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 |
|---|---|---|---|---|
| Tyler Peterson | Runey & Associates Wealth Management | Mount Pleasant | CFP | Percentage of assets |
| Tyler Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Walker Abney | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Yvonne Darby | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Zackary Smutzer | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Aaron Sipherd | Sipherd Wealth Management | Lincoln | CFP, PFS | Fixed fees |
| Adam Dawson | Capstone Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| Adam Kalender | Milestone Asset Management Group | Pearl River | CFP | Flat fee or retainer |
| Adam Smith | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Alex Graham | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Alexander Collins | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Alexander Davis | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Alison Yoder | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Allison Meier | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Amy Stuber | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Amy Thacher | Blume Capital Management | Berkeley | CFP | Percentage of assets, Hourly |
| Andrew Casteel | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Andrew McDowell | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| Andrew Prentice | Prentice Financial Planning | Olympia | CFP | Percentage of assets, Fixed fees |
| Anthony Ogorek | Ogorek Wealth Management | Williamsville | CFP | Percentage of assets, Fixed fees |
| Austin McLaughlin | Retirement Planning Services | Knoxville | CFP | Percentage of assets, Hourly |
| Barry Glassman | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Benjamin Lopez | PecuSavvy Financial | El Paso | CFP | Percentage of assets |
| Billy Desai | Analog Capital Partners | Houston | CFA | Percentage of assets |
| Brad Tinnon | B.E.S.T. Wealth Management | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Bradley Mendel | Mendel Money Management | Northbrook | CFP | Percentage of assets, Hourly |
| Bradley Sayre | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Brandon Cox | Coastline Complete Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Brett Carleton | Heritage Wealth Management | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Brian Breen | Breen Wealth Management | Petaluma | CFP | Percentage of assets |
| Brian McKinney | Collective Wealth Partners | Aurora | CFP | Percentage of assets, Hourly |
| Brock Alvord | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Bruce Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Bryan Theall | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Bryan Zschiesche | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Candace Lee | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Carolina Ortiz | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Catherine Atwood | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Chad Kelley | Means Wealth Management | Bangor | CFP | Percentage of assets, Flat fee or retainer |
| Charles Lawson | Heritage Financial Network | Concord | CFP | Percentage of assets, Hourly |
| Christian Doyle | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Christine Sakraida | White Aspen Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| Christopher Gauthier | Proactive Financial Solutions 360 | North Attleboro | CFP | Percentage of assets |
| Christopher June | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Christopher McCrea | Legacy Financial Independent Advisors | Louisville | CFP | Percentage of assets, Hourly |
| Christopher Stakley | Steffes Financial | Overland Park | CFP | Percentage of assets, Hourly |
| Claudia Bellars | Bellars Harris Wealth Management | Mount Pleasant | CFP | Percentage of assets, Fixed fees |
| Cody Makela | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Coleman Pollard | Steelhead Wealth Management | Glen Allen | CFP | Percentage of assets, Fixed fees |
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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