# Fee-only financial advisors for retirees

> Retirees are clients in the drawdown phase: withdrawal strategy, Social Security, Medicare coordination, tax-efficient distribution, and the cash-flow engineering required to make 30+ years of retirement work.

The Wellspent public graph lists 3,308 fee-only financial advisors who work with retirees at 1,432 firms, most in Houston, San Diego and Scottsdale. 49% hold the CFP certification. Of the 3300 with fees on file, 88% charge percentage of assets.

Page: https://find.wellspent.co/audiences/retirees/
3308 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello.md) | Di Bello Financial | Mission Viejo, California | CFP, CPA, PFS™ | Percentage of assets |
| [Cody Murray](https://find.wellspent.co/advisors/cody-murray.md) | Stillwater Financial | Stillwater, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Eric Johns](https://find.wellspent.co/advisors/eric-johns.md) | Equilibrium Financial Planning LLC | Kenner, Louisiana | CFP, EA, MBA | Percentage of assets, One-time planning fee, Hourly |
| [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer |
| [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly |
| [Kevin Feig](https://find.wellspent.co/advisors/kevin-feig.md) | Walk You To Wealth | Dover, Massachusetts | CFP, CPA, PFS | Subscription |
| [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer |
| [Robert Jeter](https://find.wellspent.co/advisors/robert-jeter.md) | Back Bay Financial Planning & Investments | Bethany Beach, Delaware | CFP, CRPC | Percentage of assets, Flat fee or retainer, Hourly |
| [Adam Bornn](https://find.wellspent.co/advisors/adam-bornn.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP, CLU | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Allison Donaldson](https://find.wellspent.co/advisors/allison-donaldson.md) | HTG Investment Advisors Inc. | New Canaan, Connecticut | CFP, MBA, JD | Percentage of assets, Ongoing planning fee |
| [Amir Noor](https://find.wellspent.co/advisors/amir-noor.md) | N Financial Plans | Huntington, New York | CFP, CRPS, EA | Hourly, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing planning fee |
| [Andrew Dobson](https://find.wellspent.co/advisors/andrew-dobson.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP, CIM | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Andrew Ish](https://find.wellspent.co/advisors/andrew-ish.md) | Prepared Financial Planning LLC | Milwaukee, Wisconsin | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Andrew Novick](https://find.wellspent.co/advisors/andrew-novick.md) | The Investment Connection | Bridgewater, New Jersey | CFP, JD | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Angela Furubotten-LaRosee](https://find.wellspent.co/advisors/angela-furubotten-larosee.md) | Avea Financial Planning, LLC | Pasco, Washington | CFP | Flat fee or retainer, Ongoing planning fee |
| [Anna Golan-Reznick](https://find.wellspent.co/advisors/anna-golan-reznick.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Austin Preece](https://find.wellspent.co/advisors/austin-preece.md) | Preece Financial Planning | Eau Claire, Wisconsin | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Avanti Shetye](https://find.wellspent.co/advisors/avanti-shetye.md) | Wealthwyzr, LLC | Ellicott City, Maryland | CFP, CFA, MBA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Ben Earls](https://find.wellspent.co/advisors/ben-earls.md) | Earls Financial LLC | Fort Worth, Texas | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Bill Jensen](https://find.wellspent.co/advisors/bill-jensen.md) | Acadia Financial Services LLC | Burke, Virginia | CFP, EA | Ongoing planning fee, Percentage of assets |
| [Bobby Cremins](https://find.wellspent.co/advisors/bobby-cremins.md) | Metanoia Financial | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Brenda Hiscock](https://find.wellspent.co/advisors/brenda-hiscock.md) | Objective Financial Partners | Toronto, Ontario | CFP, RHU | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Brian Sirota](https://find.wellspent.co/advisors/brian-sirota.md) | FirsTrust | Daytona Beach, Florida | CFP, ChFC, MBA, CFA, CIMA, JM, CLU, MTX | Percentage of assets |
| [Cary Cates](https://find.wellspent.co/advisors/cary-cates.md) | Cates Financial Planning, LLC | Denton, Texas | CFP, EA, MBA | Percentage of assets, Hourly, Ongoing planning fee |
| [Cassandra Smalley](https://find.wellspent.co/advisors/cassandra-smalley.md) | Cassandra Smalley Wealth Management | Seminole, Florida | CFP, CFA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Charles Harper](https://find.wellspent.co/advisors/charles-harper.md) | Harper Financial Planning LLC | Columbia, South Carolina | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Charles Terry](https://find.wellspent.co/advisors/charles-terry.md) | Shepherd Wealth Partners, LLC | Waxhaw, North Carolina | CAP, CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Christopher Kehoe](https://find.wellspent.co/advisors/christopher-kehoe.md) | R.W. Roge & Company, Inc. | Bohemia, New York | CFA, MBA, AIF, CFP, CMFC | Percentage of assets, One-time planning fee |
| [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee |
| [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope.md) | Pope Wealth Planning | New York, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer, Percentage of assets |
| [Dave Rowan](https://find.wellspent.co/advisors/dave-rowan.md) | Rowan Financial LLC | Bethlehem, Pennsylvania | CFP, MBA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Dominic Corabi](https://find.wellspent.co/advisors/dominic-corabi.md) | Wedmont Private Capital | West Chester, Pennsylvania | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Ed Smith](https://find.wellspent.co/advisors/ed-smith.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Emily Rassam](https://find.wellspent.co/advisors/emily-rassam.md) | Archer Investment Management | Austin, Texas | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| [Garrett Dresen](https://find.wellspent.co/advisors/garrett-dresen.md) | Harbor Horizon Financial | Wilsonville, Oregon | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Hannah McVean](https://find.wellspent.co/advisors/hannah-mcvean.md) | Objective Financial Partners | Markham, Ontario | CFP, CIM | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Hazel Secco](https://find.wellspent.co/advisors/hazel-secco.md) | Align Financial Solutions | Hoboken, New Jersey | CDFA, CFP | Ongoing planning fee |
| [Igor Aronov](https://find.wellspent.co/advisors/igor-aronov.md) | FAR Financial | Brooklyn, New York | CFP | Flat fee or retainer, Hourly, One-time planning fee |
| [J Brett Martinson](https://find.wellspent.co/advisors/j-brett-martinson.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP, CLU, B.Eng Mgt | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Jason Branning](https://find.wellspent.co/advisors/jason-branning.md) | Branning Wealth Management | Jackson, Mississippi | CFP, RICP, ChFC, CDFA | Percentage of assets, One-time planning fee |
| [Jason Heath](https://find.wellspent.co/advisors/jason-heath.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Jeff McCartney](https://find.wellspent.co/advisors/jeff-mccartney.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP, CFDS, MBA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Joe Ward](https://find.wellspent.co/advisors/joe-ward.md) | Refined Wealth | Houston, Texas | CFP, RICP, TPCP | Percentage of assets, One-time planning fee, Flat fee or retainer, Hourly, Ongoing planning fee |
| [John Gugle](https://find.wellspent.co/advisors/john-gugle.md) | Gugle Wealth Advisory LLC | Indian Land, South Carolina | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee |
| [Johnson Rhett](https://find.wellspent.co/advisors/johnson-rhett.md) | Branning Wealth Management, LLC | Jackson, Mississippi | CFP, ChFC | Percentage of assets, One-time planning fee |
| [Kenneth Doll](https://find.wellspent.co/advisors/kenneth-doll.md) | Alberta Financial Planner | Calgary, Alberta | CFP, CLU, TEP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Kyle Martins](https://find.wellspent.co/advisors/kyle-martins.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Lauren Way](https://find.wellspent.co/advisors/lauren-way.md) | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta, Georgia | CFP, CFA, PhD, CRC | Percentage of assets |
| [Lindsay Elwood](https://find.wellspent.co/advisors/lindsay-elwood.md) | Elwood & Goetz Wealth Advisory Group | Athens, Georgia | CFP | Percentage of assets |
| [Lindsey Young](https://find.wellspent.co/advisors/lindsey-young.md) | Quiet Wealth LLC | Baltimore, Maryland | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Lucas Wennersten](https://find.wellspent.co/advisors/lucas-wennersten.md) | 49th Parallel Wealth Management, LLC | Scottsdale, Arizona | CFP, CFA | Percentage of assets, Hourly, One-time planning fee |
| [Malissa Marshall](https://find.wellspent.co/advisors/malissa-marshall.md) | Soaring Wealth LLC | Bristol, Vermont | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [MaryAnne Gucciardi](https://find.wellspent.co/advisors/maryanne-gucciardi.md) | Wealthmind Financial Planning LLC | Cambridge, Massachusetts | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Matt Cooley](https://find.wellspent.co/advisors/matt-cooley.md) | Inspire Wealth Partners | Boise, Idaho | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Matthew Dennis](https://find.wellspent.co/advisors/matthew-dennis.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly |
| [Michael Barichello](https://find.wellspent.co/advisors/michael-barichello.md) | Parallel Wealth Financial Group | Kitchener, Ontario | CFP, CLU, FMA, CHS | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch.md) | North River Wealth Advisors | Pittsburgh, Pennsylvania | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| [Miguel Gomez](https://find.wellspent.co/advisors/miguel-gomez.md) | Sophronia Wealth Advisors, Inc. | El Paso, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| [Miguel Gomez Garcia](https://find.wellspent.co/advisors/miguel-gomez-garcia.md) | Sophronia Wealth Advisors, Inc. | El Paso, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| [Mike Davis](https://find.wellspent.co/advisors/mike-davis.md) | Legs Financial | Greensboro, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Nancy Grouni](https://find.wellspent.co/advisors/nancy-grouni.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Nate Willardson](https://find.wellspent.co/advisors/nate-willardson.md) | Currents Wealth Strategies | Chandler, Arizona | CFP | Percentage of assets, Flat fee or retainer |
| [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Patricia Kane](https://find.wellspent.co/advisors/patricia-kane.md) | Kane Financial Planning, LLC | Avon, Connecticut | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Paulo Lopes](https://find.wellspent.co/advisors/paulo-lopes.md) | Woodmont Financial Partners LLC | Mesa, Arizona | CFP, JD | Flat fee or retainer, Hourly, One-time planning fee |
| [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig.md) | Fair Asset Management, LLC | Dallas, Texas | CFP, CPWA, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| [Rachel DeCarolis](https://find.wellspent.co/advisors/rachel-decarolis.md) | Northstar Financial Planning | Windham, New Hampshire | CDFA, CeFT, CFP, MBA, RLP | Percentage of assets, Ongoing planning fee |
| [Rana Choubah](https://find.wellspent.co/advisors/rana-choubah.md) | Meridian Financial Advisors, LLC | Holliston, Massachusetts | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson.md) | SeedSafe Financial | Austin, Texas | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [RJ Devick](https://find.wellspent.co/advisors/rj-devick.md) | Bond&Devick Wealth Partners | Saint Louis Park, Minnesota | BA, BFA, BS, CFP, Chartered SRI Counselor, ChFC, CRPC | Percentage of assets, One-time planning fee |
| [Robert Costello](https://find.wellspent.co/advisors/robert-costello.md) | Costello Financial Planning | Bend, Oregon | CFP | Percentage of assets, Fixed fees |
| [Robert Persichitte](https://find.wellspent.co/advisors/robert-persichitte.md) | Delagify Financial | Arvada, Colorado | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Ryan Kurtz](https://find.wellspent.co/advisors/ryan-kurtz.md) | Objective Financial Partners Inc. | Markham, Ontario | CPA, CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Sheila McGinn](https://find.wellspent.co/advisors/sheila-mcginn.md) | Brightview Financial Solutions, LLC | Redwood City, California | CFP | Percentage of assets, Hourly |
| [Stephen Nelson](https://find.wellspent.co/advisors/stephen-nelson.md) | Birchwood Capital LLC | Carlsbad, California | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Sweta Bhargav](https://find.wellspent.co/advisors/sweta-bhargav.md) | Adviso Wealth | Princeton, New Jersey | CEPA, CFA, CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Thuy (Twee) Lam](https://find.wellspent.co/advisors/thuy-twee-lam.md) | Objective Financial Partners | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Tim Melia](https://find.wellspent.co/advisors/tim-melia.md) | Embolden Financial Planning LLC | Seattle, Washington | CFP, MBA | Hourly |
| [Tommy Lopez](https://find.wellspent.co/advisors/tommy-lopez.md) | Coffeehouse Capital LLC \| Financial Planning and Wealth Management | Fresno, California | CFP, CRPC | Hourly, One-time planning fee |
| [Tracy Baron Garcia](https://find.wellspent.co/advisors/tracy-baron-garcia.md) | TBG Investing | Lake Oswego, Oregon | CFP, MBA | Ongoing planning fee, One-time planning fee |
| [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy.md) | Fortitude Financial Planning, LLC | Raleigh, North Carolina | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Will Revels](https://find.wellspent.co/advisors/will-revels.md) | PieCapital | Raleigh, North Carolina | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| [Ziad Sahuri](https://find.wellspent.co/advisors/ziad-sahuri.md) | Parallel Wealth Financial Group | Ottawa, Ontario | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Zubin Kapur](https://find.wellspent.co/advisors/zubin-kapur.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Aaron Milledge](https://find.wellspent.co/advisors/aaron-milledge.md) | Targeted Wealth Solutions | Colorado Springs, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, Hourly, Flat fee or retainer |
| [AJ Flores](https://find.wellspent.co/advisors/aj-flores.md) | Portfolio Advisors, Inc. | Fresno, California | CFP | Percentage of assets |
| [Alex Bridges](https://find.wellspent.co/advisors/alex-bridges.md) | Tiverton Wealth | The Woodlands, Texas | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Allen Gibson](https://find.wellspent.co/advisors/allen-gibson.md) | GIBSON WEALTH ADVISORS LLC | Tyler, Texas | CFP, ChFC, CDFA, CRPC | Percentage of assets |
| [Alonso Rodriguez Segarra](https://find.wellspent.co/advisors/alonso-rodriguez-segarra.md) | Advise Financial | Boca Raton, Florida | CFP | Hourly, Ongoing planning fee |
| [Andrea Vedder](https://find.wellspent.co/advisors/andrea-vedder.md) | Iambic Financial | Portland, Oregon | CFP | Percentage of assets, Hourly, Ongoing planning fee |
| [Andrew Damcevski](https://find.wellspent.co/advisors/andrew-damcevski.md) | AJD Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets |
| [Andrew Gray](https://find.wellspent.co/advisors/andrew-gray.md) | Gray Wealth Strategies | Bend, Oregon | CFP, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Angela Dorsey](https://find.wellspent.co/advisors/angela-dorsey.md) | Dorsey Wealth Management | Torrance, California | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Bob Wolfe](https://find.wellspent.co/advisors/bob-wolfe.md) | HealthyFP | Conshohocken, Pennsylvania | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Bradley Hilton](https://find.wellspent.co/advisors/bradley-hilton.md) | Sonas Financial Planning, LLC | Atlanta, Georgia | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Brandon Seibel](https://find.wellspent.co/advisors/brandon-seibel.md) | Oasis Wealth Planning Advisors, LLC | Philadelphia, Pennsylvania | CFP, CPA, JD, LLM, CFA, CKA, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, Hourly |
| [Brian Tegtmeyer](https://find.wellspent.co/advisors/brian-tegtmeyer.md) | Truly Prosper Financial Planning | Dublin, Ohio | CFP | Flat fee or retainer, Ongoing planning fee |
| [Britton Wellington](https://find.wellspent.co/advisors/britton-wellington.md) | Real Agency Wealth | Beaverton, Oregon | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Bryan Haggard](https://find.wellspent.co/advisors/bryan-haggard.md) | RetireMitten Financial LLC | Milford, Michigan | CFA, CFP | Percentage of assets, One-time planning fee |
| [Bryan Minogue](https://find.wellspent.co/advisors/bryan-minogue.md) | Kardinal Financial | Madison, Wisconsin | CFA, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Cameron Willcox](https://find.wellspent.co/advisors/cameron-willcox.md) | Willcox Wealth Management | Denver, Colorado | CFP, EA | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Casey Smith](https://find.wellspent.co/advisors/casey-smith.md) | Wiser Wealth Management, Inc. | Marietta, Georgia | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Charles Horonzy](https://find.wellspent.co/advisors/charles-horonzy.md) | Focused Up Financial, LLC | La Grange, Illinois | CFP, CPA | Percentage of assets, Ongoing planning fee |
| [Chris Mullis](https://find.wellspent.co/advisors/chris-mullis.md) | NorthStar Capital Advisors | Charlotte, North Carolina | CFP, PhD | Percentage of assets, Hourly |
| [Chris Shoup](https://find.wellspent.co/advisors/chris-shoup.md) | Southshore Financial Planning | Tampa, Florida | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Dan Reiter](https://find.wellspent.co/advisors/dan-reiter.md) | Prosperity Planning, Inc. | North Kansas City, Missouri | CFP, CPA | Percentage of assets |
| [Danielle Harrison](https://find.wellspent.co/advisors/danielle-harrison.md) | Harrison Financial Planning | Columbia, Missouri | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Erik Nero](https://find.wellspent.co/advisors/erik-nero.md) | First Step Wealth Planning, LLC | Wilton, New York | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| [Gabriel Anderson](https://find.wellspent.co/advisors/gabriel-anderson.md) | Crafted Wealth Management, LLC | Los Angeles, California | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta.md) | Inclinevest® | Plano, Texas | CFP, MBA | Percentage of assets, One-time planning fee |
| [George Kao](https://find.wellspent.co/advisors/george-kao.md) | Reach One Teach One Financial | Phoenix, Arizona | CFP, ChFC, CKA, CRPC, MBA | Percentage of assets, Hourly, Flat fee or retainer |
| [Gordon Achtermann](https://find.wellspent.co/advisors/gordon-achtermann.md) | Silverstone Financial | Owings Mills, Maryland | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Ivan Havrylyan](https://find.wellspent.co/advisors/ivan-havrylyan.md) | Outside The Box Financial Planning, LLC | Wheeling, Illinois | CFP | One-time planning fee |
| [Jacob Molina](https://find.wellspent.co/advisors/jacob-molina.md) | Styra Wealth Management | Phoenix, Arizona | CFP, CPA | Percentage of assets, Ongoing planning fee |
| [James Charles](https://find.wellspent.co/advisors/james-charles.md) | Sanctuary Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing planning fee |
| [Jane Young](https://find.wellspent.co/advisors/jane-young.md) | More than Your Money, Inc. | Colorado Springs, Colorado | CFP, EA, MBA | One-time planning fee |
| [Jared Jameson](https://find.wellspent.co/advisors/jared-jameson.md) | WJ Interests, LLC | Sugar Land, Texas | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Jason Demland](https://find.wellspent.co/advisors/jason-demland.md) | Demland Wealth | Defiance, Ohio | CFP | Flat fee or retainer, Ongoing planning fee |
| [Jay Abolofia](https://find.wellspent.co/advisors/jay-abolofia.md) | Lyon Financial Planning, LLC | Waltham, Massachusetts | CFP, PhD | Flat fee or retainer, Hourly, One-time planning fee |
| [Jeffrey Schlotterbeck](https://find.wellspent.co/advisors/jeffrey-schlotterbeck.md) | Water Street Wealth Management | Tampa, Florida | CFP | Percentage of assets |
| [Jeremy Eppley](https://find.wellspent.co/advisors/jeremy-eppley.md) | Silverstone Financial | Owings Mills, Maryland | CFP, CPWA, APMA, CRPC, MSFP, CFA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick.md) | Savant Wealth Management | Phoenix, Arizona | AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC, CLU | Percentage of assets, Flat fee or retainer |
| [Jonathan Harner](https://find.wellspent.co/advisors/jonathan-harner.md) | Wichita Wealth Management, LLC | Wichita, Kansas | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Jonathan McAlister](https://find.wellspent.co/advisors/jonathan-mcalister.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee |
| [Jordan Drinkhouse](https://find.wellspent.co/advisors/jordan-drinkhouse.md) | Glow Financial Planning LLC | Spring Hill, Florida | CFP | Flat fee or retainer, Ongoing planning fee |
| [Justin Pritchard](https://find.wellspent.co/advisors/justin-pritchard.md) | Approach Financial, Inc. | Montrose, Colorado | CFP, MBA | Flat fee or retainer, One-time planning fee, Percentage of assets |
| [Justin Reede](https://find.wellspent.co/advisors/justin-reede.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, CKA | Percentage of assets, Ongoing planning fee |
| [Kaysi Gordon](https://find.wellspent.co/advisors/kaysi-gordon.md) | Kaysi Gordon Financial Planning | Valley Stream, New York | CFP, CPA, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Keith Hensley](https://find.wellspent.co/advisors/keith-hensley.md) | Florida Financial Planning | Winter Garden, Florida | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Kevin Jacobs](https://find.wellspent.co/advisors/kevin-jacobs.md) | Step By Step Financial LLC | Tulsa, Oklahoma | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Ongoing planning fee |
| [Kyle Newell](https://find.wellspent.co/advisors/kyle-newell.md) | Newell Wealth Management | Winter Garden, Florida | CFP, CRPC | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Laryssa Freeman](https://find.wellspent.co/advisors/laryssa-freeman.md) | Meritage Wealth Management LLC | Carlsbad, California | CFP | Percentage of assets |
| [Leah Coleman](https://find.wellspent.co/advisors/leah-coleman.md) | Orchard Financial Group | Austin, Texas | CFP, AAMS | Percentage of assets, One-time planning fee, Flat fee or retainer |
| [Leo Lavezza](https://find.wellspent.co/advisors/leo-lavezza.md) | Financial Consulate, Inc. | Fernandina Beach, Florida | CFP, CPA, MBA, CIMA | Ongoing planning fee |
| [Michael Reynolds](https://find.wellspent.co/advisors/michael-reynolds.md) | Elevation Financial | Westfield, Indiana | AIF, CFP, CFT-I, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| [Nate Nieri](https://find.wellspent.co/advisors/nate-nieri.md) | Modern Money Management | San Diego, California | CFP, MSBA, MBA | Percentage of assets, Ongoing planning fee, Hourly |
| [Raman Singh](https://find.wellspent.co/advisors/raman-singh.md) | Singh PWM | Phoenix, Arizona | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Robert Stoll](https://find.wellspent.co/advisors/robert-stoll.md) | Financial Design Studio, Inc. | Deer Park, Illinois | CFA, CFP | Percentage of assets, Ongoing planning fee |
| [Robert Tull](https://find.wellspent.co/advisors/robert-tull.md) | Tull Financial Group, Inc. | Chesapeake, Virginia | CFP, MBA | Percentage of assets, Hourly |
| [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets |
| [Roland McIntyre](https://find.wellspent.co/advisors/roland-mcintyre.md) | Mountaintop Wealth LLC | Chattanooga, Tennessee | CFP, ChFC | Percentage of assets, One-time planning fee, Flat fee or retainer, Ongoing planning fee |
| [Ryan Bennett](https://find.wellspent.co/advisors/ryan-bennett.md) | Kelda Wealth Management | Cuyahoga Falls, Ohio | CFP | Percentage of assets, One-time planning fee |
| [Ryan Langan](https://find.wellspent.co/advisors/ryan-langan.md) | Your Path Fi, LLC | West Chester, Pennsylvania | CFP | Flat fee or retainer, Ongoing planning fee |
| [Sean Dwyer](https://find.wellspent.co/advisors/sean-dwyer.md) | Overture Wealth Management LLC | Conshohocken, Pennsylvania | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd.md) | Pillar Wealth | Franklin, Indiana | CFP | Hourly, One-time planning fee, Subscription, Flat fee or retainer |
| [Shannon Grey](https://find.wellspent.co/advisors/shannon-grey.md) | InvestEdge Planning | San Diego, California | CFP, CRPC | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Stephen Boatman](https://find.wellspent.co/advisors/stephen-boatman.md) | Flat Fee Financial LLC | Charlotte, North Carolina | CFP | Flat fee or retainer |
| [Thomas Knowlton](https://find.wellspent.co/advisors/thomas-knowlton.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, CTFA, MBA | Percentage of assets |
| [Thomas Mclean](https://find.wellspent.co/advisors/thomas-mclean.md) | Altruist Wealth Management | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Tim Carpenter](https://find.wellspent.co/advisors/tim-carpenter.md) | Rhodo Wealth Management | Geneva, Illinois | CFP | One-time planning fee, Percentage of assets |
| [Timothy Kirch](https://find.wellspent.co/advisors/timothy-kirch.md) | Nashville Financial Planning | Franklin, Tennessee | CFP | One-time planning fee, Ongoing planning fee |
| [Tina Mistry](https://find.wellspent.co/advisors/tina-mistry.md) | Portfolio Advisors, Inc | Fresno, California | CFP | Percentage of assets |
| [Tom Duffy](https://find.wellspent.co/advisors/tom-duffy.md) | Jersey Shore Financial Advisors LLC | Red Bank, New Jersey | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Tracy Sherwood](https://find.wellspent.co/advisors/tracy-sherwood.md) | Sherwood Financial Management | Williamsville, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Travis Allen](https://find.wellspent.co/advisors/travis-allen.md) | Custom Wealth Planners | Ankeny, Iowa | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| [Trent White](https://find.wellspent.co/advisors/trent-white.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, JD | Percentage of assets |
| [Zach Reyes](https://find.wellspent.co/advisors/zach-reyes.md) | Circadia Financial Planning | Westlake, Texas | CFP | Percentage of assets, Ongoing planning fee |
| [Alex Perkins](https://find.wellspent.co/advisors/alex-perkins.md) | Perkins Wealth Advantage, LLC. | Fishers, Indiana | CFP | Percentage of assets, Fixed fees |
| [Allen Mueller](https://find.wellspent.co/advisors/allen-mueller.md) | 7 Saturdays Financial | Richardson, Texas | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Allison Meers](https://find.wellspent.co/advisors/allison-meers.md) | Pebble Valley Wealth Management | Western Springs, Illinois | CFP, CFA | Percentage of assets, Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Andrew Katz-Moses](https://find.wellspent.co/advisors/andrew-katz-moses.md) | Katz-Moses Financial, LLC | Washington, District of Columbia | CFP, M.Ed. | Ongoing planning fee, Percentage of assets |
| [Andy Panko](https://find.wellspent.co/advisors/andy-panko.md) | Tenon Financial | Metuchen, New Jersey | CFP, RICP, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| [Angela Wetzig](https://find.wellspent.co/advisors/angela-wetzig.md) | Sage Wealth Consulting, LLC | Sarasota, Florida | CFP | Percentage of assets |
| [Ann Minnium](https://find.wellspent.co/advisors/ann-minnium.md) | Concierge Financial Planning, LLC | Margate City, New Jersey | CFP | Hourly, One-time planning fee |
| [Anthony Watson](https://find.wellspent.co/advisors/anthony-watson.md) | Thrive Retirement Specialists | Dearborn, Michigan | CFP, CFA, RICP, MBA | Flat fee or retainer |
| [Arun Soni](https://find.wellspent.co/advisors/arun-soni.md) | Avenue 90 Financial | Chicago, Illinois | CFA, CFP | Percentage of assets, Hourly, One-time planning fee |
| [Ayana Forward](https://find.wellspent.co/advisors/ayana-forward.md) | Retirement in View | Ottawa, Ontario | CFP | One-time planning fee, Ongoing planning fee |
| [Ben Raikes](https://find.wellspent.co/advisors/ben-raikes.md) | Mason & Associates, LLC | Newport News, Virginia | CFP, CPA, CPA/PFS, Master of Science Accounting, EA | Ongoing planning fee |
| [Ben Smith](https://find.wellspent.co/advisors/ben-smith.md) | Cove Financial Planning, LLC | Milwaukee, Wisconsin | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| [Benjamin Geiger](https://find.wellspent.co/advisors/benjamin-geiger.md) | Simplified Planning | Johnston, Iowa | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Bill Mulvahill](https://find.wellspent.co/advisors/bill-mulvahill.md) | Trailhead Planners | Edina, Minnesota | CFP, CPA | Percentage of assets, Hourly, Fixed fees |
| [Blair Garner](https://find.wellspent.co/advisors/blair-garner.md) | Garner Financial Management | Franklin, Tennessee | CFA, CFP, MS | Percentage of assets |
| [Bradley Clark](https://find.wellspent.co/advisors/bradley-clark.md) | Clark Asset Management, LLC | Radnor, Pennsylvania | CFP, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| [Brandon Davies](https://find.wellspent.co/advisors/brandon-davies.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP (Canada), CFP (U.S.), CIM, CLU, TEP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Brandon Renfro](https://find.wellspent.co/advisors/brandon-renfro.md) | Belonging Wealth Management | Longview, Texas | CFP, EA, RICP | Percentage of assets |
| [Brent Hoskins](https://find.wellspent.co/advisors/brent-hoskins.md) | Focal Point Financial Group | Prairie Village, Kansas | CFP, RICP, CKA | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Brett Koeppel](https://find.wellspent.co/advisors/brett-koeppel.md) | Eudaimonia Wealth LLC | Buffalo, New York | CFP | Percentage of assets |
| [Brett Polzin](https://find.wellspent.co/advisors/brett-polzin.md) | Eight Peaks Wealth Management | Parker, Colorado | CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Brittany Ringo](https://find.wellspent.co/advisors/brittany-ringo.md) | Autumn Financial Advisors, LLC | Plymouth, Michigan | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cameron Brady](https://find.wellspent.co/advisors/cameron-brady.md) | Michael Brady & Co., LLC | Westlake, Ohio | CFP, MBA | Percentage of assets |
| [Carol Somoano](https://find.wellspent.co/advisors/carol-somoano.md) | Asset Planning | Los Alamitos, California | CFP, MBA | Percentage of assets, One-time planning fee, Hourly |
| [Caroline Nalbantoglu](https://find.wellspent.co/advisors/caroline-nalbantoglu.md) | CNal Financial Planning Inc. | Montreal, Quebec | C.Adm.F.P., CFP, RFP |   |
| [Carrie Houchins-Witt](https://find.wellspent.co/advisors/carrie-houchins-witt.md) | Carrie Houchins-Witt Tax & Financial Services LLC | Coralville, Iowa | CFP, EA, RICP | Hourly, Flat fee or retainer, One-time planning fee |
| [Cecil Staton](https://find.wellspent.co/advisors/cecil-staton.md) | Arch Financial Planning, LLC | Athens, Georgia | CFP | Percentage of assets |
| [Chad Chase](https://find.wellspent.co/advisors/chad-chase.md) | CGN Advisors, LLC | Brooklyn, New York | CFP, MBA, CFA, BA, CPA/PFS, CIMA, ChSNC, CDFA, RFC, EA | Ongoing planning fee |
| [Chad Lawyer](https://find.wellspent.co/advisors/chad-lawyer.md) | Life Strategy Partners | Tucson, Arizona | CFP, RICP | Percentage of assets, Ongoing planning fee |
| [Chris Ferris](https://find.wellspent.co/advisors/chris-ferris.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Chris Merrick](https://find.wellspent.co/advisors/chris-merrick.md) | Merrick Financial Inc. | Toronto, Ontario | CFP, QAFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Chris Ryan](https://find.wellspent.co/advisors/chris-ryan.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Chris Ward](https://find.wellspent.co/advisors/chris-ward.md) | EntryPoint Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets, Hourly |
| [Christopher Christiansen](https://find.wellspent.co/advisors/christopher-christiansen.md) | Quantum Financial Planning Services, Inc. | Spokane, Washington | CFP | Flat fee or retainer, Percentage of assets, One-time planning fee |
| [Christopher Congema](https://find.wellspent.co/advisors/christopher-congema.md) | Landmark Wealth Management, LLC | New York, New York | CFP | Percentage of assets |
| [Cody Cassidy](https://find.wellspent.co/advisors/cody-cassidy.md) | TCI Wealth Advisors, Inc. | Scottsdale, Arizona | CFP, CPA, MBA, AAMS, ChFC, CWS, CFA, MD, AIF | Percentage of assets, Hourly, Fixed fees |
| [Colin Page](https://find.wellspent.co/advisors/colin-page.md) | Oakleigh Wealth Services | Crozet, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Dan Michaud](https://find.wellspent.co/advisors/dan-michaud.md) | NPF Investment Advisors | Grand Rapids, Michigan | CFP | Percentage of assets |

Showing the first 200 of 3308. The full list, page by page: https://find.wellspent.co/audiences/retirees/?page=2

## Related

- [Retirement planning](https://find.wellspent.co/specialties/retirement-planning.md)
- [Retirement with concentrated positions](https://find.wellspent.co/specialties/retirement-with-concentrated-positions.md)
- [Estate & legacy planning](https://find.wellspent.co/specialties/estate-planning.md)
- [Tax planning](https://find.wellspent.co/specialties/tax-planning.md)
- [Pension planning](https://find.wellspent.co/specialties/pension-planning.md)

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).