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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
Set Carpintero Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Shawn Landis HCR Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Sophia Zundel Tower View Wealth Management Shorewood CFP Percentage of assets, Hourly
Spencer Hall Retirement Planning Services Knoxville CFP Percentage of assets, Hourly
Stacey Panenhanouvong HCR Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Stefanie Porter White Pine Investment Co Livonia CFP Percentage of assets
Stone Churby Presidio Capital Management San Diego CFP Percentage of assets, Hourly
Stuart Schiffman Compound Wealth Advisors San Diego CFP, ChFC One-time planning fee
Tedi Hughes Destiny Capital Lake Ozark CFP Percentage of assets, Flat fee or retainer
Tendai Charasika Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Thaddeus Toal RCS Financial Planning Annapolis CFP Percentage of assets, Hourly
Thomas Bowman Investors Portfolio Services Puyallup CFP, CFA Percentage of assets, Hourly
Thomas Cooney Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Thomas Curti Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Thomas Falkner Legacy Financial Independent Advisors Louisville CFP Percentage of assets, Hourly
Thomas Gruber AMG Wealth Management Land O Lakes PFS Percentage of assets, Ongoing planning fee
Thomas Koleski Cedar Capital Advisors Glen Ellyn CFP Percentage of assets, Fixed fees
Thomas Schiller Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Timothy Doyle Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Timothy Dutton Dutton Financial Planning Aledo CFP Percentage of assets, Fixed fees
Timothy Goodwin Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Tracy Kasing Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Travis Russell Glassman Wealth Vienna CFP Percentage of assets, Fixed fees
Trevor York River's Edge Wealth Management Beaver CFP, ChFC Percentage of assets
Trey Ellington Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Troy Daum Wealth Analytics Poway CFP Percentage of assets, Hourly
Tyler Thompson Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Walter Hurt Covenant Wealth Advisors Richmond CFP Percentage of assets
Wesley Kotys Kotys Wealth Professionals Valparaiso CFP Percentage of assets, Hourly
William Goodson Financial Synergies Wealth Advisors Houston CFP Percentage of assets
William Johnson White Pine Investment Co Livonia CFP Percentage of assets
William McDonald Retirement Planning Solutions Nolensville BS, CPA/PFS Percentage of assets, Hourly
Aaron Karas Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Abigail Rose Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Adam Boor Pursuit Wealth Strategies Raleigh CFP Percentage of assets, Hourly
Adam Drake Highland Investment Advisors Ponte Vedra CFA Percentage of assets, Fixed fees
Adam Oerther B&C Financial Advisors Ponte Vedra Beach CFP Percentage of assets
Adam Smetzer Sky Vision Wealth Columbus CFP Percentage of assets
Alex Offerman Model Wealth Wheaton CFP Hourly, Flat fee or retainer
Alicia Klein Cambridge Financial Group Tucson CFP Percentage of assets, Fixed fees
Alison Dorsman Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Allan Cohen B&C Financial Advisors Ponte Vedra Beach CFP Percentage of assets
Allison De Graaf Peak Planning Group Centennial CFP Percentage of assets, Hourly
Allison Miller Armor Investment Advisors Raleigh CFP Percentage of assets, Hourly
Anders Natter Pittenger & Anderson Lincoln CFP Percentage of assets
Andre Fernandes Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Andrew Crone Yahara Wealth Management Madison CFP Percentage of assets, Hourly
Andrew Froelich Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Andrew Keeler Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Andrew Nelson Praetorian Guard Wealth Management Carmel CFP Percentage of assets

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Specialties that serve retirees