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 |
|---|---|---|---|---|
| Michael Karlin | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Michael Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Michael Murff | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Michael Roberts | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Nathan Kallal | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Nathan Kimle | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Nicholas Moore | Trinity Financial Planning | Middleton | Not listed | Percentage of assets, Fixed fees |
| Noah Eshenaur | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Palmer Mahoney | Weaver Consulting Group | Huntington Beach | Not listed | Percentage of assets, Fixed fees |
| Pamela Franklin | Milestone Investments Columbus | Pensacola | Not listed | Percentage of assets, Hourly |
| Pamela Rehart | Integrity Capital Management | Kingsport | Not listed | Percentage of assets, Hourly |
| Patrick Illies | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Patrick O'Grady | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Paul Loyacono | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Paul McNeill | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Peter Finn | Finn Wealth | Spokane | Not listed | Percentage of assets |
| Peter Frailey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Rafael Yurk | Asset One | Bridgeville | Not listed | Percentage of assets |
| Ralph Lebkuecher | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Randall Newton | Eagle Wealth Management Group | Charlotte | Not listed | Percentage of assets |
| Randolph Fisher | Artemis Wealth Advisors | Flemington | Not listed | Percentage of assets, Hourly |
| Raymond Dimeo | Meridian Wealth Group | Dade City | Not listed | Percentage of assets, Hourly |
| Ritesh Upadhyaya | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Robert Ryan | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Rodney Kramp | Asset One | Fort Myers | Not listed | Percentage of assets |
| Ryan Grady | Paradigm Wealth Management | Ponte Vedra | Not listed | Percentage of assets, Hourly |
| Samuel Gettis | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Scott Dunn | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Shon McCarley | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Stephen Griner | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Steve Schaefer | Eagle Eye Advisory | Westerville | Not listed | Percentage of assets |
| Stewart Neely | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Susanna Fraser | Asset One | Bellevue | Not listed | Percentage of assets |
| Tara May | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Thomas Sjoberg | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Thomas Trouba | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Timothy Powers | Powers Capital Management | Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Timothy Tonn | Cirrus Capital Management | Tampa | Not listed | Percentage of assets |
| Todd Levine | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Trevor Parsons | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Troy Tonn | Cirrus Capital Management | Tampa | Not listed | Percentage of assets |
| Tyler Page | Jackson Wealth | Franklin | Not listed | Percentage of assets, Hourly |
| Wesley Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| William Hepburn | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| William Herbert | Balanced Wealth Management | Needham | Not listed | Percentage of assets |
| Yvonne Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| Zachary Panek | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Aaron Flores | Trek Line Wealth | Horseshoe Bend | Not listed | Percentage of assets |
| Alexandria Bakka | Hoff Private Wealth | Wausau | 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.
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