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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
Michael Miles Variplan Vienna CFP Hourly, Fixed fees
Michael Nix Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Olafsson IWR Advisors Denver Not listed Percentage of assets
Michael Scott CORE Wealth Advisors Lakeland CFA Percentage of assets, Hourly
Michael Seelman ProffittGoodson Private Wealth Knoxville Not listed Percentage of assets, Hourly
Michael Serchen Anchor Capital Advisors Boston CFP Percentage of assets, Hourly
Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project The Financial Rules Consulting SAN ANTONIO Not listed Flat fee or retainer, Hourly
Michael Ye New Insight Wealth Advisors San Ramon Not listed Percentage of assets, Hourly
Michael Yoder Yoder Wealth Management Walnut Creek CFP Percentage of assets, Hourly
Michele Haguewood Jackson & Associates Albuquerque Not listed Percentage of assets
Michelle Moyer Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Nalby Nouh Prestige Wealth Management Group Flemington Not listed Percentage of assets, Hourly
Naveen Gopal Pacifica Partners Surrey Not listed Percentage of assets, Hourly
Nelson Rutherford Multnomah Group Portland CFP, PFS Percentage of assets, Hourly
Nicolas Drury Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Noah Fenz Investors Portfolio Services Puyallup Not listed Percentage of assets, Hourly
Paul Broomell Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Paul Brown Clearstone Wealth Management Murfreesboro Not listed Percentage of assets, Hourly
Paul Love Saxon Financial Group Houston ChFC Percentage of assets, Hourly
Paul Means Means Wealth Management Venice Not listed Percentage of assets, Flat fee or retainer
Paula Durrant Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Pedro Silva Apex Investment Group Hudson Not listed Percentage of assets
Peter Baden Crew Capital Cincinnati CFA Percentage of assets
Peter Reidenbach Blume Capital Management Berkeley Not listed Percentage of assets, Hourly
Phillip Christenson Phillip James Financial Plymouth CFA Percentage of assets
R. Christopher Wiegand Newbridge Wealth Management Bryn Mawr CFA Percentage of assets, Hourly
Randy Immeker Compass Lighthouse Capital Orange City CFP, ChFC Percentage of assets, Fixed fees
Raymond Tan California Financial Advisors San Ramon ChFC Percentage of assets, Ongoing planning fee
Reid Trego Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Reuben Moldowan Pacifica Partners Surrey Not listed Percentage of assets, Hourly
Richard Carroll Bell City Wealth Hillsboro CFP Percentage of assets, Hourly
Richard Harris Aspire Growth Partners Miromar Lakes CFA Percentage of assets, Hourly
Richard Hughes Arlington Financial Advisors Santa Barbara Not listed Percentage of assets, Hourly
Richard McKean Blue Elm Advisors Holmes Not listed Percentage of assets, Ongoing planning fee
Richard Speers Private Wealth Management of NC Henderson ChFC Percentage of assets, Hourly
Robert Alonso Third Eye Associates Red Hook Not listed Percentage of assets
Robert Auclair Balanced Wealth Management West Warwick CFP Percentage of assets
Robert Johnson Linkside Financial Charlotte Not listed Percentage of assets
Robert Jung Crew Capital Cincinnati CFA Percentage of assets
Robert Pascarella Peerless Wealth Spring Not listed Percentage of assets, Hourly
Robert Phillips Greater Midwest Financial Group Saint Paul CFP Percentage of assets, Fixed fees
Robert Rizarri Heritage Wealth Management Houston Not listed Percentage of assets, Hourly
Robert Whitney Polaris Investment Advisors, LLC. Framingham ChFC Percentage of assets, Hourly
Robine Van Doorn Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Robyn Clarke Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Robyn Cohen Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Ronald Leavitt Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Ronald Peck Fearless Wealth Kirkland CFP Percentage of assets
Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. Northwestern Mutual Investment Services, LLC ATLANTA Not listed Percentage of assets
Russell Carlson ARIA Wealth Management Dunwoody Not listed Percentage of assets, Hourly

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Specialties that serve retirees