinchok | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| John Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| John Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| Jonathan Blazick | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Jordan Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Joseph Evangelista | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Joseph Fleischmann | Multnomah Group | Bellingham | Not listed | Percentage of assets, Hourly |
| Joseph Pflueger | Pflueger Wealth | Churchville | Not listed | Percentage of assets, Hourly |
| Justin Waisner | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Kaneil Menlove | Paragon Wealth Management | Provo | Not listed | Percentage of assets |
| Kelly Roemers | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Kevin Ellis-Rutherford | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Kevin Johnson | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Kristin DiMeo | Meridian Wealth Group | Dade City | Not listed | Percentage of assets, Hourly |
| Kristin Ramsay | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Kristine O'Brien | Wealth Transitions Financial Planning | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Lawrence Zimmerman | Zimmerman Advisory Group | Dublin | Not listed | Percentage of assets, Fixed fees |
| Lianna Deprey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Luke Bunch | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Marianna Beddard | PlayBook Advizor | Port Washington | Not listed | Ongoing planning fee |
| Mark Perez | Paradigm Wealth Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Matthew Lasker | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Meghan Lynch | Lynch Financial Group | Denver | Not listed | Percentage of assets, Fixed fees |
| Michael Congdon | Horizon Financial | West Henrietta | 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.
More in the methodology.