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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
Dallas Trahern Precedent Wealth Partners Houston Not listed Percentage of assets
Damanjit Minhas Pacifica Partners Surrey CFA Percentage of assets, Hourly
Dana Levit Paragon Financial Advisors Newton CFP Hourly, Ongoing planning fee
Daniel Adams Analog Capital Partners Houston Not listed Percentage of assets
Daniel DeSouza Not listed Honolulu CFA Percentage of assets
Daniel Miladinovich DKM Wealth Management Stockton CFP Percentage of assets, Fixed fees
Daniel Vistica Vistica Wealth Advisors Carlsbad Not listed Percentage of assets, Flat fee or retainer
Darren Leader Acacia Grove Wealth Schenectady CFA Percentage of assets, Hourly
David Bartoski Forma Financial Planning Boerne CFP Percentage of assets
David Faulkner Spectrum Advisors Plano CFP Percentage of assets, Hourly
David Goodson ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
David Ybarra Aspired Wealth Loveland CFP Flat fee or retainer, One-time planning fee
Dennis Peatrowsky Virtue Wealth Counsel Omaha ChFC Percentage of assets, Hourly
Derek Lewis Catawba River Capital Lake Wylie CFP Percentage of assets, Hourly
Derek Schmidt Altus Wealth Management Ft. Mitchell CFP Percentage of assets, Hourly
Devin Blodgett Blodgett Wealth Advisors Brentwood CFP Percentage of assets, Hourly
Dinghao Jiang Downtown Wealth Studios Wellesley CFA Percentage of assets, Fixed fees
Donald VandeVanter Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Donna Savastani CRA Financial Northfield Not listed Percentage of assets
Douglas Bostich Braun-Bostich & Associates Canonsburg Not listed Percentage of assets, Fixed fees
Edmond Griffin Apex Investment Group Hudson CFA Percentage of assets
Edward Toole Toole Financial Longmeadow CFP Hourly, One-time planning fee
Ehab Alalfey Azzad Asset Management Falls Church Not listed Percentage of assets
Eldon Fielding-Monson Monson Wealth Management Kennewick CFP Percentage of assets, Hourly
Elijah Lyons Lookahead Wealth West Linn CFP Percentage of assets
Ellen Johnson Thistle Wealth Corvallis Not listed Percentage of assets
Emily Noyes Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Eric Johnson Roth Financial Partners Kingwood CFP Percentage of assets, Hourly
Eric Showalter Arbor Private Wealth Ashburn CFP Percentage of assets, Fixed fees
Eric Sigdestad SimpliFi San Diego CFP Hourly
Erica Nortman Capitol Family Office Beaverton Not listed Percentage of assets
Erin Menking FCA Fort Worth CFP Percentage of assets, Hourly
Evan Darr Precedent Wealth Partners Houston Not listed Percentage of assets
Evan Grey Grey Private Capital Charlotte CFP Flat fee or retainer, Percentage of assets
Federico Londono Castillo Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Gavin Distasi Topel & DiStasi Wealth Management Berkeley Not listed Percentage of assets, Flat fee or retainer
Genecar Vivo Echo45 Advisors Walnut Creek Not listed Percentage of assets
Geovanni James Occidental Asset Management Burlingame Not listed Ongoing planning fee
Glenn Sweeney Sweeney Financial Advisors Manchester CFA Percentage of assets
Gordon Lackey Relativity Capital Advisors Greensboro CFP Percentage of assets, Hourly
Greg Hartenbower John Moore Associates Albuquerque Not listed Percentage of assets, Fixed fees
Gregory Goff Goepper Burkhardt Greenville CFP, CFA Percentage of assets
Hannah Spillman Perspective Wealth Partners Boise CFP Percentage of assets
Harold Carmean Creative Wealth Management Punta Gorda Not listed Percentage of assets, Ongoing planning fee
Harold Philipsen Tenzing Financial Williamsburg CFP, ChFC Percentage of assets, Fixed fees
Heather Coulter William Howard & Co. Financial Advisors Memphis CFP Percentage of assets, Hourly
Heidi Arneson Precedent Wealth Partners Katy Not listed Percentage of assets
Ian Weinstein Regimen Wealth Atlanta ChFC Percentage of assets, Fixed fees
Jacob Bossert Konza Global Wealth Group Chicago CFP, ChFC Percentage of assets, Fixed fees
Jacob Kuebler Bluestem Financial Advisors Savoy CFP Ongoing planning fee

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Specialties that serve retirees