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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
Courtney Mason CMC Advisors Scottsdale CFP Percentage of assets, Hourly
Dana Anspach Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. D&M Strategic Wealth Irvine Not listed Percentage of assets
Daniel Holder Holder Wealth Management Champaign CFP, PFS Percentage of assets, Hourly
Daniel Langworthy Fortress Financial Group Scottsdale Not listed Percentage of assets
Daniel Levinson Blue Bell Private Wealth Management Blue Bell CFP Percentage of assets, Hourly
Daniel Ruedi Ruedi Wealth Management Champaign CFP Percentage of assets
David Demming Demming Financial Services Auroara CFP Percentage of assets, Ongoing planning fee
David Demming Demming Financial Services Aurora CFP Percentage of assets, Ongoing planning fee
David Gradzki Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
David Juliano Stonehearth Capital Management Danvers ChFC Percentage of assets, Hourly
David Lorditch Blue Bell Private Wealth Management Blue Bell CFP Percentage of assets, Hourly
David Mattern Mattern Wealth Management Lawrence Not listed Percentage of assets, Hourly
David McNeely Darden Wealth Group Ann Arbor CFA Percentage of assets, Hourly
David Olson Journey Wealth Cleveland ChFC Percentage of assets, Fixed fees
David Ruedi Ruedi Wealth Management Champaign CFP Percentage of assets
David Sheiman The Ellerson Group Annapolis CFA Percentage of assets, Hourly
David Thompson Petra Wealth Management Fredericksburg Not listed Percentage of assets, Hourly
Debra Pladsen Fortress Financial Group Chanhassen Not listed Percentage of assets
Derek Nutter Pine Grove Financial Group Woodbury Not listed Percentage of assets
Devin Hanson Elevation Wealth Partners Walnut Creek CFP Percentage of assets
Dominic Garris Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Dylan Stockwell Blue Chip Partners Farmington Hills Not listed Percentage of assets
Dylon Woolwine Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Elaine Rich EnRich Financial Partners Madison CFP Percentage of assets, Ongoing planning fee
Elizabeth Pleck Financial Strategies Wellesley CFP Hourly, Percentage of assets
Emma Hostetler Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Eric Ludwig Stockbridge Private Wealth Management Sun Prairie CFP Percentage of assets
Erik Mosholt 46 Peaks Investment Advisory Group Newtown CFP Ongoing planning fee
Ethan Brown Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
Felicia Greenwald Financial Futures Brielle Not listed Percentage of assets, Hourly
Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. The World Changers Miami Not listed Percentage of assets, Subscription
Frederick Payne Swiftwater Capital Lake Oswego CFP Percentage of assets, Hourly
Geoffrey Schaefer Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
George Waters Infiniti Wealth Management Brewster CFP Percentage of assets, Hourly
Gina DiGirolamo Blue Chip Partners Farmington Hills Not listed Percentage of assets
Gregory Vogel O'Keefe Stevens Advisory Rochester Not listed Percentage of assets, One-time planning fee
Hans Blake Intelligent Investing Greenville CFA Percentage of assets, Hourly
Harish Prabandham Rubric Advisors San Francisco Not listed Percentage of assets, Hourly
Harrison Oakes Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
Hayden Kibbey Blue Chip Partners Farmington Hills Not listed Percentage of assets
Henry Fox Blue Bell Private Wealth Management Blue Bell CFP, ChFC Percentage of assets, Hourly
Holger Berndt Rssic San Francisco CFA Percentage of assets, Hourly
Isaac Martin Members' Wealth Media Not listed Percentage of assets, Fixed fees
Jacob Hagen-Erickson Fortress Financial Group Rochester Not listed Percentage of assets
Jacob Phelps Strong Wealth Colorado Springs Not listed Percentage of assets, One-time planning fee
Jacob Smail Demming Financial Services Aurora CFP Percentage of assets, Ongoing planning fee
James Darby Adell, Harriman, & Carpenter Houston CFP Percentage of assets
James Gorzynski We increase your company value by 72% to prepare for a sale Certified Exit Planners Charlotte Not listed One-time planning fee, Flat fee or retainer
James Langer Wavvest Chicago CFA Percentage of assets

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Specialties that serve retirees