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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
Kirsten Halpin Alaska Wealth Advisors Anchorage CFA Percentage of assets, One-time planning fee
Kody Williams Saling Wealth Advisors Louisville Not listed Percentage of assets, Fixed fees
Kyle Long Long Planning Geneva Not listed Percentage of assets
Laura Redfern Shadowridge Asset Management Austin CFP Hourly, One-time planning fee
Lauren Desmarteaux Preserve Private Wealth Port St. Lucie Not listed Percentage of assets, Fixed fees
Lawrence Kiely Prostatis Group Hanover Not listed Percentage of assets, Hourly
Lily Evans Evans Wealth Management Duluth Not listed Percentage of assets, Hourly
Linda Yu Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Lindsay Shetterly Glassman Wealth Vienna Not listed Percentage of assets, Fixed fees
Logan Pettus Sweeney Financial Advisors Bedford Not listed Percentage of assets
Lori Liffring Cambridge Advisors Omaha CFA Percentage of assets, One-time planning fee
Luke Sauter Vidarrow Investment Advisors Arlington Heights PFS Percentage of assets, Hourly
Madison Carleton Heritage Wealth Management Houston Not listed Percentage of assets, Hourly
Madison Moe Teamwork Financial Group San Antonio Not listed Percentage of assets
Maia Babbs Lariat Wealth Management Denver CFA Percentage of assets
Margaret Horsley Glassy Mountain Advisors Washington CFP Percentage of assets
Mariah Magana Mayorga Tower View Wealth Management Oshkosh Not listed Percentage of assets, Hourly
Mark Henry Virtue Wealth Counsel Tyler Not listed Percentage of assets, Hourly
Martin Standish Towneley Capital Management Laguna Hills CFP, CFA Percentage of assets, Fixed fees
Matthew Antenucci McCarley & Cook Cincinnati CFA Percentage of assets, Hourly
Matthew Augspurger Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Matthew Benson Sonmore Financial Chandler CFP Percentage of assets, Fixed fees
Matthew Curfman Richmond Brothers Jackson CFP Percentage of assets, Hourly
Matthew Dunn ARQ Wealth Advisors Hudson CFA Percentage of assets, Fixed fees
Matthew Dupree Denver Private Wealth Management Denver CFA Percentage of assets, Hourly
Matthew Fernandez Morrissey Wealth Management North Haven Not listed One-time planning fee, Ongoing planning fee
Matthew Fox Ithaca Wealth Memphis Not listed Percentage of assets
Matthew Heller HCR Wealth Advisors Los Angeles Not listed Percentage of assets, Hourly
Matthew McNally Glassman Wealth North Bethesda Not listed Percentage of assets, Fixed fees
Matthew Sassani Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Matthew Swendiman Crew Capital Cincinnati ChFC, CFA Percentage of assets
Matthew Vallebo Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Megan Cline Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Megan Dant Saling Wealth Advisors Louisville Not listed Percentage of assets, Fixed fees
Megan Sperry Wealth Analytics San Diego Not listed Percentage of assets, Hourly
Melinda Agosta Farnam Financial Molalla Not listed Percentage of assets
Melissa Johnson Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
Michael Bridgman Cambridge Advisors Omaha ChFC Percentage of assets, One-time planning fee
Michael Canet Prostatis Group Hanover Not listed Percentage of assets, Hourly
Michael Claveau Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Michael Cox Seaside Wealth Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Michael De Guzman Teamwork Financial Group San Antonio Not listed Percentage of assets
Michael Ellis Steelhead Wealth Management Naples Not listed Percentage of assets, Fixed fees
Michael Gore Polaris Investment Advisors, LLC. Framingham PFS Percentage of assets, Hourly
Michael Kasianko Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Michael Klaiber Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Kuehn Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Marietti Riverbend Planning Group Chicago Not listed Percentage of assets, Hourly
Michael Marsh Marsh Wealth Management Knoxville Not listed Percentage of assets
Michael Mezheritskiy Milestone Asset Management Group Avon Not listed Flat fee or retainer

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Specialties that serve retirees