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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
Elizabeth Clark Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Elliot Ries Capital Advisors Wealth Management Yakima Not listed Percentage of assets, Hourly
Eric Peterson Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Eric Sweet Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Eric Thomas Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Erick Ormsby Alcosta Capital Management San Ramon Not listed Percentage of assets
Erik Moore Moore Wealth Frederick Not listed Percentage of assets, Fixed fees
George Peaden Saltmarsh Financial Advisors Pensacola Not listed Percentage of assets, Hourly
Gregory Burd Keystone Investment Advisors Wexford Not listed Percentage of assets, Hourly
Haley Koss Tower Wealth Partners Lewisburg Not listed Percentage of assets, Hourly
Hans Taenzer Alliance Wealth Management Group Roseland Not listed Percentage of assets, Hourly
Ian Manongdo L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
James Brady Scope Wealth Management Denver Not listed Percentage of assets, Hourly
James Gerhart New Perspectives Ridgeland Not listed Percentage of assets, Hourly
Jared Kohl Tower Wealth Partners Lewisburg Not listed Percentage of assets, Hourly
Jared Stines Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Jason Anderson Equity Wealth Partners Independence Not listed Percentage of assets, Hourly
Jason Scott L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Jeffrey Anger Equity Wealth Partners Independence Not listed Percentage of assets, Hourly
Jeremy Brandt SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Jeremy Reif Point Wealth Management Wausau Not listed Percentage of assets, Hourly
John Pecaut Pecaut Wealth Management Sioux City Not listed Percentage of assets, Fixed fees
Johnathon Rosica Alliance Wealth Management Group Flemington Not listed Percentage of assets, Hourly
Joshua Iversen Syzygy Financial Irvine Not listed Percentage of assets, Hourly
Joshua Keith Laguna Capital Management Santa Barbara Not listed Percentage of assets, Hourly
Kelley Zimmerman Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Kenneth Brandt SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Leah van Welie Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Leanne Sindell L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Leonard Cooperman MJC Advisors Lutherville Not listed Percentage of assets
Lin-Chun Liu L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Lorianne Cordoba Red Reef Advisors Boca Raton Not listed Percentage of assets, Hourly
Luke Dance Dance Investment Partners St. George Not listed One-time planning fee
Marius Grigoriu Left Coast Investment Strategies Seattle Not listed Percentage of assets, Hourly
Matthew Myland API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Matthew Taub Taub Investment Planning Services Beachwood Not listed Percentage of assets, Hourly
Meredith DeLaune New Perspectives Asheville Not listed Percentage of assets, Hourly
Micah Spence Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Michael Cooperman MJC Advisors Lutherville Not listed Percentage of assets
Michael Garcia ViaQuest Financial Houston Not listed Percentage of assets, Hourly
Michael Poe Connected Wealth Solutions La Grande Not listed Percentage of assets
Nathan Burks API Financial Advisors Farragut Not listed Percentage of assets, Hourly
Nathan Burns Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Neal Quon API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Norman Taylor API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Ofer Ben-Menahem L&S Advisors Irvine Not listed Percentage of assets, Hourly
Patrick Barry Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Paul Stanley API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Paula Gunter Aria Wealth Partners Charlottesville Not listed Percentage of assets
Peyton Anderson Equity Wealth Partners Independence Not listed Percentage of assets, Hourly

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Specialties that serve retirees