W Wellspent Public advisor graph
Get matched
Wellspent public graph/Who advisors serve/Retirees
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
Drew Waterbury Ocean Advisors Charlotte CFP Hourly, Percentage of assets
Edward Anderson Twin Arbor Wealth Management Saint Paul CFP Ongoing planning fee
Edward Hoppe Verus Financial Partners Richmond CFP, PFS Percentage of assets
Elaine Morgillo Flying Point Financial Portsmouth CFP Percentage of assets, Hourly
Eric Horne Arc Element Wealth Design Papillion CFP Percentage of assets, Hourly
Eric Moleski GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Eric Nelson Independence Wealth Voorhees CFP Percentage of assets, Fixed fees
Eric Schrum Schrum Private Wealth Management Raleigh CFP Percentage of assets, Fixed fees
Erich Imphong Plotkin Financial Advisors Marriottsville CFP Percentage of assets, Hourly
Erich von Geis Aspire Private Wealth Counsel Knoxville CFP Percentage of assets, One-time planning fee
Erickson Braund Black Walnut Wealth Management Traverse City CFP Percentage of assets, Fixed fees
Erin Goss Blue Chip Partners Farmington Hills CFA Percentage of assets
Erin Martin MRP Advisors Milton CFP Percentage of assets, Hourly
Esmond Pabilona Wela Financial Advisory San Antonio; CFP Percentage of assets, Flat fee or retainer
Evan Davies Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Genevieve George Pelican Financial Planning & Wealth Jupiter CFP Percentage of assets, Fixed fees
George Kiraly LodeStar Naples CFP Percentage of assets, Hourly
Graham Shepherd Armor Investment Advisors Raleigh CFP Percentage of assets, Hourly
Greg Miyashiro Kahala Financial Advisors Honolulu CFP Percentage of assets
Gregory Rice Enduring Wealth Management Meridian CFP Percentage of assets
Guadalupe Lechuga Audible Wealth Management Silver Spring CFP Percentage of assets, Fixed fees
Heather McClain Deters Wealth Management Gilbert CFP Ongoing planning fee
Ilirjan Shkurti Whistle Stop Financial Advice Birmingham CFA Hourly
J Cameron Zabko Westhollow Wealth Management Milton CFP Percentage of assets
J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. Financial Planning Hawaii Honolulu Not listed One-time planning fee, Percentage of assets
Jacob Eason Duncan Williams Asset Management Memphis CFP, CFA Percentage of assets, Hourly
Jacob Fram Verus Financial Partners Richmond CFP Percentage of assets
Jacob Martin Keeler & Nadler Dublin CFP Percentage of assets, Hourly
James Beenders Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
James Chaney Duncan Williams Asset Management Memphis CFP Percentage of assets, Hourly
James Copper Skinner Copper & Ehmen Monroe CFP Percentage of assets, Fixed fees
James Diacon Council Oak Wealth Advisors Tulsa CFP, ChFC Percentage of assets, Hourly
James Hofman Hofman Wealth Management Chesterfield CFP Percentage of assets
James Pittenger Pittenger & Anderson Lincoln CFP Percentage of assets
James Runey Runey & Associates Wealth Management Mount Pleasant CFA Percentage of assets
James Scanlan Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
James White Jr. Wealth advisory services for high-earning CRE Professionals. Forty Two Wealth LLC Atlanta CFP Percentage of assets, Flat fee or retainer
Jamie Upson Stonehearth Capital Management Danvers CFP Percentage of assets, Hourly
Jason Jager Inman Jager Wealth Management Hattiesburg CFP Percentage of assets, Hourly
Jefferson Rotherham Sierra Wealth Strategies Coronado CFP Percentage of assets, Hourly
Jennifer Harper Bridge Financial Planning Cruz Quebrada - Dafundo CFP Flat fee or retainer, Percentage of assets
Jennifer Sokolowski Metis Wealth Bluffton CFP Percentage of assets, Hourly
Jerod Fenton RED Seven Wealth Management Escondido CFP Percentage of assets, Fixed fees
Jessica Hultberg Keeler & Nadler Dublin CFP Percentage of assets, Hourly
John Cunningham Reality Financial Planning Services Sarasota CFP Percentage of assets, Hourly
John Purrington Armor Investment Advisors Raleigh CFP Percentage of assets, Hourly
John Richardson RED Seven Wealth Management Escondido CFP Percentage of assets, Fixed fees
Jon Sevenker Pittenger & Anderson Lincoln CFP Percentage of assets
Jonathan Bottaro B&C Financial Advisors Ponte Vedra Beach CFP Percentage of assets
Jonathan Lopez Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve retirees