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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
Paul Borges Borges Financial Brookfield CFA, CFP, MS Hourly, Flat fee or retainer
Paul Pfeiffer NorthPoint Financial Planning LLC Maineville CFP, MBA Percentage of assets, Hourly
Paul Staib Staib Financial Planning, LLC Parker CFP, MBA, RICP Flat fee or retainer, Ongoing planning fee
R Brian Werner Winthrop Partners Doylestown CFA, CFP Percentage of assets
Rodney James Vineyard Family Wealth, LLC Houston CFP Percentage of assets, Fixed fees
Ronald Strobel Retire Sensibly LLC Meridian CFP, RICP Percentage of assets, Fixed fees
Ryan Bayonnet Hyland Wealth Management Green CFP, MSFP Percentage of assets, Hourly
Ryan Kelly Aries Financial Navigators Lititz AIF, CFP, CRPC, EA Percentage of assets, Hourly
Ryan Shannon R.M. Shannon Wealth Management, LLC Saint Paul CFP Percentage of assets, Hourly
Sarah Anderson The Foundry Financial Group, Inc. Laconia CFP, ChFC, CLU Percentage of assets, Ongoing planning fee
Shawn Ballinger Columbus Street Financial Planning Dublin CFP Flat fee or retainer
Stacey Hyde Envision Financial Planning, LLC Memphis CFA, CFP, CPA Percentage of assets, Hourly
Tammy Goodman Tammy Goodman Financial, LLC Charlotte CFP, MBA Flat fee or retainer, Ongoing planning fee
Todd Calamita Calamita Wealth Management Charlotte CDFA, CFP Percentage of assets, Fixed fees
Zack Swad Swad Wealth Management, LLC Santa Rosa CFP, AAMS, RLP Percentage of assets, Hourly
Zak Lutz LifeGuide Financial Advisors Mechanicsburg CFP, CKA, RLP Percentage of assets, Ongoing planning fee
Aashwin Sachdev Luminous Money Minneapolis CFP One-time planning fee, Hourly
Ajay Kaisth KAI Advisors Princeton Jct CFP, CRPC, MA Percentage of assets, Flat fee or retainer
Andrew Kerns Accountable Financial Planning LLC Westerville CFP Flat fee or retainer, Ongoing planning fee
Andrew Sloan Bluegrass Financial Planning, LLC Louisville AIF, CFP, EA, MBA Hourly
Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. Ad Astra Financial Planning Santa Rosa CFP Flat fee or retainer, Subscription
Asta Sanders Empowered Retirement, Inc. Roseland CFP, CPWA, EA Percentage of assets, Hourly
Benjamin Hooper Comal Wealth Management New Braunfels CFP, ChFC, CIMA, CLU Percentage of assets, Fixed fees
Brent Perry Piedmont Financial Advisors, LLC Indianapolis CFP One-time planning fee
Brian Dietz Portland Financial Planning Group, LLC Portland BA, CFA, CFP Percentage of assets, Ongoing planning fee
Caden Buckley Beacon Financial Planning, Inc. Hyannis CFP Percentage of assets, Fixed fees
Carl von dem Bussche Financial Guidance Group, Inc. Franklin CFP Percentage of assets, Hourly
Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early WealthAdvisor365 Fort Lauderdale CFP One-time planning fee, Subscription
Dan Pinheiro South Coast Planning & Wealth Management LLC Fall River CAIA, CFA, CFP, CPWA Percentage of assets, Fixed fees
Dan Serra SageVest Wealth Management McLean ADPA, CDFA, CFP, EA Percentage of assets
Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. Retirement Matters, Inc. Barrington CFP Percentage of assets, One-time planning fee
David Carlson Sound Investment Management, LLC Newport Beach CFP, ChFC, CKA, MBA Percentage of assets
David Hunter Horizons Wealth Management, Inc Greenville CFP One-time planning fee
Doug Dahmer Retirement Navigator Burlington MBA, CFP, TEP Not listed
Edward Fulbright Fulbright Financial Consulting, PA Durham CPA/PFS Ongoing planning fee
Elise Murphy Level Financial Advisors Glendora CFP, MSFP Percentage of assets, Hourly
Elizabeth Remick Ithaka Financial Planning Bethesda CFP, MBA Percentage of assets
Eric Toya Navigoe, LLC Redondo Beach CFP, EA Ongoing planning fee
Gabbi Cerezo Sustain Financial Inc. Culver City CFP, AFC Percentage of assets, Ongoing planning fee
Gary Pia Mission Street Wealth Planning South Pasadena CFP Percentage of assets, Fixed fees
Gautham Jain Jain Wealthonomics Marana CFP, MBA Flat fee or retainer
Gregory Curry Pillar Financial Advisors, LLC Louisville CFA, CPA/PFS Percentage of assets, Fixed fees
Gregory Dobson Retirement Navigator Etobicoke CMA, CPA, CFP, EPC Not listed
Hayley Haslett Lake Road Advisors Vancouver CFP, MS, MBA Percentage of assets
Inna Rivilis Sunflower Financial Planning, LLC Windham CFP, MSFP One-time planning fee, Ongoing planning fee
Jack O'Donnell JRO Wealth Management San Diego CFP, EA Percentage of assets, Hourly
Jacob Sadler Curio Wealth, LLC Annapolis CFP, JD, CPA, CPA/PFS Ongoing planning fee
James Holtzman Legend Financial Advisors, Inc. Pittsburgh CFP, CPA Percentage of assets
Jared Wilcox Rodgers & Associates Lancaster CFP, MBA, RICP, ChFC Percentage of assets
Jason Flynn ABZ Financial Planning Whitehorse CFP Not listed

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Specialties that serve retirees