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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
Timothy Mack High Plains Advisors Lubbock Not listed Percentage of assets, Hourly
Timothy Powers Powers Capital Management Conshohocken Not listed Percentage of assets, Fixed fees
Timothy Tonn Cirrus Capital Management Tampa Not listed Percentage of assets
Troy Tonn Cirrus Capital Management Tampa Not listed Percentage of assets
Tyler Sanchez The Rice Partnership San Luis Obispo Not listed Percentage of assets, Fixed fees
Warren Leet Blue Castle Wealth Lexington Not listed Percentage of assets, Hourly
Wesley Melbrod Melbrod Wealth Management San Diego Not listed Ongoing planning fee
William Duvall Sightline Wealth Advisors Groton Not listed Percentage of assets
William Hepburn Shadowridge Asset Management Austin Not listed Hourly, One-time planning fee
William Herbert Balanced Wealth Management Needham Not listed Percentage of assets
William Hickey Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
William Rice Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
William Rice Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Yvonne Oneill O'Neill Financial Management Lake Forest Not listed Percentage of assets
Zachary Panek Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Aaron Flores Trek Line Wealth Horseshoe Bend Not listed Percentage of assets
Alexandria Bakka Hoff Private Wealth Wausau Not listed Percentage of assets
Andrew Downey Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Andrew Hass RF&L Wealth Management Acton Not listed Percentage of assets, Hourly
Andrew Scheirer API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Andrew Straus Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Anthony Fimognari Parisi Capital Stirling Not listed Percentage of assets
April Hurlburt Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Benjamin Liscum Tower Wealth Partners Lewisburg Not listed Percentage of assets, Hourly
Blake Parisi Parisi Capital Stirling Not listed Percentage of assets
Brent Gunderson Connected Wealth Solutions La Grande Not listed Percentage of assets
Brian Johnson DLK Investment Management Solana Beach Not listed Percentage of assets, Hourly
Brian Tran Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Bruce Lacey De Groote Financial Group Thousand Oaks Not listed Percentage of assets, Hourly
Caitlin Borland Aria Wealth Partners Charlottesville Not listed Percentage of assets
Charles McKenna McKenna Capital Wheaton Not listed Percentage of assets, Hourly
Charles McKenna McKenna Capital Wheaton Not listed Percentage of assets, Hourly
Christina Doss Saltmarsh Financial Advisors Pensacola Not listed Percentage of assets, Hourly
Christopher Campanella Keystone Investment Advisors Wexford Not listed Percentage of assets, Hourly
Connor Russell Capital Advisors Wealth Management Yakima Not listed Percentage of assets, Hourly
Craig Simmons SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Craig Weston L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Daniel Hoff Hoff Private Wealth Wausau Not listed Percentage of assets
Daniel Mitchell Fiorile Financial Advisory Group Saranac Lake Not listed Hourly, Fixed fees
Daniel Pecaut Pecaut Wealth Management Sioux City Not listed Percentage of assets, Fixed fees
David Blackston Blackston Financial Advisory Group The Villages Not listed Percentage of assets
David Morton Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Debbie Byerly Strategent Financial Harrisonburg Not listed Percentage of assets, Hourly
Debora Nunez L&S Advisors Centennial Not listed Percentage of assets, Hourly
Deborah King Asset Management Associates South Windsor Not listed Percentage of assets, Hourly
Derek Hoff Hoff Private Wealth Wausau Not listed Percentage of assets
Don Gill III SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Dustan Christensen API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Edlyn Ruiz L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Edward Reinhart Capital Advisors Wealth Management Yakima Not listed Percentage of assets, Hourly

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Related lists

Specialties that serve retirees