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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
Robert Steinberg Blue Chip Partners Farmington Hills CFP Percentage of assets
Ross Cutler We aim to be readily available to clients at all times. King Tide Advisors Stuart CFP Hourly, One-time planning fee
Russell Schultz Schultz Financial Group, Inc. Reno CFP, BS, CPWA, MSPFP Hourly, Fixed fees
Ryan Casey Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. Parkwoods Wealth Partners St Louis CFP Percentage of assets
Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. Northwestern Mutual Investment Services, LLC Sioux Falls CFP Percentage of assets, Flat fee or retainer
Ryan Moran Highland Investment Advisors Brookfield CFP, CFA Percentage of assets, Fixed fees
Sarah Schwieterman Peak Retirement Planning Columbus CFP Percentage of assets, Fixed fees
Scott Anderson GW Financial Reno CFP Ongoing planning fee
Scott Rojas ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Scott Swartz AndersonLane Associates Needham CFP Percentage of assets
Stefan Liiste Lions Gate Sovereign Capital White Bear Lake CFP Percentage of assets, Fixed fees
Stephen Reh Invest With Steve Raleigh CFP, CFA Percentage of assets
Steve Zakelj Flatirons Wealth Management Boulder CFP Hourly
Steven Witter Bentham Wealth Advisors Williamsville CFP Percentage of assets, Ongoing planning fee
Taylor Harwood Crane Capital Management Spring Park CFP Percentage of assets
Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. Farther White Plains CFP Percentage of assets, Flat fee or retainer
Terra Johnson Pine Grove Financial Group Minnetonka CFP Percentage of assets
Thomas Stapp Stapp Financial Olympia CFP Percentage of assets
Timothy Macarak Members' Wealth Media CFP Percentage of assets, Fixed fees
Tom LeClaire Caliber Wealth Advisory Tampa CFP Percentage of assets, Fixed fees
Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently Gevers Wealth Management Issaquah CFA Percentage of assets, One-time planning fee
Ty Johnson Peak Financial Management Broomfield CFP Percentage of assets, Hourly
Tyler Peterson Runey & Associates Wealth Management Mount Pleasant CFP Percentage of assets
Tyler Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Walker Abney Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
Yvonne Darby Sherwood Financial Partners Westlake Village CFP Percentage of assets, Hourly
Zackary Smutzer Sage Wealth Planning Georgetown CFP Percentage of assets, One-time planning fee
Aaron Sipherd Sipherd Wealth Management Lincoln CFP, PFS Fixed fees
Adam Dawson Capstone Capital Henderson CFP Percentage of assets, Fixed fees
Adam Kalender Milestone Asset Management Group Pearl River CFP Flat fee or retainer
Adam Smith Covenant Wealth Advisors Richmond CFP Percentage of assets
Aiki Altmets Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Alex Graham Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Alexander Collins HCR Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Alexander Davis Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Alison Yoder Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Allison Meier Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Amy Stuber Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Amy Thacher Blume Capital Management Berkeley CFP Percentage of assets, Hourly
Andrew Casteel Covenant Wealth Advisors Richmond CFP Percentage of assets
Andrew McDowell LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Andrew Prentice Prentice Financial Planning Olympia CFP Percentage of assets, Fixed fees
Anthony Ogorek Ogorek Wealth Management Williamsville CFP Percentage of assets, Fixed fees
Austin McLaughlin Retirement Planning Services Knoxville CFP Percentage of assets, Hourly
Barry Glassman Glassman Wealth Washington CFP Percentage of assets, Fixed fees
Benjamin Lopez PecuSavvy Financial El Paso CFP Percentage of assets
Billy Desai Analog Capital Partners Houston CFA Percentage of assets
Brad Tinnon B.E.S.T. Wealth Management St. Louis CFP Percentage of assets, Flat fee or retainer
Bradley Mendel Mendel Money Management Northbrook CFP Percentage of assets, Hourly

Guides

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Specialties that serve retirees