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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
Bradley Sayre Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Brandon Cox Coastline Complete Wealth Bluffton CFP Percentage of assets, Hourly
Brett Carleton Heritage Wealth Management Houston CFP, ChFC Percentage of assets, Hourly
Brian Breen Breen Wealth Management Petaluma CFP Percentage of assets
Brian McKinney Collective Wealth Partners Aurora CFP Percentage of assets, Hourly
Brock Alvord Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Bruce Ohrenich Stillwater Private Wealth Allenton CFP Percentage of assets, Flat fee or retainer
Bryan Theall Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Bryan Zschiesche Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Candace Lee Glassman Wealth Vienna CFP Percentage of assets, Fixed fees
Carolina Ortiz Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Catherine Atwood Founders Grove Wealth Partners Richmond CFP Percentage of assets, Fixed fees
Chad Kelley Means Wealth Management Bangor CFP Percentage of assets, Flat fee or retainer
Charles Lawson Heritage Financial Network Concord CFP Percentage of assets, Hourly
Christian Doyle Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Christine Sakraida White Aspen Capital Henderson CFP Percentage of assets, Fixed fees
Christopher Gauthier Proactive Financial Solutions 360 North Attleboro CFP Percentage of assets
Christopher June Sweeney Financial Advisors Bedford CFP Percentage of assets
Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. Plan For It Financial, LLC Salem ChFC, RICP One-time planning fee, Subscription
Christopher McCrea Legacy Financial Independent Advisors Louisville CFP Percentage of assets, Hourly
Christopher Stakley Steffes Financial Overland Park CFP Percentage of assets, Hourly
Claudia Bellars Bellars Harris Wealth Management Mount Pleasant CFP Percentage of assets, Fixed fees
Cody Makela Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Coleman Pollard Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Colin Gerrety Glassman Wealth Vienna CFP Percentage of assets, Fixed fees
Colton Owen Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Connor Cox ProffittGoodson Private Wealth Knoxville CFP Percentage of assets, Hourly
Courtney Kenning Destiny Capital Golden CFP Percentage of assets, Flat fee or retainer
Curtis Burch Destiny Capital College Station CFP Percentage of assets, Flat fee or retainer
Dana Sippel Glassman Wealth Vienna CFP, PFS Percentage of assets, Fixed fees
Daniel Huffman Cornerstone Financial Planning Other ChFC Flat fee or retainer, Ongoing planning fee
Danielle Barbato Milestone Asset Management Group Avon CFP Flat fee or retainer
David Chenet Presidio Capital Management San Diego CFP, CFA Percentage of assets, Hourly
David Cunningham LW Advisors Des Moines CFP Percentage of assets, Hourly
David Hutchison Triad Investment Management Newport Beach CFA Percentage of assets
David Levitt Glassman Wealth North Bethesda CFP Percentage of assets, Fixed fees
David Peloquin Main Street Advisors Westminster CFP Percentage of assets, Hourly
David Snyder Sweeney Financial Advisors Bedford CFP Percentage of assets
Devin Carroll Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Dianne Duva Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Donald Gresh Glassman Wealth Vienna CFP Percentage of assets, Fixed fees
Douglas Babcock Professional Financial Management, Inc. Bozeman Not listed Percentage of assets, Hourly
Douglas Loftus Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Emma Foulkes Collective Wealth Partners Atlanta CFP Percentage of assets, Hourly
Eric Callahan Thryve Wealth Management Santa Barbara CFP Percentage of assets
Eric Dunner Glassman Wealth Vienna CFP Percentage of assets, Fixed fees
Eric Loftus Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Eric Saling Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Eric Scruggs Covenant Wealth Advisors Richmond CFP Percentage of assets
Erica Ryberg Montoya Wealth Management Prescott CFP Percentage of assets, Hourly

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Specialties that serve retirees