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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
Shayne Cooper Fiduciary Financial Group Rohnert Park Not listed Percentage of assets, Fixed fees
Sherry Karlsson Rssic San Francisco Not listed Percentage of assets, Hourly
Sinon Bennett Wavvest Chicago Not listed Percentage of assets
Steve Maconi Brandywine Oak Private Wealth Kennett Square Not listed Percentage of assets
Steven Deangelis Verus Capital Partners Gilbert Not listed Percentage of assets, Hourly
Steven Rosenberg The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
Susan Becker Nicollet Investment Management Minneapolis CFA Percentage of assets
Susanna Robinson Peak Planning Group Raleigh Not listed Percentage of assets, Hourly
Taylor Chamness Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Terence Gliha Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Teresa Farmer - Clemens Vega Financial Plano Not listed Percentage of assets, Hourly
Terry Rogers Verus Capital Partners Huntsville Not listed Percentage of assets, Hourly
Theodore Hellman Hofman Wealth Management Chesterfield Not listed Percentage of assets
Theodore Palfini Cavalot Capital Redding Not listed Percentage of assets, Hourly
Thomas Balcom 1650 Wealth Management Lighthouse Point CFP Percentage of assets
Thomas Bustamante Bustamante Financial Planning Santa Fe CFP Hourly
Thomas Carroll Verus Capital Partners Ventura Not listed Percentage of assets, Hourly
Thomas Coy Wela Financial Advisory San Antonio Not listed Percentage of assets, Flat fee or retainer
Thomas Ellis B&C Financial Advisors Ponte Vedra Beach Not listed Percentage of assets
Thomas Geraci Purtill Financial Fort Myers Beach Not listed Percentage of assets, Hourly
Thomas Twombly Lucien, Stirling & Gray Advisory Group Austin Not listed Percentage of assets, Hourly
Thomas Vogelheim Fiduciary Financial Group San Rafael Not listed Percentage of assets, Fixed fees
Timothy Banks Worley Banks Group Creve Coeur Not listed Percentage of assets
Timothy Mosier Cairn Wealth Management Vancouver Not listed Percentage of assets, Hourly
Tom O'Neill We are a multi generational wealth management team. Not listed Mount Laurel Not listed Percentage of assets
Trevor Johnson Dream Weaver Financial Planning Richmond Not listed Percentage of assets, Hourly
Trevor Scheid Luminescent Wealth Management Scottsdale CFP Percentage of assets, Hourly
Tyson Farmer Vega Financial Mercer Island Not listed Percentage of assets, Hourly
Victor Larsen Larsen Financial Management San Antonio CFP Percentage of assets, Hourly
Wesley Mims Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
William Burns Burns Matteson Capital Management Corning CFP, ChFC Percentage of assets, Hourly
William Hensley Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
William Root Keeler & Nadler Dublin Not listed Percentage of assets, Hourly
Zaheer Poptani Asempa Wealth Advisors Baton Rouge Not listed Percentage of assets
Adam Bortolussi Bortolussi Wealth Management Hopkinton Not listed Percentage of assets, Hourly
Adam Croll Crew Capital Cincinnati Not listed Percentage of assets
Adam Daniels Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
Adam Laibson Mainsail Financial Group Bellevue Not listed Ongoing planning fee
Alec Medlin investgro Brentwood Not listed Percentage of assets, Hourly
Alexander Waesche Anchor Capital Advisors Boston CFA Percentage of assets, Hourly
Ali Alsari AWM Global Advisors San Diego Not listed Percentage of assets
Amy Showalter Arbor Private Wealth Ashburn Not listed Percentage of assets, Fixed fees
Andrea Broughton WealthCrossing Richmond Not listed Percentage of assets, Fixed fees
Andrea Ward New Century Investments Fort Worth Not listed Percentage of assets
Andrew Aldrett Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Andrew Canter Canter Wealth La Jolla Not listed Percentage of assets, Fixed fees
Andrew Foss CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Andrew McDirmid Lodestone Wealth Management Spokane Not listed Percentage of assets, Fixed fees
Andrew St Martin Anchor Capital Advisors Boston CFA Percentage of assets, Hourly
Andrew Wacker Convergence Omaha Not listed Percentage of assets, Fixed fees

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Specialties that serve retirees