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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
Trent Colledge Sunset Retire Provo CFP Percentage of assets, Hourly
Trevor Scotto Fiduciary Financial Group San Rafael CFP Percentage of assets, Fixed fees
Tyler Caveness Caveness Wealth Advisory Roanoke CFP Percentage of assets, Hourly
Tyler Hunt Sunset Retire Provo CFP Percentage of assets, Hourly
Tyler Snow Verus Financial Partners Richmond CFP Percentage of assets
Tyler Stearns Castle Coast Wealth La Jolla CFP Percentage of assets, Hourly
Veronica Fuentes Audible Wealth Management Silver Spring CFP, ChFC Percentage of assets, Fixed fees
Vinnie Maliakkal Wavvest Chicago CFP Percentage of assets
Walter Hinson Tarheel Advisors Chapel Hill CFP Percentage of assets
William Lagos Verus Financial Partners Richmond CFP, ChFC Percentage of assets
William Lefavor Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
William Litton Castle Coast Wealth Incline Village CFP Percentage of assets, Hourly
William Losey Bill Losey Retirement Solutions The Villages CFP Percentage of assets
5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. 5T Wealth Management Napa CFA Percentage of assets
Adam Coughlin Willamette Wealth Partners Kalispell CFP Percentage of assets
Adam Kierzek FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Adam Wojtkowski Copper Beech Wealth Management Mansfield CFP Percentage of assets, Flat fee or retainer
Adrienne Fox Precedent Wealth Partners Houston Not listed Percentage of assets
Aiden Cox Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
Ajbinder Sull Pacifica Partners Surrey CFA Percentage of assets, Hourly
Alastair Stansfield Rise Private Wealth Advisors Tucson CFP Percentage of assets, Hourly
Alexander Benson Birchcreek Wealth Management Miami Township Not listed Percentage of assets, Flat fee or retainer
Alexander Wilson Provident Financial Planning Addison Not listed Percentage of assets, Flat fee or retainer
Allison Kramer Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Amanda Ansell OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Amanda Hopkins Clouser RCS Financial Planning Annapolis CFA Percentage of assets, Hourly
Amandeep Bhangu Pacifica Partners Surrey CFA Percentage of assets, Hourly
Amy Fisher WebsterRogers Financial Advisors Florence CFP Percentage of assets, Hourly
Amy Moore OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Andrew Branz Clark Wealth Partners O'Fallon Not listed Percentage of assets, Fixed fees
Andrew Cattano Occidental Asset Management Burlingame Not listed Ongoing planning fee
Andrew Hager Hager Investment Management Services New London Not listed Percentage of assets
Andrew Hermes Altus Wealth Management Ft. Mitchell CFP Percentage of assets, Hourly
Andrew Hickey Clear Sky Financial Prosper CFP Percentage of assets, Hourly
Andrew Hicks Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Andrew Jones Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
Andrew Kelleher Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Andrew Miller OLIO Financial Planning Mclean CFP Ongoing planning fee
Andrew Pallas Minich MacGregor Wealth Management Saratoga Springs CFP Percentage of assets, Fixed fees
Andrew Tranel Rosemeyer Management Group Platteville CFP Percentage of assets, Fixed fees
Anna Hong New Insight Wealth Advisors San Ramon ChFC Percentage of assets, Hourly
Anthony Austreng Forthright Wealth Management Alpharetta CFP Percentage of assets
Anthony Digiovanni White Pine Investment Co Livonia CFA Percentage of assets
Anthony Parr Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Arv Vilutis Financial Synergies Wealth Advisors Houston ChFC Percentage of assets
Ashley Trlica Saxon Financial Group Houston CFP Percentage of assets, Hourly
Atta Khan Azzad Asset Management Falls Church Not listed Percentage of assets
Austin Drake Sterneck Capital Management Kansas City CFP Percentage of assets, Fixed fees
Austin Stinson Altus Wealth Management Ft. Mitchell CFP Percentage of assets, Hourly
Ava Pompay Prosperity Wealth Planning Irvine CFP Percentage of assets, Flat fee or retainer

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Specialties that serve retirees