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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
Coby Sullivan Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Cody Ritchie Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Colby Berg Guardian Wealth Management Salt Lake City CFP Percentage of assets, Fixed fees
Collin Day Farris Capital Management Carrollton Not listed Percentage of assets
Collin Toal RCS Financial Planning Annapolis Not listed Percentage of assets, Hourly
Constance Mitchell Wealth Analytics San Diego Not listed Percentage of assets, Hourly
Cort Barrett White Aspen Capital Henderson Not listed Percentage of assets, Fixed fees
Craig Harvey Field Alluvial Wealth Management Matthews Not listed Percentage of assets, Fixed fees
Curtis Reed Welspire Upper Arlington CFP Percentage of assets, Fixed fees
Dalin Jewett Tanara Wealth Management Lehi Not listed Percentage of assets, Hourly
Dana Lyon Capital Wise Advisory Wesley Chapel Not listed Percentage of assets
Daniel Berg B.E.S.T. Wealth Management St. Louis Not listed Percentage of assets, Flat fee or retainer
Daniel Vogelpohl Wealth Dimensions Group Cincinnati Not listed Percentage of assets, Hourly
Daniel Vredeveld Richmond Brothers Jackson CFP Percentage of assets, Hourly
Daniel Witherspoon LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Dave Valdez Alaska Wealth Advisors Anchorage ChFC Percentage of assets, One-time planning fee
David Cust Means Wealth Management Sarasota Not listed Percentage of assets, Flat fee or retainer
David Darmour Cornerstone Investment Advisors Boulder CFP, CFA Percentage of assets, Hourly
David Doll Sequent Asset Management Houston Not listed Percentage of assets, Fixed fees
David Jordan Jordan Financial Services Kenosha CFP, ChFC Percentage of assets, Hourly
David Khouri Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
David Klepeisz Accruent Wealth Advisors Winston-Salem Not listed Percentage of assets, Hourly
David Means Means Wealth Management Greenville Not listed Percentage of assets, Flat fee or retainer
David Petersen FSA Wealth Partners Rockville CFP Percentage of assets, Hourly
David Tepp Tepp Wealth Management Westfield PFS Percentage of assets, Hourly
David Vigil Vigil Wealth Management Ponte Vedra Beach CFP Percentage of assets, Hourly
Dell Thomason Joyce Wealth Management Houston Not listed Percentage of assets, Fixed fees
Dennis Channer Cornerstone Investment Advisors Boulder CFP Percentage of assets, Hourly
Dennis O'Keefe Successful Money Strategies Fall River CFP Percentage of assets, Fixed fees
Dennis Peatrowsky Virtue Wealth Counsel Omaha Not listed Percentage of assets, Hourly
Dennis Voigt DWV Advisors Essex Junction PFS Ongoing planning fee
Derek Stross CORE Wealth Advisors Lakeland PFS Percentage of assets, Hourly
Derrik Hubbard Stewardship Solution Germantown CFP Percentage of assets, Hourly
Diana Apostolova Rochester Investments Rochester Not listed Percentage of assets, Hourly
Diana Jordan Teamwork Financial Group San Antonio Not listed Percentage of assets
Domenica Stokes JPC Wealth Management Petaluma Not listed Ongoing planning fee
Donald Hall Hall Capital Management Pasadena CFA Percentage of assets
Donald Phillips Greater Midwest Financial Group Saint Paul CFP Percentage of assets, Fixed fees
Donald Swain Professional Financial Management Appleton CFA Percentage of assets, Hourly
Douglas Moe Teamwork Financial Group San Antonio Not listed Percentage of assets
Douglas Whitten LeConte Wealth Maryville Not listed Percentage of assets
Drew Vesling Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Dustin Hunter SunRift Capital Partners Plainfield Not listed Percentage of assets, Hourly
Dustin Rinaldi Rinaldi Wealth Management Bonita Springs CFP Percentage of assets, Hourly
Edmund Lesage Integrity Financial Planning Houston Not listed Percentage of assets
Edward Kolanko Baynes Investment Counsel Mason Not listed Percentage of assets, Hourly
Elena Sargent Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Elizabeth Jones Third Eye Associates Red Hook Not listed Percentage of assets
Emily DeBlase Organic Wealth Columbus ChFC Ongoing planning fee, One-time planning fee
Emily Zinn Multnomah Group Portland CFP Percentage of assets, Hourly

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Specialties that serve retirees