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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
Joshua Cutler Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Joshua Jenkins Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Joshua Mangoubi Considerate Capital Northbrook CFA Percentage of assets, Ongoing planning fee
Justin Lester Allied Investments Johnson City CFP Percentage of assets, Hourly
Justin Ramirez Business appraisals to help owners plan their next move Insight Valuations, LLC Houston CFA Flat fee or retainer, Hourly
Karen Oeser Means Wealth Management Bangor CFA Percentage of assets, Flat fee or retainer
Kathryn Kokenge TrueWealth Financial Partners San Diego Bellevue CFP, CFA Percentage of assets, Fixed fees
Kayla Fernandez California Financial Advisors San Ramon CFP Percentage of assets, Ongoing planning fee
Kenneth Kneale Arcadian Financial Services San Diego CFP Hourly, One-time planning fee
Kevin Spires Bellaire Capital Management Bellaire CFA Percentage of assets, Hourly
Kevin Tucker ProActive Capital Management Topeka CFP Percentage of assets, Hourly
Kirt Rezek Professional Financial Management Appleton CFP Percentage of assets, Hourly
Kristy Groth Precedent Wealth Partners Spring Not listed Percentage of assets
Kyle Smith Precedent Wealth Partners Houston Not listed Percentage of assets
Larry Denson MDT Financial Advisors Webster CFP Percentage of assets, Hourly
Laura Bruce Alaska Wealth Advisors Anchorage CFP, ChFC Percentage of assets, One-time planning fee
Lisa Isaacson Canyon Creek Investment Advisors Montrose CFP, PFS Percentage of assets, Hourly
Locke Bielefeldt Willamette Wealth Partners Eugene CFP Percentage of assets
Logan Richard Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Lucas Kuchenberg FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Lucas Mansberger Breakwater Capital Kalamazoo CFP, CFA Percentage of assets, Hourly
Lucy Valandra Copper Beech Wealth Management Mansfield CFP Percentage of assets, Flat fee or retainer
Madeline Williams California Financial Advisors San Ramon CFP Percentage of assets, Ongoing planning fee
Manuel Apolonio Hanke & Apolonio Wealth Advisors San Francisco CFP Percentage of assets, Hourly
Manuel Ortiz Aquino Occidental Asset Management Burlingame Not listed Ongoing planning fee
Mariah Champness Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Mark Andraos Regency Wealth Management Ramsey CFP Percentage of assets, Fixed fees
Mark Burka Mendel Money Management Northbrook CFA Percentage of assets, Hourly
Mark Nortman Capitol Family Office Beaverton Not listed Percentage of assets
Mark Pitre California Financial Advisors San Ramon CFP Percentage of assets, Ongoing planning fee
Mark Reitsma Regency Wealth Management Ramsey CFP Percentage of assets, Fixed fees
Mark Vanderlinden Professional Financial Management Appleton CFP Percentage of assets, Hourly
Mary Van Nostrand Van Nostrand Wealth Management San Diego CFP Flat fee or retainer
Matthew Knell Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Matthew Knuth Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly
Matthew Malick Atwater Malick Lancaster CFP, CFA Percentage of assets, Hourly
Matthew Mathiesen Integrity Wealth Management Eugene CFP Percentage of assets, Fixed fees
Matthew Page True Wave Financial Planners Sacramento CFP Percentage of assets, Hourly
Matthew Rinkey Illumination Wealth Management San Diego Not listed Flat fee or retainer, Ongoing planning fee
Maynard Keller American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Megan Miller Towerpoint Wealth Sacramento Not listed Percentage of assets, One-time planning fee
Meghan Muñoz Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Michael Aboussie Next Level Wealth Planning Meridian CFP Percentage of assets, Hourly
Michael Bechtold Hager Investment Management Services New London Not listed Percentage of assets
Michael Bernstein Lionshead Wealth Management New York CFP Percentage of assets, Fixed fees
Michael Canzone Canter Wealth La Jolla CFP Percentage of assets, Fixed fees
Michael Cermak ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
Michael Ehlenbeck CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Michael Giblin Dovetail Financial Wilmington CFP Ongoing planning fee
Michael Hughes OLIO Financial Planning Mclean CFP Ongoing planning fee

Guides

Related lists

Specialties that serve retirees