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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
Ayman Khalil Azzad Asset Management Falls Church Not listed Percentage of assets
Babak Gahvari Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
Barry Mendel Mendel Money Management Northbrook CFA Percentage of assets, Hourly
Bashar Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Benjamin Greenman CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Benjamin Rinkey Illumination Wealth Management San Diego Not listed Flat fee or retainer, Ongoing planning fee
Brad Williams WS Wealth Management Sandpoint PFS Percentage of assets, Hourly
Bradley Fine Four Seasons Investment Management Rehoboth Beach Not listed Hourly, Percentage of assets
Brandon Ivy Saxon Financial Group Houston CFP Percentage of assets, Hourly
Brandon Richins Next Level Wealth Planning Meridian CFP Percentage of assets, Hourly
Brandon Steele Mainsail Financial Group Bellevue CFP Ongoing planning fee
Brandon Vanlandingham Perissos Private Wealth Management Bethany Not listed Percentage of assets
Brandon Williams FCA Calgary CFP Percentage of assets, Hourly
Brayden Zettle FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Brent Woolsey Red Crane Wealth Palo Alto CFP Percentage of assets, Hourly
Brenton Smith Minich MacGregor Wealth Management Albany CFP Percentage of assets, Fixed fees
Bretton Williams Saxon Financial Group Houston CFP Percentage of assets, Hourly
Brian Barthol William Howard & Co. Financial Advisors Memphis CFP Percentage of assets, Hourly
Brian Boswell Newbridge Wealth Management Malden CFP Percentage of assets, Hourly
Brian Brown PlanVest Blair CFP Percentage of assets, Hourly
Brian Cochran John Moore Associates Albuquerque Not listed Percentage of assets, Fixed fees
Brian McKnight Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Brian Talbott OLIO Financial Planning Mclean CFP Ongoing planning fee
Bryan Kabot Regency Wealth Management Ramsey CFP Percentage of assets, Fixed fees
Bryan Laube Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Bryan Smith Infinite Wealth Advisors Mooresville CFP Percentage of assets, Hourly
Caitlyn Tierney Westover Capital Advisors Wilmington CFP Percentage of assets, Hourly
Carl Mariner ARQ Wealth Advisors Scottsdale CFP, ChFC, CFA Percentage of assets, Fixed fees
Carolanne Chavanne Prosperity Wealth Planning Long Beach CFP Percentage of assets, Flat fee or retainer
Carson Fields Forthright Wealth Management Alpharetta CFP Percentage of assets
Casey Kha FCA Houston CFP Percentage of assets, Hourly
Cassandra Kirby Braun-Bostich & Associates Canonsburg Not listed Percentage of assets, Fixed fees
Celina Ochoa Haynie Wealth Management Salt Lake City CFP Percentage of assets
Charles Allison LRC Aviation Advisors Milwaukee CFP, ChFC Percentage of assets
Charles Blozinski Integrity Wealth Management Brookings CFP Percentage of assets, Fixed fees
Chengkuo Chen Redwood Money San Jose Not listed Percentage of assets, Ongoing planning fee
Chris Parker Parker Financial Planning Bradenton CFP Percentage of assets, Ongoing planning fee
Christian Koch KAM South Atlanta CFP One-time planning fee
Christine Eisenhower Blue Anchor Wealth Advisors Ketchikan CFP Percentage of assets, Hourly
Christopher Cook McCarley & Cook Cincinnati CFP Percentage of assets, Hourly
Christopher Pawlowski SpringSource Wealth Advisors Hillsboro CFP Percentage of assets, Hourly
Christopher Staples Wealth 360 Buford CFP Percentage of assets, Hourly
Claire Craighill WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Clinton Cannon Cannon Capital Management Salt Lake City CFA Percentage of assets
Cole Leonida John Moore Associates Scottsdale Not listed Percentage of assets, Fixed fees
Cole Matsuura Echo45 Advisors Walnut Creek Not listed Percentage of assets
Connor Michael Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Cory Laird Minich MacGregor Wealth Management Saratoga Springs CFP Percentage of assets, Fixed fees
Craig Ritter Continuum Wealth Management Greenville CFP Percentage of assets, Ongoing planning fee
Dajin Yang New Insight Wealth Advisors San Ramon CFA Percentage of assets, Hourly

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Specialties that serve retirees