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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
Jeffrey Kaczmarczyk TriState Wealth Advisors Newark CFA Percentage of assets, Ongoing planning fee
Jeffrey Laughlin Fidelis Financial Planning Saint Charles CFP Ongoing planning fee
Jeffrey Nielson Avenues Wealth Winter Park CFP Percentage of assets, Hourly
Jeffrey Shiffra ARQ Wealth Advisors Scottsdale CFA Percentage of assets, Fixed fees
Jeffrey St. Claire Blume Capital Management Berkeley Not listed Percentage of assets, Hourly
Jeffrey Venables Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Jeffrey White Wingate Wealth Advisors Lexington CFP, ChFC Percentage of assets, Fixed fees
Jeffrey Wildes Wildes Financial Strategies Georgetown CFP Percentage of assets, Hourly
Jerry Linebaugh Prostatis Group Baton Rouge Not listed Percentage of assets, Hourly
Jill Schum Third Eye Associates Red Hook Not listed Percentage of assets
John Atkins Integrity Capital Management Kingsport CFP Percentage of assets, Hourly
John Bell Thryve Wealth Management Santa Barbara Not listed Percentage of assets
John Cordano California Financial Advisors San Ramon ChFC Percentage of assets, Ongoing planning fee
John Dudley Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
John Harper Sagace Wealth St. Petersburg PFS Percentage of assets, Hourly
John Joyce Joyce Wealth Management Houston Not listed Percentage of assets, Fixed fees
John Lorenz Arlington Financial Advisors Santa Barbara Not listed Percentage of assets, Hourly
John Malone Apex Investment Group Dedham Not listed Percentage of assets
John Scherer Trinity Financial Planning Middleton CFP Percentage of assets, Fixed fees
John Slupski Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
John Vanderburgh LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Jonathan Dockery LeConte Wealth Maryville Not listed Percentage of assets
Jonathan Glaser Iowa Wealth Management West Des Moines CFP Percentage of assets, Hourly
Jordan Bryant Coastline Complete Wealth Bluffton Not listed Percentage of assets, Hourly
Joseph Bailey Integrity Capital Management Kingsport CFP Percentage of assets, Hourly
Joseph Bakaysa Apex Investment Group Hudson Not listed Percentage of assets
Joseph Cefalu Downtown Wealth Studios Miami Not listed Percentage of assets, Fixed fees
Joseph Charles Apex Investment Group Hudson Not listed Percentage of assets
Joseph Lawrence ARIA Wealth Management Huntsville Not listed Percentage of assets, Hourly
Joseph McFaddin Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Joseph Plume Oliver Wealth Management Towson Not listed Ongoing planning fee
Joseph Schmitt Incline Financial Planning Mars Not listed Percentage of assets, Ongoing planning fee
Justin Garritt Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Justin Vargas Cannon Capital Management Salt Lake City Not listed Percentage of assets
Kaitlin Jordan Stone Pillars Wealth Management Franklin Not listed Percentage of assets, Hourly
Kaleigh Prentice Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
Karrie Thomas Nautilus Financial Group Virginia Beach CFP Hourly
Katherine Fonville Covenant Wealth Advisors Richmond Not listed Percentage of assets
Katherine Groce Prostatis Group Hanover Not listed Percentage of assets, Hourly
Katherine Letsos Joyce Wealth Management Houston Not listed Percentage of assets, Fixed fees
Kathleen Campbell Campbell Financial Partners Fort Myers Not listed Percentage of assets, One-time planning fee
Kathleen Cefalu Downtown Wealth Studios Ipswich Not listed Percentage of assets, Fixed fees
Kenneth Gillespie Hermosa Wealth Management Hermosa Beach Not listed Percentage of assets, Hourly
Kevin Blocker Linkside Financial Charlotte Not listed Percentage of assets
Kevin Caldwell Islands East Advisors Chester Not listed Flat fee or retainer, Hourly
Kevin Dodgson Shetland Financial Center Valley CFA Flat fee or retainer
Kevin Painter LeConte Wealth Maryville Not listed Percentage of assets
Kevin Pummill Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Kimberly Basenback FSA Wealth Partners Rockville CFP Percentage of assets, Hourly
Kimberly Overby Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly

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Specialties that serve retirees