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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
Joseph Limond Clerestory Advisors, Inc. Bloomington Not listed Flat fee or retainer, Ongoing planning fee
Joseph McCaffrey CRA Financial Haddonfield CFP Percentage of assets
Joseph Williams Precedent Wealth Partners Houston CFP, PFS Percentage of assets
Julie Kern Bridge Financial Strategies Scottsdale CFP Percentage of assets, Fixed fees
Kassi Fetters Artica Financial Services Anchorage CFP Flat fee or retainer, Ongoing planning fee
Kathleen Daunt New School of Finance Toronto Not listed Flat fee or retainer, One-time planning fee
Kimberly Nickel Illumination Wealth Management La Grange CFP Flat fee or retainer, Ongoing planning fee
Kyle Kuyat Defining Wealth Franklin CFP Flat fee or retainer, One-time planning fee
Kyle Noack Keller Wealth Advisors Victoria CFP Percentage of assets
Lantz Bowman Precedent Wealth Partners Houston CFP Percentage of assets
Lori Eason Alder Financial Group Atlanta CFP Percentage of assets, Fixed fees
Matthew Argyle Encore Retirement Planning South Jordan CFP, CFA Flat fee or retainer, Ongoing planning fee
Matthew Barrovecchio Christian Financial Advisors® Odessa CFP Percentage of assets
Matthew Reynolds CRA Financial Northfield CFP Percentage of assets
Michael Clark Clark Wealth Partners O'Fallon CFP Percentage of assets, Fixed fees
Michael Hake Boulder Wealth Advisors Boulder CFP Percentage of assets, Hourly
Mitchell Thompson MJT & Associates Financial Advisory Group Montevideo CFP One-time planning fee
Nathaniel Sarkar Redwood Money Sunnyvale CFP Percentage of assets, Ongoing planning fee
Nicholas Maratta Occidental Asset Management Winter Springs CFP Ongoing planning fee
Nicholas O'Kelly Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Nick Covyeau Swell Financial Costa Mesa CFP Percentage of assets, Hourly
Norman Mangina Illumination Wealth Management Palm Springs CFP Flat fee or retainer, Ongoing planning fee
Olivia Knapp Colleen Weber CPA Chanhassen CFP Fixed fees
Paul Michel Provident Financial Planning Addison CFP Percentage of assets, Flat fee or retainer
Philip Tompkins CRA Financial Northfield CFP Percentage of assets
Rachel Sloan Sloan Advisory Group, Inc. Glens Falls CFP, CRPC Percentage of assets, Hourly
Rajiv Dixit Serenity Capital Advisors Pittsford CFP Percentage of assets
Reem Hussein Azzad Asset Management Falls Church CFP Percentage of assets
Robert Hamilton Integrity Investment Advisors Fort Collins CFP Percentage of assets
Robert Maloney Squam Lakes Financial Advisors, LLC Holderness AEP, MSFS Ongoing planning fee, Hourly
Robert Martin CRA Financial Haddonfield CFP Percentage of assets
Robert Schultz Rollins Financial Advisors, LLC Atlanta CFP, ChFC Percentage of assets
Robin Brigham Hager Investment Management Services New London CFP Percentage of assets
Samer Eshmawy Azzad Asset Management Falls Church CFP Percentage of assets
Sara Gawick Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
Scott Weiss Weiss Financial Group Mahopac CFP, CRPC, AAMS, APMA Percentage of assets, Hourly
Sean Kelleher Riverchase Wealth Management Flower Mound CFP Percentage of assets, Fixed fees
Sean Williams Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Stacia Bearden Wurz Financial Services Holland CFP Percentage of assets, Hourly
Stephen Lupkas myFinancialPro Shelton CFP Percentage of assets, Hourly
Stephen Poplaski Washington Trust Wealth Management Westerly CFP, CPA, PhD Percentage of assets, Fixed fees
Steven Boorstein RockCrest Financial Turnersville CFP Flat fee or retainer, Ongoing planning fee
Steven Pitchford Towerpoint Wealth Sacramento CFP Percentage of assets, One-time planning fee
Tammy Pompei Braun-Bostich & Associates Canonsburg CFP Percentage of assets, Fixed fees
Thatcher Taylor ProPath Financial Meridian CFP, MBA Percentage of assets, Fixed fees
Thomas Keller Keller Wealth Advisors Victoria CFP, PFS Percentage of assets
Thomas Kluttz Analog Capital Partners Houston CFP, ChFC Percentage of assets
Thomas Little Yeti Wealth Management Group Highlands Ranch CFP Percentage of assets, One-time planning fee
Thomas Van Spankeren RISE Investments Chicago CFP, CFA Percentage of assets
Tom Taylor Chesapeake Financial Advisors Towson CPA/PFS Percentage of assets, Hourly

Guides

Related lists

Specialties that serve retirees