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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
William Levay FCA Houston Not listed Percentage of assets, Hourly
William Lynn ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
William Miles WebsterRogers Financial Advisors Columbia Not listed Percentage of assets, Hourly
William Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Zachary Roberts Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Alex Holtmeier Union Strategic Advisors Blue Ash Not listed Percentage of assets, Fixed fees
Alex Zubak Sikorski Wealth Management San Diego Not listed Percentage of assets
Alexander Skabry Harvest Capital Assets Sanborn Not listed Percentage of assets
Alexander Strauss RDM Capital Red Bank Not listed Percentage of assets
Alexandra Leon Guerrero ALG Financial Hagåtña Not listed Percentage of assets
Anastasiya Sembay Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Andrew Kirchner Elevation Wealth Partners Walnut Creek Not listed Percentage of assets
Andrew Kotyuk Alpha Wealth Management Hemet Not listed Percentage of assets, Hourly
Andrew Krafft Luminary Wealth Charlotte Not listed Percentage of assets, Hourly
Anthony House i2i Analytics Evanston Not listed Percentage of assets
Ashley Vega Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Augustine Matheson Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Austin Caswell Integrated Wealth Strategies Austin Not listed Percentage of assets, Hourly
Brian Iles Aurora Financial Strategies Kokomo Not listed Percentage of assets, Fixed fees
Brian Voss Voss Wealth Management Endicott Not listed Percentage of assets, Fixed fees
Bruno Larocca RDM Capital Red Bank Not listed Percentage of assets
Carolyn Matthes Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
Casey Bibb Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Chad Gifford Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Charles Holder Holder Wealth Management Champaign Not listed Percentage of assets, Hourly
Charles Levinson Sage Investment Advisers Wappingers Falls Not listed Percentage of assets, Hourly
Christopher Torres Mayfield Advisors Palo Alto Not listed Percentage of assets, Hourly
Cole Anderson Intergy Private Wealth Colorado Springs Not listed Percentage of assets, Hourly
Cole Hofmann Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Dana Gower Millennium Planning Group Cary Not listed Percentage of assets, Hourly
Dane Rutstein i2i Analytics Evanston Not listed Percentage of assets
Daniel Caswell Integrated Wealth Strategies Austin Not listed Percentage of assets, Hourly
Daniel Fisher Fisher Financial Group Northbrook Not listed Percentage of assets
Daniel Heth Preserve Wealth Management Weaverville Not listed Percentage of assets, Fixed fees
Danny Colburn Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
David Caldwell Harvest Capital Assets Sanborn Not listed Percentage of assets
David Flanders Momentum Wealth Planning Estero Not listed Percentage of assets
David Given Curtis Advisory Group Santa Barbara Not listed Percentage of assets, Hourly
David Piano Piano Wealth Management Victor Not listed Percentage of assets, Hourly
David SooHoo Angel Wealth Advisors Astoria Not listed Percentage of assets, Flat fee or retainer
Derek Sinani Ironwood Wealth Advisors Scottsdale Not listed Percentage of assets
Donald Dempster DLK Investment Management Solana Beach CFA Percentage of assets, Hourly
Donald Wellings Strategic Advisory Services Houston Not listed Percentage of assets
Drew Ashland Milborn Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Earl Miller Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Edmund Malone Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Edward Daniels Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
Edward Jackson The Investor Advisory Group Charlotte Not listed Percentage of assets, Hourly
Emily Clare Cafasso Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
Emily Wheeler Attleboro Wealth Management Yardley Not listed Percentage of assets, Fixed fees

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Specialties that serve retirees