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
Mark Lotocky	The Dixon Davis Group	Victoria	CPA, CFP	Flat fee or retainer, Ongoing planning fee
Mark Young	Clearview Financial, Inc.	San Diego	CFP, CPA	Percentage of assets, Ongoing planning fee
Matt Buckwalter	MJB Financial Planning, LLC	Omaha	CFP, MS	Ongoing planning fee
Matthew Fitzgerald	Holistic Planning	Sedona	CFP	Percentage of assets
Michael Johnson	Flagstone Financial Management	Lincoln	CFP, JD, MBA	Percentage of assets, Hourly
Michael Randall	Oak Summit Wealth Management	San Diego	CFP, CFA, EA	Ongoing planning fee
Myles Brandt	Charleston Financial Advisors, LLC	Charleston	CFP, MS	Percentage of assets, One-time planning fee
Nick Booth Advice-only planning for people nearing retirement and millennials balancing big life events with saving for the future.	Nine Inning Finance, LLC	North Bethesda	CDAA, CFP	Subscription, One-time planning fee
Nick Nauta	Shotwell Rutter Baer	Lansing	CFP, CLU, RLP, TPCP	Percentage of assets, Ongoing planning fee
Omen Quelvog	Formynder Wealth Management, LLC	Fredericksburg	CFP	Flat fee or retainer, Ongoing planning fee
Richard Feight	IAM Financial, LLC	East Lansing	CFP, EA	Percentage of assets, Fixed fees
Richard McCormack	School of Personal Finance	Yorktown Heights	CFP, RICP	Percentage of assets, Hourly
Robert Falcon	Falcon Wealth Managers LLC	Concordville	BS, CFP, CPA, CPA/PFS	Percentage of assets, Flat fee or retainer
Ryan Allen	Financial Advisory Corporation	Grand Rapids	CFA, CFP, CKA, ChFC	Percentage of assets, Hourly
Ryan Derousseau	United Financial Planning Group	Hauppauge	CFP, EA	Percentage of assets, Hourly
Ryan Weiser	Weiser Financial Planning LLC	Lewis Center	CASL, CDFA, CFP, ChFC	Percentage of assets, Ongoing planning fee
Sandi Martin	Sandi Martin Financial Planning	Gravenhurst	CFP	Flat fee or retainer, Hourly
Sarah Maitre	Camriel Advisors	Mount Shasta	CFP, CFA	Ongoing planning fee
Scott Blaesing	Cascade Wealth Advisors, Inc.	Wenatchee	CFP, CPA	Ongoing planning fee
Skyler Denny	Legacy Financial Designs, LLC	The Woodlands	CFP	Percentage of assets, Fixed fees
Stefanie Pickard	Old Growth Financial	Portland	CFP, EA	Flat fee or retainer, One-time planning fee
Stephanie Sammons	Sammons Wealth Management LLC	Dallas	CFP	Percentage of assets
Stephen McDade	Foundation Wealth Management, LLC	Media	CFP, CPA, ChFC, MSFS	Flat fee or retainer, Ongoing planning fee
Steven Medland	TABR Capital Management, LLC	Orange	CFP, MBA	Percentage of assets, Ongoing planning fee
Thomas Mullooly	Mullooly Asset Management, Inc.	Wall Township	CFP	Percentage of assets, Ongoing planning fee
Tom Kaminski	Twin Robins Capital, LLC	Kansas City	CFP, CRPC	Percentage of assets, Fixed fees
Trent Templer	Templer Wealth Management, LLC	Tysons Corner	CFP	Percentage of assets
Wakefield Hare	Greater Than Financial LLC	Savannah	CFP	Percentage of assets, Ongoing planning fee
Walter Jessee	Impact Financial	Richmond	CFP, CPA	Percentage of assets, Ongoing planning fee
Zach Hidden Hourly, fee-only advice for everyone from new professionals to high-net-worth families, including comprehensive and student loan planning.	Perk Planning	Milwaukee	CFP	One-time planning fee, Hourly
Aaron Wieand	Integrated Financial Planning Solutions, LLC	Goshen	CFP, CPA	Ongoing planning fee, One-time planning fee
Andrew Musbach	MD Wealth Management	Chelsea	CFP, CFA, MBA	Ongoing planning fee
Andrew Polzin	Behl Wealth Management	Delafield	CFP	Ongoing planning fee
Anil Chacko	Ark Alliance Financial	Missouri City	CFP, CKA	Hourly
Anne Marie Webster	Curated Capital & Planning LLC	Lewisville	CFP	Percentage of assets, Hourly
Anthony Benante	Baron Financial Group, LLC	Morristown	CFA, CFP, ChFC, FPQP	Percentage of assets, Fixed fees
Anthony Reynolds	CoreTegic Capital Wealth Management	Arlington	CFP, ChFC, MBA	Percentage of assets, Hourly
Ben Gajardo	Gajardo Wealth Management	American Fork	CFP	Percentage of assets, Hourly
Ben Poulos	B&E Financial Services	Phoenix	CFP, CRPC	Percentage of assets, Hourly
Bily Xiao	Mobius Planning	Richmond	CFP, CKA	Not listed
Brian Behl	Behl Wealth Management	Delafield	CFP, CRPC	Ongoing planning fee
Carol Alexander	Retirement Investment Advisors, Inc.	Frisco	AIF, CDFA, CFP, CPA/PFS	Percentage of assets, Hourly
Chad Wiebe	Pathway Wealth Inc.	Winnipeg	CFP	Percentage of assets, One-time planning fee
Christopher Perry	CJ Perry Financial	Berwyn	CFA, CFP, MBA, RICP	Percentage of assets, Flat fee or retainer
Clayton Quamme	AP Wealth Management	Columbia	CFP	Percentage of assets, Hourly
Curtis Bailey	Quiet Wealth Management	Cincinnati	CFP, CFA, EA, CRPC	Flat fee or retainer
Danny Michael	Satori Wealth Management Inc.	San Diego	CFP, RLP	Percentage of assets, Fixed fees
Daryoosh Khalilollahi Advice-only planning since 2004 for individuals and families ready to take charge of their finances and ask questions.	DABK Financial Planning Services	El Cerrito	CFP, MBA, MSEE	Subscription, One-time planning fee
David Mayes	Three Bearings Fiduciary Advisors, Inc.	Hampton	CFP, CRPC, CRPS, EA	Percentage of assets, Hourly
David Rosenstrock	Wharton Wealth Planning	New York	CFP, MBA	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.