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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
James Ellerson The Ellerson Group Annapolis Not listed Percentage of assets, Hourly
James Fisher The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
James Myers Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
James ONeill Magnolia Wealth Spring Not listed Percentage of assets, Fixed fees
Jarrod Adams Jarrod Adams Investing Mooresville Not listed Percentage of assets
Jason Bear Compass Wealth Management Guilford CFA Percentage of assets, Fixed fees
Jason Dow Verus Capital Partners Ventura Not listed Percentage of assets, Hourly
Jason Hetland Financial Planning Navigators Maple Grove Not listed Percentage of assets, Fixed fees
Jaxson Simmerman Pittenger & Anderson Lincoln Not listed Percentage of assets
Jeffrey Brink The DBS Companies Bay City Not listed Percentage of assets, Hourly
Jeffrey Geiser Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Jeremiah Barwick Keen Capital Chapin Not listed Percentage of assets, Hourly
Jeremy Keating Cosmos Wealth La Jolla Not listed Percentage of assets, Hourly
Jeremy Tate Tate Capital Group Newport Beach Not listed Percentage of assets, Fixed fees
Jerome Ledzinski, II Praetorian Guard Wealth Management Carmel Not listed Percentage of assets
Jesse Cordoba Red Reef Advisors Boca Raton CFP Percentage of assets, Hourly
Jessica Adams B&C Financial Advisors Ponte Vedra Beach Not listed Percentage of assets
Jessica Stanley Rezny Wealth Management Aurora Not listed Percentage of assets
Joanne Keller The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
Joel Stilwell Rssic San Francisco Not listed Percentage of assets, Hourly
John Brady MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
John Burrows Council Oak Wealth Advisors Tulsa Not listed Percentage of assets, Hourly
John Glaudel Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
John Henek Quantum Capital Investments River Forest Not listed Percentage of assets, Fixed fees
John Hofman Hofman Wealth Management Chesterfield Not listed Percentage of assets
John Mahshie MPM Advisors Group Liverpool Not listed Percentage of assets, Fixed fees
John Youngs Tiller Private Wealth Orlando Not listed Percentage of assets, Fixed fees
Jonathan Keith Laguna Capital Management Jenks CFP Percentage of assets, Hourly
Jonathan McKinney Audible Wealth Management Silver Spring Not listed Percentage of assets, Fixed fees
Jonathan Weatherly Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Joseph McElwee Legacy Wealth Planning Group Tampa CFP Percentage of assets, Hourly
Joseph Williams Coquina Private Wealth Advisors Boca Raton CFP, ChFC Percentage of assets, Fixed fees
Joshua Betancourt Quantum Capital Investments Elmwood Park Not listed Percentage of assets, Fixed fees
Joshua Chandler Magnolia Wealth Spring Not listed Percentage of assets, Fixed fees
Joshua Mclain Sunset Retire Las Vegas Not listed Percentage of assets, Hourly
Julie Dant Nearside Advisors Indianapolis Not listed Percentage of assets
Julie Sellers Pittenger & Anderson Lincoln Not listed Percentage of assets
Julie Waitman Verus Financial Partners Richmond Not listed Percentage of assets
Justin Lopez Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Justin Wai Three Oaks Partners Investment Counsel Lithia CFA Percentage of assets, Hourly
Kade Kretzschmar Seaside Wealth Management Carlsbad Not listed Ongoing planning fee
Kathy Alves Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Katie Carpenter Springlake Financial Partners Franklin CFP Percentage of assets, Fixed fees
Keith Gunther RED Seven Wealth Management Escondido Not listed Percentage of assets, Fixed fees
Kellie Kelleher B&C Financial Advisors Ponte Vedra Beach Not listed Percentage of assets
Kelly McDermott Serene Point Advisors Lake Oswego CFA Percentage of assets, Hourly
Kelsey Plummer Pursuit Wealth Strategies Raleigh Not listed Percentage of assets, Hourly
Kevin Kennedy Flying Point Financial North Andover Not listed Percentage of assets, Hourly
Kevin Leeds Vision Retirement Maywood Not listed Flat fee or retainer, Hourly
Kevin Phillips Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly

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Specialties that serve retirees