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Wellspent public graph/Who advisors serve/Retirees
Who they serve

Fee-only 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.

By the numbers

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.

Advisors listed
3,308
Firms
1,432
Cities
870
Hold the CFP
49%
  • Other credentials: CFA 8% · CPA 2% · EA 2%
  • How they charge (of 3300 with fees on file): percentage of assets 88% · fixed fees 44% · hourly 40% · ongoing planning fee 16%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with retirees

Fee-only advisors who work with retirees: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Annette Di Bello Member Di Bello Financial Mission Viejo CFP, CPA, PFS™ Percentage of assets
Cody Murray Fee only fiduciary financial planning firm working with business owners. Stillwater Financial Stillwater CFP, MBA Flat fee or retainer, Percentage of assets
Eric Johns We specialize in tax planning for those nearing retirement. Equilibrium Financial Planning LLC Kenner CFP, EA, MBA Percentage of assets, One-time planning fee
Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. F2 Wealth Cincinnati CFP Percentage of assets, Flat fee or retainer
Justin May Tax-focused wealth management for executives & founders Old Peak Finance Chapel Hill CFP, MBA Flat fee or retainer, Percentage of assets
Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. Scaled Finance, LLC Bellevue CFP, MBA Hourly
Kevin Feig Rewrite Your Money Story. Build Real Wealth. Walk You To Wealth Dover CFP, CPA, PFS Subscription
Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees Skylark Wealth, LLC San Francisco CFP Percentage of assets, Flat fee or retainer
Robert Jeter Modern Tax & Retirement Expertise Back Bay Financial Planning & Investments Bethany Beach CFP, CRPC Percentage of assets, Flat fee or retainer
Adam Bornn Parallel Wealth Financial Group Langley CFP, CLU Flat fee or retainer, One-time planning fee
Allison Donaldson HTG Investment Advisors Inc. New Canaan CFP, MBA, JD Percentage of assets, Ongoing planning fee
Amir Noor N Financial Plans Huntington CFP, CRPS, EA Hourly, Ongoing planning fee
Andrew Altfest Altfest Personal Wealth Management New York CFP, MBA Ongoing planning fee
Andrew Dobson Objective Financial Partners Inc. Markham CFP, CIM Flat fee or retainer, Hourly
Andrew Ish Prepared Financial Planning LLC Milwaukee CFP, CFA, CPA Percentage of assets, Ongoing planning fee
Andrew Novick The Investment Connection Bridgewater CFP, JD Percentage of assets, Ongoing planning fee
Angela Furubotten-LaRosee Avea Financial Planning, LLC Pasco CFP Flat fee or retainer, Ongoing planning fee
Anna Golan-Reznick Objective Financial Partners Inc. Markham CFP Flat fee or retainer, Hourly
Austin Preece Preece Financial Planning Eau Claire CFP, EA Percentage of assets, Ongoing planning fee
Avanti Shetye Wealthwyzr, LLC Ellicott City CFP, CFA, MBA Flat fee or retainer, Hourly
Ben Earls Earls Financial LLC Fort Worth CFP Percentage of assets, Flat fee or retainer
Bill Jensen Acadia Financial Services LLC Burke CFP, EA Ongoing planning fee, Percentage of assets
Bobby Cremins Metanoia Financial Philadelphia CFP, CFA Percentage of assets, Ongoing planning fee
Brenda Hiscock Objective Financial Partners Toronto CFP, RHU Flat fee or retainer, Hourly
Brian Sirota FirsTrust Daytona Beach CFP, ChFC, MBA, CFA Percentage of assets
Cary Cates Cates Financial Planning, LLC Denton CFP, EA, MBA Percentage of assets, Hourly
Cassandra Smalley Cassandra Smalley Wealth Management Seminole CFP, CFA Percentage of assets, Ongoing planning fee
Charles Harper Harper Financial Planning LLC Columbia CFP, ChFC, RICP Percentage of assets, Flat fee or retainer
Charles Terry Shepherd Wealth Partners, LLC Waxhaw CAP, CFP Percentage of assets, Ongoing planning fee
Christopher Kehoe R.W. Roge & Company, Inc. Bohemia CFA, MBA, AIF, CFP Percentage of assets, One-time planning fee
Courtney McKenna Altfest Personal Wealth Management New York CFP, CLU, CFA, CPA/PFS Ongoing planning fee
Curtis Pope Pope Wealth Planning New York CFP One-time planning fee, Ongoing planning fee
Dave Rowan Rowan Financial LLC Bethlehem CFP, MBA Percentage of assets, Flat fee or retainer
Dominic Corabi Wedmont Private Capital West Chester CFP, MBA Flat fee or retainer, Ongoing planning fee
Ed Smith Valor Wealth Partners Washington CFP, MBA Percentage of assets, Flat fee or retainer
Emily Rassam Archer Investment Management Austin AIFA, CDAA, CFP, CRPS Percentage of assets
Garrett Dresen Harbor Horizon Financial Wilsonville CFP Percentage of assets, Flat fee or retainer
Hannah McVean Objective Financial Partners Markham CFP, CIM Flat fee or retainer, Hourly
Hazel Secco Align Financial Solutions Hoboken CDFA, CFP Ongoing planning fee
Igor Aronov FAR Financial Brooklyn CFP Flat fee or retainer, Hourly
J Brett Martinson Parallel Wealth Financial Group Langley CFP, CLU, B.Eng Mgt Flat fee or retainer, One-time planning fee
Jason Branning Branning Wealth Management Jackson CFP, RICP, ChFC, CDFA Percentage of assets, One-time planning fee
Jason Heath Objective Financial Partners Inc. Markham CFP Flat fee or retainer, Hourly
Jeff McCartney Objective Financial Partners Inc. Markham CFP, CFDS, MBA Flat fee or retainer, Hourly
Joe Ward Refined Wealth Houston CFP, RICP, TPCP Percentage of assets, One-time planning fee
John Gugle Gugle Wealth Advisory LLC Indian Land CFP, CDFA, CRPC, TPCP Flat fee or retainer, Ongoing planning fee
Johnson Rhett Branning Wealth Management, LLC Jackson CFP, ChFC Percentage of assets, One-time planning fee
Kenneth Doll Alberta Financial Planner Calgary CFP, CLU, TEP Flat fee or retainer, Ongoing planning fee
Kyle Martins Parallel Wealth Financial Group Langley CFP Flat fee or retainer, One-time planning fee
Lauren Way Elwood & Goetz Wealth Advisory Group, LLC Atlanta CFP, CFA, PhD, CRC Percentage of assets

Guides

Related lists

Specialties that serve retirees