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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 3,308 fee-only financial advisors who work with retirees at 1,432 firms, most in Houston, San Diego and Scottsdale. 49% hold the CFP certification. Of the 3300 with fees on file, 88% charge percentage of assets.

Advisors listed
3,308
Firms
1,432
Cities
870
Hold the CFP
49%
  • Other credentials: CFA 8% · CPA 2% · EA 2%
  • How they charge (of 3300 with fees on file): percentage of assets 88% · fixed fees 44% · hourly 40% · 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
Anna Knight Simplicity Financial mississauga CFP One-time planning fee, Ongoing planning fee
Bob Burger Disciplined Money Phoenix CFP Hourly, One-time planning fee
Bob Knode Knode Wealth Management Plano CFP, EA Percentage of assets, Hourly
Brad Smith CapRock Wealth Management Little Rock CFP, MBA Percentage of assets, Hourly
Brendan O'Rourke Greenway Financial Advisors LLC Burlington CFP, EA Percentage of assets, Hourly
Brenna Baucum Collective Wealth Planning, LLC Salem CFP Hourly, Ongoing planning fee
Brenna Jensen-Baucum Collective Wealth Planning Salem CFP Hourly, Ongoing planning fee
Brian Bickett Iron Mountain Financial Planning, LLC Rapid City CFP Percentage of assets, Ongoing planning fee
Bryan Curry Bridge The Gap Retirement Planners LLC Phoenix CFP Percentage of assets, Flat fee or retainer
C Garrett Moore C Garrett Moore, CFP® Bradenton CFP, ChFC Percentage of assets, Fixed fees
Cameron Penney Penney Financial Houston CFP Percentage of assets, Flat fee or retainer
Chad Gammon Custom Fit Financial LLC Cedar Rapids CFP, EA, MBA, RICP Flat fee or retainer, Hourly
Charles Parker Parker Financial Advisors, LLC Houston AEP, BBA, CFP Percentage of assets
Christopher Urban Discovery Wealth Planning LLC Vienna CFP, MBA, RICP, TPCP Hourly, One-time planning fee
Claire Thornton Hyla Financial Scottsdale CFP, MST Percentage of assets, Hourly
Clark Kendall Kendall Capital Management Rockville AEP, CFA, CFP Percentage of assets, Ongoing planning fee
Contey Smith Motus Wealth Management, LLC Atlanta CFP Percentage of assets, Fixed fees
Dan Stous Flagstone Financial Management Lincoln CFP, MBA Percentage of assets, Hourly
Danny Clare Flagstone Financial Management Lincoln CFP Percentage of assets, Hourly
David Foster Gateway Wealth Management, LLC Saint Louis CFP, RICP, CAP Percentage of assets
David Hunter First Light Wealth, LLC Hershey CFP Percentage of assets, Hourly
David Miller Rule72 Financial Potomac Falls CFP, MSC Percentage of assets, Hourly
David Shotwell Shotwell Rutter Baer, Inc. Lansing CFP, MSFP Percentage of assets, Ongoing planning fee
DeDe Smolen Innovative Financial, LLC Lakewood CFP, CPA Percentage of assets, Hourly
Drew Feutz Migration Wealth Management, LLC Avon CFP Ongoing planning fee
Dwight Dettloff Winding Trail Financial Planning, LLC Lafayette CFP, CPA, PFS, RICP Percentage of assets
Eaton Miller PlanWell Financial Guidance Hayfield CFP Flat fee or retainer, Ongoing planning fee
Ed Rempel Unconventional Wisdom & Advice Inc. Brampton CFP, CPA, CMA One-time planning fee, Percentage of assets
Eric Amzalag Peak Financial Planning Canoga Park CFP, RICP Flat fee or retainer, Percentage of assets
Eric Imley Soaring Investment Management, LLC Portland CFP, MFA, CKA, CFA Percentage of assets, Hourly
Eric Maldonado Aquila Wealth Advisors San Luis Obispo CFP, MBA Percentage of assets, Ongoing planning fee
Erin Campbell Beacon Financial Strategies Raleigh CFP, CPA/PFS, MBA Percentage of assets, Ongoing planning fee
G. Christian Mauser ATLas Investment Advisors Alpharetta CFP, CIMA, CRC, CRPC Percentage of assets
Gage Paul Western Reserve Capital Management, LLC New Philadelphia CFP, EA, RICP Percentage of assets, Hourly
Garrett Moore Moore Financial Management, Inc. Bradenton CFP, ChFC Percentage of assets, Fixed fees
Gerald Gasber Gasber Financial Advisors, Inc. Folsom CFP, CFS, CIMA, CIMC Percentage of assets, Hourly
Germaine Weldon Inspired Financial Planners, LLC Gulfport CFP, CPA/PFS, Certified Student Loan Professional, CPA Percentage of assets, Hourly
Gerry Barrasso United Financial Planning Group Hauppauge CFP, CPA, MBA, PFS Percentage of assets, Hourly
Grant Joiner Vineyard Wealth Group Vineyard Haven CFP, AAMS, EA Percentage of assets, One-time planning fee
Greg McCall Eagle Financial Planning Eagle CFP, ChFC, RICP Percentage of assets, Fixed fees
Griffin Saddler Watershed Wealth Alpena CFP Percentage of assets
Heather Comella Folsom Wealth Advisors Folsom CFP Percentage of assets, Hourly
James Ashby Mustard Seed Wealth Management Magnolia CFP, CPA Percentage of assets, Hourly
James Davis Partnership Financial LLC Columbus CFP Flat fee or retainer, Ongoing planning fee
James Schwarz CLEAR Retirement Advice San Mateo CFP, MBA, RICP Ongoing planning fee
January Smith Janus Financial Planning, LLC San Antonio CFP, EA Flat fee or retainer, Ongoing planning fee
Jason Gunkel Syverson Strege West Des Moines CAP, CFA, CFP, AEP Percentage of assets, Hourly
Jeanna Nation West Financial Advisors, LLC Des Moines CFP, CPA/PFS, RICP Percentage of assets, Hourly
Jeffrey Bogue Bogue Asset Management Portland BS, CFP Hourly, One-time planning fee
Jennifer Hernandez Petra Financial Advisors, Inc. Colorado Springs CFA, CFP, EA, MBA Percentage of assets, Hourly

Guides

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Specialties that serve retirees