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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
Nina Strozak Wealth Preservation Advisors Chattanooga Not listed Percentage of assets
Noah Krier Stordahl Capital Management Greenwood Village Not listed Percentage of assets, Hourly
Omid Eftekhari Towneley Capital Management Laguna Hills CFA Percentage of assets, Fixed fees
Oscar Castro Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Paige Moon Perspective Wealth Partners Boise Not listed Percentage of assets
Paola Quintero Salazar True Wave Financial Planners Sacramento Not listed Percentage of assets, Hourly
Parker Hann SimpliFi San Diego Not listed Hourly
Patricia Kavanagh Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Patrick Peters Wealth Preservation Advisors Chattanooga Not listed Percentage of assets
Patrick Severson TrueWealth Financial Partners San Diego Bellevue Not listed Percentage of assets, Fixed fees
Patrick Vance Ark Advisors Bloomington Not listed Percentage of assets, Fixed fees
Patrick Younis Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Paul Schatz Heritage Capital Woodbridge Not listed Percentage of assets
Paul Weaver CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Paula Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Payton Simon Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Peter Lautmann LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Peter McCleskey RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Peter Schumacher LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Petr Burunov Ambassador Wealth Management Vancouver Not listed Percentage of assets, Hourly
Phillip McGrath Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
Rachel Potters OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Ralph Wasiakowski Brightside Wealth Planning Center Valley Not listed Percentage of assets, Fixed fees
Rebecca Dobson Multnomah Group Portland CFA Percentage of assets, Hourly
Rebekah Adams Perspective Wealth Partners Boise Not listed Percentage of assets
Reed Wheless Tar River Wealth Planning Louisburg Not listed Percentage of assets, Fixed fees
Regan Shipp Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Remington Conte Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Richard Franz Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
Richard Luchini Luchini Financial Altoona Not listed Percentage of assets, Fixed fees
Richard Saxon Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Rilee Erickson Fidelis Wealth Advisors Big Piney Not listed Percentage of assets, Fixed fees
Robert Boggs Catawba River Capital Belmont Not listed Percentage of assets, Hourly
Robert Burns FCA Houston Not listed Percentage of assets, Hourly
Robert Phelps LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Robert Scharar FCA Houston Not listed Percentage of assets, Hourly
Robert Wagler Great Falls Wealth Management Pinehurst Not listed Percentage of assets, Hourly
Robin Sterneck Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees
Ronald Rough FSA Wealth Partners Rockville CFA Percentage of assets, Hourly
Ross Smyth Glassy Mountain Advisors Brevard CFA Percentage of assets
Ryan Cass Beacon Financial Partners Cleveland Not listed Percentage of assets, Hourly
Ryan Dennehy California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Ryan Hulsebos Regency Wealth Management Ramsey Not listed Percentage of assets, Fixed fees
Ryan Redfern Shadowridge Asset Management Austin ChFC Hourly, One-time planning fee
Ryan Scharar FCA Fort Worth Not listed Percentage of assets, Hourly
Ryan Schroer RFG Wealth Advisory Argyle Not listed Percentage of assets, Fixed fees
Sam Curmaci SAC Investment Management Ft. Lauderdale Not listed Percentage of assets
Samuel Lees Lees Monsour Group Shreveport Not listed Percentage of assets, Hourly
Samuel Vance True Wave Financial Planners Sacramento Not listed Percentage of assets, Hourly
Samuel Wisneski TrueWealth Financial Partners San Diego Bellevue Not listed Percentage of assets, Fixed fees

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Specialties that serve retirees