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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
Stephen McCarthy McCarthy Asset Management Redwood Shores CFP Percentage of assets, Hourly
Steven Longa Emissary Wealth Hackensack Not listed Percentage of assets, Ongoing planning fee
Steven Underriter Freedom Financial Planning Solutions Grand Rapids Not listed Flat fee or retainer
Stuart Caplan Members' Wealth Media Not listed Percentage of assets, Fixed fees
Sunni Allen Three Arch Wealth Management Irvine Not listed Percentage of assets
Suresh Raghavan MBR Financial Houston CFA Percentage of assets, Flat fee or retainer
Tabitha Daly Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Taylor Thompson Putting the clients goals and objectives first and foremost. Thompson Family Office Gilbert Not listed Percentage of assets, Subscription
Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. Taylor Turner Wealth Management LLC Richmond Not listed Percentage of assets, Flat fee or retainer
Theodore Winders Yarger Wealth Strategies Westerville CFP, CFA Percentage of assets, Fixed fees
Thomas Favor Tilia Fiduciary Partners Wilmington Not listed Percentage of assets, Flat fee or retainer
Timothy Thomas Members' Wealth Media Not listed Percentage of assets, Fixed fees
Tony Escobar Purpose-based financial planning for your business and personal needs. Exponent Group Morton Not listed One-time planning fee, Percentage of assets
Trent Tredinnick EnRich Financial Partners Madison CFP, ChFC Percentage of assets, Ongoing planning fee
Tyler Batts Riverbend Wealth Management Myrtle Beach Not listed Percentage of assets
Tyler Nichols Peak Retirement Planning Columbus Not listed Percentage of assets, Fixed fees
Vaughn Heydel Financial Designs Claremont CFP Percentage of assets, Hourly
Victoria Abaev WealthFD Conshohocken CFP Percentage of assets, Hourly
Vincent Parrack Blue Chip Partners Farmington Hills Not listed Percentage of assets
Warren Isenberg Walker Financial Advisors Mission Viejo CFP Hourly, Flat fee or retainer
William Cardwell Aurora Financial Strategies Kokomo CFP Percentage of assets, Fixed fees
William Cox Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
William Gettings Aurora Financial Strategies Lafayette CFP, ChFC Percentage of assets, Fixed fees
William Morrison Highland Investment Advisors Ponte Vedra Not listed Percentage of assets, Fixed fees
William Snider ONE Advisory Partners Highlands Ranch Not listed Ongoing planning fee, Percentage of assets
William Walsh Emissary Wealth White Plain Not listed Percentage of assets, Ongoing planning fee
Aaron Weston FSA Wealth Partners Rockville CFP Percentage of assets, Hourly
Adam Corrie Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Adam Cress Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Aidan Banner Covenant Wealth Advisors Richmond Not listed Percentage of assets
Alajahwon Ridgeway A.B. Ridgeway Wealth Management Lafayette Not listed Percentage of assets, One-time planning fee
Albert Von Holt Von Holt Financial Advisors Palatine CFP Percentage of assets
Alexander Koynoff ATK Financial Prosperity Oswego Not listed Flat fee or retainer, Ongoing planning fee
Alexander Means Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Alexander Rasmussen WebsterRogers Financial Advisors Florence CFA Percentage of assets, Hourly
Alexander Wasiunec Mendel Money Management Northbrook Not listed Percentage of assets, Hourly
Alexander Willard LeConte Wealth Maryville Not listed Percentage of assets
Alison Goodrich Anchor Capital Advisors Boston CFP Percentage of assets, Hourly
Allen Carr Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Allen Tyndall Seaside Wealth Advisors Plano Not listed Percentage of assets, Hourly
Anastasia Melbrod Melbrod Wealth Management San Diego CFP Ongoing planning fee
Anat Yoder Yoder Wealth Management Walnut Creek CFP Percentage of assets, Hourly
Andrew Aran Regency Wealth Management Ramsey CFA Percentage of assets, Fixed fees
Andrew Ashton Prostatis Group Hanover Not listed Percentage of assets, Hourly
Andrew Davainis Breen Wealth Management Petaluma Not listed Percentage of assets
Andrew Duckworth Prostatis Group Baton Rouge Not listed Percentage of assets, Hourly
Andrew Jung Crew Capital Cincinnati CFA Percentage of assets
Andrew Knachel Oliver Wealth Management Towson Not listed Ongoing planning fee
Andrew Lee Linkside Financial Charlotte Not listed Percentage of assets
Andrew Sedora Vantus Wealth Lancaster Not listed Percentage of assets, Hourly

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Specialties that serve retirees