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 |
|---|---|---|---|---|
| Andrew Downey | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Andrew Scheirer | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Andrew Straus | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Anthony Fimognari | Parisi Capital | Stirling | Not listed | Percentage of assets |
| April Hurlburt | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Blake Parisi | Parisi Capital | Stirling | Not listed | Percentage of assets |
| Brent Gunderson | Connected Wealth Solutions | La Grande | Not listed | Percentage of assets |
| Brian Tran | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Charles Else | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Craig Simmons | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Daniel Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Daniel Michaud | FYRA Capital Management | St. Charles | Not listed | Percentage of assets, Hourly |
| David Blackston | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| David Morton | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Derek Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Don Gill III | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Dustan Christensen | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Elizabeth Clark | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Eric Peterson | Peterson Financial Group | Des Moines | Not listed | Percentage of assets, Fixed fees |
| Eric Thomas | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Erik Moore | Moore Wealth | Frederick | Not listed | Percentage of assets, Fixed fees |
| Hans Taenzer | Alliance Wealth Management Group | Roseland | Not listed | Percentage of assets, Hourly |
| Jared Stines | Peterson Financial Group | Des Moines | Not listed | Percentage of assets, Fixed fees |
| Jason Anderson | Equity Wealth Partners | Independence | Not listed | Percentage of assets, Hourly |
| Jeffrey Anger | Equity Wealth Partners | Independence | Not listed | Percentage of assets, Hourly |
| Jeremy Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Jeremy Reif | Point Wealth Management | Wausau | Not listed | Percentage of assets, Hourly |
| Johnathon Rosica | Alliance Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Kenneth Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Leah van Welie | Coquina Private Wealth Advisors | Port Charlotte | Not listed | Percentage of assets, Fixed fees |
| Lorianne Cordoba | Red Reef Advisors | Boca Raton | Not listed | Percentage of assets, Hourly |
| Marcus Terdik | Piedmont Private Wealth | Raleigh | Not listed | Percentage of assets |
| Matthew Myland | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Matthew Taub | Taub Investment Planning Services | Beachwood | Not listed | Percentage of assets, Hourly |
| Megan Miener | FYRA Capital Management | St. Charles | Not listed | Percentage of assets, Hourly |
| Micah Spence | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Michael Garcia | ViaQuest Financial | Houston | Not listed | Percentage of assets, Hourly |
| Michael Poe | Connected Wealth Solutions | La Grande | Not listed | Percentage of assets |
| Muhammad Ammar | FYRA Capital Management | Frisco | Not listed | Percentage of assets, Hourly |
| Nathan Burks | API Financial Advisors | Farragut | Not listed | Percentage of assets, Hourly |
| Neal Quon | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Norman Taylor | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Patrick Barry | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Paul Resnick | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Paul Stanley | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Peyton Anderson | Equity Wealth Partners | Independence | Not listed | Percentage of assets, Hourly |
| Portia Ryan-Gerton | Transformation Wealth Management | Atlanta | Not listed | One-time planning fee, Ongoing planning fee |
| Rachel Wren | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Repp Lambert | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Richard Blackston | Blackston Financial Advisory Group | The Villages | 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.
More in the methodology.