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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
Tyler Weerden Layered Financial Arlington Not listed Flat fee or retainer, One-time planning fee
Vanessa Pruett-Urie Prostatis Group Hanover Not listed Percentage of assets, Hourly
Vannak Sao Proactive Financial Solutions 360 North Attleboro Not listed Percentage of assets
Veronica Dibble Goodwin Investment Advisory Woodstock Not listed Percentage of assets, Hourly
Warren Spoor Sagace Wealth St. Petersburg PFS Percentage of assets, Hourly
Wendy Wyatt Prentice Financial Planning Olympia Not listed Percentage of assets, Fixed fees
Weston Bryan Accruent Wealth Advisors Winston-Salem Not listed Percentage of assets, Hourly
William Dippell Milestone Money Chicago Not listed Flat fee or retainer, Ongoing planning fee
William McCaffrey Glassy Mountain Advisors Arlington CFP Percentage of assets
Yvonne Marsh Marsh Wealth Management Knoxville Not listed Percentage of assets
Zachary Gutermuth Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Zachary Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Zachary Means Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Zachary Robinson Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Zachary Willie Oakridge Financial Planning (OFP) San Antonio Not listed Ongoing planning fee, One-time planning fee
Aaron Clarke Heritage Financial Gainesville CFP Percentage of assets, Hourly
Abigail Chao Cosmos Wealth La Jolla Not listed Percentage of assets, Hourly
Abram Shearer Strategent Financial Harrisonburg CFP Percentage of assets, Hourly
Adam Brown Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Adam Oates Peak Planning Group Raleigh Not listed Percentage of assets, Hourly
Adam Waitkevich Caveness Wealth Advisory Worcester Not listed Percentage of assets, Hourly
Alexander Marek Ironwood Wealth Management Chandler Not listed Percentage of assets, Fixed fees
Alexander Potenza Skyview Financial Group Ponte Vedra Beach Not listed Percentage of assets, Fixed fees
Alexander Potenza Skyview Financial Group Ponte Vedra Beach Not listed Percentage of assets, Fixed fees
Alexandra Day Council Oak Wealth Advisors Tulsa Not listed Percentage of assets, Hourly
Alexis Buchholz BFG Wealth Management Dallas Not listed Percentage of assets
Alfred Brady MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
Alychandra McFarlane WealthFolio Advisors Sonoma Not listed Percentage of assets, Hourly
Amanda Blake Intelligent Investing Greenville Not listed Percentage of assets, Hourly
Amy Mastromonaco Flying Point Financial North Andover Not listed Percentage of assets, Hourly
Amy White Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Anders Storvik Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Andre Luiz Paiva Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Andrea Darden Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Andrea Russo Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Andrew Brown Brown Wealth Management Conyers CFP Percentage of assets, Hourly
Andrew Damico Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Andrew Donoghue AMD Wealth Management Northfield Not listed Percentage of assets, One-time planning fee
Andrew Farinelli Wavvest Chicago Not listed Percentage of assets
Andrew Huber Magnolia Wealth Spring Not listed Percentage of assets, Fixed fees
Andrew Lam Strategent Financial Harrisonburg CFP, CFA Percentage of assets, Hourly
Andrew Perri Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Andrew Straton Westhollow Wealth Management Milton Not listed Percentage of assets
Anna Hibbitt B.I.G. Investment Services Dover Not listed Percentage of assets
Anna Thornburg Model Wealth Wheaton Not listed Hourly, Flat fee or retainer
Anthony Farina Capital Advisors Wealth Management Yakima CFP Percentage of assets, Hourly
Anthony Gargano Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Anthony Moeller MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Anthony Ortale Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Ashley Gardiner Praetorian Guard Wealth Management Carmel Not listed Percentage of assets

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Specialties that serve retirees