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
Pierce Broscious Saltmarsh Financial Advisors Pensacola Not listed Percentage of assets, Hourly
Portia Ryan-Gerton Transformation Wealth Management Atlanta Not listed One-time planning fee, Ongoing planning fee
Rachel Wren Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Ralph Scott L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Repp Lambert Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Richard Blackston Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Richard Rademacher Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Robert Keith Laguna Capital Management Santa Barbara Not listed Percentage of assets, Hourly
Robert Worrell Worrell Advisory Services Branford Not listed Percentage of assets, Hourly
Rodney Hass RF&L Wealth Management Acton Not listed Percentage of assets, Hourly
Roger Denha SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Ryan Brouillette L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Samantha Stocksett Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Sarah Pappas API Financial Advisors Franklin Not listed Percentage of assets, Hourly
Serge Berger Blue Marlin Advisors Zurich, Switzerland Not listed Ongoing planning fee
Silas Peters Blue Marlin Advisors West Palm Beach Not listed Ongoing planning fee
Stephen Cook Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Stephen Jackson ViaQuest Financial Houston Not listed Percentage of assets, Hourly
Stephen Memery Iconic Wealth Management Alexandria Not listed Percentage of assets, Fixed fees
Sy Lippman L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Theodore Kay DLK Investment Management Solana Beach Not listed Percentage of assets, Hourly
Thomas Brenner DLK Investment Management Solana Beach Not listed Percentage of assets, Hourly
Thomas Tolley Tolley Financial Group Raleigh Not listed Percentage of assets, Fixed fees
Todd Gordon Inside Edge Capital Saratoga Springs Not listed Percentage of assets, Fixed fees
Travis Bender Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Tyler Amendola Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Tyler Craig Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Victor Tassone API Financial Advisors Gilbert Not listed Percentage of assets, Hourly
Walter Mortimer Coquina Private Wealth Advisors Summerville Not listed Percentage of assets, Fixed fees
Ward Brooks API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Wheelock Bingham Bingham Private Wealth San Francisco Not listed Percentage of assets
Whitney Holland Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
William Redder Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Yahia Albaghdadi Heritage Financial Gainesville Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve retirees