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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
869
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
Jonathan Moore Ironwood Wealth Management Chandler CFP, ChFC Percentage of assets, Fixed fees
Jonathan Swanburg TSA Wealth Management Houston CFP Percentage of assets
Jose Martin LifeCraft Wealth Sunrise CFP Percentage of assets
Joseph Clark Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Joseph Gauvin Stonehearth Capital Management Danvers CFP Percentage of assets, Hourly
Josh Womack Your personal wealth manager, advising on and managing both public and private investments. Womack Financial Dallas Not listed Percentage of assets
Joshua Bailey Muirfield Wealth Advisors Charlotte CFP Percentage of assets, Fixed fees
Joshua Devereaux Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Joshua Moklestad GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Joshua Salway Full of Grace Financial Roanoke ChFC Percentage of assets, Ongoing planning fee
Joy Schlie Harvest Financial Advisors West Chester CFP Percentage of assets, Hourly
Julie Hetland Financial Planning Navigators Maple Grove CFP, ChFC Percentage of assets, Fixed fees
Justin Clark Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Justin Mayo Sierra Wealth Strategies El Cajon CFP Percentage of assets, Hourly
Justin McCurdy Bridge Financial Planning Valapariso CFP Flat fee or retainer, Percentage of assets
Katherine Hollenbeck Keen Capital Chapin CFP, CFA Percentage of assets, Hourly
Kathleen Adams Second 50 Financial Manhattan Beach CFP Percentage of assets, Fixed fees
Kevin McPeek Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Kraig Mickelsen KRM Financial Services St. Charles CFP Percentage of assets, Hourly
Kristin Lindsay Verus Financial Partners Richmond CFP Percentage of assets
Kristin Short Confide Thousand Oaks CFP Percentage of assets, One-time planning fee
Kyle Gowen Duncan Williams Asset Management Memphis CFP, CFA Percentage of assets, Hourly
Laura Kuntz Laurel Wealth Planning Edina PFS Ongoing planning fee
Lauren Maclaren Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Lauren Matthiessen LeClair Wealth Partners Dublin CFP Percentage of assets, Flat fee or retainer
Leonard Barry Yahara Wealth Management Madison CFP Percentage of assets, Hourly
Linda Yeager Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Lisa Quadrini Brandywine Oak Private Wealth Kiawah Island CFP Percentage of assets
Louis Patierno Peak Planning Group Centennial CFP, ChFC Percentage of assets, Hourly
Maclean Barach Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Marc Henn Harvest Financial Advisors Cincinnati CFP Percentage of assets, Hourly
Marc Wehmeyer Praetorian Guard Wealth Management Arlington CFP Percentage of assets
Mark Adams The DBS Companies Bloomington CFP Percentage of assets, Hourly
Mark Beaver Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Mark Farrelly Cairn Wealth Management Vancouver CFP, ChFC Percentage of assets, Hourly
Mark Hildebrand Nearside Advisors Indianapolis CFP Percentage of assets
Mark Jackson Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Mark Ward Lucien, Stirling & Gray Advisory Group Austin CFP, ChFC Percentage of assets, Hourly
Mary Margolis MBR Financial Houston CFP Percentage of assets, Flat fee or retainer
Matthew Biggar Stage Harbor Financial Westwood CFP, CFA Percentage of assets, Fixed fees
Matthew Miller Armor Investment Advisors Raleigh CFP Percentage of assets, Hourly
Matthew Short Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Matthew Snuggs Pursuit Wealth Strategies Raleigh CFP Percentage of assets, Hourly
Mawuena Takyi Asempa Wealth Advisors Baton Rouge CFP Percentage of assets
Meghan Bohlke Financial Planning Navigators Maple Grove CFP Percentage of assets, Fixed fees
Michael Baker Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Michael Henley Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Michael Klubnik Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Michael Macco Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Michael Phillips Verus Capital Partners Phoenix CFP Percentage of assets, Hourly

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Specialties that serve retirees