W Wellspent Public advisor graph
Get matched
Wellspent public graph/Who advisors serve/Retirees
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
Michael Lemich RFG Wealth Advisory Argyle CFP Percentage of assets, Fixed fees
Michael Maloon California Financial Advisors San Ramon CFP, ChFC Percentage of assets, Ongoing planning fee
Michael Sly Strategic Financial Alliance Canton CFP Percentage of assets, Hourly
Michael Smurl Integrity Financial Planning Houston CFA Percentage of assets
Michel Swanson Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly
Milo Hanke Hanke & Apolonio Wealth Advisors San Francisco CFP Percentage of assets, Hourly
Mitchell Crowder WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Mitchell Doman Haynie Wealth Management Salt Lake City CFP Percentage of assets
Mitchell Mosgrove Trebuchet Consulting Pittsburgh CFP Percentage of assets, Hourly
Montaser Takrouri Azzad Asset Management Chicago Not listed Percentage of assets
Nancy Cooper Topel & DiStasi Wealth Management Santa Fe Not listed Percentage of assets, Flat fee or retainer
Nathan Billigmeier Towerpoint Wealth Sacramento Not listed Percentage of assets, One-time planning fee
Nathan Dunham CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Nathan Walsh Occidental Asset Management Burlingame Not listed Ongoing planning fee
Neal Stephenson Precedent Wealth Partners Houston Not listed Percentage of assets
Neil Goodson ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
Nicholas Cohen Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Nicholas Dawson New Perspective Wealth Management St. Petersburg CFP Percentage of assets, Hourly
Nicholas Renfro MDT Financial Advisors Webster CFP Percentage of assets, Hourly
Nicholas Vogel Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Olivia Stordahl Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly
Pamela Hinton Precedent Wealth Partners Fredericksburg Not listed Percentage of assets
Paul Henley Farris Capital Management Carrollton CFA Percentage of assets
Peter Hager Hager Investment Management Services New London Not listed Percentage of assets
Peter Melsness Superior Financial Rochester CFP Percentage of assets, Hourly
Peter Roth Roth Financial Partners Kingwood CFP Percentage of assets, Hourly
Philip Snyder Snyder Asset Management Hunt Valley CFA Percentage of assets
Raman Ghei Tower View Wealth Management Shorewood CFA Percentage of assets, Hourly
Randol Curtis Thryve Wealth Management Jackson CFA Percentage of assets
Randy Smith Clear Sky Financial Prosper CFP Percentage of assets, Hourly
Rebecca Lees OLIO Financial Planning Crozet CFP Ongoing planning fee
Rebecca Wagner ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Rhonda Grover Wealth 360 Buford CFP Percentage of assets, Hourly
Richard Lawrence Lawrence Wealth Management West Conshohocken CFA Percentage of assets
Richard Siegel ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Ricky Kelley RD Kelley Financial Group Tucson CFP Flat fee or retainer, Ongoing planning fee
Robby Harfst Harfst and Associates Sheridan CFP Percentage of assets, Hourly
Robert Barber Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Robert Flink Goepper Burkhardt Greenville CFP Percentage of assets
Robert Kohn Tenzing Financial Williamsburg CFP Percentage of assets, Fixed fees
Robert Pierson Pierson Wealth Management Atlanta CFP Percentage of assets
Robert Price Prosperity Wealth Planning Frisco CFP Percentage of assets, Flat fee or retainer
Ronald Milone Heritage Capital New Haven CFP Percentage of assets
Rosalie Hirst Almenara Pacifica Partners Surrey CFA Percentage of assets, Hourly
Ross Marino Dovetail Financial Wilmington CFP Ongoing planning fee
Ross Pollard Breakwater Capital Kalamazoo CFP Percentage of assets, Hourly
Ryan Callas Greenhouse Wealth Management Westport CFP Percentage of assets
Sam Evans Evans Wealth Management Duluth CFA Percentage of assets, Hourly
Samantha Swiderski CRA Financial Northfield Not listed Percentage of assets
Samuel Tenney Fidelis Wealth Advisors Castle Rock CFP Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve retirees