W Wellspent Public advisor graph
Get matched
Wellspent public graph/Who advisors serve/Retirees
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
Sarah Kovalakides Tepp Wealth Management Westfield Not listed Percentage of assets, Hourly
Scott Cameron Multnomah Group Portland CFA Percentage of assets, Hourly
Scott Drown Regency Wealth Management Ramsey Not listed Percentage of assets, Fixed fees
Sean Maloon California Financial Advisors San Ramon Not listed Percentage of assets, Ongoing planning fee
Sivaparvati Thagirisa Map to Your Wealth Floral Park Not listed Percentage of assets, Flat fee or retainer
Skyler Eubank Perspective Wealth Partners Boise Not listed Percentage of assets
Spencer Schneider Schneider Wealth Management Omaha Not listed Percentage of assets, Fixed fees
Stephen Bierker Asset One Bridgeville CFA Percentage of assets
Stephen Bunch Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
Stephen Schmidt Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Steven Crawford FCA Houston Not listed Percentage of assets, Hourly
Steven Miller Trebuchet Consulting Pittsburgh Not listed Percentage of assets, Hourly
Steven Singer Retirement Solutions Los Angeles Not listed Percentage of assets, One-time planning fee
Stuart Brisgel B1 Financial Aventura Not listed Percentage of assets, Hourly
Susan Riser Whitlock Infinite Wealth Advisors Mooresville Not listed Percentage of assets, Hourly
Tara Newton Perspective Wealth Partners Boise Not listed Percentage of assets
Teagan Parker Rosemeyer Management Group Great Falls Not listed Percentage of assets, Fixed fees
Teresa Hughes Integrity Wealth Management Eugene Not listed Percentage of assets, Fixed fees
Terry Backmann Jordan Financial Services Kenosha ChFC Percentage of assets, Hourly
Thomas Koch Hall Capital Management Pasadena Not listed Percentage of assets
Thomas Mazza Premier Estate Planners Clinton Township Not listed Percentage of assets, Hourly
Thomas Staerker Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Thomas Thornhill Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Thomas Volkmann Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly
Tigran Navasardian Anchor Capital Advisors Boston CFA Percentage of assets, Hourly
Timothy Bock Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Timothy Hale Hale Financial Solutions Afton Not listed Percentage of assets, Hourly
Timothy Kulick Denver Private Wealth Management Centennial Not listed Percentage of assets, Hourly
Timothy Lucio Saxon Financial Group Houston Not listed Percentage of assets, Hourly
Todd Micciche True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Todd Thompson Rogue Advisors Grants Pass Not listed Percentage of assets, Hourly
Toney Falkner Private Wealth Management of NC Henderson Not listed Percentage of assets, Hourly
Tonye Wokoma Mainsail Financial Group Bellevue Not listed Ongoing planning fee
Torry Whitcher Generation Capital Management Pittsford Not listed Percentage of assets
Tracy Riordan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Tracy Shackelford Tenzing Financial Williamsburg Not listed Percentage of assets, Fixed fees
Travis Schaat Perspective Wealth Partners Boise Not listed Percentage of assets
Travis Wall Fidelis Wealth Advisors Castle Rock Not listed Percentage of assets, Fixed fees
Tristan Dahl Blue Anchor Wealth Advisors Ketchikan Not listed Percentage of assets, Hourly
Tyler Kanne Convergence Omaha Not listed Percentage of assets, Fixed fees
Tyler Rima FORM Wealth Advisors Lake Geneva Not listed Percentage of assets
Tyler Ryan Capstone RIA Bellingham Not listed Percentage of assets
Tyler Skutnik LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Vickie Chrisman Lees Monsour Group Shreveport Not listed Percentage of assets, Hourly
Wayne Trana Blue Anchor Wealth Advisors Hutchinson Not listed Percentage of assets, Hourly
Wesley Yuhnke FCA Houston Not listed Percentage of assets, Hourly
William Bromley Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
William Davidson Park Wealth Management Greensboro Not listed Hourly
William Ginsburg Pierson Wealth Management Atlanta Not listed Percentage of assets
William Hazlett WH Financial Stuart ChFC Fixed fees

Guides

Related lists

Specialties that serve retirees