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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
Kristin DiMeo Meridian Wealth Group Dade City Not listed Percentage of assets, Hourly
Kristin Ramsay truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Lawrence Zimmerman Zimmerman Advisory Group Dublin Not listed Percentage of assets, Fixed fees
Lianna Deprey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Luke Bunch OxenFree Financial Melbourne Not listed Percentage of assets
Marianna Beddard PlayBook Advizor Port Washington Not listed Ongoing planning fee
Mark Steffen Sightline Wealth Advisors Groton Not listed Percentage of assets
Mary Ann Drucker FSA Wealth Partners Rockville Not listed Percentage of assets, Hourly
Matthew Lasker Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Meghan Lynch Lynch Financial Group Denver Not listed Percentage of assets, Fixed fees
Michael Congdon Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Michael Freeman Trilogy Financial Solutions Oklahoma City Not listed Percentage of assets, Hourly
Michael Masciorini Ticino Wealth Mission Viejo Not listed Percentage of assets
Michael Murff Oak Road Wealth Management Lee'S Summit Not listed Percentage of assets, Hourly
Nathan Kallal OxenFree Financial Melbourne Not listed Percentage of assets
Nathan Kimle Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Nicholas Moore Trinity Financial Planning Middleton Not listed Percentage of assets, Fixed fees
Noah Eshenaur truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Noah Schmall Bridgeway Wealth Management Cedar Rapids Not listed Percentage of assets, Hourly
Orest Saikevych The Rice Partnership Honolulu Not listed Percentage of assets, Fixed fees
Palmer Mahoney Weaver Consulting Group Huntington Beach Not listed Percentage of assets, Fixed fees
Pamela Rehart Integrity Capital Management Kingsport Not listed Percentage of assets, Hourly
Patrick Fischoeder Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Patrick Illies Twin Cities Retirement Group Plymouth Not listed Percentage of assets
Patrick O'Grady Rinaldi Wealth Management Bonita Springs Not listed Percentage of assets, Hourly
Peter Frailey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Rafael Yurk Asset One Bridgeville Not listed Percentage of assets
Ralph Lebkuecher Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
Randolph Fisher Artemis Wealth Advisors Flemington Not listed Percentage of assets, Hourly
Raymond Dimeo Meridian Wealth Group Dade City Not listed Percentage of assets, Hourly
Richard Levenson Western Financial San Diego Not listed Percentage of assets
Ritesh Upadhyaya Vigil Wealth Management Ponte Vedra Beach Not listed Percentage of assets, Hourly
Rodney Kramp Asset One Fort Myers Not listed Percentage of assets
Rodney McKinnis MACC IV Group Chandler Not listed Percentage of assets, Fixed fees
Samuel Gettis Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Sandie Turley Western Financial Mesa Not listed Percentage of assets
Sarah Bredhoff The Rice Partnership Kahului, Maui Not listed Percentage of assets, Fixed fees
Scott Melbrod Melbrod Wealth Management San Diego Not listed Ongoing planning fee
Shawn McKeown Southern Pacific Asset Management Yuma Not listed Percentage of assets
Shon McCarley Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Stefan Pellish Sightline Wealth Advisors Groton Not listed Percentage of assets
Stephanie Moroney Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Stephen Cavagnaro Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Steve Schaefer Eagle Eye Advisory Westerville Not listed Percentage of assets
Steven Levenson Western Financial Eagle Not listed Percentage of assets
Steven Schoenfeld The Rice Partnership San Luis Obispo Not listed Percentage of assets, Fixed fees
Stewart Neely Retirement Planning Blueprint Charlotte Not listed Percentage of assets, Hourly
Susanna Fraser Asset One Bellevue Not listed Percentage of assets
Thomas Sjoberg Twin Cities Retirement Group Plymouth Not listed Percentage of assets
Thomas Trouba Solyco Wealth Birmingham Not listed Percentage of assets, Hourly

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Specialties that serve retirees