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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
Andrew Waymire Perspective Wealth Partners Boise Not listed Percentage of assets
Aracelis Bell Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Arturo Lumpkin Tar River Wealth Planning Louisburg Not listed Percentage of assets, Fixed fees
Ashley Heck Campbell Asset Management Chattanooga Not listed Percentage of assets, Hourly
Ashley Micciche True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Benjamin Atwater Atwater Malick Lancaster Not listed Percentage of assets, Hourly
Benjamin Kebbekus LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Benjamin Lies Delphi Advisers Vancouver Not listed Percentage of assets, One-time planning fee
Bonnie Rice The Rice Partnership Honolulu ChFC Percentage of assets, Fixed fees
Brae Beggs OLIO Financial Planning Mclean Not listed Ongoing planning fee
Brandie Giffin Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees
Brandon Cruz Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Brandon Smith Wallace Hart Capital Management Lexington Not listed Percentage of assets, Performance-based fees
Breland Booth Booth Financial Planning Birmingham Not listed Percentage of assets, Fixed fees
Brent Neis Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly
Brent Schneider LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Brian Carter Pierson Wealth Management Atlanta Not listed Percentage of assets
Brian Hawthorne-Codato Glassy Mountain Advisors Bethesda CFA Percentage of assets
Brian Tokuuke The Rice Partnership Honolulu CFA Percentage of assets, Fixed fees
Brooklyn Flanagan Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Bruce Hulme Bortolussi Wealth Management Southborough Not listed Percentage of assets, Hourly
Bryce Chandler Bentwood Investment Advisory San Antonio Not listed Percentage of assets, Hourly
Bryon Brooks Adaptive Advisory Olathe Not listed Percentage of assets, Hourly
Cameron Marzi Rogue Advisors Grants Pass Not listed Percentage of assets, Hourly
Carly Denial ARQ Wealth Advisors Scottsdale, Az 85260 Not listed Percentage of assets, Fixed fees
Carrie Fitzpatrick USA Financial and Tax Services Farmington Not listed Percentage of assets
Carter Abbott LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Carter Klaas Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Casey Martens investgro Brentwood Not listed Percentage of assets, Hourly
Caspian Campaigne Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Chad Majors Next Level Wealth Planning Meridian Not listed Percentage of assets, Hourly
Chad Taylor MDT Financial Advisors Webster Not listed Percentage of assets, Hourly
Charles Anderson Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Charles Arnold Forthright Wealth Management Alpharetta Not listed Percentage of assets
Charles Foss CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Christina Doherty FCA Houston Not listed Percentage of assets, Hourly
Christopher Angle Heritage Capital Redding Not listed Percentage of assets
Christopher Coleman Fiduciary First Advising Rochester Not listed Percentage of assets
Christopher Fitts Bortolussi Wealth Management Southborough Not listed Percentage of assets, Hourly
Christopher Morgan Gilliland Jeter Wealth Management Little Rock Not listed Percentage of assets
Christopher Niemela Foresee Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Christopher Ricketts Ricketts Financial Louisville Not listed Percentage of assets, Fixed fees
Cindy Yac FCA Houston Not listed Percentage of assets, Hourly
Clare Manning Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Clarence Bush Bush Capital Management Sarasota Not listed Percentage of assets, Hourly
Clark Brown Hello Wealth Financial Advisors Athens Not listed Percentage of assets, Hourly
Colton Koehler Convergence Omaha Not listed Percentage of assets, Fixed fees
Cory McPherson ProActive Capital Management Topeka Not listed Percentage of assets, Hourly
Craig Sigeti CES Investment Strategies Lititz Not listed Percentage of assets
Danette Harfst Harfst and Associates Sheridan Not listed Percentage of assets, Hourly

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Specialties that serve retirees