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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
Kira Topeka Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Kristin Kliewer Pittenger & Anderson Lincoln Not listed Percentage of assets
Kristina Allardice RED Seven Wealth Management Laurel Not listed Percentage of assets, Fixed fees
Kyle DeMers Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Kyle Wasson Inside Edge Capital Georgetown CFP Percentage of assets, Fixed fees
Lanny Rosenbaum SIP Financial Services Glenville Not listed Percentage of assets, Hourly
Laura Amendola Coquina Private Wealth Advisors Port Charlotte CFP Percentage of assets, Fixed fees
Lawrence Davsko Skinner Copper & Ehmen Springfield Not listed Percentage of assets, Fixed fees
Leia Carpenter Adell, Harriman, & Carpenter Houston CFA Percentage of assets
Lily Poy Iconic Wealth Management Fairfax CFP Percentage of assets, Fixed fees
Lindsey Hadfield Verus Financial Partners Richmond Not listed Percentage of assets
Lino DeAngelis Alliance Wealth Management Group Flemington CFP Percentage of assets, Hourly
Lorie Scheibel Scheibel Planning Solutions Crownsville Not listed Ongoing planning fee
Mark Buscher Milestones Private Investment Advisors Fairport Not listed Percentage of assets, Fixed fees
Mark Fetterolf My Financial Coach Midland Not listed Percentage of assets, Hourly
Mark Frombach Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Mark Halby DLK Investment Management Solana Beach CFP Percentage of assets, Hourly
Mark Idzik Nearside Advisors Indianapolis Not listed Percentage of assets
Mark Mahshie MPM Advisors Group Liverpool Not listed Percentage of assets, Fixed fees
Mark Minder Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Mark Wojno Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Martha Hays ACT Advisors Asheville Not listed Ongoing planning fee
Marty Block Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Mary Atkinson Schrum Private Wealth Management St. Augustine Not listed Percentage of assets, Fixed fees
Matthew Ahrens MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Matthew Burnham Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Matthew Savoti Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
Micah Gibson Heritage Oak Wealth Advisors Santa Rosa Beach Not listed Percentage of assets
Michael Alexenko Royal Asset Managers St. Charles CFA Percentage of assets, Flat fee or retainer
Michael Andrews Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Michael Hall Saltmarsh Financial Advisors Pensacola CFP Percentage of assets, Hourly
Michael Hibbetts ViaQuest Financial Houston CFP, CFA Percentage of assets, Hourly
Michael Rosendahl Torrey Pines Financial San Diego Not listed Percentage of assets
Michael Troy Red Reef Advisors Chapel Hill CFP Percentage of assets, Hourly
Michael Wroblewski Financial Advisor for You Washington CFP Hourly, Fixed fees
Michele Holton WealthFolio Advisors Sonoma Not listed Percentage of assets, Hourly
Michelle Fulcher Verus Capital Partners South Boston Not listed Percentage of assets, Hourly
Mitchel Needelman Spectrum Asset Management Newport Beach CFA Percentage of assets, Hourly
Mitchell Knotek Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Mitchell Towne LeClair Wealth Partners Dublin Not listed Percentage of assets, Flat fee or retainer
Mohammed Khalid Nabata Investment Group Mountlake Terrace Not listed Percentage of assets, Hourly
Monica Carlos Audible Wealth Management Silver Spring Not listed Percentage of assets, Fixed fees
Natalia Callahan Callahan Wealth Advisory Orlando Not listed Percentage of assets
Nathaniel Gilbert Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Nicholas Coleman Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Nicholas Paterniti Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Noah Skinner Skinner Copper & Ehmen Springfield Not listed Percentage of assets, Fixed fees
Noelle Moser Verus Financial Partners Richmond Not listed Percentage of assets
Owen Schrum Schrum Private Wealth Management St. Augustine Not listed Percentage of assets, Fixed fees
Patrick Keane Nevis Equity Advisors Dobbs Ferry Not listed Percentage of assets

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Specialties that serve retirees