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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
Luke Spink Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Luke Timm Timm Financial Services Poughkeepsie Not listed Percentage of assets, Fixed fees
Makayla Allen Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Marcus Berry Adell, Harriman, & Carpenter Houston Not listed Percentage of assets
Mark Conrad The Investor Advisory Group Charleston Not listed Percentage of assets, Hourly
Mark Hemby Saltmarsh Financial Advisors Pensacola CFA Percentage of assets, Hourly
Mark Hoffman Milborn Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Mark Januszewski Tax Advantage Advisors Overland Park Not listed Percentage of assets, Hourly
Marvin Riddle Rev Capital Marietta Not listed Percentage of assets
Matthew Erickson Convergent Financial Group Mount Pleasant Not listed Percentage of assets
Matthew Hershey Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Matthew Rubush Millennium Planning Group Cary Not listed Percentage of assets, Hourly
Maxwell Harcey Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Michael Gallagher Pecaut Wealth Management Sioux City CFA Percentage of assets, Fixed fees
Michael Jackson The Investor Advisory Group Charlotte Not listed Percentage of assets, Hourly
Michael Loveless ABG Consultants Cottonwood Heights Not listed Percentage of assets, Hourly
Mitsuo Lockrow Cambridge Wealth Management Cambridge Not listed Percentage of assets, Hourly
Nancy Anderson New Perspectives Ridgeland CFA Percentage of assets, Hourly
Nancy Wakefield Serene Point Advisors Lake Oswego Not listed Percentage of assets, Hourly
Naomi Roberts Yarger Wealth Strategies Westerville Not listed Percentage of assets, Fixed fees
Nathan Travis Nicollet Investment Management Minneapolis Not listed Percentage of assets
Nicholas Drew Drew Wealth Management Portsmouth Not listed Percentage of assets
Nicholas Heyer Nicollet Investment Management Minneapolis Not listed Percentage of assets
Nicholas Letter Advisors Management Group Green Bay Not listed Percentage of assets, Ongoing planning fee
Nick Dionisos Cornerstone Wealth Management Westlake Not listed Percentage of assets, Hourly
Nolan Karras The Karras Company Roy Not listed Percentage of assets, Hourly
Patrick Donnelly Donnelly Financial Services Rock Tavern Not listed Percentage of assets, Hourly
Patrick Sheppard Atlantic Retirement & Wealth Advisors Johns Island Not listed Percentage of assets, Hourly
Paul Chapman Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
Paul Escarcega Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Paul Ruedi Ruedi Wealth Management Champaign Not listed Percentage of assets
Pierce Roe Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Rebecca Agamaite Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Rishabh Goyal Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Robert Gabel Colburn Wealth Management, LLC. Grove City Not listed Percentage of assets, Hourly
Robert Jones The Investor Advisory Group Charlotte Not listed Percentage of assets, Hourly
Robert Miller Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Robert Norton Capstone Wealth Advisors Salem Not listed Percentage of assets, Hourly
Robert Rachlow Luminary Wealth Fort Wayne Not listed Percentage of assets, Hourly
Robert Vickers Capital Advisors Wealth Management Yakima ChFC Percentage of assets, Hourly
Roger Deets Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Ryan Bradley Holder Wealth Management Champaign Not listed Percentage of assets, Hourly
Ryan Coulter Demming Financial Services Aurora Not listed Percentage of assets, Ongoing planning fee
Ryan Crooks Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Ryan Curtis Curtis Advisory Group Santa Barbara Not listed Percentage of assets, Hourly
Ryan Forsythe Forsythe Wealth Management Crown Point Not listed Percentage of assets, Hourly
Ryan Kelly Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Ryan Knebel ABG Consultants Collinsville Not listed Percentage of assets, Hourly
Samara Hanson Velloo Elevation Wealth Partners Walnut Creek Not listed Percentage of assets
Samuel Benson Martin Wealth Solutions Christiansburg Not listed Percentage of assets

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Specialties that serve retirees