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 |
|---|---|---|---|---|
| Mark Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Matthew Davis | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Matthew Furlong | Furlong Investment Solutions | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Matthew Mondoux | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| Maureen Demers | Demers Financial Planning | North Andover | CFP | Percentage of assets, One-time planning fee |
| Maxwell Carlos | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Melanie Brophy | Next Play Financial Solutions | Ashburn | CFP | Hourly, Flat fee or retainer |
| Micah Porter | Minerva Planning Group, Inc. | Decatur | CFA, CFP | Percentage of assets, Hourly |
| Michael Babicz | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Michael Tracy | Principium Investments | Boulder | CFP | Percentage of assets |
| Michele Gawthrop | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Michelle Campbell | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Mike Gomes | Team Up Planning Group Inc. | Vaughan | CFP | Not listed |
| Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. | Intersecting Wealth | Northbrook | CFP | Flat fee or retainer, One-time planning fee |
| Mu-Tin Wultsch | Brown Financial Advisory | Fairhope | CFP, BBA, ChFC, AEP | Percentage of assets, Hourly |
| Myriah Lipke | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Naoko McKelvey | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Nicholas Fahrendorff | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Nicholas Lombardozzi | Kingdom Wealth Advisers | Gilbert | CFP | Percentage of assets, Fixed fees |
| Nicholas Wolverton | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Patricia Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Peter O'Keefe | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Richard Taborda | LBT Wealth Management | Iselin | CFP | Percentage of assets, Ongoing planning fee |
| Robert Dignan | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Robert Gregov | Roche Financial Partners | Hopewell | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Robert Steinberg | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Ross Cutler We aim to be readily available to clients at all times. | King Tide Advisors | Stuart | CFP | Hourly, One-time planning fee |
| Russell Schultz | Schultz Financial Group, Inc. | Reno | CFP, BS, CPWA, MSPFP | Hourly, Fixed fees |
| Ryan Casey | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Earley Flat-fee, comprehensive planning for Mississippi state employees in PERS, from a planner who is a vested PERS member himself. | PERS Pro | Vancleave | MBA | One-time planning fee, Hourly |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
| Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. | Northwestern Mutual Investment Services, LLC | Sioux Falls | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Moran | Highland Investment Advisors | Brookfield | CFP, CFA | Percentage of assets, Fixed fees |
| Sarah Schwieterman | Peak Retirement Planning | Columbus | CFP | Percentage of assets, Fixed fees |
| Scott Anderson | GW Financial | Reno | CFP | Ongoing planning fee |
| Scott Rojas | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Scott Swartz | AndersonLane Associates | Needham | CFP | Percentage of assets |
| Stefan Liiste | Lions Gate Sovereign Capital | White Bear Lake | CFP | Percentage of assets, Fixed fees |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Steve Zakelj | Flatirons Wealth Management | Boulder | CFP | Hourly |
| Steven Witter | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Taylor Harwood | Crane Capital Management | Spring Park | CFP | Percentage of assets |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Terra Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Thomas Stapp | Stapp Financial | Olympia | CFP | Percentage of assets |
| Timothy Macarak | Members' Wealth | Media | CFP | Percentage of assets, Fixed fees |
| Tom LeClaire | Caliber Wealth Advisory | Tampa | CFP | Percentage of assets, Fixed fees |
| Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently | Gevers Wealth Management | Issaquah | CFA | Percentage of assets, One-time planning fee |
| Ty Johnson | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
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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