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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
870
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
Shannon Grey InvestEdge Planning San Diego CFP, CRPC Percentage of assets, Flat fee or retainer
Stephen Boatman Flat Fee Financial LLC Charlotte CFP Flat fee or retainer
Thomas Knowlton Luminvest Wealth Management LLC Scottsdale CFP, CTFA, MBA Percentage of assets
Thomas Mclean Altruist Wealth Management Charlotte CFP, MBA Flat fee or retainer, Ongoing planning fee
Tim Carpenter Rhodo Wealth Management Geneva CFP One-time planning fee, Percentage of assets
Timothy Kirch Nashville Financial Planning Franklin CFP One-time planning fee, Ongoing planning fee
Tina Mistry Portfolio Advisors, Inc Fresno CFP Percentage of assets
Tom Duffy Jersey Shore Financial Advisors LLC Red Bank CFP, CDFA, MBA, CRPC Flat fee or retainer, Ongoing planning fee
Tracy Sherwood Sherwood Financial Management Williamsville CFP Ongoing planning fee, One-time planning fee
Travis Allen Fiduciary Financial Planning & Investment Management. Custom Wealth Planners Ankeny CFA, CFP, RICP Percentage of assets, One-time planning fee
Trent White Luminvest Wealth Management LLC Scottsdale CFP, JD Percentage of assets
Zach Reyes Circadia Financial Planning Westlake CFP Percentage of assets, Ongoing planning fee
Alex Perkins Perkins Wealth Advantage, LLC. Fishers CFP Percentage of assets, Fixed fees
Allen Mueller 7 Saturdays Financial Richardson CFA, CFP, MBA Flat fee or retainer, Ongoing planning fee
Allison Meers Pebble Valley Wealth Management Western Springs CFP, CFA Percentage of assets, Flat fee or retainer
Andrew Katz-Moses Katz-Moses Financial, LLC Washington CFP, M.Ed. Ongoing planning fee, Percentage of assets
Andy Panko Tenon Financial Metuchen CFP, RICP, TPCP, EA Flat fee or retainer, Ongoing planning fee
Angela Wetzig Sage Wealth Consulting, LLC Sarasota CFP Percentage of assets
Ann Minnium Concierge Financial Planning, LLC Margate City CFP Hourly, One-time planning fee
Anthony Watson Thrive Retirement Specialists Dearborn CFP, CFA, RICP, MBA Flat fee or retainer
Arun Soni Avenue 90 Financial Chicago CFA, CFP Percentage of assets, Hourly
Ayana Forward Retirement in View Ottawa CFP One-time planning fee, Ongoing planning fee
Ben Raikes Mason & Associates, LLC Newport News CFP, CPA, CPA/PFS, Master of Science Accounting Ongoing planning fee
Ben Smith Cove Financial Planning, LLC Milwaukee CFP, Chartered SRI Counselor Percentage of assets, Ongoing planning fee
Benjamin Geiger Simplified Planning Johnston CFP Ongoing planning fee, Percentage of assets
Bill Mulvahill Trailhead Planners Edina CFP, CPA Percentage of assets, Hourly
Blair Garner Garner Financial Management Franklin CFA, CFP, MS Percentage of assets
Bradley Clark Clark Asset Management, LLC Radnor CFP, MBA, RICP Flat fee or retainer, Ongoing planning fee
Brandon Davies Objective Financial Partners Inc. Markham CFP (Canada), CFP (U.S.), CIM, CLU Flat fee or retainer, Hourly
Brandon Renfro Belonging Wealth Management Longview CFP, EA, RICP Percentage of assets
Brent Hoskins Focal Point Financial Group Prairie Village CFP, RICP, CKA Ongoing planning fee, One-time planning fee
Brett Koeppel Eudaimonia Wealth LLC Buffalo CFP Percentage of assets
Brett Polzin Eight Peaks Wealth Management Parker CFP, EA Percentage of assets, Flat fee or retainer
Brittany Ringo Autumn Financial Advisors, LLC Plymouth CFP Percentage of assets, Hourly
Cameron Brady Michael Brady & Co., LLC Westlake CFP, MBA Percentage of assets
Carol Somoano Asset Planning Los Alamitos CFP, MBA Percentage of assets, One-time planning fee
Caroline Nalbantoglu CNal Financial Planning Inc. Montreal C.Adm.F.P., CFP, RFP Not listed
Carrie Houchins-Witt Carrie Houchins-Witt Tax & Financial Services LLC Coralville CFP, EA, RICP Hourly, Flat fee or retainer
Cecil Staton Arch Financial Planning, LLC Athens CFP Percentage of assets
Chad Chase CGN Advisors, LLC Brooklyn CFP, MBA, CFA, BA Ongoing planning fee
Chad Lawyer Life Strategy Partners Tucson CFP, RICP Percentage of assets, Ongoing planning fee
Chris Ferris Ryan Lamontagne Inc. Ottawa CFP, CFA One-time planning fee, Percentage of assets
Chris Merrick Merrick Financial Inc. Toronto CFP, QAFP Hourly, One-time planning fee
Chris Ryan Ryan Lamontagne Inc. Ottawa CFP, CFA One-time planning fee, Percentage of assets
Chris Ward EntryPoint Wealth Management Cincinnati CFP Percentage of assets, Hourly
Christopher Christiansen Quantum Financial Planning Services, Inc. Spokane CFP Flat fee or retainer, Percentage of assets
Christopher Congema Landmark Wealth Management, LLC New York CFP Percentage of assets
Cody Cassidy TCI Wealth Advisors, Inc. Scottsdale CFP, CPA, MBA, AAMS Percentage of assets, Hourly
Colin Page Oakleigh Wealth Services Crozet CFP Flat fee or retainer, Ongoing planning fee
Dan Michaud NPF Investment Advisors Grand Rapids CFP Percentage of assets

Guides

Related lists

Specialties that serve retirees