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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
Linda Gardner Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Lisa Spradling Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Logan Metcalf Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Lorin Wagler Great Falls Wealth Management Pinehurst Not listed Percentage of assets, Hourly
Louis Wheless Tar River Wealth Planning Louisburg Not listed Percentage of assets, Fixed fees
Luke Podbury Canter Wealth La Jolla Not listed Percentage of assets, Fixed fees
Maria Garyfallos Tepp Wealth Management Westfield Not listed Percentage of assets, Hourly
Mark Castonguay American Financial Planning Yorktown Not listed Flat fee or retainer, One-time planning fee
Mark Michna Sightline Wealth Advisors Groton CFA Percentage of assets
Matthew Beardwood Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Matthew Dirkse Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly
Matthew Edgar Edgar Investment Management Houston CFA Percentage of assets
Matthew Eisenhower Blue Anchor Wealth Advisors Ketchikan Not listed Percentage of assets, Hourly
Matthew Jeter Gilliland Jeter Wealth Management Little Rock Not listed Percentage of assets
Matthew Ravenscroft Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Matthew Samson ILS Financial Omaha Not listed Percentage of assets, Hourly
Matthew Sumnicht Bowline Financial Grosse Pointe Woods Not listed Percentage of assets, Fixed fees
Matthew Ward New Century Investments Fort Worth Not listed Percentage of assets
Matthew Woodlief Private Wealth Management of NC Henderson Not listed Percentage of assets, Hourly
Maximillian Morgan Lookahead Wealth West Linn Not listed Percentage of assets
Meghan Baum Atwater Malick Lancaster Not listed Percentage of assets, Hourly
Mehak Thukral Lionshead Wealth Management New York Not listed Percentage of assets, Fixed fees
Michael Alimo USA Financial and Tax Services Farmington Not listed Percentage of assets
Michael Alimo USA Financial and Tax Services Farmington Not listed Percentage of assets
Michael Brown Foresee Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Michael Cornell Infinite Wealth Advisors Mooresville Not listed Percentage of assets, Hourly
Michael Fusco Infinite Wealth Advisors Mooresville Not listed Percentage of assets, Hourly
Michael Haines Essential Investment Partners Englewood Not listed Percentage of assets
Michael Hart Wallace Hart Capital Management Lexington Not listed Percentage of assets, Performance-based fees
Michael Hibbs Third Stanza Group Cave Creek Not listed Percentage of assets
Michael Kostelnik Family Life Financial Planning Mentor Not listed Percentage of assets, Hourly
Michael McIntyre Glassy Mountain Advisors Bethesda CFA Percentage of assets
Michael Poland Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Michael Tull RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Michele Tellstone Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Michelle Higgins California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Michelle Stallsworth Harfst and Associates Sheridan Not listed Percentage of assets, Hourly
Mindy Prow Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Morgan Arriaga MDT Financial Advisors Webster Not listed Percentage of assets, Hourly
Natan Bondin Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Nathan Magdanz Convergence Omaha Not listed Percentage of assets, Fixed fees
Nathan White Paragon Wealth Management Provo CFA Percentage of assets
Nelson Moen Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Nicholas Gorry Eminence WM Orlando Not listed Percentage of assets
Nicholas Lehman Spectrum Advisors Plano Not listed Percentage of assets, Hourly
Nicholas Noll RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Nicholas Powers California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Nicholas Venezia California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Nicole Squires Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Nicole Wasiakowski Brightside Wealth Planning Center Valley Not listed Percentage of assets, Fixed fees

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Specialties that serve retirees