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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
Jim Kilgore Buckeye Wealth Partners, LLC Dayton CFP Percentage of assets, Hourly
Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® Aegis Financial Advisory Lake Oswego CFP, ChFC, EA, RICP Flat fee or retainer, Ongoing planning fee
John Piershale Piershale Wealth Management Crystal Lake CFP Percentage of assets, Hourly
Jon Hsu TrueVector Wealth Advisors Parker CFP, CIMA, EA Flat fee or retainer, One-time planning fee
Jose Vivero United Financial Planning Group, LLC New York CFP, ChFC, CLU, RICP Percentage of assets, Hourly
Joseph Alfonso Aegis Financial Advisory Cupertino CFP, ChFC, EA, RICP Flat fee or retainer, Ongoing planning fee
Josh Wolberg Great River Financial Plymouth CFP, MBA, RICP Percentage of assets
Joshua Brooks Exponential Advisors Weatherford CFP, M.Div. Percentage of assets, Flat fee or retainer
Justin Porter Porter Wealth Management, LLC Nashville CFP, CPA/PFS, JD, CPA Percentage of assets, Hourly
Kathleen Tranovich Elser Financial Planning Indianapolis CFP, CPWA, RMA, ABFP Percentage of assets, One-time planning fee
Katy Cook Abacus Financial Planning Kirkland CFP, PhD Percentage of assets, Hourly
Keith Deane Deane Retirement Strategies, Inc. New Orleans AIF, CFP, CRC Percentage of assets
Lisa Farrier Nest Egg Financial Advisors Incline Village CFP, BFA, PhD, CPA Percentage of assets
Lisa Mesquit Soaring Investment Management, LLC Portland CFA, CFP, ChFC Percentage of assets, Hourly
Marc Lowe In The Money Retirement Planning Waterford CFP Percentage of assets, Hourly
Marianne Nolte Imagine Financial Services Lake Havasu City CFP Percentage of assets, One-time planning fee
Mark Lotocky The Dixon Davis Group Victoria CPA, CFP Flat fee or retainer, Ongoing planning fee
Mark Young Clearview Financial, Inc. San Diego CFP, CPA Percentage of assets, Ongoing planning fee
Matt Fizell Harmony Wealth Madison CFP Ongoing planning fee
Meghan Coolbaugh Oak Street Advisory Group, LLC Nevada City CFP, MA Percentage of assets, One-time planning fee
Michael Johnson Flagstone Financial Management Lincoln CFP, JD, MBA Percentage of assets, Hourly
Michael Randall Oak Summit Wealth Management San Diego CFP, CFA, EA Ongoing planning fee
Molly Laughter Laughter Financial, LLC Celina CFA, CFP, MA, MBA Percentage of assets, Ongoing planning fee
Myles Brandt Charleston Financial Advisors, LLC Charleston CFP, MS Percentage of assets, One-time planning fee
Nicholas Stevens Evergreen Wealth Management Boston CFP Flat fee or retainer, Ongoing planning fee
Nick Nauta Shotwell Rutter Baer Lansing CFP, CLU, RLP, TPCP Percentage of assets, Ongoing planning fee
Omen Quelvog Formynder Wealth Management, LLC Fredericksburg CFP Flat fee or retainer, Ongoing planning fee
Philip Weiss Apprise Wealth Management LLC Phoenix CFA, CPA Percentage of assets, Flat fee or retainer
Richard Feight IAM Financial, LLC East Lansing CFP, EA Percentage of assets, Fixed fees
Richard McCormack School of Personal Finance Yorktown Heights CFP, RICP Percentage of assets, Hourly
Robert Falcon Falcon Wealth Managers LLC Concordville BS, CFP, CPA, CPA/PFS Percentage of assets, Flat fee or retainer
Ryan Allen Financial Advisory Corporation Grand Rapids CFA, CFP, CKA, ChFC Percentage of assets, Hourly
Ryan Derousseau United Financial Planning Group Hauppauge CFP, EA Percentage of assets, Hourly
Ryan Weiser Weiser Financial Planning LLC Lewis Center CASL, CDFA, CFP, ChFC Percentage of assets, Ongoing planning fee
Sandi Martin Sandi Martin Financial Planning Gravenhurst CFP Flat fee or retainer, Hourly
Sarah Maitre Camriel Advisors Mount Shasta CFP, CFA Ongoing planning fee
Scott Blaesing Cascade Wealth Advisors, Inc. Wenatchee CFP, CPA Ongoing planning fee
Stephanie Sammons Sammons Wealth Management LLC Dallas CFP Percentage of assets
Stephen McDade Foundation Wealth Management, LLC Media CFP, CPA, ChFC, MSFS Flat fee or retainer, Ongoing planning fee
Steven Medland TABR Capital Management, LLC Orange CFP, MBA Percentage of assets, Ongoing planning fee
Thomas Mullooly Mullooly Asset Management, Inc. Wall Township CFP Percentage of assets, Ongoing planning fee
Timothy LaPean Thoughtful Financial Planning Minneapolis CFP Percentage of assets, Ongoing planning fee
Tom Kaminski Twin Robins Capital, LLC Kansas City CFP, CRPC Percentage of assets, Fixed fees
Trent Templer Templer Wealth Management, LLC Tysons Corner CFP Percentage of assets
Tricia Kollath Inspired Financial Planners, LLC Gulfport CFP, CPA Percentage of assets, Hourly
Walter Jessee Impact Financial Richmond CFP, CPA Percentage of assets, Ongoing planning fee
Andrew Polzin Behl Wealth Management Delafield CFP Ongoing planning fee
Anthony Benante Baron Financial Group, LLC Morristown CFA, CFP, ChFC, FPQP Percentage of assets, Fixed fees
Anthony Reynolds CoreTegic Capital Wealth Management Arlington CFP, ChFC, MBA Percentage of assets, Hourly
Ben Gajardo Gajardo Wealth Management American Fork CFP Percentage of assets, Hourly

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Specialties that serve retirees