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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
Daniel Evans StrategyCap Bend Not listed Percentage of assets, Hourly
Dante Milanesi MDT Financial Advisors Webster Not listed Percentage of assets, Hourly
Darin Snow Denver Private Wealth Management Denver Not listed Percentage of assets, Hourly
Darrell Brooks Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Darren Williams Wallace Hart Capital Management Lexington Not listed Percentage of assets, Performance-based fees
David Berkowitz VAP Wealth Advisors Red Bank Not listed Percentage of assets
David D'Eredita Rise Private Wealth Advisors Tucson Not listed Percentage of assets, Hourly
David Freisner Konza Global Wealth Group Overland Park Not listed Percentage of assets, Fixed fees
David Mulnix Willamette Wealth Partners Kalispell Not listed Percentage of assets
David Poole Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
David Richmond Richmond Brothers Jackson ChFC Percentage of assets, Hourly
David Williams Multnomah Group Port Orchard CFA Percentage of assets, Hourly
David Wilson True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Davis Thompson Thompson & Thompson Investment Advisors Pasadena Not listed Percentage of assets
Davis Thompson Thompson & Thompson Investment Advisors Pasadena Not listed Percentage of assets
Dean Julian Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Dennis Blodgett Blodgett Wealth Advisors Brentwood Not listed Percentage of assets, Hourly
Dennis Perdue Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Derek Pawlak LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Derek Stone Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Derrick Alexander Greater Works Wealth Tulsa Not listed Percentage of assets, Ongoing planning fee
Dimitri Poland Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Dodd Disler Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
Donald Carnaghi Premier Estate Planners Clinton Township Not listed Percentage of assets, Hourly
Donald Daniels Daniels D'Amelio Investment Management Group LLC. Jupiter Not listed Percentage of assets
Douglas Walters Walters Strategic Advisors Sarasota Not listed Percentage of assets, Hourly
Dragan Filipovic Gold Coast Capital Management Douglas Not listed Percentage of assets
Drake Wright WebsterRogers Financial Advisors Florence Not listed Percentage of assets, Hourly
Dustin Allbery Northwest Planning Advisors Spokane Not listed Percentage of assets, Hourly
Dylan Rasmason Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Earl Berg Guardian Wealth Management Salt Lake City ChFC Percentage of assets, Fixed fees
Edward Taylor Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Elise Henderson Spectrum Advisors Plano Not listed Percentage of assets, Hourly
Elizabeth Kombrink Willamette Wealth Partners Eugene Not listed Percentage of assets
Elizabeth Morrison Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Emilio Gonzalez RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Emily Dolan Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Eric Suttmiller LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Erik Daley Multnomah Group Portland CFA Percentage of assets, Hourly
Erik Roberts Infinitus Wealth Management Nashville Not listed Percentage of assets
Erin Erdil Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Evan Harris Willamette Wealth Partners Kalispell Not listed Percentage of assets
Facundo Rawson Acanto Pound Ridge Not listed Percentage of assets, Hourly
Felicia Fly Mainsail Financial Group Bellevue Not listed Ongoing planning fee
Fiona Capell Blue Anchor Wealth Advisors Bend Not listed Percentage of assets, Hourly
Fionn Allen Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Frank Ortiz Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Frank Sterneck Sterneck Capital Management Park City Not listed Percentage of assets, Fixed fees
Frederick van Wyk FCA Calgary Not listed Percentage of assets, Hourly
Gabriella Stamps California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee

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Specialties that serve retirees