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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
Eric Bright Pennyfarthing Investment Management Belchertown CFA Percentage of assets, Hourly
Eric Johanson Scope Wealth Management Santa Monica CFA Percentage of assets, Hourly
Esme Miano Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
Fernando Germana Germana Capital Miami Not listed Percentage of assets, Hourly
Frederick Timm Timm Financial Services Poughkeepsie Not listed Percentage of assets, Fixed fees
Garrett Peterson Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Geovanny Vega-Zamora Holder Wealth Management Champaign Not listed Percentage of assets, Hourly
Grant Evans True North Wealth Parker City Not listed Percentage of assets, Hourly
J Miller Blue Bell Private Wealth Management Blue Bell Not listed Percentage of assets, Hourly
Jack Boyd Boyd Financial Strategies Round Rock Not listed Percentage of assets, Hourly
Jackson Collins Aurora Financial Strategies Kokomo Not listed Percentage of assets, Fixed fees
Jacob Wihtol Capstone Wealth Advisors Salem Not listed Percentage of assets, Hourly
James Cowan Cowan Capital Advisors Foster City Not listed Percentage of assets, Hourly
James Hedges Harvest Capital Assets Sanborn Not listed Percentage of assets
James Kopas Pring Turner Alamo Not listed Hourly, Percentage of assets
James Lubin Infiniti Wealth Management Brewster Not listed Percentage of assets, Hourly
Jared Hoffman Broadleaf Partners Hudson Not listed Percentage of assets
Jared Rasmussen Serene Point Advisors Ridgefield Not listed Percentage of assets, Hourly
Jason Clardy My Portfolio Guide Seal Beach Not listed Percentage of assets
Jay Polson Polson Wealth Management Des Moines Not listed Percentage of assets, Hourly
Jean Coletta Germana Capital Miami Not listed Percentage of assets, Hourly
Jenner Preston Tranquilli Financial Advisor Shawnee Not listed Percentage of assets, Hourly
Jennifer Barron Adell, Harriman, & Carpenter Houston Not listed Percentage of assets
Jeremy Ellisor Convergent Financial Group Mount Pleasant Not listed Percentage of assets
Jerry Schuder Sage Investment Advisers Wappingers Falls Not listed Percentage of assets, Hourly
Jesse Sikorski Sikorski Wealth Management San Diego Not listed Percentage of assets
Jimmy Martin Martin Wealth Solutions Christiansburg Not listed Percentage of assets
John Mumper Patina Wealth Richmond Not listed Percentage of assets
Jon Sobotkin Blue Bell Private Wealth Management Blue Bell Not listed Percentage of assets, Hourly
Jonathan Miller Blue Bell Private Wealth Management Blue Bell Not listed Percentage of assets, Hourly
Jonathan Yarger Yarger Wealth Strategies Westerville Not listed Percentage of assets, Fixed fees
Jordan Curtis Curtis Wealth Management Henderson Not listed Percentage of assets, Hourly
Jordan Rench Relevance Capital Management Denton Not listed Percentage of assets, Hourly
Joseph Barry Barry Investment Advisors New Bedford CFA Percentage of assets, Fixed fees
Joseph Fiorile Fiorile Financial Advisory Group Saranac Lake PFS Hourly, Fixed fees
Joseph Fondahn Fondahn CPA Walla Walla Not listed Percentage of assets, Hourly
Joseph Guarneri Sage Investment Advisers Wappingers Falls Not listed Percentage of assets, Hourly
Joshua Taff New Perspectives Ridgeland CFA Percentage of assets, Hourly
Julie Deets Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Justin Capetola Blue Bell Private Wealth Management Blue Bell Not listed Percentage of assets, Hourly
Kate Pederson Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Katherine Brabenec Firethorn Wealth Partners Atlanta Not listed Percentage of assets, Hourly
Kelly Cappello Argo Wealth Advisory Mclean Not listed Percentage of assets, Fixed fees
Kelly Rench Relevance Capital Management Denton Not listed Percentage of assets, Hourly
Kenneth Simpson Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
Kevin Sweeney Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
Kyle Kiser Sikorski Wealth Management San Diego Not listed Percentage of assets
Linwood Fraher Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Lori Hartman Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Louis Tranquilli Tranquilli Financial Advisor Clinton Not listed Percentage of assets, Hourly

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Specialties that serve retirees