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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 3,308 fee-only financial advisors who work with retirees at 1,432 firms, most in Houston, San Diego and Scottsdale. 49% hold the CFP certification. Of the 3300 with fees on file, 88% charge percentage of assets.

Advisors listed
3,308
Firms
1,432
Cities
870
Hold the CFP
49%
  • Other credentials: CFA 8% · CPA 2% · EA 2%
  • How they charge (of 3300 with fees on file): percentage of assets 88% · fixed fees 44% · hourly 40% · 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
Kevin Lao Imagine Financial Security Chattanooga CFP, RICP Percentage of assets
Kevin Michels Medicus Wealth Planning, Inc. Draper CFP Percentage of assets, Hourly
Kyle Simmons J.E. Simmons & Co., P.C. Dallas CFP Percentage of assets, Ongoing planning fee
Lance Ludwig Kingdom Financial South Bend CFP, CKA Percentage of assets, Ongoing planning fee
Lew Christman Christman Fiancial Advisors LLC Macungie CFP Percentage of assets, Ongoing planning fee
Liz Schieck New School of Finance Toronto CFP Flat fee or retainer, One-time planning fee
Logan Valentine Valentine Wealth Management Seymour CFP Percentage of assets, Ongoing planning fee
Lorne Abramson Abramson Financial Planning, LLC Burlingame CFA, CFP, CTEC, EA Flat fee or retainer, Hourly
Lucas Wennersten 49th Parallel Wealth Management Vancouver CFA, CFP (Canada), CFP (U.S.) Percentage of assets, Hourly
Marcus Blanchard Focal Point Financial Planning, LLC Pleasant Grove CFP, ChFC Percentage of assets, Hourly
Mark Whitaker Retirement Advice LLC Provo CFP, MSFP Percentage of assets, One-time planning fee
Marlene C. Buxton Buxton Financial For Retirement Toronto CFP, CLU, RRC, Chartered Financial Planner Flat fee or retainer, One-time planning fee
Massi De Santis Desmo Wealth Advisors, LLC Lakeway CFP Percentage of assets, Ongoing planning fee
Matt Johnson Defining Legacy Financial Advisors LLC Greensboro CFP Ongoing planning fee
Matt Will Wealth Accel LLC Dayton CFP Percentage of assets, Fixed fees
Michael Hunsberger Next Mission Financial Planning Saint Charles CFP, ChFC, CCFC Flat fee or retainer, Ongoing planning fee
Michael Nemick Thrive Retirement Specialists Dearborn CFP, CFA, MBA, RICP Flat fee or retainer
Michelle Vargas Waymaker Financial Planning Fort Worth CFP Hourly, One-time planning fee
Morgan Ranstrom Trailhead Planners, LLC Portland CEPA, CFA, CFP, RLP Percentage of assets, Hourly
Nannette Belt Inspiration Financial Planning LLC Carlsbad CFP, RICP, MBA Ongoing planning fee, Percentage of assets
Nathan Swab Alexander Financial Planning, Inc. Columbus AWMA, CFP, MSFP Flat fee or retainer, Ongoing planning fee
Neil Portus Olivehurst Advisors LLC Roseville CFP, CFA, MBA, TPCP Percentage of assets, Hourly
Nestor Vargas AlignPoint Wealth Denver CFP Flat fee or retainer, Ongoing planning fee
Nicholas Faulkner Testament Wealth Management Cary CFP Percentage of assets, Flat fee or retainer
Nick Murphy Counterweight Private Wealth Raleigh CFP, MBA, RICP Ongoing planning fee
Nicola Cyr Five8 Financial LLC Rogers CFP, EA Percentage of assets
Patrick King Prana Wealth Atlanta CFP, MBA Percentage of assets, Flat fee or retainer
Paul Coleman Iii Free Time Financial LLC Orchard Park CFP Flat fee or retainer, Ongoing planning fee
Ralph Ted White Arrivity Financial Planning Seattle CFP, CIMA, MBA Hourly, One-time planning fee
Raquel Hinman Hinman Financial Planning, Inc. Erie CFP, CDFA Percentage of assets, Ongoing planning fee
Rick Spillane Spillane Financial Planning, Inc. Lebanon CFP, CPA Hourly, Percentage of assets
Robert DeLucas Afton Advisors, LLC Nashville CFP, ChFC, MBA, RICP Flat fee or retainer, Ongoing planning fee
Robert Holman Holman Wealth Management, LLC Dallas CFP, CFA Percentage of assets, One-time planning fee
Robert Riedl Endowment Wealth Management, Inc. Chicago AWMA, BS, CFA, CFP Percentage of assets
Robin Kizito Addax Bridge Financial North Bethesda CFP, MBA Percentage of assets, Ongoing planning fee
Ross Miller ClearPoint Wealth Management Colleyville CFP, CPA Percentage of assets
Sanjay Pamurthy Artham Advisors LLC Dallas CFP, MBA Flat fee or retainer
Sarah Kang UAK Diversified Wealth Advisors Minnetonka CFP Percentage of assets, Flat fee or retainer
Scott Brooks Brooks Wealth Management Westlake Village CFP Percentage of assets
Sean Wilson Moraine Wealth Advisory Calgary CIM, CFP One-time planning fee, Hourly
Shawn Perkins Genuine Wealth Solutions LLC Richmond AWMA, CFP Ongoing planning fee, One-time planning fee
Steve Cruice Simply Steward, LLC Highlands Ranch CFP, CPA Percentage of assets, Fixed fees
Steven Clark Clark Financial Planning Services LLC Coconut Creek CFP, EA, RICP Flat fee or retainer, Ongoing planning fee
Steven Gilbert Gilbert Wealth Fort Wayne CFP, RICP, APMA Flat fee or retainer, Ongoing planning fee
Tim Woodward Blend Wealth Indianapolis CFP, MBA Ongoing planning fee
Tom Massie Massie Financial Planning Alexandria CFP Percentage of assets, Flat fee or retainer
Tommy Blackburn Mason & Associates Newport News CFP, CPA, PFS Ongoing planning fee
Zach Lopez AnCap Financial League City CFP Flat fee or retainer, Ongoing planning fee
Allison Vanaski Arcadia Wealth Management New York CFP Percentage of assets, Hourly
Andrew Gerhartz Bridge The Gap Retirement Planners LLC Phoenix CFP, MSPFP, MSFP Percentage of assets, Flat fee or retainer

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Related lists

Specialties that serve retirees