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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
Samuel Wesley Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Sandria Calio Providence Financial Services Rocky River CFP, PFS Percentage of assets, Hourly
Sarah Nix Keller Wealth Advisors Victoria Not listed Percentage of assets
Sarah Racek OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Sarah Williams Precedent Wealth Partners Houston Not listed Percentage of assets
Scott Abrahamson SpringSource Wealth Advisors Hillsboro CFP Percentage of assets, Hourly
Scott Dunlap Human Capital Wealth Management Fishers Not listed Percentage of assets, Ongoing planning fee
Scott Lasky Lionshead Wealth Management New York CFP Percentage of assets, Fixed fees
Scott Sanders Integrity Wealth Management Eugene CFP Percentage of assets, Fixed fees
Sean O'Brien Echo45 Advisors Walnut Creek Not listed Percentage of assets
Sean Sevey Sevey Wealth Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee
Shawn Peters Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Sloane Bennett Precedent Wealth Partners Houston Not listed Percentage of assets
Spencer Werres OLIO Financial Planning Mclean CFP Ongoing planning fee
Stephanie Bunn Capstone Global Advisors Wedowee CFP Percentage of assets, Hourly
Stephanie Stumpf WealthCrossing Richmond CFP, PFS Percentage of assets, Fixed fees
Stephen Amason Forthright Wealth Management Alpharetta CFP Percentage of assets
Stephen Crifasi Westover Capital Advisors Wilmington CFP Percentage of assets, Hourly
Stephen Troutman Troutman Wealth Management Malvern CFP Percentage of assets
Steven Erickson Erickson Financial Solutions Jefferson City CFP Hourly, Ongoing planning fee
Steven O'Connor Altus Wealth Management Ft. Mitchell CFP Percentage of assets, Hourly
Tameem Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Tatum Duffie Precedent Wealth Partners Houston Not listed Percentage of assets
Taylor Welz DKM Wealth Management Stockton CFP, PFS Percentage of assets, Fixed fees
Teresa Joelson Christian Financial Advisors® New Braunfels Not listed Percentage of assets
Theodore Fischer Fischer Investment Strategies Westlake Village CFP Hourly, Flat fee or retainer
Thomas Anzivino Longitude Financial Planning Manor Not listed Percentage of assets, Ongoing planning fee
Thomas Holloway Pacifica Partners Calgary CFA Percentage of assets, Hourly
Thomas Mott Analog Capital Partners Houston Not listed Percentage of assets
Thomas Powers California Financial Advisors San Ramon CFP, ChFC Percentage of assets, Ongoing planning fee
Thomas Reynolds CRA Financial Northfield Not listed Percentage of assets
Timothy Hartzell Sequent Asset Management Houston CFA Percentage of assets, Fixed fees
Timothy Lee Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Todd Hadley True Wave Financial Planners Sacramento CFP Percentage of assets, Hourly
Todd Moerman Integrity Investment Advisors Fort Collins Not listed Percentage of assets
Travis Wurz Wurz Financial Services Holland Not listed Percentage of assets, Hourly
Tristen Sheffler ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Tyler Baker Baker Wealth Group Lagrange CFP Percentage of assets, Fixed fees
Tyler Keenan Fiducia Wealth Management Upper Arlington CFP, ChFC Ongoing planning fee
Tyson Ray FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Valerie Lasher-Adelman William Howard & Co. Financial Advisors Boca Raton CFP Percentage of assets, Hourly
Victoria Ward Financial Lifestyle Management Greenville CFP Hourly, Flat fee or retainer
Vincent Barbera Newbridge Wealth Management Bryn Mawr CFP Percentage of assets, Hourly
Wanda Williams Precedent Wealth Partners Houston Not listed Percentage of assets
William Doepker Altus Wealth Management Ft. Mitchell CFP Percentage of assets, Hourly
William Hardaway WebsterRogers Financial Advisors Florence CFP, PFS Percentage of assets, Hourly
William Howard William Howard & Co. Financial Advisors Memphis CFP, ChFC Percentage of assets, Hourly
William Lauderdale FORM Wealth Advisors Middleton CFP Percentage of assets
William Lee ARQ Wealth Advisors Scottsdale CFP, CFA Percentage of assets, Fixed fees
William Stordahl Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly

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Specialties that serve retirees