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 |
|---|---|---|---|---|
| Colin Gerrety | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Colton Owen | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Connor Cox | ProffittGoodson Private Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| Courtney Kenning | Destiny Capital | Golden | CFP | Percentage of assets, Flat fee or retainer |
| Curtis Burch | Destiny Capital | College Station | CFP | Percentage of assets, Flat fee or retainer |
| Dana Sippel | Glassman Wealth | Vienna | CFP, PFS | Percentage of assets, Fixed fees |
| Daniel Huffman | Cornerstone Financial Planning | Other | ChFC | Flat fee or retainer, Ongoing planning fee |
| Danielle Barbato | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| David Chenet | Presidio Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| David Cunningham | LW Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| David Levitt | Glassman Wealth | North Bethesda | CFP | Percentage of assets, Fixed fees |
| David Peloquin | Main Street Advisors | Westminster | CFP | Percentage of assets, Hourly |
| David Snyder | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Devin Carroll | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Dianne Duva | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Donald Gresh | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Douglas Babcock | Professional Financial Management, Inc. | Bozeman | Not listed | Percentage of assets, Hourly |
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Eric Dunner | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Eric Saling | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Eric Scruggs | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Erica Ryberg | Montoya Wealth Management | Prescott | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Frank Gallo | Investors Portfolio Services | Puyallup | CFP | Percentage of assets, Hourly |
| Gary Shirman | Boulder Wealth Advisors | Boulder | ChFC | Percentage of assets, Hourly |
| Grant Steffes | Steffes Financial | Overland Park | CFP | Percentage of assets, Hourly |
| Gregory Bradstreet | Farnam Financial | Peoria | CFP, CFA | Percentage of assets |
| Gregory Norris | Apex Investment Group | Georges Mills | CFP | Percentage of assets |
| Gregory Syrios | Syrios Wealth Management Group | La Jolla | CFP | Percentage of assets, Fixed fees |
| Hannah Santa Cruz | Pathfinder Financial Planning | Missoula | CFP | Percentage of assets, Hourly |
| Hany Ahmad | Teamwork Financial Group | Houston | CFP | Percentage of assets |
| Heath Hamrick | H Cubed Financial Solutions | Granbury | CFP | Flat fee or retainer |
| Heath Hightower | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Ian Harris | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Jacob McConnell | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Jacob Preston | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Jake McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| James Belliston | Tanara Wealth Management | St. Augustine | CFP | Percentage of assets, Hourly |
| James Moore | Campbell Financial Partners | Bradenton | CFP | Percentage of assets, One-time planning fee |
| Jameson Holehouse | Destiny Capital | Detroit Lakes | CFP | Percentage of assets, Flat fee or retainer |
| Jamie Stone | Means Wealth Management | Greenville | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jarrod Musick | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Jason Siperstein | Eliot Rose Wealth Management | Providence | CFP, CFA | One-time planning fee, Percentage of assets |
| Jeffrey Gough | Saling Wealth Advisors | Louisville | 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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