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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
Samuel Harris Patina Wealth Crozet Not listed Percentage of assets
Scott Busch Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Sean Miller Blue Bell Private Wealth Management Blue Bell Not listed Percentage of assets, Hourly
Shane Fagan Reify Wealth Advisors Indianapolis Not listed Hourly, One-time planning fee
Shay Benedict Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Stephen Seo L&S Advisors Los Angeles CFA Percentage of assets, Hourly
Stewart Darrell Darrell Capital Management Rolling Hills Estates CFA Percentage of assets, Hourly
Sue Grbac Strategic Advisory Services Houston Not listed Percentage of assets
Susan Arnold Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Tabitha Garreffa ABG Consultants Arlington Not listed Percentage of assets, Hourly
Tabitha Williams Reify Wealth Advisors Indianapolis Not listed Hourly, One-time planning fee
Theresa Martin Martin Wealth Solutions Christiansburg Not listed Percentage of assets
Thomas Kopas Pring Turner Alamo Not listed Hourly, Percentage of assets
Thomas Ludwig Stockbridge Private Wealth Management Sun Prairie Not listed Percentage of assets
Thomas Smith ABG Consultants Westfield Not listed Percentage of assets, Hourly
Tim Smith API Financial Advisors Rockledge ChFC Percentage of assets, Hourly
Timothy Fahey Nicollet Investment Management Minneapolis Not listed Percentage of assets
Timothy Recker Union Strategic Advisors Blue Ash Not listed Percentage of assets, Fixed fees
Timothy Scholten Yarger Wealth Strategies Westerville Not listed Percentage of assets, Fixed fees
Tony Jung Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Ty Neubauer Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Vladimir Pixa My Portfolio Guide Seal Beach Not listed Percentage of assets
Warren Deets Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
William Abolghassem Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
William Downey Rev Capital Marietta Not listed Percentage of assets
William Hoover Broadleaf Partners Hudson Not listed Percentage of assets
William Matthes Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
William Thomas Ascension Wealth Advisors Mt. Pleasant Not listed Percentage of assets, Hourly
Yu-Chi Peng-Lee Mayfield Advisors Palo Alto Not listed Percentage of assets, Hourly
Zachary Holtmeier Union Strategic Advisors Blue Ash Not listed Percentage of assets, Fixed fees
Aaron Salter Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Adriaan van Wyk Richmond Brothers Jackson Not listed Percentage of assets, Hourly
Alexander Newman Grape Temecula Not listed Percentage of assets
Ana McKinley Jordan Financial Services Kenosha Not listed Percentage of assets, Hourly
Andrew Cettina OxenFree Financial Melbourne Not listed Percentage of assets
Andrew Matz Oak Road Wealth Management Lee'S Summit Not listed Percentage of assets, Hourly
Angela Williams Integrity Capital Management Kingsport Not listed Percentage of assets, Hourly
Anna Khemkhajon Rinaldi Wealth Management Bonita Springs Not listed Percentage of assets, Hourly
Annette Sun SW Private Wealth Needham Not listed Percentage of assets, Hourly
Baylee Zeigler Vigil Wealth Management Ponte Vedra Beach Not listed Percentage of assets, Hourly
Benjamin Chappell Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Benjamin Ebert Ebert Capital Management Eureka Not listed Percentage of assets, Hourly
Benjamin Small Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Brad Pruitt High Plains Advisors Lubbock Not listed Percentage of assets, Hourly
Bradley Ward Asset One Naples Not listed Percentage of assets
Brian Barton Guardian Wealth Management Salt Lake City Not listed Percentage of assets, Fixed fees
Brian Montanez Multnomah Group Orinda Not listed Percentage of assets, Hourly
Bryan Trochessett San Blas Capital Port St. Joe Not listed Percentage of assets
Cara Whipkey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Carol Newman Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees

Guides

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Specialties that serve retirees