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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 3,334 fee-only financial advisors who work with retirees at 1,458 firms, most in Houston, San Diego and Scottsdale. 49% hold the CFP certification. Of the 3326 with fees on file, 87% charge percentage of assets.

Advisors listed
3,334
Firms
1,458
Cities
877
Hold the CFP
49%
  • Other credentials: CFA 8% · CPA 3% · EA 2%
  • How they charge (of 3326 with fees on file): percentage of assets 87% · fixed fees 44% · hourly 41% · 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
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
Richard Grbac Strategic Advisory Services Houston CFP Percentage of assets
Robert Deal LifeFocus Financial Advisors Walla Walla Not listed Percentage of assets, Ongoing planning fee
Robert Helgeland Curtis Wealth Management Henderson CFP Percentage of assets, Hourly
Robert Hofmann Roffman Miller Wealth Management Phialdelphia CFP Percentage of assets
Robert Riegen Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Ronald Sanders ONE Advisory Partners Overland Park Not listed Ongoing planning fee, Percentage of assets
Rose DeFrank WealthFD Conshohocken CFP Percentage of assets, Hourly
Ryan DiFabrizio WealthFD Conshohocken CFP Percentage of assets, Hourly
Ryan Key Pine Grove Financial Group Woodbury Not listed Percentage of assets
Ryan McCarthy McCarthy Asset Management Redwood Shores CFP Percentage of assets, Hourly
Ryan Repko Ruedi Wealth Management Champaign CFP Percentage of assets
Samantha Vicchiarelli Alexis Advisors Richmond ChFC Percentage of assets, Hourly
Samuel Nordquist Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Sarah Pierce Watershed Private Wealth Oak Brook Not listed Percentage of assets
Sasha Childers Three Arch Wealth Management Irvine Not listed Percentage of assets
Scott Walker Walker Financial Advisors Mission Viejo CFP Hourly, Flat fee or retainer
Seth Deal LifeFocus Financial Advisors Walla Walla Not listed Percentage of assets, Ongoing planning fee
Shane Riley Pittenger & Anderson Lincoln CFA Percentage of assets
Shawn Hudspeth Tilia Fiduciary Partners Wilmington Not listed Percentage of assets, Flat fee or retainer
Sheldon Goldman Goldman Wealth Management San Diego CFP Percentage of assets, Fixed fees
Spencer Tracy Principium Investments Boulder Not listed Percentage of assets
Stephanie Schultz Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Stephen Adell Adell, Harriman, & Carpenter Houston CFP Percentage of assets
Stephen Block Elevation Wealth Partners Walnut Creek CFP, CFA Percentage of assets

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Specialties that serve retirees