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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
Justin Farris Farris Capital Management Carrollton CFP Percentage of assets
Justin Pitcock Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Kamila Elliott Collective Wealth Partners Atlanta CFP Percentage of assets, Hourly
Keith Van Dyke Trinity Strategic Wealth Tulsa CFP Percentage of assets, Fixed fees
Kellie Gamino Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Kevin Nelson Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Kimberly Owen Prostatis Group Hanover CFP Percentage of assets, Hourly
Kyle Jones Lindsey & Lindsey Wealth Management Culver City CFP Percentage of assets, Hourly
Logan Sanders Sanders Retirement Planning Omaha CFP Percentage of assets, Flat fee or retainer
Marc Jimenez CAM Investor Solutions Austin CFP, CFA Percentage of assets, Hourly
Mario Zumbo Preserve Private Wealth Bethesda CFP Percentage of assets, Fixed fees
Mark Fonville Covenant Wealth Advisors Richmond CFP Percentage of assets
Mark Schiller WS Wealth Management Fargo CFP Percentage of assets, Hourly
Matthew Brennan Covenant Wealth Advisors Reston CFP Percentage of assets
Matthew Hague Guide Wealth Management Putnam Valley CFP Percentage of assets
Matthew Ohrenich Stillwater Private Wealth Allenton CFP Percentage of assets, Flat fee or retainer
Maxwell Elsasser Glassman Wealth Washington CFP Percentage of assets, Fixed fees
Meagan Niese Teamwork Financial Group Austin CFP Percentage of assets
Megan Waters Covenant Wealth Advisors Richmond CFP Percentage of assets
Melody Laser Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Michael Booker Financial Synergies Wealth Advisors Houston CFP, ChFC Percentage of assets
Michael Mazzei Trinity Strategic Wealth Tulsa CFP Percentage of assets, Fixed fees
Michael Minter Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Michael Yang Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Nathan Burleson Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Nathan McDuffee Oliver Wealth Management Towson CFP, ChFC Ongoing planning fee
Nathan Snow Accruent Wealth Advisors Winston-Salem CFP Percentage of assets, Hourly
Nicholaus Domachowski Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Noah Polk Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Patrick McNamara Glassman Wealth Rockville CFP Percentage of assets, Fixed fees
Paul Esposito Prestige Wealth Management Group Flemington CFP, CFA Percentage of assets, Hourly
Peter Bobolia Destiny Capital Denver CFP, ChFC Percentage of assets, Flat fee or retainer
Quinn McCracken River's Edge Wealth Management Beaver CFP Percentage of assets
Rachel Buckhoff Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Randolph Hardy Factor Wealth Management Chicago CFP, CFA Percentage of assets, Hourly
Randy Kurtz Upper Left Wealth Management Tampa CFP Percentage of assets
Raymond Brown Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Richard Jackson Jackson & Associates Albuquerque CFP Percentage of assets
Richard LoPresti Milestone Asset Management Group Avon CFP Flat fee or retainer
Rielle Sanidad Presidio Capital Management San Diego CFP Percentage of assets, Hourly
Robert Dwyer Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Robert Feather Wealth Dimensions Group Cincinnati CFP, ChFC Percentage of assets, Hourly
Robert Leahy MFC Portfolios Darien CFP, ChFC Hourly
Roger Lowe Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Rosana Nguyen Covenant Wealth Advisors Richmond CFP Percentage of assets
Ryan Morrissey Morrissey Wealth Management North Haven CFP One-time planning fee, Ongoing planning fee
Samuel Graham Sweeney Financial Advisors Bedford CFP Percentage of assets
Samuel McPherson McPherson Financial Advisors New York CFP One-time planning fee, Percentage of assets
Sarah Maskill Financial Answers Ellington CFP Hourly, One-time planning fee
Scott Bennett IWR Advisors Denver CFP Percentage of assets

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Specialties that serve retirees