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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
Jenna VanLeeuwen Aligning Wealth Jersey City CEPA, CFP Percentage of assets, Hourly
Jonathan Thomas JQL Wealth, LLC Pittsford CFP, CCFC Percentage of assets, Ongoing planning fee
Joseph Fowler 402 Financial Lincoln CFP Percentage of assets, Hourly
Josh Norris LeFleur Financial Jackson CFA, CFP, CPA Percentage of assets
Joshua Davis Davis Private Wealth, LLC Royal Palm Beach CFP, MBA Percentage of assets, Hourly
Kimberly Bridges Bright Women Financial Buckeye Not listed Percentage of assets, One-time planning fee
Laura Corbiani Astraea Wealth Management, LLC Grand Rapids CFP Percentage of assets, Flat fee or retainer
Logan Collie Collie Financial Planning, Inc. Black Mountain CFP Percentage of assets, Hourly
Lorri DeFoor Sustain Financial Inc. Lacey CFP, AFC, MA Percentage of assets, Ongoing planning fee
Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. Capital Area Planning Group Washington CFP Subscription, Flat fee or retainer
Marcus Waddell Ascension Advisors Scottsdale CFP Percentage of assets, Fixed fees
Mark Astrinos Libra Wealth LLC Los Gatos CFP, CPA/PFS, RLP Flat fee or retainer, Hourly
Mark Atherton Apella Wealth Berwyn CFP, JD, MBA, EA One-time planning fee
Mathew Hall Exponent Investment Management Ottawa CFP, CFA Not listed
Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. Etzler Financial Advisors, LLC Red Bluff CFP Hourly, Subscription
Matthew Hawk Cambridge Capital Management, LLC O Fallon CFP Percentage of assets, Hourly
Max Novak Flat-fee. Fiduciary. Life-centered planning. Novak Financial Partners Carterville CFP Flat fee or retainer, Subscription
Michelle Crumm Present Value, LLC DBA Belle Eve Financial, LLC Dexter CFP, CPA, MBA Ongoing planning fee
Mindy Crary Creative Money LLC Seattle CFP Flat fee or retainer, One-time planning fee
Paul Sydlansky Lake Road Advisors Corning CFP, MBA Percentage of assets
Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. Bull Oak Rancho Santa Fe CFP Flat fee or retainer, Percentage of assets
Sally Boyle SJ Boyle Wealth Planning HANOVER CDFA, CFP, ChFC Percentage of assets, Fixed fees
Scott Hamilton Hamilton Financial Planning Houston CFP, MBA Percentage of assets, Hourly
Stephen Hassell Hassell Wealth Management Metairie CFP Percentage of assets, Ongoing planning fee
Steven Balch Helping you organize your financial life so you can focus on what truly matters Not listed Ramsey CFP Percentage of assets, One-time planning fee
Steven Calio CSG Financial Dover CFP Percentage of assets, Fixed fees
Steven Jefferys Arch Financial Advisors, LLC Bethesda CFA, CFP, MBA Hourly, Fixed fees
Stuart Coats Coats Financial Planning, Inc. Louisville BBA, CFP, MBA Ongoing planning fee
Susan Moore Moore Financial Advisors, Ltd. Watertown CFP, MS Hourly, Ongoing planning fee
Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. Define Financial San Diego CFP Percentage of assets, Flat fee or retainer
Tiffany Bergland Bergland Wealth Management, Inc. Ridgeland AIF, CFP, MSPFP Percentage of assets, Fixed fees
Timothy Massie Timepiece Financial Planning, Inc. Spokane CFP Percentage of assets, Hourly
Adam Gruber AMG Wealth Management Land O Lakes CFP Percentage of assets, Ongoing planning fee
Aiden Boorstein RockCrest Financial Turnersville CFP Flat fee or retainer, Ongoing planning fee
Albert Dean Riverchase Wealth Management Flower Mound CFP Percentage of assets, Fixed fees
Alicia Duong Wealth Engineers Denver CFP Percentage of assets, Ongoing planning fee
Allen Regan Vistica Wealth Advisors Carlsbad CFP Percentage of assets, Flat fee or retainer
Amy Braun-Bostich Braun-Bostich & Associates Canonsburg CFP Percentage of assets, Fixed fees
Andrew Casey Precedent Wealth Partners Houston CFP Percentage of assets
Andrew Tisler Epic Financial Hudson CFP Percentage of assets, Ongoing planning fee
Andy Hammond Hammond Financial Ajax CPA, CA Hourly, One-time planning fee
Benjamin Dorsey Analog Capital Partners Frederick CFP, PFS Percentage of assets
Bennett Stein Stein Financial LLC Miramar Beach CFP, CPA Percentage of assets
Beth Koonce Keller Wealth Advisors Victoria CFP Percentage of assets
Brad Klontz Occidental Asset Management Lihue CFP Ongoing planning fee
Brian Jaros Ville Wealth Management Avon Lake CFP Percentage of assets
Bugra Bakan Occidental Asset Management Burlingame CFP Ongoing planning fee
Cecilia Fleming Kahler Financial Group Rapid City CFP, ChFC, MSFP, Other Percentage of assets, One-time planning fee
Cheryl Costa Woodside Wealth Management LLC Framingham BS, CFP, MBA Percentage of assets, Flat fee or retainer
Christi Powell Perissos Private Wealth Management Bethany CFP Percentage of assets

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Specialties that serve retirees