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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
Garrett Van Nostrand Van Nostrand Wealth Management San Diego Not listed Flat fee or retainer
Gene Rice Wealth Preservation Advisors Chattanooga Not listed Percentage of assets
Geoffrey Sirhal CharMarLine Wealth Management Lynchburg Not listed Percentage of assets
George Daimler Glass Lakes Capital Management Overland Park Not listed Percentage of assets
Gianfranco Rastelli B1 Financial Aventura Not listed Percentage of assets, Hourly
Glenn Rossman TrueWealth Financial Partners San Diego Phoenix Not listed Percentage of assets, Fixed fees
Grant Van Nostrand Van Nostrand Wealth Management Boise Not listed Flat fee or retainer
Guy Chadwick Third Stanza Group Cave Creek Not listed Percentage of assets
Haley Herr Rosemeyer Management Group Sterling Not listed Percentage of assets, Fixed fees
Haley Tonge CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Harold Classick Denver Private Wealth Management Denver Not listed Percentage of assets, Hourly
Harold Sawyer, Jr. Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Hayden LaBelle Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Hayley Brown Hello Wealth Financial Advisors Athens Not listed Percentage of assets, Hourly
Heath Clevenger CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Heather McGolerick Meritis Wealth Management Potomac Not listed Percentage of assets, Hourly
Henry Vance Ark Advisors Bloomington Not listed Percentage of assets, Fixed fees
Hogan Roberts investgro Brentwood Not listed Percentage of assets, Hourly
Ian Foster Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Ian Starkel Starkel Wealth Advisors Sarasota Not listed Percentage of assets
Jaan Larkin StratFI Wilmington Not listed Percentage of assets, Hourly
Jack Tsai Tsai Wealth Management Pasadena PFS Percentage of assets, Hourly
Jackson Burk FORM Wealth Advisors Lake Geneva Not listed Percentage of assets
Jaclyn Gilbert Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Jaclyn Gruber LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Jacob Higgins Campbell Asset Management Chattanooga Not listed Percentage of assets, Hourly
Jacob Mardian American Financial Planning Roanoke Not listed Flat fee or retainer, One-time planning fee
Jacob Rosemeyer Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Jake Crosby ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jake Miller Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Jake Pendl Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
James "Tripp" Lumpkin Tar River Wealth Planning Louisburg Not listed Percentage of assets, Fixed fees
James Bailey Perspective Wealth Partners Boise Not listed Percentage of assets
James Gallagher Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
James Lumpkin Tar River Wealth Planning Louisburg Not listed Percentage of assets, Fixed fees
James Minich Minich MacGregor Wealth Management St Augustine Not listed Percentage of assets, Fixed fees
James Robinson ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
James Sexton Phillip James Financial Plymouth Not listed Percentage of assets
James Spoor Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
James Zagelmeyer Lionshead Wealth Management New York Not listed Percentage of assets, Fixed fees
Jamie Langlow TrueWealth Financial Partners San Diego Bellevue Not listed Percentage of assets, Fixed fees
Jared Pearson StrategyCap Bend Not listed Percentage of assets, Hourly
Jason Aluague Haynie Wealth Management Fort Collins Not listed Percentage of assets
Jason Goosen Rapids Financial Kentwood Not listed Percentage of assets
Jason Macgregor Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Jason Zangmeister Aspire Growth Partners Medina Not listed Percentage of assets, Hourly
Jay Lauer Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly
Jeff Wills Forthright Wealth Management Alpharetta Not listed Percentage of assets
Jeffrey Kirkpatrick Dovetail Financial Duluth Not listed Ongoing planning fee
Jeffrey Monsour Lees Monsour Group Shreveport Not listed Percentage of assets, Hourly

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Specialties that serve retirees