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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
Anne Claire Nornhold Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Anthony Borba Jr Breen Wealth Management Petaluma Not listed Percentage of assets
Anthony Castaldi Covenant Wealth Advisors Richmond Not listed Percentage of assets
Anthony Wall Upper Left Wealth Management Tampa Not listed Percentage of assets
Arthur Swalley Arlington Financial Advisors Santa Barbara Not listed Percentage of assets, Hourly
Ashley Michelli Prostatis Group Baton Rouge Not listed Percentage of assets, Hourly
Ashley Wilken The Rice Partnership San Luis Obispo CFP Percentage of assets, Fixed fees
Austin Miller Teamwork Financial Group San Antonio Not listed Percentage of assets
Axel Bellars Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Barbara Villard Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Barry Pflueger Pflueger Wealth Churchville CFP Percentage of assets, Hourly
Beau Bushong LeConte Wealth Maryville Not listed Percentage of assets
Beverly Patton Syrios Wealth Management Group La Jolla Not listed Percentage of assets, Fixed fees
Brad Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Brad Metz Ark Advisors Bloomington ChFC Percentage of assets, Fixed fees
Brandon Montoya Montoya Wealth Management Prescott Not listed Percentage of assets, Hourly
Brandon Oliver Oliver Wealth Management St. Louis Not listed Ongoing planning fee
Brendan Koors Athyra Financial Partners Cincinnati Not listed Percentage of assets, Ongoing planning fee
Brenton Bersin Linkside Financial Charlotte Not listed Percentage of assets
Brett Grossman Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Brian Beckman Hermosa Wealth Management Torrance Not listed Percentage of assets, Hourly
Brian Canet Prostatis Group Hanover Not listed Percentage of assets, Hourly
Brian Fraser Canyon Creek Investment Advisors Fruita CFA Percentage of assets, Hourly
Brian Rettig Denver Private Wealth Management Denver CFA Percentage of assets, Hourly
Brian Tumpane Cedar Capital Advisors Glen Ellyn Not listed Percentage of assets, Fixed fees
Brian Williams Northshire Consulting Southington Not listed Ongoing planning fee, Percentage of assets
Brian Yates Asset One Bridgeville CFP Percentage of assets
Brittany Anderson Wealth Analytics San Diego Not listed Percentage of assets, Hourly
Brock Von Holt Von Holt Financial Advisors Palatine CFP Percentage of assets
Bruce McCrea Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Bryan Belew LeConte Wealth Maryville Not listed Percentage of assets
Bryan McCrea Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Caleb Graybeal Strong Retirement Solutions Bloomington Not listed Percentage of assets, Hourly
Caleb Smoes LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Callum Raymick Trinity Strategic Wealth Tulsa Not listed Percentage of assets, Fixed fees
Cameron Malekuti Covenant Wealth Advisors Richmond Not listed Percentage of assets
Carlos Ortega Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Carol Khouri Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Carrie Carr ARIA Wealth Management Little Rock Not listed Percentage of assets, Hourly
Carson Strom WebsterRogers Financial Advisors Florence CFA Percentage of assets, Hourly
Chace Cannon Cannon Capital Management Salt Lake City Not listed Percentage of assets
Chad Kunc CPK Wealth Management Fort Myers Not listed Percentage of assets
Charles McAteer ARIA Wealth Management Saratoga Not listed Percentage of assets, Hourly
Christopher Bekel Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Christopher Knight Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Christopher Ragain Sentinel Wealth & Tax Bonita Springs Not listed Ongoing planning fee
Christopher Reyes Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Christopher Robinson RFG Wealth Advisory Argyle ChFC Percentage of assets, Fixed fees
Clay Rogers Teamwork Financial Group San Antonio Not listed Percentage of assets
Clinton Simmons Vantus Wealth Lancaster Not listed Percentage of assets, Hourly

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Specialties that serve retirees