List
Fee-only advisors for retirees in the drawdown phase
Retirement isn't the end of planning. It's the start of the drawdown engineering. These advisors orient around the 30-year question: making the money last while keeping the tax bill coordinated.
Fee-only onlyAudience: Retirees
By the numbers
The Wellspent public graph lists 3,334 fee-only financial advisors working 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
3334 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Steven Jefferys | Arch Financial Advisors, LLC | Bethesda | CFA, CFP, MBA | Hourly, Fixed fees |
| Stuart Coats | Coats Financial Planning, Inc. | Louisville | BBA, CFP, MBA | Ongoing planning fee |
| Susan Moore | Moore Financial Advisors, Ltd. | Watertown | CFP, MS | Hourly, Ongoing planning fee |
| Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. | Define Financial | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Tiffany Bergland | Bergland Wealth Management, Inc. | Ridgeland | AIF, CFP, MSPFP | Percentage of assets, Fixed fees |
| Timothy Massie | Timepiece Financial Planning, Inc. | Spokane | CFP | Percentage of assets, Hourly |
| Adam Gruber | AMG Wealth Management | Land O Lakes | CFP | Percentage of assets, Ongoing planning fee |
| Aiden Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Albert Dean | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Alicia Duong | Wealth Engineers | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Allen Regan | Vistica Wealth Advisors | Carlsbad | CFP | Percentage of assets, Flat fee or retainer |
| Amy Braun-Bostich | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Andrew Casey | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Andrew Tisler | Epic Financial | Hudson | CFP | Percentage of assets, Ongoing planning fee |
| Andy Hammond | Hammond Financial | Ajax | CPA, CA | Hourly, One-time planning fee |
| Benjamin Dorsey | Analog Capital Partners | Frederick | CFP, PFS | Percentage of assets |
| Bennett Stein | Stein Financial LLC | Miramar Beach | CFP, CPA | Percentage of assets |
| Beth Koonce | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Bob Buehler Planning for new retirees facing the key financial decisions of their first years in retirement, from a former CPA and corporate executive. | FirstTen Financial | Columbus | CPA, ChFC | One-time planning fee |
| Brad Klontz | Occidental Asset Management | Lihue | CFP | Ongoing planning fee |
| Brian Jaros | Ville Wealth Management | Avon Lake | CFP | Percentage of assets |
| Bugra Bakan | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Cecilia Fleming | Kahler Financial Group | Rapid City | CFP, ChFC, MSFP, Other | Percentage of assets, One-time planning fee |
| Cheryl Costa | Woodside Wealth Management LLC | Framingham | BS, CFP, MBA | Percentage of assets, Flat fee or retainer |
| Christi Powell | Perissos Private Wealth Management | Bethany | CFP | Percentage of assets |
| Christian Litscher | Illumination Wealth Management | San Diego | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Christine Papelian | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Christine Skoczek | Vistica Wealth Advisors | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Flis | Resilient Asset Management | Memphis | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Laughhunn | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Colleen Weber | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| Conrad Seastrunk | Seastrunk Financial Management, LLC | Florence | CFP | Percentage of assets, Hourly |
| Cynthia Menker | Contour Financial | Orland Park | CFP, CPA, MBA | Percentage of assets |
| Daniel Heiar | Mindful Asset Planning | Apple Valley | Not listed | Hourly, Fixed fees |
| Daniel Johnson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Darren Wurz | Wurz Financial Services | Cincinnati | CFP | Percentage of assets, Hourly |
| David Faskas | Keller Wealth Advisors | Victoria | CFP, CFA | Percentage of assets |
| David Fernandez | Wealth Engineering, LLC | Scottsdale | BS, CFP | Ongoing planning fee |
| David Kim | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| David Nash | Magister Wealth | San Antonio | CFA, CFP | Percentage of assets, Hourly |
| David Theis | Fee-Only Financial Advisors, Ltd. | Palatine | BS, CFP | Hourly, Fixed fees |
| Deborah Klein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Denise Leish | Money Plans | Silver Spring | BS, MBA | Percentage of assets, Hourly |
| Edward Yoon | MQ Private Wealth | Torrance | CFP | Percentage of assets, Hourly |
| Erin Hadley | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Faruk Jaffer | Index Gurus | Concord | CFP, ChFC | Percentage of assets, One-time planning fee |
| Fatima Iqbal | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Gary Ferguson | John Moore Associates | Scottsdale | CFP | Percentage of assets, Fixed fees |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Gordon Shearer | CRA Financial | Northfield | CFP | Percentage of assets |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
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