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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
Lindsay Elwood Elwood & Goetz Wealth Advisory Group Athens CFP Percentage of assets
Lindsey Young Quiet Wealth LLC Baltimore CFP, MBA, TPCP, EA Flat fee or retainer, Ongoing planning fee
Lucas Wennersten 49th Parallel Wealth Management, LLC Scottsdale CFP, CFA Percentage of assets, Hourly
Malissa Marshall Soaring Wealth LLC Bristol CFP, EA Percentage of assets, Ongoing planning fee
MaryAnne Gucciardi Wealthmind Financial Planning LLC Cambridge CFP, RICP, BA, MBA Percentage of assets, Ongoing planning fee
Matt Cooley Inspire Wealth Partners Boise CFP Flat fee or retainer, Ongoing planning fee
Matthew Dennis Parallel Wealth Financial Group Langley CFP Flat fee or retainer, One-time planning fee
Matthew Showley Creative Capital Management Investments LLC San Diego CFP, MBA, BFA, CeFT Percentage of assets, Hourly
Michael Barichello Parallel Wealth Financial Group Kitchener CFP, CLU, FMA, CHS Flat fee or retainer, One-time planning fee
Michael Rausch North River Wealth Advisors Pittsburgh ASA, CFA, CFP, MBA Percentage of assets, One-time planning fee
Miguel Gomez Sophronia Wealth Advisors, Inc. El Paso CFP, EA Flat fee or retainer, Ongoing planning fee
Miguel Gomez Garcia Sophronia Wealth Advisors, Inc. El Paso CFP, EA Flat fee or retainer, Ongoing planning fee
Mike Davis Legs Financial Greensboro CFP Flat fee or retainer, Ongoing planning fee
Nancy Grouni Objective Financial Partners Inc. Markham CFP Flat fee or retainer, Hourly
Nate Willardson Currents Wealth Strategies Chandler CFP Percentage of assets, Flat fee or retainer
Nick Foy Greenway Wealth Advisors, LLC Charlotte CFP Percentage of assets, Ongoing planning fee
Patricia Kane Kane Financial Planning, LLC Avon CFP, MBA Percentage of assets, Hourly
Paulo Lopes Woodmont Financial Partners LLC Mesa CFP, JD Flat fee or retainer, Hourly
Phil Orwig Fair Asset Management, LLC Dallas CFP, CPWA, ChFC, RICP Flat fee or retainer, Ongoing planning fee
Rachel DeCarolis Northstar Financial Planning Windham CDFA, CeFT, CFP, MBA Percentage of assets, Ongoing planning fee
Rana Choubah Meridian Financial Advisors, LLC Holliston CFP, CRPC, CRPS, MPAS Percentage of assets, Ongoing planning fee
Rebecca Jackson SeedSafe Financial Austin CFP, CPA, PFS, RLP Percentage of assets, Ongoing planning fee
RJ Devick Bond&Devick Wealth Partners Saint Louis Park BA, BFA, BS, CFP Percentage of assets, One-time planning fee
Robert Costello Costello Financial Planning Bend CFP Percentage of assets, Fixed fees
Robert Persichitte Delagify Financial Arvada CFP, CPA, PFS Flat fee or retainer, Ongoing planning fee
Ryan Kurtz Objective Financial Partners Inc. Markham CPA, CFP Flat fee or retainer, Hourly
Sheila McGinn Brightview Financial Solutions, LLC Redwood City CFP Percentage of assets, Hourly
Stephen Nelson Birchwood Capital LLC Carlsbad CFP, CFA Flat fee or retainer, Ongoing planning fee
Steven Stanganelli Clear View Wealth Advisors, LLC Amesbury AEP, CFP, CRPC, MS Percentage of assets, Flat fee or retainer
Sweta Bhargav Adviso Wealth Princeton CEPA, CFA, CFP Flat fee or retainer, Hourly
Thuy (Twee) Lam Objective Financial Partners Markham CFP Flat fee or retainer, Hourly
Tim Melia Embolden Financial Planning LLC Seattle CFP, MBA Hourly
Tommy Lopez Coffeehouse Capital LLC | Financial Planning and Wealth Management Fresno CFP, CRPC Hourly, One-time planning fee
Tracy Baron Garcia TBG Investing Lake Oswego CFP, MBA Ongoing planning fee, One-time planning fee
Travis Tracy Fortitude Financial Planning, LLC Raleigh CFP, EA, JD Flat fee or retainer, Ongoing planning fee
Will Revels PieCapital Raleigh CEPA, CFA, CFP, MBA Percentage of assets, One-time planning fee
Ziad Sahuri Parallel Wealth Financial Group Ottawa CFP Flat fee or retainer, One-time planning fee
Zubin Kapur Valor Wealth Partners Washington CFP, MBA Percentage of assets, Flat fee or retainer
Aaron Milledge Targeted Wealth Solutions Colorado Springs CFP, MBA Percentage of assets, Ongoing planning fee
AJ Flores Portfolio Advisors, Inc. Fresno CFP Percentage of assets
Alex Bridges Tiverton Wealth The Woodlands CFP, ChFC, RICP, EA Flat fee or retainer, Ongoing planning fee
Allen Gibson GIBSON WEALTH ADVISORS LLC Tyler CFP, ChFC, CDFA, CRPC Percentage of assets
Alonso Rodriguez Segarra Advise Financial Boca Raton CFP Hourly, Ongoing planning fee
Andrea Vedder Iambic Financial Portland CFP Percentage of assets, Hourly
Andrew Damcevski AJD Wealth Management Cincinnati CFP Percentage of assets
Andrew Gray Gray Wealth Strategies Bend CFP, CRPC Flat fee or retainer, Ongoing planning fee
Angela Dorsey Dorsey Wealth Management Torrance CFP, MBA Percentage of assets, Hourly
Bob Wolfe HealthyFP Conshohocken CFP, EA Percentage of assets, Ongoing planning fee
Bradley Hilton Sonas Financial Planning, LLC Atlanta CFP, MBA, MSFP, TPCP Flat fee or retainer, Ongoing planning fee
Brandon Seibel Oasis Wealth Planning Advisors, LLC Philadelphia CFP, CPA, JD, LLM Flat fee or retainer, Ongoing planning fee

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Specialties that serve retirees