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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
Jacob McCarney Next Level Wealth Planning Meridian CFP Percentage of assets, Hourly
Jacob McKinney Clark Wealth Partners O'Fallon Not listed Percentage of assets, Fixed fees
James Brown Meritis Wealth Management Potomac CFP Percentage of assets, Hourly
James Campbell Campbell Asset Management Chattanooga CFP Percentage of assets, Hourly
James Eppes Eppes Wealth Management Satellite Beach CFP One-time planning fee, Flat fee or retainer
James Lee StratFI Wilmington CFP Percentage of assets, Hourly
James Mellon Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
James Roth Roth Financial Partners Kingwood CFP Percentage of assets, Hourly
James Sutton Echo45 Advisors Walnut Creek Not listed Percentage of assets
Jarman Reilly CRA Financial Northfield Not listed Percentage of assets
Jason Qiu Echo45 Advisors Walnut Creek Not listed Percentage of assets
Jason Stuber Saling Wealth Advisors Louisville CFA Percentage of assets, Fixed fees
Jeff Pomerantz Analog Capital Partners Houston Not listed Percentage of assets
Jeffrey Loos Marsh Wealth Management Knoxville ChFC Percentage of assets
Jeffrey Vincent Vincent Wealth Advisors Norwell CFP Percentage of assets, Fixed fees
Jeffrey Wu Red Crane Wealth Palo Alto CFP Percentage of assets, Hourly
Jennifer Colon CRA Financial Northfield Not listed Percentage of assets
Jesse Coffee Integrity Wealth Management Eugene CFP Percentage of assets, Fixed fees
Jesse Schrock FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Jessica Morris CMA Financial Services Atlanta CFP Percentage of assets, Fixed fees
Jessica Rusnock Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
Joe Enzler Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Joel Bonnema Bonnema Wealth Management Scottsdale CFP Percentage of assets, Hourly
Joel Cavaliere Blue Heron Capital Englewood CFP Percentage of assets, Hourly
Joel Hamilton Glass Lakes Capital Management Overland Park CFP, CFA Percentage of assets
John Burkhardt Goepper Burkhardt Greenville CFP Percentage of assets
John Ellis Forthright Wealth Management Alpharetta CFP Percentage of assets
John Griffin Mainsail Financial Group Bellevue CFP Ongoing planning fee
John Herbert Bowline Financial Grosse Pointe Woods CFP Percentage of assets, Fixed fees
John Hughes CRA Financial Northfield Not listed Percentage of assets
John King WealthCrossing Richmond CFP Percentage of assets, Fixed fees
John Lienert OLIO Financial Planning Mclean CFP Ongoing planning fee
John Rudi Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
John Wilbourne Occidental Asset Management Bellevue Not listed Ongoing planning fee
John Williams WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Johnathan Frerichs Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Jon Matlock American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Jon Reppert Spectrum Advisors Plano CFP Percentage of assets, Hourly
Jonathan Bailey WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Jonathan Crantz Precedent Wealth Partners Houston Not listed Percentage of assets
Jonathan Inzero Innova Wealth Partners Newtown CFP Percentage of assets, Fixed fees
Jonathan White Analog Capital Partners Houston Not listed Percentage of assets
Jonathan Zeschin Essential Investment Partners Englewood CFP Percentage of assets
Jordan Bromley Prosperity Wealth Planning Frisco CFP Percentage of assets, Flat fee or retainer
Jordan Kahn HCR Wealth Advisors Los Angeles CFA Percentage of assets, Hourly
Joseph Eschleman Towerpoint Wealth Sacramento Not listed Percentage of assets, One-time planning fee
Joseph Kalmanovitz Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
Joseph Kolb Wickford Wealth Management North Kingstown CFP Percentage of assets, Ongoing planning fee
Joseph Miebach Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Joshua Brockwell Azzad Asset Management Falls Church Not listed Percentage of assets

Guides

Related lists

Specialties that serve retirees