W Wellspent Public advisor graph
Get matched
Wellspent public graph/Who advisors serve/Retirees
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
Russell Thamm Teamwork Financial Group Austin Not listed Percentage of assets
Ryan Bowman Maxele Advisors Webster Groves CFP Percentage of assets, Hourly
Ryan Herbert Prostatis Group Hanover Not listed Percentage of assets, Hourly
Ryan Kotys Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Ryan Redmond Stone Pillars Wealth Management Franklin Not listed Percentage of assets, Hourly
Ryan Robertson Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Sabrina Lowell Second Summit Wealth Management San Francisco CFP Percentage of assets
Samaya Patel Blume Capital Management Berkeley Not listed Percentage of assets, Hourly
Samuel Armour Armour Wealth Advisors Tumwater CFP Percentage of assets
Samuel Baynes Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Sanjiv Jhaveri SJ Capital Management Monmouth Junction CFA Percentage of assets, Hourly
Sarah Contino CAM Investor Solutions Austin Not listed Percentage of assets, Hourly
Scott Leise Sanders Retirement Planning Omaha Not listed Percentage of assets, Flat fee or retainer
Scott Nasca Generation Capital Management Pittsford CFA Percentage of assets
Sean Kearney Amvoy Wealth New York Not listed Percentage of assets, Fixed fees
Sean Mullaney Mullaney Financial & Tax Woodland Hills Not listed Flat fee or retainer, One-time planning fee
Sean Paddock Wealth Dimensions Group Cincinnati Not listed Percentage of assets, Hourly
Seongsoo Lee New Insight Wealth Advisors San Ramon Not listed Percentage of assets, Hourly
Seth Bittner Stillwater Private Wealth Allentown Not listed Percentage of assets, Flat fee or retainer
Sheree Bollinger Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Sidney King Retirement Planning Blueprint Charlotte CFP Percentage of assets, Hourly
Stacey Young Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Stelianos Elenis High Pass Asset Management Denver CFA Percentage of assets, Hourly
Stephen Erken Maxele Advisors Webster Groves CFP Percentage of assets, Hourly
Stephen Islander Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Stephen Jimenez Peerless Wealth Columbus Not listed Percentage of assets, Hourly
Steven Campeas HCR Wealth Advisors Los Angeles Not listed Percentage of assets, Hourly
Steven Fox-Middleton SFM Financial Advisors Vancouver CFP Percentage of assets
Steven Zangmeister Aspire Growth Partners Medina ChFC Percentage of assets, Hourly
Stuart Quint Ambassador Wealth Management Vancouver CFA Percentage of assets, Hourly
Suzue Sato MoneyCafe Advisors Denver Not listed Hourly, Fixed fees
Sydney Peatrowsky Virtue Wealth Counsel Omaha Not listed Percentage of assets, Hourly
Tanis Kelly Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Taylor Bennett Trinity Strategic Wealth Tulsa Not listed Percentage of assets, Fixed fees
Taylor Moody Regimen Wealth Atlanta Not listed Percentage of assets, Fixed fees
Temiloluwa Adesodun Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Teofilo Ferreira Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Thomas Cefalu Downtown Wealth Studios New York Not listed Percentage of assets, Fixed fees
Thomas Herlihy Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Timothy Bellars Bellars Harris Wealth Management Mount Pleasant Not listed Percentage of assets, Fixed fees
Timothy Garcia-Prats Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Timothy Parker Regency Wealth Management Ramsey CFA Percentage of assets, Fixed fees
Timothy Slevin-Vegdahl Multnomah Group Portland CFP Percentage of assets, Hourly
Tracy Kuntz Towneley Capital Management Laguna Hills CFP Percentage of assets, Fixed fees
Travis Broadhurst Sweeney Financial Advisors Bedford Not listed Percentage of assets
Travis Shepherd Prostatis Group Greenwell Springs Not listed Percentage of assets, Hourly
Trevor Reece Waypoint Financial Planning Marietta Not listed Ongoing planning fee, Hourly
Triton Lee Cannon Capital Management Salt Lake City Not listed Percentage of assets
Tyler Madill Maris Wealth Management Duluth Not listed Percentage of assets, One-time planning fee
Tyler Trahan Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve retirees