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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
Michael Purtill Purtill Financial Cleveland Heights CFP Percentage of assets, Hourly
Michael Smith ProFocus Phoenix CFP Percentage of assets, Hourly
Michael Troxell Financial planning for folks with stock options and RSUs Modern Financial Planning Oakland CPA Hourly, Percentage of assets
Molly LaFleche Financial Planning Navigators Maple Grove CFP, ChFC Percentage of assets, Fixed fees
Monica Dwyer Harvest Financial Advisors West Chester CFP Percentage of assets, Hourly
Morgan Cain Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Nicholas Allgeyer Worley Banks Group Creve Coeur CFP Percentage of assets
Nicholas Bormann Bormann Wealth Management, LLC. Spokane CFP Percentage of assets, Hourly
Nicholas Gyeszat Reality Financial Planning Services Sarasota CFP Percentage of assets, Hourly
Noah Semmann GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Pamela Rigsby Pursuit Wealth Strategies Raleigh CFP Percentage of assets, Hourly
Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. Ryse Capital Management Rochester Not listed Flat fee or retainer, Hourly
Patrick Mason Cairn Wealth Management Vancouver CFP Percentage of assets, Hourly
Patrick Stoa Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Peter Franz Journey Wealth Cleveland CFP, CFA Percentage of assets, Fixed fees
Peyton Wade Duncan Williams Asset Management Memphis CFP Percentage of assets, Hourly
Philip Bailey Muirfield Wealth Advisors Charlotte CFP Percentage of assets, Fixed fees
Philip Dortch Aspire Private Wealth Counsel Knoxville CFP Percentage of assets, One-time planning fee
Randall Bruns Model Wealth Wheaton CFP Hourly, Flat fee or retainer
Rebecca Blevins Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Richard Davey Fiduciary Financial Group San Rafael CFP Percentage of assets, Fixed fees
Richard Hewitt Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Richard Wagner Ironwood Wealth Management Chandler CFP, ChFC Percentage of assets, Fixed fees
Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. Daniel M Kavanaugh CPA Inc Pleasanton CPA Percentage of assets, Flat fee or retainer
Robert Agorastos Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Robert Hofman Hofman Wealth Management Chesterfield CFP Percentage of assets
Robert Sokolowski Metis Wealth Bluffton CFP Percentage of assets, Hourly
Roger Johnson ACT Advisors Asheville CFP Ongoing planning fee
Ryan Glover Tarheel Advisors Chapel Hill CFP Percentage of assets
Ryan Janus Janus Financial Scottsdale CFP Flat fee or retainer, One-time planning fee
Ryan Miyashiro Kahala Financial Advisors Honolulu CFP Percentage of assets
Ryan Robillard Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Rydan Case Ironwood Wealth Management Chandler CFP, ChFC Percentage of assets, Fixed fees
Saket Sengar Better Financial Services Federal Way CFP Percentage of assets, Hourly
Sara Amparan Deters Wealth Management Gilbert CFP Ongoing planning fee
Sarah Irving Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Sarah Yakel Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Scott Keipper Highland Investment Advisors Brookfield PFS Percentage of assets, Fixed fees
Sean Guldi B&C Financial Advisors Ponte Vedra Beach CFP Percentage of assets
Shelby Newell Ironwood Wealth Management Chandler CFP Percentage of assets, Fixed fees
Sloan Chittenden Verus Financial Partners Richmond CFP Percentage of assets
Spencer Wynant Peak Planning Group Centennial CFP Percentage of assets, Hourly
Tanner Merritt Keen Capital Jacksonville CFP Percentage of assets, Hourly
Theodore Schumann The DBS Companies Bay City CFP Percentage of assets, Hourly
Thomas Gore Keen Capital Chapin CFP Percentage of assets, Hourly
Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. Manetta Wealth Management San Ramon Not listed Percentage of assets
Timothy Burkett Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Timothy Raftis Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Tony Newman Quest Wealth Solutions Mansfield CFP Percentage of assets
Tracy McGuire Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets

Guides

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Specialties that serve retirees