W Wellspent Public advisor graph
Get matched
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
Tony Matheson Slalom Wealth Management Sacramento CFA, CFP Percentage of assets, Hourly
Tristan Jacobi Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Victor Gersten Cross Border Wealth Advisors San Diego CFP Percentage of assets, Ongoing planning fee
Vincent DeCrow RISE Investments Chicago CFP Percentage of assets
Zachary Benton Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
Abigail Schmid Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Adam Harding Harding Wealth Tempe CFP Percentage of assets, Fixed fees
Adam Stoeckler Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. CAPTRUST Raleigh CFA, CFP, CPA Flat fee or retainer, Percentage of assets
Aidan Ryan Fortress Financial Group Rochester CFP Percentage of assets
Alexis Delia Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
Andrew Herron Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Anton Bayer Up Capital Management Bulverde CFP Percentage of assets, Hourly
Becky Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Beverly Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Bjorn Amundson A systematic approach to financial planning and investment overview Quarry Hill Advisors St Paul CFP Percentage of assets
Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. Innovative Wealth Building Fort Worth CFP Percentage of assets, Subscription
Carson Kunkle Harding Wealth Tempe CFP, ChFC Percentage of assets, Fixed fees
Cody Schaefer Fortress Financial Group Rochester CFP Percentage of assets
Cornelius Van Zutphen Intrinsic Wealth Counsel, Inc. Tempe AAMS, CFP, CRPC, MS Percentage of assets, Hourly
Daniel Johnson Riverbend Wealth Management Myrtle Beach CFP Percentage of assets
Daniel Johnson Forward Thinking Wealth Management Copley CFP Flat fee or retainer, Ongoing planning fee
Daniel Miller ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Daniel Seder Blue Chip Partners Farmington Hills CFP, CFA Percentage of assets
David Foret Blue Chip Partners Farmington Hills CFP Percentage of assets
David Young Harding Wealth Tempe CFP Percentage of assets, Fixed fees
Dean Allen Pine Grove Financial Group Woodbury CFP Percentage of assets
Deborah VanDam Blue Chip Partners Farmington Hills CFP Percentage of assets
Dustin Javier Defined Capital Oak Brook CFP Percentage of assets, Ongoing planning fee
Edward Kerns Footlamp Financial Atlanta CFP Flat fee or retainer, Ongoing planning fee
Eric Feldman Financial Futures Wall Township CFP Percentage of assets, Hourly
Eric Gabor Eagle Grove Advisors Westfield CFP Percentage of assets, Ongoing planning fee
Ethan Kok Sage Wealth Planning Georgetown CFP Percentage of assets, One-time planning fee
Felix Kopycinski Laurel Wealth Planning Edina CFP Ongoing planning fee
Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ascend Investment Partners Ogden CFP Percentage of assets, Hourly
George Harris Bentham Wealth Advisors Williamsville CFP Percentage of assets, Ongoing planning fee
Grace Stolberg O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Gregory Stapp Stapp Financial Olympia CFP, PFS Percentage of assets
Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives Liberty One Wealth Advisors Philadelphia CFP Percentage of assets, Flat fee or retainer
Hannah Boundy Sherwood Financial Partners Broomfield CFP, CFA Percentage of assets, Hourly
Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. Not listed Bentonville CFP Percentage of assets, Flat fee or retainer
Jack Zinser Fortress Financial Group Rochester CFP Percentage of assets
Jamie Mutinsky Emissary Wealth Hackensack CFP Percentage of assets, Ongoing planning fee
Jared Holt Pine Grove Financial Group Woodbury CFP Percentage of assets
Jason Johnson Pine Grove Financial Group Minnetonka CFP Percentage of assets
Jeffrey Clark Pine Grove Financial Group Woodbury CFP Percentage of assets
Jeffrey Drayton Jeffrey A. Drayton Financial Group, Inc. Maple Grove CDFA, CFP Percentage of assets, Hourly
Jeffrey Meenes Meenes Wealth Partners Shrewsbury CFP Flat fee or retainer, Ongoing planning fee
Jeremy Finger Riverbend Wealth Management Myrtle Beach CFP Percentage of assets
Jesse Kuusisto Laurel Wealth Planning Edina CFP Ongoing planning fee

Guides

Related lists

Specialties that serve retirees