Fee-only advisors for pre-retirees

Wellspent public graph/Lists/Fee-only advisors for 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 November 2, 2026. Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

2969 matching advisors

Fee-only advisors for pre-retirees: advisor, firm, city, credentials, and fees
Advisor	Firm	City	Credentials	Fees
Mike Staman	Delaware Financial Planning, LLC	Newark	CFP, CAP, TPCP	Flat fee or retainer, Ongoing planning fee
Nannette Belt	Inspiration Financial Planning LLC	Carlsbad	CFP, RICP, MBA	Ongoing planning fee, Percentage of assets
Nathan Swab	Alexander Financial Planning, Inc.	Columbus	AWMA, CFP, MSFP	Flat fee or retainer, Ongoing planning fee
Nathaniel Baim	Pursuit Planning and Investments, LLC	Beaverton	CFP, MBA	Percentage of assets, Ongoing planning fee
Neil Portus	Olivehurst Advisors LLC	Roseville	CFP, CFA, MBA, TPCP	Percentage of assets, Hourly
Nestor Vargas	AlignPoint Wealth	Denver	CFP	Flat fee or retainer, Ongoing planning fee
Nicholas Faulkner	Testament Wealth Management	Cary	CFP	Percentage of assets, Flat fee or retainer
Nick Murphy	Counterweight Private Wealth	Raleigh	CFP, MBA, RICP	Ongoing planning fee
Nicola Cyr	Five8 Financial LLC	Rogers	CFP, EA	Percentage of assets
Patrick King	Prana Wealth	Atlanta	CFP, MBA	Percentage of assets, Flat fee or retainer
Paul Coleman Iii	Free Time Financial LLC	Orchard Park	CFP	Flat fee or retainer, Ongoing planning fee
Ralph Ted White	Arrivity Financial Planning	Seattle	CFP, CIMA, MBA	Hourly, One-time planning fee
Raquel Hinman	Hinman Financial Planning, Inc.	Erie	CFP, CDFA	Percentage of assets, Ongoing planning fee
Rebecca Meats	Clear Insight Wealth Management	Spokane	CPA, AFC, CFP, ChFC	Percentage of assets, Ongoing planning fee
Rick Spillane	Spillane Financial Planning, Inc.	Lebanon	CFP, CPA	Hourly, Percentage of assets
Robert DeLucas	Afton Advisors, LLC	Nashville	CFP, ChFC, MBA, RICP	Flat fee or retainer, Ongoing planning fee
Robert Holman	Holman Wealth Management, LLC	Dallas	CFP, CFA	Percentage of assets, One-time planning fee
Robert Riedl	Endowment Wealth Management, Inc.	Chicago	AWMA, BS, CFA, CFP	Percentage of assets
Robin Kizito	Addax Bridge Financial	North Bethesda	CFP, MBA	Percentage of assets, Ongoing planning fee
Ross Dugas Data-driven, transparent planning for curious investors who want to understand their plan, from a former chemical engineer.	Scientific Financial	Pearland	PhD, CFP	Subscription, One-time planning fee
Ross Miller	ClearPoint Wealth Management	Colleyville	CFP, CPA	Percentage of assets
Sam Wagner	WealthGuides LLC	Indianapolis	CFP	Percentage of assets, Hourly
Sarah Kang	UAK Diversified Wealth Advisors	Minnetonka	CFP	Percentage of assets, Flat fee or retainer
Scott Brooks	Brooks Wealth Management	Westlake Village	CFP	Percentage of assets
Scott Leavitt	Financial Life Advisors	San Antonio	CFP, CPA	Percentage of assets, Hourly
Sean Wilson	Moraine Wealth Advisory	Calgary	CIM, CFP	One-time planning fee, Hourly
Shawn Perkins	Genuine Wealth Solutions LLC	Richmond	AWMA, CFP	Ongoing planning fee, One-time planning fee
Stephen Lay	Curtain Wealth Planning	Park City	CFP, RICP	Flat fee or retainer, Hourly
Steve Cruice	Simply Steward, LLC	Highlands Ranch	CFP, CPA	Percentage of assets, Fixed fees
Steven Clark	Clark Financial Planning Services LLC	Coconut Creek	CFP, EA, RICP	Flat fee or retainer, Ongoing planning fee
Steven Gilbert	Gilbert Wealth	Fort Wayne	CFP, RICP, APMA	Flat fee or retainer, Ongoing planning fee
Tom Massie	Massie Financial Planning	Alexandria	CFP	Percentage of assets, Flat fee or retainer
Tommy Blackburn	Mason & Associates	Newport News	CFP, CPA, PFS	Ongoing planning fee
Travis Ray	By Design Financial Planning	Greensboro	CFP	Ongoing planning fee, Percentage of assets
Trent Porter	Priority Financial Partners	Denver	CFP, CPA, MAcc	Percentage of assets, One-time planning fee
Zach Lopez	AnCap Financial	League City	CFP	Flat fee or retainer, Ongoing planning fee
Zach Lundak Hourly planning for people who manage their own investments and want a professional to make sure nothing is missed.	Barrett FP	Gretna	CFA, CFP	Hourly
Andrew Gerhartz	Bridge The Gap Retirement Planners LLC	Phoenix	CFP, MSPFP, MSFP	Percentage of assets, Flat fee or retainer
Andrew Trammell	Trammell Wealth LLC	Wellington	CFP, EA, MSFP, RICP	Percentage of assets, Ongoing planning fee
Anna Knight	Simplicity Financial	mississauga	CFP	One-time planning fee, Ongoing planning fee
Bernard Kiely	Kiely Capital Management, Inc.	Morristown	BA, CFP, CPA, MBA	Percentage of assets, Hourly
Bob Burger	Disciplined Money	Phoenix	CFP	Hourly, One-time planning fee
Brad Smith	CapRock Wealth Management	Little Rock	CFP, MBA	Percentage of assets, Hourly
Brendan O'Rourke	Greenway Financial Advisors LLC	Burlington	CFP, EA	Percentage of assets, Hourly
Brenna Baucum	Collective Wealth Planning, LLC	Salem	CFP	Hourly, Ongoing planning fee
Brenna Jensen-Baucum	Collective Wealth Planning	Salem	CFP	Hourly, Ongoing planning fee
Brian Bickett	Iron Mountain Financial Planning, LLC	Rapid City	CFP	Percentage of assets, Ongoing planning fee
Bryan Curry	Bridge The Gap Retirement Planners LLC	Phoenix	CFP	Percentage of assets, Flat fee or retainer
C Garrett Moore	C Garrett Moore, CFP®	Bradenton	CFP, ChFC	Percentage of assets, Fixed fees
Cathy Curtis	Curtis Financial Planning, LLC	Oakland	CFP	Percentage of assets, Flat fee or retainer

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.