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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
Patrick Latta ACT Advisors Asheville Not listed Ongoing planning fee
Patrick Mauney Mauney-Pitt Financial Management Shelby Not listed Percentage of assets
Paul Banks Worley Banks Group Creve Coeur Not listed Percentage of assets
Paul Burgdorf Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
Paul Day Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Paulette Greenwell Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Peter Boyd Boyd Financial Strategies Auburn ChFC Percentage of assets, Hourly
Preston Mayo Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Rachel Benton B.I.G. Investment Services Dover Not listed Percentage of assets
Rachel Gurinsky Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Reed Hubbert Aurora Financial Strategies Kokomo ChFC Percentage of assets, Fixed fees
Regan Duperon The DBS Companies Bay City Not listed Percentage of assets, Hourly
Reilly Skorupski Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Richard Arbury My Financial Coach Midland Not listed Percentage of assets, Hourly
Richard Dexter Spartan Planning Greensboro Not listed Percentage of assets, Fixed fees
Robert Atkins Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Robert Krafft Luminary Wealth Fort Wayne CFA Percentage of assets, Hourly
Robert Nelson Sunset Retire Provo Not listed Percentage of assets, Hourly
Robert Pitt Mauney-Pitt Financial Management Shelby Not listed Percentage of assets
Robert Robinson Cosmos Wealth El Segundo Not listed Percentage of assets, Hourly
Robert Ruggirello Brave Eagle Wealth Management New York CFA Percentage of assets, Hourly
Roberta Keller Alexis Advisors Richmond Not listed Percentage of assets, Hourly
Robyn Kreuer Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Roger Crook Altura Wealth Advisors Virginia Beach CFP, ChFC Percentage of assets, Fixed fees
Roman Skurdal Ceva Advisors Beavercreek Not listed Percentage of assets, Hourly
Rosario Scappaticci RED Seven Wealth Management Escondido Not listed Percentage of assets, Fixed fees
Ruchi Sengar Better Financial Services Federal Way Not listed Percentage of assets, Hourly
Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence Wealthcare for Women Atlanta Not listed Percentage of assets, Flat fee or retainer
Ryan Carragher The Clifford Group Wayland Not listed Percentage of assets
Ryan Hass RF&L Wealth Management Acton CFP Percentage of assets, Hourly
Ryan Kosakura Elevation Wealth Partners Walnut Creek CFA Percentage of assets
Ryan Mendoza Heritage Oak Wealth Advisors Rogers Not listed Percentage of assets
Ryan Motsinger Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
Ryan Nelson Alchemy Wealth Management Reno Not listed Percentage of assets
Sara Solano LodeStar Long Valley Not listed Percentage of assets, Hourly
Sarah Horne Saltmarsh Financial Advisors Pensacola CFP Percentage of assets, Hourly
Sarah Price Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Scot Johnson Adell, Harriman, & Carpenter Houston CFA Percentage of assets
Scott Bell Gross Domestic Product Playa Del Rey Not listed Percentage of assets, One-time planning fee
Scott Bennington Heritage Oak Wealth Advisors Rogers Not listed Percentage of assets
Scott Caufield Sophos Wealth Management Woodinville Not listed Percentage of assets
Scott Holder Verus Capital Partners Ventura Not listed Percentage of assets, Hourly
Scott Schaeffer MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Sean Moore Moore Wealth Frederick CFP Percentage of assets, Fixed fees
Seth Maier Heritage Oak Wealth Advisors Santa Rosa Beach Not listed Percentage of assets
Shabri Moore Moore Wealth Frederick CFP Percentage of assets, Fixed fees
Shaina Englund Ceva Advisors Woodinville Not listed Percentage of assets, Hourly
Shane Bilski Magnolia Wealth Spring Not listed Percentage of assets, Fixed fees
Shannon Sapp Coquina Private Wealth Advisors Port Charlotte CFP Percentage of assets, Fixed fees
Shaobo Li Dominguez Wealth Management Solutions Williamsburg Not listed Percentage of assets, Hourly

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Specialties that serve retirees