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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
Erik Smith Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Frank Gallo Investors Portfolio Services Puyallup CFP Percentage of assets, Hourly
Gary Shirman Boulder Wealth Advisors Boulder ChFC Percentage of assets, Hourly
Grant Steffes Steffes Financial Overland Park CFP Percentage of assets, Hourly
Gregory Bradstreet Farnam Financial Peoria CFP, CFA Percentage of assets
Gregory Norris Apex Investment Group Georges Mills CFP Percentage of assets
Gregory Syrios Syrios Wealth Management Group La Jolla CFP Percentage of assets, Fixed fees
Hannah Santa Cruz Pathfinder Financial Planning Missoula CFP Percentage of assets, Hourly
Hany Ahmad Teamwork Financial Group Houston CFP Percentage of assets
Heath Hamrick H Cubed Financial Solutions Granbury CFP Flat fee or retainer
Heath Hightower Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Ian Harris Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Jacob McConnell River's Edge Wealth Management Beaver CFP Percentage of assets
Jacob Preston Covenant Wealth Advisors Richmond CFP Percentage of assets
Jake McCracken River's Edge Wealth Management Beaver CFP Percentage of assets
James Belliston Tanara Wealth Management St. Augustine CFP Percentage of assets, Hourly
James Moore Campbell Financial Partners Bradenton CFP Percentage of assets, One-time planning fee
Jameson Holehouse Destiny Capital Detroit Lakes CFP Percentage of assets, Flat fee or retainer
Jamie Stone Means Wealth Management Greenville CFP, ChFC Percentage of assets, Flat fee or retainer
Jared Haubenstock Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Jarrod Musick Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Jason Gong Lifelong Wealth Management Group Lake Oswego CFP, ChFC Percentage of assets
Jason Siperstein Eliot Rose Wealth Management Providence CFP, CFA One-time planning fee, Percentage of assets
Jeffrey Gough Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Jeffrey Viksjo Ogorek Wealth Management Williamsville CFP, CFA Percentage of assets, Fixed fees
Jeffrey Wright Teamwork Financial Group Houston CFP, ChFC Percentage of assets
Jennifer Stewart Glassman Wealth Washington CFP Percentage of assets, Fixed fees
Jennifer Strong Kate Capital Group Westlake Village CFP Percentage of assets, Hourly
Jeremiah Winters Founders Grove Wealth Partners Richmond CFP Percentage of assets, Fixed fees
Jeremy Lott Trinity Strategic Wealth Tulsa CFP Percentage of assets, Fixed fees
Jeremy Reed Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. Rodriquez Wealth Management Newport Beach CFP Percentage of assets
Jhonny Merida Soto Glassman Wealth Arlington CFP Percentage of assets, Fixed fees
Jill Tripp Pathfinder Financial Planning Missoula CFP Percentage of assets, Hourly
John Bubello Compass Retirement Old Saybrook CFP Percentage of assets, Flat fee or retainer
John Burns Factor Wealth Management Chicago CFP Percentage of assets, Hourly
John Foley LifeWise Wealth Advisors Champaign CFP, ChFC Flat fee or retainer
John Fredrick RockCrest Financial Somers Point ChFC Flat fee or retainer, Ongoing planning fee
John Heldman Triad Investment Management Laguna Niguel CFA Percentage of assets
John Kennedy LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Jonathan Bird Farnam Financial Phoenix CFP Percentage of assets
Jonathan Wallace Wayfinder Wealth Warriors Lexington CFA Flat fee or retainer, Hourly
Jonathon Jordan Stone Pillars Wealth Management Franklin CFP Percentage of assets, Hourly
Joseph Beckford Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Joseph Carbone Focus Planning Group Bayport CFP Percentage of assets, Hourly
Joseph Hart Hart Wealth Management West Des Moines CFP Percentage of assets, Fixed fees
Joseph Weiland Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Joshua Nuss LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Joshua Simpson Illumination Wealth Management San Diego ChFC Flat fee or retainer, Ongoing planning fee
Joshua Zorger Fortitude Private Wealth Carmel CFP Percentage of assets, Hourly

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Specialties that serve retirees