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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
870
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
Brian Seymour Guiding First-Generation Wealth Builders Prosperitage Wealth Mcdonough CFP, ChFC, RICP Percentage of assets, Flat fee or retainer
Brian Tegtmeyer Truly Prosper Financial Planning Dublin CFP Flat fee or retainer, Ongoing planning fee
Britton Wellington Real Agency Wealth Beaverton CFP, EA Percentage of assets, Ongoing planning fee
Bryan Haggard RetireMitten Financial LLC Milford CFA, CFP Percentage of assets, One-time planning fee
Bryan Minogue Kardinal Financial Madison CFA, CFP Flat fee or retainer, Ongoing planning fee
Cameron Willcox Willcox Wealth Management Denver CFP, EA Percentage of assets, Flat fee or retainer
Casey Smith Wiser Wealth Management, Inc. Marietta CDFA, CFP, CPA, MBA Percentage of assets, Flat fee or retainer
Charles Horonzy Focused Up Financial, LLC La Grange CFP, CPA Percentage of assets, Ongoing planning fee
Chris Mullis NorthStar Capital Advisors Charlotte CFP, PhD Percentage of assets, Hourly
Chris Shoup Southshore Financial Planning Tampa CFP Flat fee or retainer, Ongoing planning fee
Dan Reiter Prosperity Planning, Inc. North Kansas City CFP, CPA Percentage of assets
Danielle Harrison Harrison Financial Planning Columbia CFP, MBA Percentage of assets, Ongoing planning fee
Erik Nero First Step Wealth Planning, LLC Wilton CFP, RICP Flat fee or retainer, Ongoing planning fee
Gabriel Anderson Crafted Wealth Management, LLC Los Angeles CFP, ChFC, CLU Percentage of assets, Ongoing planning fee
Gabriel Motta Inclinevest® Plano CFP, MBA Percentage of assets, One-time planning fee
George Kao Reach One Teach One Financial Phoenix CFP, ChFC, CKA, CRPC Percentage of assets, Hourly
Gordon Achtermann Silverstone Financial Owings Mills CFP, MBA Percentage of assets, Hourly
Ivan Havrylyan Outside The Box Financial Planning, LLC Wheeling CFP One-time planning fee
Jacob Molina Styra Wealth Management Phoenix CFP, CPA Percentage of assets, Ongoing planning fee
James Charles Sanctuary Financial Planning, LLC Charlotte CDFA, CFA, CFP, MS Flat fee or retainer, Ongoing planning fee
Jane Young More than Your Money, Inc. Colorado Springs CFP, EA, MBA One-time planning fee
Jared Jameson WJ Interests, LLC Sugar Land CFP, MBA Percentage of assets, Ongoing planning fee
Jason Demland Demland Wealth Defiance CFP Flat fee or retainer, Ongoing planning fee
Jay Abolofia Lyon Financial Planning, LLC Waltham CFP, PhD Flat fee or retainer, Hourly
Jeffrey Schlotterbeck Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses. Water Street Wealth Management Tampa CFP Percentage of assets
Jeremy Eppley Silverstone Financial Owings Mills CFP, CPWA, APMA, CRPC Percentage of assets, Hourly
Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. Savant Wealth Management Phoenix AIF, CFP, CPA/PFS, CFA Percentage of assets, Flat fee or retainer
Jonathan Harner Wichita Wealth Management, LLC Wichita CFP Percentage of assets, Flat fee or retainer
Jonathan McAlister Integrity Road Wealth Partners LLC Houston CFP, MBA, CKA Percentage of assets, Ongoing planning fee
Jordan Drinkhouse Glow Financial Planning LLC Spring Hill CFP Flat fee or retainer, Ongoing planning fee
Justin Pritchard Retirement planning and investment management. Approach Financial, Inc. Montrose CFP, MBA Flat fee or retainer, One-time planning fee
Justin Reede Integrity Road Wealth Partners LLC Houston CFP, CKA Percentage of assets, Ongoing planning fee
Kaysi Gordon Kaysi Gordon Financial Planning Valley Stream CFP, CPA, MBA Percentage of assets, One-time planning fee
Keith Hensley Florida Financial Planning Winter Garden CFP Flat fee or retainer, Ongoing planning fee
Kevin Jacobs Step By Step Financial LLC Tulsa CFP Flat fee or retainer, One-time planning fee
Kyle Newell Newell Wealth Management Winter Garden CFP, CRPC Percentage of assets, One-time planning fee
Laryssa Freeman Meritage Wealth Management LLC Carlsbad CFP Percentage of assets
Leah Coleman Orchard Financial Group Austin CFP, AAMS Percentage of assets, One-time planning fee
Leo Lavezza Financial Consulate, Inc. Fernandina Beach CFP, CPA, MBA, CIMA Ongoing planning fee
Michael Reynolds Elevation Financial Westfield AIF, CFP, CFT-I, Chartered SRI Counselor Percentage of assets, Ongoing planning fee
Nate Nieri Modern Money Management San Diego CFP, MSBA, MBA Percentage of assets, Ongoing planning fee
Raman Singh Singh PWM Phoenix CFP Flat fee or retainer, Ongoing planning fee
Robert Stoll Financial Design Studio, Inc. Deer Park CFA, CFP Percentage of assets, Ongoing planning fee
Robert Tull Tull Financial Group, Inc. Chesapeake CFP, MBA Percentage of assets, Hourly
Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. Montebello Avenue Phoenix CFP Flat fee or retainer, Percentage of assets
Roland McIntyre Mountaintop Wealth LLC Chattanooga CFP, ChFC Percentage of assets, One-time planning fee
Ryan Bennett Kelda Wealth Management Cuyahoga Falls CFP Percentage of assets, One-time planning fee
Ryan Langan Your Path Fi, LLC West Chester CFP Flat fee or retainer, Ongoing planning fee
Sean Dwyer Overture Wealth Management LLC Conshohocken CFP, CFA, EA Flat fee or retainer, Ongoing planning fee
Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. Pillar Wealth Franklin CFP Hourly, One-time planning fee

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