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 |
|---|---|---|---|---|
| Grant Palmer, IV | Waypoint Wealth Management | Timonium | CFP | Percentage of assets, Fixed fees |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Greta Myerchin-Tape | Frontier Financial Planning | Fairbanks | CFP, RLP | Percentage of assets, Hourly |
| Hannah Gohmert | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Ibtasam Mahmood | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Ifeoma Idoko | Rothenburg Capital Management | Calgary | CIM | Not listed |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Jacob Bartel | Birchcreek Wealth Management | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| James Griffin | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| James Nash | Clark Wealth Partners | O'Fallon | CFP, ChFC | Percentage of assets, Fixed fees |
| Jansen Davidson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Jarrett Topel | Topel & DiStasi Wealth Management | Berkeley | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey Clark | Redwood Money | San Jose | CFP | Percentage of assets, Ongoing planning fee |
| Jeffrey Hilliard | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Jeffrey Vistica | Vistica Wealth Advisors | Carlsbad | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Jim Stanhouse | Stanhouse Financial Planning & Mgt. | Duluth | MBA | Percentage of assets, Ongoing planning fee |
| John Carr | Carr Consulting P.A. | San Antonio | CFP | Percentage of assets, Fixed fees |
| John Kenny | Illumination Wealth Management | Berkeley | CFP | Flat fee or retainer, Ongoing planning fee |
| John Kochevar | Kochevar Financial Planning, LLC | Grafton | CFP | Ongoing planning fee |
| John Onesti | John Moore Associates | Albuquerque | CFP | Percentage of assets, Fixed fees |
| John Payne | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| Jonathan Duong | Wealth Engineers | Denver | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Jordan Talbert | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Joseph Limond | Clerestory Advisors, Inc. | Bloomington | Not listed | Flat fee or retainer, Ongoing planning fee |
| Joseph McCaffrey | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |
| Julie Kern | Bridge Financial Strategies | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Kassi Fetters | Artica Financial Services | Anchorage | CFP | Flat fee or retainer, Ongoing planning fee |
| Kathleen Daunt | New School of Finance | Toronto | Not listed | Flat fee or retainer, One-time planning fee |
| Kimberly Nickel | Illumination Wealth Management | La Grange | CFP | Flat fee or retainer, Ongoing planning fee |
| Kyle Kuyat | Defining Wealth | Franklin | CFP | Flat fee or retainer, One-time planning fee |
| Kyle Noack | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Lori Eason | Alder Financial Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Matthew Argyle | Encore Retirement Planning | South Jordan | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Matthew Barrovecchio | Christian Financial Advisors® | Odessa | CFP | Percentage of assets |
| Matthew Reynolds | CRA Financial | Northfield | CFP | Percentage of assets |
| Michael Clark | Clark Wealth Partners | O'Fallon | CFP | Percentage of assets, Fixed fees |
| Michael Hake | Boulder Wealth Advisors | Boulder | CFP | Percentage of assets, Hourly |
| Mitchell Thompson | MJT & Associates Financial Advisory Group | Montevideo | CFP | One-time planning fee |
| Nathaniel Sarkar | Redwood Money | Sunnyvale | CFP | Percentage of assets, Ongoing planning fee |
| Nicholas Maratta | Occidental Asset Management | Winter Springs | CFP | Ongoing planning fee |
| Nicholas O'Kelly | Cadence Wealth Partners | Concord | CFP | Flat fee or retainer, Percentage of assets |
| Nick Covyeau | Swell Financial | Costa Mesa | CFP | Percentage of assets, Hourly |
| Norman Mangina | Illumination Wealth Management | Palm Springs | CFP | Flat fee or retainer, Ongoing planning fee |
| Olivia Knapp | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| Paul Crosbie Straightforward, tax-informed plans for do-it-yourselfers who want sound advice they can understand and carry out on their own. | WealthMap Planning | San Luis Obispo | CPA/PFS | One-time planning fee, Hourly |
| Paul Michel | Provident Financial Planning | Addison | CFP | Percentage of assets, Flat fee or retainer |
| Philip Tompkins | 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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