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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
Jeffrey Tilson JST Investment Consulting Seal Beach Not listed Percentage of assets, One-time planning fee
Jennifer Lackey Relativity Capital Advisors Greensboro Not listed Percentage of assets, Hourly
Jennifer Paterson Integrity Wealth Management Eugene Not listed Percentage of assets, Fixed fees
Jerad Rosburg ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jeremy Wallace Wallace Hart Capital Management Lexington Not listed Percentage of assets, Performance-based fees
Jessica Ash Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Jessica Bedell Wallace Hart Capital Management Lexington Not listed Percentage of assets, Performance-based fees
Jessica Fairchild RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Jessica Harrington WebsterRogers Financial Advisors Florence Not listed Percentage of assets, Hourly
Joe Fletcher New Century Investments Fort Worth Not listed Percentage of assets
John Drefcinski Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
John Fitzgerald Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
John Hall J.W. Hall Financial San Antonio Not listed Percentage of assets
John Hutchinson Great Falls Wealth Management Pinehurst Not listed Percentage of assets, Hourly
John Krolikowski Trebuchet Consulting Pittsburgh Not listed Percentage of assets, Hourly
John Obrien Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
John Orobono Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
John Paulson Clear Sky Financial Prosper Not listed Percentage of assets, Hourly
Jon Paul Espinoza B1 Financial Aventura Not listed Percentage of assets, Hourly
Jonathan Becker California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Jonathan Shaw Catawba River Capital Lake Wylie Not listed Percentage of assets, Hourly
Jonathan Spangler Cambridge Advisors Omaha Not listed Percentage of assets, One-time planning fee
Jonathan Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Jordan Daugherty FSA Wealth Partners Rockville CFA Percentage of assets, Hourly
Jose Maria Bilbao Cunha Joia Walters Strategic Advisors Sarasota Not listed Percentage of assets, Hourly
Joseph Gilligan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Joseph Gilliland Gilliland Jeter Wealth Management Little Rock Not listed Percentage of assets
Joseph Schultz Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Joshua Bruckert LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Joshua Fennimore Benchmark Financial Schwenksville Not listed Percentage of assets, Hourly
Joshua Moore Mainsail Financial Group Bellevue Not listed Ongoing planning fee
Justin Anderson Cambridge Advisors Omaha Not listed Percentage of assets, One-time planning fee
Kaden McCarney Next Level Wealth Planning Meridian Not listed Percentage of assets, Hourly
Kaley Bockhop Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Karina Kingman Spectrum Advisors Plano Not listed Percentage of assets, Hourly
Karley Fidani Fidelis Wealth Advisors Castle Rock Not listed Percentage of assets, Fixed fees
Keith Bosco Verity Investment Partners Bluffton Not listed Percentage of assets, Fixed fees
Kelly Ryan OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Kenneth Moore CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Kent Christensen Haynie Wealth Management Salt Lake City Not listed Percentage of assets
Kiel Lewis Eminence WM Orlando Not listed Percentage of assets
Kurt Mihelich LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Kyle Bruner Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Kyle Dennehy California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Lance Parker Lance Parker Wealth Management San Luis Obispo Not listed Percentage of assets
Landon Blodgett Blodgett Wealth Advisors Concord Not listed Percentage of assets, Hourly
Laura Markoff Meritis Wealth Management Potomac Not listed Percentage of assets, Hourly
Lauren Procknow Stordahl Capital Management Greenwood Village Not listed Percentage of assets, Hourly
Leah Levingston Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Lettie Sihota Capstone RIA Sumas Not listed Percentage of assets

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Specialties that serve retirees