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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
Martin Moyers Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Matthew Buehler Erenda Capital Management Glendale Not listed Percentage of assets
Matthew Gulbransen Pine Grove Financial Group Woodbury Not listed Percentage of assets
Matthew Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Matthew Larocca RDM Capital Red Bank CFP Percentage of assets
Matthew Powers A modern estate planning firm combining technology with expert attorney support Steward San Francisco Not listed Flat fee or retainer
Maximilian Neumayer Formation Wealth Management Ponte Vedra Beach CFP Percentage of assets, Hourly
Michael Carlson Carlson Wealth Omaha CFP, ChFC, PFS Percentage of assets, Hourly
Michael Durante Infiniti Wealth Management Brewster CFP Percentage of assets, Hourly
Michael Kelley Cornerstone Wealth Management Westlake CFP Percentage of assets, Hourly
Michael Kelly Canopy Financial Solutions Sanford ChFC Percentage of assets, Hourly
Michael Miller Miller Premier Investment Planning Mansfield CFP Percentage of assets, Fixed fees
Michael Ottman Spectrum Asset Management Newport Beach CFP Percentage of assets, Hourly
Michael Tyler Eagle Valley Wealth Management Vilonia CFA Flat fee or retainer, Ongoing planning fee
Michael Weber Blue Bell Private Wealth Management Blue Bell CFP Percentage of assets, Hourly
Michael Whitman Millennium Planning Group Pittsboro CFP Percentage of assets, Hourly
Mitchel Katz-Winnick My Portfolio Guide Seal Beach CFP Percentage of assets
Mitchell Kahl Blue Chip Partners Farmington Hills Not listed Percentage of assets
Mitchell Moore Strong Wealth Colorado Springs Not listed Percentage of assets, One-time planning fee
Nancy Fellinger Sensible Money Pawleys Island CFP, ChFC Percentage of assets, Fixed fees
Nancy Howard Spectrum Asset Management Newport Beach CFP Percentage of assets, Hourly
Nancy Von Stackelberg Radius Wealth Management Boston CFP Percentage of assets, Hourly
Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. Calculated Wealth Madison CPA Percentage of assets, Hourly
Nathan Deets Advisors Management Group La Crosse CFP Percentage of assets, Ongoing planning fee
Nathan Lovelle Council Oak Wealth Advisors Tulsa CFA Percentage of assets, Hourly
Naveen Sharma Nicollet Investment Management Minneapolis CFP Percentage of assets
Neil Dinndorf EnRich Financial Partners Madison CFP Percentage of assets, Ongoing planning fee
Nicholas Butler Butler Financial Services Westlake Village Not listed Flat fee or retainer, One-time planning fee
Nicholas Kaplan Cornerstone Wealth Management Westlake CFP Percentage of assets, Hourly
Nicholas Walker Walker Financial Advisors Mission Viejo CFP Hourly, Flat fee or retainer
Nihal Muzumdar Rubric Advisors San Francisco Not listed Percentage of assets, Hourly
Nina Shaw The DBS Companies Mendham CFA Percentage of assets, Hourly
Nino Pavan Financial Designs Claremont CFP Percentage of assets, Hourly
Noah Damsky Marina Wealth Advisors Los Angeles CFA Percentage of assets, Hourly
Nyle Bayer Up Capital Management Bulverde Not listed Percentage of assets, Hourly
Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. Riehl, Dinar & Associates Stamford Not listed Percentage of assets
Oscar Vives Ortiz Sensible Money Riverview CFP, PFS Percentage of assets, Fixed fees
Owen Bosworth Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Patrick Paxton truFP Cumming Not listed Percentage of assets, Ongoing planning fee
Paul Ruedi Ruedi Wealth Management Champaign CFP Percentage of assets
Paul Saunders Riverbend Wealth Management Myrtle Beach Not listed Percentage of assets
Peter Gaertner Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Peter Kim Brandywine Oak Private Wealth Kennett Square CFA Percentage of assets
Peter Messina ABG Consultants Cottonwood Heights CFP Percentage of assets, Hourly
Peter Shannon eBIS Phoenix CFP, CFA Percentage of assets, Hourly
Peter Thoms Sierra Wealth Strategies Coronado CFA Percentage of assets, Hourly
Peter Wolynski Helping people retire and save taxes. Calculated Wealth Madison Not listed Percentage of assets
Radford Brogden Compass Wealth Management Guilford CFP Percentage of assets, Fixed fees
Rainier Trinidad Parabolic Asset Management Coronado CFA Percentage of assets, Hourly
Rebecca Stapp Stapp Financial Olympia Not listed Percentage of assets

Guides

Related lists

Specialties that serve retirees