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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 3,308 fee-only financial advisors who work with retirees at 1,432 firms, most in Houston, San Diego and Scottsdale. 49% hold the CFP certification. Of the 3300 with fees on file, 88% charge percentage of assets.

Advisors listed
3,308
Firms
1,432
Cities
870
Hold the CFP
49%
  • Other credentials: CFA 8% · CPA 2% · EA 2%
  • How they charge (of 3300 with fees on file): percentage of assets 88% · fixed fees 44% · hourly 40% · 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
Dan Wood Zimmerman Wealth Management, LLC Evanston CFA, CFP Percentage of assets, Fixed fees
Daniel Masuda Lehrman Masuda Lehrman Wealth Honolulu CFP, Certified Student Loan Professional Percentage of assets, One-time planning fee
David Blain BlueSky Wealth Advisors, LLC Acworth CFA, CDFA, CFP, EA Ongoing planning fee
David Dodd The Other 90 Financial, LLC Mount Vernon CFP Flat fee or retainer, Ongoing planning fee
David Frisch Frisch Financial Group, Inc. New York CFP, CPA/PFS, CFS, CDFA Percentage of assets, Fixed fees
Dean Schuler Schuler Wealth Planning LLC Columbus CFP Flat fee or retainer, Ongoing planning fee
Deborah Hobart Blue Water Capital Management, LLC Apex CFP, CPA Ongoing planning fee
Demel Gonzalez Heartwood Financial Services Sanford CFP Percentage of assets, One-time planning fee
Den Murley Belonging Wealth Management Longview CFP, MBA, MSFP Percentage of assets
Devon Rauth North Haven Financial LLC Suffield CFP, TPCP Percentage of assets, Flat fee or retainer
DJ Hunt Moisand Fitzgerald Tamayo, LLC Jacksonville CFP, CPA, EA Percentage of assets, Ongoing planning fee
Douglas Marcello Core Wealth Management, Inc. Jupiter CFP Flat fee or retainer, Hourly
Edward Leach Highland Financial Advisors, LLC Wayne CEPA, CFP, MBA Percentage of assets
Edward Mahaffy ClientFirst Wealth Management, LLC Little Rock CFP, ChFC, MBA Percentage of assets, Ongoing planning fee
Eric McClain Approach Retirement Advisors, LLC Birmingham CFP, JD, MBA Percentage of assets, Hourly
Evor Vattuone Aspire Planning Associates, Inc. Cupertino CFP, CFS Hourly, Flat fee or retainer
George Reilly Safe Harbor Financial Advisors, LLC Rehoboth Beach CFP, JD, LLM One-time planning fee, Hourly
Huyen Nguyen Inclusive Wealth Financial Planning LLC Mechanicsburg CFP Flat fee or retainer, One-time planning fee
Ian Wild All-Pro Advisors LLC Gibsonia CFP Percentage of assets
J. Scott Kittrell Modera Wealth Management, LLC New York CFP, CFA, ACA, EA Percentage of assets, Flat fee or retainer
Jacob Greenberg Pure Financial Advisors, LLC San Diego AIF, CFP, ChFC, MPH Percentage of assets, One-time planning fee
Jacob Rich Capstone Wealth Advisors Indianapolis CFP Percentage of assets, One-time planning fee
Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees Spark Wealth Advisors Jacksonville CFP Percentage of assets, Flat fee or retainer
Jake Taylor Astra Wealth Management San Diego CFP Percentage of assets
James Mayo IronFjord Wealth Management Lakewood CFP, MBA, CFA, EA Flat fee or retainer, Ongoing planning fee
James Sweeney SwitchPoint Financial Planning LLC Lehi CFA, CFP, MBA, MS Flat fee or retainer, Ongoing planning fee
Jarrod Sandra Chisholm Wealth Management Burleson CFP, CKA, MS, MSFP Percentage of assets
Jason Simpson Trailway Wealth Advisors Ottawa CFP, CIM, CIWM Percentage of assets, One-time planning fee
Jeffrey Mastronardo Financial Coach Group West Chester CFP One-time planning fee, Ongoing planning fee
Jennifer Daniel Guided Retirement Planning Mississauga CFP, CEA, BComm Flat fee or retainer, One-time planning fee
Jerry Broussard Broussard Financial Group, LLC Lafayette CFP One-time planning fee
Jim Crider Intentional Living FP LLC New Braunfels CFP Ongoing planning fee, Percentage of assets
JoAnn May Forest Asset Management LLC Riverside CFP, CPA/PFS, MBA, CPA Percentage of assets, Hourly
John Anderson Cypress Wealth Management, LLC Germantown AIF, CFP Percentage of assets, Flat fee or retainer
John Cress Madison Wealth Partners, Inc. Manitowoc CFP Percentage of assets
John Davis JKD Financial Springfield CFP, EA Flat fee or retainer, Hourly
John Kvale J.K. Financial, Inc. Dallas CFA, CFP Percentage of assets, Hourly
John Mason Mason & Associates Newport News CFP Ongoing planning fee
John Spoto Sentry Financial Planning, LLC Andover CFP, MBA Percentage of assets, One-time planning fee
John Underhill Acorn & Oak Wealth Management LLC Sanford CFP Percentage of assets, Fixed fees
Jon Kutney Parallel Wealth Financial Group Langley CFM, CIM Flat fee or retainer, One-time planning fee
Jon Powell Ferguson-Johnson Wealth Management Rockville CFP Percentage of assets, Hourly
Jon Vance Vance Financial Planning, LLC Springfield CFP, EA Flat fee or retainer, Hourly
Jordan Leaman True Wealth Retirement Partners Grand Rapids CFP Flat fee or retainer, Ongoing planning fee
Joseph Hebert trueNorth Wealth Advisors Seattle CFP, PhD Percentage of assets, Ongoing planning fee
Juan Guevara J.F. Williams Co., Inc. Denver CFP, BS, MSFP Percentage of assets, One-time planning fee
Katheryn Lindquist Lindenwood Financial LLC Madison ABFP, AWMA, CFP, MPAS Percentage of assets, Fixed fees
Kathy Longo Flourish Wealth Management Inc. Edina CAP, CDFA, CFP Percentage of assets, Hourly
Keith Spencer Spencer Financial Planning, LLC Spokane CFP Ongoing planning fee, One-time planning fee
Kerry Prazak The Mather Group Chicago CFP, CRPC, MBA, RFC Percentage of assets, Hourly

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Specialties that serve retirees