W Wellspent Public advisor graph
Get matched
Wellspent public graph/Who advisors serve/Retirees
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
Caryn Sanchez Multnomah Group Portland Not listed Percentage of assets, Hourly
Cathy Tajiri The Rice Partnership Honolulu Not listed Percentage of assets, Fixed fees
Chad Karnes Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
Charles Doran Prometheus Investment Advisors Greenwich Not listed Percentage of assets, Hourly
Charles Warren Multnomah Group Gresham Not listed Percentage of assets, Hourly
Chris Bentley Parker Prescott Capital Management Dallas Not listed Percentage of assets, Fixed fees
Christian Dursteler The Rice Partnership Honolulu Not listed Percentage of assets, Fixed fees
Christopher Jackson truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Christopher Jones FSA Wealth Partners Rockville Not listed Percentage of assets, Hourly
Christopher Lynch Lynch Financial Group Camarillo Not listed Percentage of assets, Fixed fees
Christopher O'Neill Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Daniel Carr Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Daniel Doucette Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Daniel Shepard Oak Road Wealth Management Lee'S Summit Not listed Percentage of assets, Hourly
David Caivano Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
David Featherston Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
David Watson Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
David Young Paragon Wealth Management Provo Not listed Percentage of assets
Denny Stoddard Bridgeway Wealth Management Queen Creek Not listed Percentage of assets, Hourly
Donald Kwarta Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Donald Schroeder Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Dylan Ronn Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Elizabeth Johnson Iowa Wealth Management West Des Moines Not listed Percentage of assets, Hourly
Erik Bryan OxenFree Financial Melbourne Not listed Percentage of assets
Esther Bodman Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Evan Gruchot Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Garth Moreau OxenFree Financial Melbourne Not listed Percentage of assets
George Whitmore Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Gregory Johnson Multnomah Group Centennial Not listed Percentage of assets, Hourly
Hailey Fields Multnomah Group Portland Not listed Percentage of assets, Hourly
Heather Johnson Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
Isaac Miller Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Ivanna Berrio Paeva Ticino Wealth Mission Viejo Not listed Percentage of assets
James Phillips OxenFree Financial Melbourne Not listed Percentage of assets
Jamie Roth Solyco Wealth Hanover Not listed Percentage of assets, Hourly
Jason Lazarow Lazarow Wealth Management Tucson Not listed Percentage of assets, Hourly
John Chavez Multnomah Group Carlsbad Not listed Percentage of assets, Hourly
John Montgomery Montgomery Wealth Advisors Shreveport Not listed Percentage of assets, Hourly
John O'Neill O'Neill Financial Management Lake Forest Not listed Percentage of assets
John Oneill O'Neill Financial Management Lake Forest Not listed Percentage of assets
John Sinchok OxenFree Financial Melbourne Not listed Percentage of assets
Jonathan Blazick Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Jordan Masciorini Ticino Wealth Mission Viejo Not listed Percentage of assets
Joseph Evangelista Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Joseph Fleischmann Multnomah Group Bellingham Not listed Percentage of assets, Hourly
Joseph Pflueger Pflueger Wealth Churchville Not listed Percentage of assets, Hourly
Kaneil Menlove Paragon Wealth Management Provo Not listed Percentage of assets
Kelli Denney Armour Wealth Advisors Tumwater Not listed Percentage of assets
Kevin Ellis-Rutherford Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Kevin Johnson Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve retirees