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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
Zachary Guffy Blue Anchor Wealth Advisors Bend CFP Percentage of assets, Hourly
Zachary Potter ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Zachary Welz DKM Wealth Management Stockton CFP Percentage of assets, Fixed fees
Zachary Zimmer Trebuchet Consulting Pittsburgh CFP Percentage of assets, Hourly
Aaron Randak Golden Acre Wealth Management Scottsdale Not listed Percentage of assets, One-time planning fee
Abbigail Kuna Highland Investment Advisors Brookfield Not listed Percentage of assets, Fixed fees
Abigail Kovach Kovach Financial Planning, LLC. Lafayette CFP Ongoing planning fee, One-time planning fee
Adam Larkin Blue Chip Partners Farmington Hills Not listed Percentage of assets
Adam Vaal Vaal Financial Indianapolis ChFC Percentage of assets, Ongoing planning fee
Albert Black Dogwood Capital Management Prescott CFP Percentage of assets, Hourly
Alec Schrock Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Alex LaRosa Blue Bell Private Wealth Management Blue Bell CFP Percentage of assets, Hourly
Alexander Braun Financial Planning Navigators Maple Grove CFA Percentage of assets, Fixed fees
Alexis Hongamen Total Financial Planning Orlando CFP Hourly
Allison Kade WealthFD Conshohocken CFP Percentage of assets, Hourly
Amy Shepard Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Anastasiya Kolodiy Highland Investment Advisors Ponte Vedra Not listed Percentage of assets, Fixed fees
Andrea Cloutier Blue Chip Partners Farmington Hills Not listed Percentage of assets
Andrew Castleberry truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Anthony Carr Carr Wealth Management Pleasanton CFP Percentage of assets
Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. Savvy New York Not listed Percentage of assets, One-time planning fee
Austin Rowland truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Barry Mendelson Elevation Wealth Partners Walnut Creek CFP Percentage of assets
Blake Flanders Momentum Wealth Planning Estero CFP Percentage of assets
Brad Heindel 46 Peaks Investment Advisory Group Newtown CFP Ongoing planning fee
Brandon Grundy Ridgeview Financial Planning Santa Rosa CFP Percentage of assets, Hourly
Brandon Morton Financial Designs Claremont CFP Percentage of assets, Hourly
Brendan Moody Watershed Private Wealth Oak Brook Not listed Percentage of assets
Brett Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Caleb Regan Mattern Wealth Management Lawrence Not listed Percentage of assets, Hourly
Caley Miller Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Calisto Reghi Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Cameron Kaska Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Candace Duecker Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Carly Purtill Purtill Financial Willoughby PFS Percentage of assets, Hourly
Casey Rench Relevance Capital Management Denton CFP, CFA Percentage of assets, Hourly
Chad Glover Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Charles Dunn Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
Charles Picerni Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Christel Turkiewicz ONE Advisory Partners Overland Park Not listed Ongoing planning fee, Percentage of assets
Christina Fanourakis Cornerstone Wealth Management Westlake CFP Percentage of assets, Hourly
Christina Light Emissary Wealth Hackensack Not listed Percentage of assets, Ongoing planning fee
Christopher Cacchiola Emissary Wealth Hackensack Not listed Percentage of assets, Ongoing planning fee
Christopher Gauthier Stonehearth Capital Management Danvers CFA Percentage of assets, Hourly
Christopher Rich EnRich Financial Partners Madison CFP Percentage of assets, Ongoing planning fee
Cody Vanderhagen Blue Chip Partners Farmington Hills Not listed Percentage of assets
Cole Durkin Insight Wealth Strategies San Ramon CFA Percentage of assets, Hourly
Cole Schrock Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Connor Oak Crane Capital Management Spring Park Not listed Percentage of assets
Corey Jordison Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees

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Specialties that serve retirees