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 |
|---|---|---|---|---|
| Nathan Burleson | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Nathan McDuffee | Oliver Wealth Management | Towson | CFP, ChFC | Ongoing planning fee |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Nicholaus Domachowski | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Noah Polk | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Patrick McNamara | Glassman Wealth | Rockville | CFP | Percentage of assets, Fixed fees |
| Paul Esposito | Prestige Wealth Management Group | Flemington | CFP, CFA | Percentage of assets, Hourly |
| Peter Bobolia | Destiny Capital | Denver | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Quinn McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Rachel Buckhoff | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Randolph Hardy | Factor Wealth Management | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Randy Kurtz | Upper Left Wealth Management | Tampa | CFP | Percentage of assets |
| Raymond Brown | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Richard Jackson | Jackson & Associates | Albuquerque | CFP | Percentage of assets |
| Richard LoPresti | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| Rielle Sanidad | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Robert Dwyer | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Robert Leahy | MFC Portfolios | Darien | CFP, ChFC | Hourly |
| Roger Lowe | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Rosana Nguyen | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Ryan Morrissey | Morrissey Wealth Management | North Haven | CFP | One-time planning fee, Ongoing planning fee |
| Samuel Graham | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Samuel McPherson | McPherson Financial Advisors | New York | CFP | One-time planning fee, Percentage of assets |
| Sarah Maskill | Financial Answers | Ellington | CFP | Hourly, One-time planning fee |
| Scott Bennett | IWR Advisors | Denver | CFP | Percentage of assets |
| Set Carpintero | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Shawn Landis | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Sophia Zundel | Tower View Wealth Management | Shorewood | CFP | Percentage of assets, Hourly |
| Spencer Hall | Retirement Planning Services | Knoxville | CFP | Percentage of assets, Hourly |
| Stacey Panenhanouvong | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stefanie Porter | White Pine Investment Co | Livonia | CFP | Percentage of assets |
| Stone Churby | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Stuart Schiffman | Compound Wealth Advisors | San Diego | CFP, ChFC | One-time planning fee |
| Tedi Hughes | Destiny Capital | Lake Ozark | CFP | Percentage of assets, Flat fee or retainer |
| Tendai Charasika | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Thaddeus Toal | RCS Financial Planning | Annapolis | CFP | Percentage of assets, Hourly |
| Thomas Bowman | Investors Portfolio Services | Puyallup | CFP, CFA | Percentage of assets, Hourly |
| Thomas Cooney | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Curti | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Falkner | Legacy Financial Independent Advisors | Louisville | CFP | Percentage of assets, Hourly |
| Thomas Gruber | AMG Wealth Management | Land O Lakes | PFS | Percentage of assets, Ongoing planning fee |
| Thomas Koleski | Cedar Capital Advisors | Glen Ellyn | CFP | Percentage of assets, Fixed fees |
| Thomas Schiller | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Timothy Doyle | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Timothy Dutton | Dutton Financial Planning | Aledo | CFP | Percentage of assets, Fixed fees |
| Timothy Goodwin | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Travis Russell | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Trevor York | River's Edge Wealth Management | Beaver | CFP, ChFC | 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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