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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
James Macdonald Aurora Financial Strategies Lafayette CFP Percentage of assets, Fixed fees
James Rench Relevance Capital Management Denton CFP Percentage of assets, Hourly
Jason Hemeon Argo Wealth Advisory Mclean CFP, ChFC Percentage of assets, Fixed fees
Jeffrey Barnett Fintegrity Tenafly Not listed Ongoing planning fee, One-time planning fee
Jeffrey Lang Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Jeffrey Yeakle MY Wealth Management Germantown CFP, ChFC Percentage of assets, Hourly
Jennifer Deets Advisors Management Group La Crosse CFP Percentage of assets, Ongoing planning fee
Jeremy Joiner Strategic Advisory Services Houston CFP Percentage of assets
Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. Artistic Wealth Red Bank Not listed Percentage of assets, Flat fee or retainer
Jesse D'Elia Attleboro Wealth Management Yardley CFP Percentage of assets, Fixed fees
Jillian Brooks Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
John Boyd Boyd Financial Strategies Worcester CFP Percentage of assets, Hourly
John McNamara Highball Advisors Simsponville Not listed Percentage of assets
John York ProActive Advisors Lexington Not listed Percentage of assets, One-time planning fee
Joseph Hogan WealthFD Conshohocken CFP Percentage of assets, Hourly
Joseph Nicholas Fortress Financial Group Rochester Not listed Percentage of assets
Joseph Williams Williams Wealth Management Hopkinton Not listed Percentage of assets, Ongoing planning fee
Joshua Hayes Curtis Advisory Group Santa Barbara CFP Percentage of assets, Hourly
Joshua Pearson Blue Bell Private Wealth Management Blue Bell CFP Percentage of assets, Hourly
Joshua Richardson Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Julia Shaw Blue Chip Partners Farmington Hills Not listed Percentage of assets
Julianne Erhart-Graves Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Julio Lopez-Brito Sensible Money Miami CFP Percentage of assets, Fixed fees
Katherine Then Laurel Wealth Planning Edina Not listed Ongoing planning fee
Kathleen Mealey Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Keely McLeod Blue Chip Partners Farmington Hills Not listed Percentage of assets
Keith Hays Creative Capitalists Glendale Not listed Hourly, Flat fee or retainer
Kellan Peer O'Keefe Stevens Advisory Rochester Not listed Percentage of assets, One-time planning fee
Kenneth Bellavance truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Kevin Coholan Demming Financial Services Aurora CFP Percentage of assets, Ongoing planning fee
Kevin Cooke Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Kevin Nulton Titanium Advisors Franklin CFP Percentage of assets, One-time planning fee
Kyle Hammerschmidt Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises MOKAN Wealth Management Overland Park Not listed Percentage of assets, One-time planning fee
Kyle McCune Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Lamberto Torres Mayfield Advisors Palo Alto CFP Percentage of assets, Hourly
Lawrence York ProActive Advisors Lexington Not listed Percentage of assets, One-time planning fee
Lidia Amodei Attleboro Wealth Management Yardley CFP, CFA Percentage of assets, Fixed fees
Lisa Sharp Spectrum Asset Management Newport Beach CFP Percentage of assets, Hourly
Loren Sherman Integrity Wealth Management Waukee Not listed Flat fee or retainer, Ongoing planning fee
Louis Fancher 46 Peaks Investment Advisory Group Newtown CFP, ChFC Ongoing planning fee
Luke Kroeplin Fortress Financial Group Horace Not listed Percentage of assets
Luke McQuade Full of Grace Financial Roanoke Not listed Percentage of assets, Ongoing planning fee
Marc Hadley Nicollet Investment Management Minneapolis CFP Percentage of assets
Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. Vantage Point Financial Lisle Not listed Percentage of assets
Marcus Mattern Mattern Wealth Management Lawrence Not listed Percentage of assets, Hourly
Margaret Gooley Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Mark Byelich Attleboro Wealth Management Yardley CFP Percentage of assets, Fixed fees
Mark Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Mark Perrault Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
Mark Torres Mayfield Advisors Palo Alto CFP Percentage of assets, Hourly

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Specialties that serve retirees