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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
Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events Thayer Partners, LLC Wyndmoor CFP Percentage of assets
Joel Baumgarten Pine Grove Financial Group Woodbury CFP Percentage of assets
John Bell Free State Financial Planning Clarksville CFP Flat fee or retainer, Hourly
John Konetzny The Practical Planner Groton CFP Ongoing planning fee
Jonathan Booze ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Jonathan Johnson Blue Chip Partners Farmington Hills CFP Percentage of assets
Jorie Johnson Financial Futures Brielle CFP Percentage of assets, Hourly
Joseph Schmitz, Jr. Peak Retirement Planning Columbus CFP, ChFC Percentage of assets, Fixed fees
Joshi Koneru Watershed Private Wealth Oak Brook CFP Percentage of assets
Joshua Anderson Pine Grove Financial Group Woodbury CFP Percentage of assets
Julianna Bray GW Financial Reno CFP Ongoing planning fee
Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence. Arcadia Capital Saline CFP Percentage of assets
Justin Stevens O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Kathleen Liiste Lions Gate Sovereign Capital White Bear Lake CFP Percentage of assets, Fixed fees
Kenneth Butler Butler Financial Services Westlake Village CFP Flat fee or retainer, One-time planning fee
Kevin Manning Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Kyle Cross Mattern Wealth Management Lawrence CFP Percentage of assets, Hourly
Laura Lynch The Tiny House Adviser LLC Abiquiu AAMS, CDFA, CFP Fixed fees
Lauren Hunt Daybreak Wealth Hinsdale CFP Flat fee or retainer, Ongoing planning fee
Lauren Naze Pine Grove Financial Group Woodbury CFP Percentage of assets
Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. Civic Financial Boston CFA, CFP Percentage of assets, One-time planning fee
Lauren Williams Guiding your family’s wealth ProsperPlan Wealth Gold River CFP Percentage of assets, One-time planning fee
Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ Firm Foundation Family Wealth Ft. Lauderdale CFP Percentage of assets
Mallory Kretman Laurel Wealth Planning Edina CFP Ongoing planning fee
Mark Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Matthew Davis Sherwood Financial Partners Westlake Village CFP Percentage of assets, Hourly
Matthew Furlong Furlong Investment Solutions Chicago CFP, CFA Percentage of assets, Hourly
Matthew Mondoux Blue Chip Partners Farmington Hills CFP, CFA Percentage of assets
Maureen Demers Demers Financial Planning North Andover CFP Percentage of assets, One-time planning fee
Maxwell Carlos Laurel Wealth Planning Edina CFP Ongoing planning fee
Melanie Brophy Next Play Financial Solutions Ashburn CFP Hourly, Flat fee or retainer
Micah Porter Minerva Planning Group, Inc. Decatur CFA, CFP Percentage of assets, Hourly
Michael Babicz Pine Grove Financial Group Woodbury CFP Percentage of assets
Michael Tracy Principium Investments Boulder CFP Percentage of assets
Michele Gawthrop ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Michelle Campbell Pine Grove Financial Group Woodbury CFP Percentage of assets
Mike Gomes Team Up Planning Group Inc. Vaughan CFP Not listed
Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. Intersecting Wealth Northbrook CFP Flat fee or retainer, One-time planning fee
Mu-Tin Wultsch Brown Financial Advisory Fairhope CFP, BBA, ChFC, AEP Percentage of assets, Hourly
Myriah Lipke Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Naoko McKelvey Blue Chip Partners Farmington Hills CFP Percentage of assets
Nicholas Fahrendorff Pine Grove Financial Group Minnetonka CFP Percentage of assets
Nicholas Lombardozzi Kingdom Wealth Advisers Gilbert CFP Percentage of assets, Fixed fees
Nicholas Wolverton Peak Financial Management Broomfield CFP Percentage of assets, Hourly
Paige Millikin Sage Wealth Planning Georgetown CFP Percentage of assets, One-time planning fee
Patricia Konetzny The Practical Planner Groton CFP Ongoing planning fee
Peter O'Keefe O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Richard Taborda LBT Wealth Management Iselin CFP Percentage of assets, Ongoing planning fee
Robert Dignan Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Robert Gregov Roche Financial Partners Hopewell CFP, CFA Percentage of assets, Ongoing planning fee

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Specialties that serve retirees