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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
Ben Poulos B&E Financial Services Phoenix CFP, CRPC Percentage of assets, Hourly
Bily Xiao Mobius Planning Richmond CFP, CKA Not listed
Brian Behl Behl Wealth Management Delafield CFP, CRPC Ongoing planning fee
Carol Alexander Retirement Investment Advisors, Inc. Frisco AIF, CDFA, CFP, CPA/PFS Percentage of assets, Hourly
Christopher Perry CJ Perry Financial Berwyn CFA, CFP, MBA, RICP Percentage of assets, Flat fee or retainer
Curtis Bailey Quiet Wealth Management Cincinnati CFP, CFA, EA, CRPC Flat fee or retainer
Danny Michael Satori Wealth Management Inc. San Diego CFP, RLP Percentage of assets, Fixed fees
David Barnett Barnett Financial Planning Riverside CFP Hourly, One-time planning fee
David Rosenstrock Wharton Wealth Planning New York CFP, MBA Percentage of assets, Hourly
David Rosenthal Wealth Management Solutions Scottsdale CFP, MBA Percentage of assets, Hourly
David Stevens Stevens Capital Partners, Inc. Omaha CFP Percentage of assets, Hourly
David Zaegel CWOs for Hire Town & Country CFP, CPA Percentage of assets, Hourly
Debbie Levenson Levenson Wealth LLC Newtonville CFP, MBA One-time planning fee, Ongoing planning fee
Dennis O'Brien Coastal Financial Advisors, Inc. Philadelphia BS, MS, RTRP Flat fee or retainer, Hourly
Douglas Lynch Lynch Financial Group LLC Dublin CFA, CFP, CPA Percentage of assets, Hourly
Elaine Bedel Bedel Financial Consulting, Inc. Indianapolis BA, CFP, MBA Percentage of assets, Fixed fees
Elise Stevenson Clearvue Advisors Milton CFP, MBA Percentage of assets
Eric Presogna One-Up Financial Erie CFP, CPA Percentage of assets, Fixed fees
Eric Schlosser Kisher Capital, LLC Malta CFP Percentage of assets, Hourly
Eric Walters Summit Hill Wealth Management Greenwood Village CFA, CFP Percentage of assets, Hourly
Erik Barnes Retirement Portfolio Partners Warrenville CFP Flat fee or retainer
Erin O'Brien Purposeful Money LLC Naples CFP, EA Percentage of assets, Ongoing planning fee
Ethan Bridgewater Bridgewater Advisory Group LLC Crystal City CFP, ChFC Percentage of assets, Hourly
George Jameson Capital Wealth Group Columbia CFP, MBA Percentage of assets, Hourly
Hannah Chavez Financial Strategies Inc. Brookfield CFP Percentage of assets
Hyrum Smith Livet Wealth, LLC Salt Lake City, CFP, CPA, PhD Percentage of assets, Hourly
Irina Gabidullina Donalies Financial Planning, LLC Washington CFP, MBA Percentage of assets, Hourly
James Hemphill TGS Financial Advisors Radnor CASL, CFP, ChFC, CIMA Percentage of assets, Fixed fees
Jason Dall'Acqua Crest Wealth Advisors LLC Annapolis CFP Percentage of assets, Fixed fees
Jason McWilliams JRM Tax & Wealth Management, LLC Chester Heights CFP, CPA Percentage of assets, Hourly
Jeremiah Creech Townsend Financial Planning, LLC Louisville CFP Percentage of assets, One-time planning fee
Jesse Carlucci Arrow Investment Management Oklahoma City CFP, PhD Percentage of assets, Hourly
Joanne Burke Birch Street Financial Advisors LLC Vienna CFP, CPA, PFS Percentage of assets, Hourly
Joe Barbieri Joe the Investor Toronto CFA, BCom, BASc (Civil Eng) Flat fee or retainer, Ongoing planning fee
Joe Messinger Capstone Wealth Partners, LTD Dublin CFP, ChFC, CLU Ongoing planning fee, One-time planning fee
Joseph Curran Breachway Investments West Hartford CFP, CRPC Percentage of assets, Ongoing planning fee
Kent Addis Addis & Hill, Inc. Wayne BS Percentage of assets, Ongoing planning fee
Kirk Reagan High Flight Financial LLC Dallas CFP, ChFC Flat fee or retainer, Hourly
Kristen Moosmiller NorthAvenue Financial Advocates Columbus CFP, MSPFP Fixed fees
Lawrence Pershing Optimum Retirement Planning Lisle CFP, Retirement Management Advisor Flat fee or retainer
Lisa Crivella Ivy League Financial Advisors LLC Rockville CFP, AIF, BA, BS Percentage of assets, Hourly
Maggie Beach NexJenn Financial Services Naperville CFP, CPA/PFS, MBA, CPA Percentage of assets, Flat fee or retainer
Manuel Martinez Charleston Wealth Advisors Mount Pleasant CFP Flat fee or retainer, Percentage of assets
Matthew Knoll The Planning Center Chicago CFP, MBA, CAP Percentage of assets, Hourly
Matthew Seppanen Newpark Wealth Management Park City CFP Percentage of assets, Fixed fees
Michael Fuhr Evergreen Wealth Services Mooresville CFP Flat fee or retainer, Ongoing planning fee
Michael Gross Rising Tides Financial, LLC Needham CFP, CPA, MST Fixed fees
Michael Martinez Live, Learn, Grow Wealth Management Diamond Bar CFP, CRPC Fixed fees
Morgann Zimmer Goodman Financial Corporation Houston CFP, CPA Percentage of assets, Hourly
Neal Hansen Net Worth Advisory Group, LLC Sandy CFP, BS, MBA Percentage of assets, One-time planning fee

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Specialties that serve retirees