Top advisors focused on retired in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You need a retired-focused advisor when you're managing income streams, healthcare costs, and legacy plans after leaving the workforce. Without expertise in retirement-specific challenges, advisors might overlook how to balance spending with preserving assets for the future.
- Income sustainability. Ask how they plan withdrawals to keep your money lasting through retirement, not just for the next few years.
- Healthcare cost planning. Confirm they consider Medicare, long-term care, and unexpected medical expenses in your financial roadmap.
- Legacy and estate considerations. Look for advisors who discuss how your assets will transfer to heirs or charities, including tax implications.
- Social Security strategy. Inquire about timing benefits to maximize your monthly income, rather than taking payments as soon as eligible.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Craig M
Series 63, Series 65
Columbia, SC
Capital Investment Advisory Services, LLC
Craig Mcdaniel Jr. specializes in retirement planning with 13 years of experience and expertise in annuities, active portfolio management, and retirement plans for business owners, making him well-suited to address income sustainability and legacy considerations for retirees. Operating independently in Columbia, SC, he offers hourly financial planning fees capped at $250 and provides customized investment management through discretionary mandates and third-party managers, distinguishing him from advisors with more standardized approaches.
Experience: 13 years
Avg account: $373,429
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Wesley P
Series 63, Series 66
Fort Worth, TX
Wells Fargo Clearing
Wesley Pool specializes in retirement planning, leveraging 14 years of experience and credentials including Series 63 and 66 licenses to address income sustainability and legacy considerations for retirees. Operating within Wells Fargo Clearing, a large firm known for retirement plan consulting and a broad investment approach, he offers flat-fee and AUM-based pricing, catering to high-net-worth clients, which may suit those seeking comprehensive services from an established institution.
Experience: 14 years
Avg account: $475,575
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Willie M
Series 63, Series 66
Cary, NC
Equitable Advisors
Willie Myles specializes in retirement income strategy and Social Security optimization, making him well-suited to address income sustainability and benefit timing for retirees. Based in Cary, NC, he brings 16 years of experience and works with high-net-worth Baby Boomer clients through Equitable Advisors, a large firm offering both advisory and brokerage services with flexible fee structures ranging from asset-based to hourly fees.
Experience: 16 years
Avg account: $570,841
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Hassan A
Series 63, Series 65
Rockville, MD
LPL Financial
Hassan Al Kadhimi's focus on retirement plans for business owners and wealth management suits retirees managing income and legacy planning. Operating from a large firm, LPL Financial, he offers flat-fee financial planning and consulting, which may appeal to clients seeking transparent fees. His prior experience at major banks and involvement with NIHFCU Wealth Advisors provide a blend of institutional knowledge and personalized service in Rockville, MD.
Experience: 2 years
Avg account: $399,489
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Amanda S
Series 66
Ft. Wayne, IN
Raymond James & Associates
Amanda Scheele specializes in general retirement planning and wealth management, making her well-suited to address income sustainability, healthcare costs, and legacy considerations for retirees. Operating from a large firm, Raymond James & Associates, she offers flat-fee and hourly fee structures, providing flexibility compared to advisors with different billing methods, and brings 15 years of experience along with a Series 66 designation.
Experience: 15 years
Avg account: $788,879
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