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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
Andrew Pool Paradigm Wealth Management Lincoln CFP Percentage of assets, Hourly
Ansley Nicholson B&C Financial Advisors Ponte Vedra Beach CFP Percentage of assets
Anthony Corsino Zen Financial Planning Andover CFP, ChFC Percentage of assets, One-time planning fee
Audrey Mines Pittenger & Anderson Lincoln CFP Percentage of assets
Austin Marrs TSA Wealth Management Houston CFP Percentage of assets
Brandon Hodgeson Cambridge Financial Group Tucson CFP Percentage of assets, Fixed fees
Brian Colvert Bonfire Financial Colorado Springs CFP Percentage of assets, Ongoing planning fee
Brian Hennessy Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Brian Pope Pope Wealth Management Lakewood Ranch CFP Percentage of assets
Brian Rezny Rezny Wealth Management Fort Myers CFP Percentage of assets
Brian Stormont Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Brian Welch Verus Financial Partners Richmond CFP Percentage of assets
Brittany Kalsky Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Bryan Anderson Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Bryan Costin Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Bryan Vancura GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Carl Emerick Emerick Financial Planning Pittsburgh CFP Hourly
Cassidy Murphy Fiduciary Financial Group San Rafael CFP Percentage of assets, Fixed fees
Chad Valchar R.I.T. Wealth Advisors Santa Barbara CFP Percentage of assets, Fixed fees
Chanley Christman Quest Wealth Solutions Mansfield CFP Percentage of assets
Charles Angle Rssic San Francisco CFP Percentage of assets, Hourly
Charles Crouch CMC Wealth Management Lexington CFP Percentage of assets
Chase Deters Deters Wealth Management Gilbert CFP, ChFC Ongoing planning fee
Chaz Fahrner Sierra Wealth Strategies San Diego CFP Percentage of assets, Hourly
Christopher Dyson MBR Financial Houston CFP Percentage of assets, Flat fee or retainer
Christopher Inman Inman Jager Wealth Management Hattiesburg CFP Percentage of assets, Hourly
Christopher Swan Retire With Swan Northlake CFP Flat fee or retainer, Ongoing planning fee
Cody Kirk Wild Rye Financial Bigfork CFP Percentage of assets
Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. Baskets Capital Austin Not listed Percentage of assets
Connor Knox Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Crystal McKeon TSA Wealth Management Houston CFP Percentage of assets
Damian Palfini Cavalot Capital Incline Village CFP Percentage of assets, Hourly
Dane Czaplicki Members' Wealth Media CFA Percentage of assets, Fixed fees
Daniel Anderson Pittenger & Anderson Lincoln CFP Percentage of assets
Daniel Beutel Council Oak Wealth Advisors Tulsa CFP Percentage of assets, Hourly
Daniel Cossette Cambridge Financial Group Tucson CFP Percentage of assets, Fixed fees
Daniel Dusina Blue Chip Partners Farmington Hills CFA Percentage of assets
Daniel Fortunato Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Daniel Frost Pittenger & Anderson Lincoln CFP, CFA Percentage of assets
David Childs Spartan Planning Greensboro CFP Percentage of assets, Fixed fees
David Hodges Integra Wealth Chattanooga CFP Percentage of assets, Hourly
David Kozlowski Verus Financial Partners Richmond CFP Percentage of assets
David Scully Duncan Williams Asset Management Memphis CFP, CFA Percentage of assets, Hourly
Dennis Coon Transcend Wealth Woodmere CFP Percentage of assets
Derek Thomsen RED Seven Wealth Management La Palma CFP Percentage of assets, Fixed fees
Diane Klein Pittenger & Anderson Lincoln CFP Percentage of assets
Dionna Poluch Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Donovan Sanchez Model Wealth Wheaton CFP Hourly, Flat fee or retainer
Douglas Ambrose Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Douglas English ACT Advisors Asheville CFP Ongoing planning fee

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