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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
Christian Litscher Illumination Wealth Management San Diego CFP, CFA Flat fee or retainer, Ongoing planning fee
Christine Papelian Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
Christine Skoczek Vistica Wealth Advisors San Diego CFP Percentage of assets, Flat fee or retainer
Christopher Flis Resilient Asset Management Memphis CFP Percentage of assets, Flat fee or retainer
Christopher Laughhunn Keller Wealth Advisors Victoria CFP Percentage of assets
Colleen Weber Colleen Weber CPA Chanhassen CFP Fixed fees
Conrad Seastrunk Seastrunk Financial Management, LLC Florence CFP Percentage of assets, Hourly
Cynthia Menker Contour Financial Orland Park CFP, CPA, MBA Percentage of assets
Daniel Heiar Mindful Asset Planning Apple Valley Not listed Hourly, Fixed fees
Daniel Johnson Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Darren Wurz Wurz Financial Services Cincinnati CFP Percentage of assets, Hourly
David Faskas Keller Wealth Advisors Victoria CFP, CFA Percentage of assets
David Fernandez Wealth Engineering, LLC Scottsdale BS, CFP Ongoing planning fee
David Kim Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
David Nash Magister Wealth San Antonio CFA, CFP Percentage of assets, Hourly
David Theis Fee-Only Financial Advisors, Ltd. Palatine BS, CFP Hourly, Fixed fees
Deborah Klein Azzad Asset Management Falls Church CFP Percentage of assets
Denise Leish Money Plans Silver Spring BS, MBA Percentage of assets, Hourly
Edward Yoon MQ Private Wealth Torrance CFP Percentage of assets, Hourly
Erin Hadley Occidental Asset Management Burlingame CFP Ongoing planning fee
Faruk Jaffer Index Gurus Concord CFP, ChFC Percentage of assets, One-time planning fee
Fatima Iqbal Azzad Asset Management Falls Church CFP Percentage of assets
Gary Ferguson John Moore Associates Scottsdale CFP Percentage of assets, Fixed fees
George Williams Precedent Wealth Partners Houston CFP Percentage of assets
Gordon Shearer CRA Financial Northfield CFP Percentage of assets
Grant Palmer, IV Waypoint Wealth Management Timonium CFP Percentage of assets, Fixed fees
Grant Williams Precedent Wealth Partners Houston CFP Percentage of assets
Greta Myerchin-Tape Frontier Financial Planning Fairbanks CFP, RLP Percentage of assets, Hourly
Hannah Gohmert Keller Wealth Advisors Victoria CFP Percentage of assets
Ibtasam Mahmood Azzad Asset Management Falls Church CFP Percentage of assets
Ifeoma Idoko Rothenburg Capital Management Calgary CIM Not listed
Jaco Jordaan Riverchase Wealth Management Upper St. Clair CFP, ChFC, CFA Percentage of assets, Fixed fees
Jacob Bartel Birchcreek Wealth Management Jacksonville CFP Percentage of assets, Flat fee or retainer
James Griffin Occidental Asset Management Burlingame CFP Ongoing planning fee
James Nash Clark Wealth Partners O'Fallon CFP, ChFC Percentage of assets, Fixed fees
Jansen Davidson Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Jarrett Topel Topel & DiStasi Wealth Management Berkeley CFP Percentage of assets, Flat fee or retainer
Jeffrey Clark Redwood Money San Jose CFP Percentage of assets, Ongoing planning fee
Jeffrey Hilliard CRA Financial Haddonfield CFP Percentage of assets
Jeffrey Vistica Vistica Wealth Advisors Carlsbad CFP, ChFC Percentage of assets, Flat fee or retainer
Jim Mahaney Mavericus Retirement Services Georgetown Not listed Flat fee or retainer, One-time planning fee
Jim Stanhouse Stanhouse Financial Planning & Mgt. Duluth MBA Percentage of assets, Ongoing planning fee
John Carr Carr Consulting P.A. San Antonio CFP Percentage of assets, Fixed fees
John Kenny Illumination Wealth Management Berkeley CFP Flat fee or retainer, Ongoing planning fee
John Kochevar Kochevar Financial Planning, LLC Grafton CFP Ongoing planning fee
John Onesti John Moore Associates Albuquerque CFP Percentage of assets, Fixed fees
John Payne Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Jon Henderson Echo45 Advisors Walnut Creek CFP Percentage of assets
Jonathan Duong Wealth Engineers Denver CFP, CFA Percentage of assets, Ongoing planning fee
Jordan Talbert Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee

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Specialties that serve retirees