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.
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 |
|---|---|---|---|---|
| Richard Rademacher | Peterson Financial Group | Des Moines | Not listed | Percentage of assets, Fixed fees |
| Roger Denha | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Samantha Stocksett | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Sarah Pappas | API Financial Advisors | Franklin | Not listed | Percentage of assets, Hourly |
| Seema Rajoura | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Sonia Von Berg | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Stephen Cook | Coquina Private Wealth Advisors | Port Charlotte | Not listed | Percentage of assets, Fixed fees |
| Stephen Jackson | ViaQuest Financial | Houston | Not listed | Percentage of assets, Hourly |
| Todd Gordon | Inside Edge Capital | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Travis Bender | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Tyler Amendola | Coquina Private Wealth Advisors | Port Charlotte | Not listed | Percentage of assets, Fixed fees |
| Tyler Ares | Fresh Bread Investments | Weston | Not listed | Percentage of assets, Hourly |
| Tyler Craig | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Victor Tassone | API Financial Advisors | Gilbert | Not listed | Percentage of assets, Hourly |
| Walter Mortimer | Coquina Private Wealth Advisors | Summerville | Not listed | Percentage of assets, Fixed fees |
| Ward Brooks | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Wheelock Bingham | Bingham Private Wealth | San Francisco | Not listed | Percentage of assets |
| Whitney Holland | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Yahia Albaghdadi | Heritage Financial | Gainesville | 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.
More in the methodology.