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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
Emmanuel Afolayan Lindsey & Lindsey Wealth Management San Jose Not listed Percentage of assets, Hourly
Eric Baker Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Eric McKean Blue Elm Advisors Holmes Not listed Percentage of assets, Ongoing planning fee
Eric Montemaggi Aurora Pointe Capital Mclean CFP, CFA Percentage of assets, Fixed fees
Eric Sorenson Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Eric Stats Brighton Wealth Management Cottonwood Heights CFA Percentage of assets, Hourly
Erik Bagley Kotys Wealth Professionals Folsom Not listed Percentage of assets, Hourly
Erik Margetts Prostatis Group Winter Park Not listed Percentage of assets, Hourly
Erik Thompson Peerless Wealth Columbus Not listed Percentage of assets, Hourly
Erin Barry Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Ernest Garrett Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Ethan Braid High Pass Asset Management Denver CFA Percentage of assets, Hourly
Gabriel Sedora Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Gary Dorfman Thryve Wealth Management Santa Barbara Not listed Percentage of assets
Gary May May Tree Financial Planning Leander ChFC Percentage of assets, Hourly
Gary Pomerantz Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Gary Steer OxenFree Financial Melbourne CFP Percentage of assets
George Boudreau Oliver Wealth Management Towson Not listed Ongoing planning fee
Grant Ball Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Gregg Auerbach Meadowbrook Advisors Bedminster Not listed Percentage of assets, Fixed fees
Gregory Nakano Pacifica Partners Surrey Not listed Percentage of assets, Hourly
Harold Sawyer Westover Capital Advisors Wilmington CFA Percentage of assets, Hourly
Herbert Kraus Teamwork Financial Group Laredo Not listed Percentage of assets
Herman Hugo Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Hoy Grimm LeConte Wealth Maryville Not listed Percentage of assets
Jackson Mazzei Trinity Strategic Wealth Tulsa Not listed Percentage of assets, Fixed fees
Jacob Kogler Greater Midwest Financial Group Saint Paul CFP Percentage of assets, Fixed fees
Jacob Millican 9M Investments Grapevine Not listed Ongoing planning fee, Percentage of assets
Jacob Sheaf LRC Aviation Advisors Milwaukee ChFC Percentage of assets
Jacob Simons The Rice Partnership Honolulu CFP Percentage of assets, Fixed fees
Jake Larson Multnomah Group Portland CFP Percentage of assets, Hourly
Jake Mossing We provide unbiased annuity guidance with no fees, no obligations. Annuity Answers Toledo CFA Percentage of assets, One-time planning fee
Jakhongir Mirtalipov Dream Life Wealth Management Charlotte Not listed Percentage of assets, Ongoing planning fee
James Behr Stillwater Private Wealth Mt. Pleasant Not listed Percentage of assets, Flat fee or retainer
James Bertram Baynes Investment Counsel Franklin Not listed Percentage of assets, Hourly
James Curran JPC Wealth Management Petaluma Not listed Ongoing planning fee
James Ferrin Asset One Draper CFP Percentage of assets
James Franklin Asset One Draper CFP Percentage of assets
James Joseph FSA Wealth Partners Rockville CFP Percentage of assets, Hourly
James Keenan Keenan Private Wealth Management New York Not listed Percentage of assets, Hourly
James Lawson Heritage Financial Network Concord Not listed Percentage of assets, Hourly
James Proffitt ProffittGoodson Private Wealth Knoxville Not listed Percentage of assets, Hourly
James Ronn Greater Midwest Financial Group Saint Paul CFP Percentage of assets, Fixed fees
Jamie Bigsby Glassy Mountain Advisors Bethesda CFP Percentage of assets
Jason Abruzere Weyhill Investment Counsel Bethlehem Not listed Hourly, One-time planning fee
Jason Sikorski Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Jason Strough Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Jeff Poole Wealth Analytics San Clemente Not listed Percentage of assets, Hourly
Jeffrey Augspurger Strong Retirement Solutions Bloomington Not listed Percentage of assets, Hourly
Jeffrey Emrich Vantus Wealth Lancaster Not listed Percentage of assets, Hourly

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Specialties that serve retirees