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 |
|---|---|---|---|---|
| Trey Ellington | Steelhead Wealth Management | Glen Allen | CFP | Percentage of assets, Fixed fees |
| Troy Daum | Wealth Analytics | Poway | CFP | Percentage of assets, Hourly |
| Tyler Thompson | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Walter Hurt | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Wesley Kotys | Kotys Wealth Professionals | Valparaiso | CFP | Percentage of assets, Hourly |
| William Goodson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| William Johnson | White Pine Investment Co | Livonia | CFP | Percentage of assets |
| William McDonald | Retirement Planning Solutions | Nolensville | BS, CPA/PFS | Percentage of assets, Hourly |
| Aaron Karas | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Abigail Rose | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Adam Drake | Highland Investment Advisors | Ponte Vedra | CFA | Percentage of assets, Fixed fees |
| Adam Oerther | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Adam Smetzer | Sky Vision Wealth | Columbus | CFP | Percentage of assets |
| Alex Offerman | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Alicia Klein | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Alison Dorsman | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Allan Cohen | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Allison De Graaf | Peak Planning Group | Centennial | CFP | Percentage of assets, Hourly |
| Allison Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Anders Natter | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Andre Fernandes | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Andrew Froelich | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Andrew Nelson | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Andrew Pool | Paradigm Wealth Management | Lincoln | CFP | Percentage of assets, Hourly |
| Ansley Nicholson | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Anthony Corsino | Zen Financial Planning | Andover | CFP, ChFC | Percentage of assets, One-time planning fee |
| Audrey Mines | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Austin Marrs | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Brandon Hodgeson | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Brian Colvert | Bonfire Financial | Colorado Springs | CFP | Percentage of assets, Ongoing planning fee |
| Brian Hennessy | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Brian Pope | Pope Wealth Management | Lakewood Ranch | CFP | Percentage of assets |
| Brian Rezny | Rezny Wealth Management | Fort Myers | CFP | Percentage of assets |
| Brian Stormont | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Brian Welch | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Brittany Kalsky | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Bryan Anderson | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Bryan Costin | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Bryan Vancura | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Carl Emerick | Emerick Financial Planning | Pittsburgh | CFP | Hourly |
| Cassidy Murphy | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Chad Valchar | R.I.T. Wealth Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Chanley Christman | Quest Wealth Solutions | Mansfield | CFP | Percentage of assets |
| Charles Angle | Rssic | San Francisco | CFP | Percentage of assets, Hourly |
| Charles Crouch | CMC Wealth Management | Lexington | CFP | Percentage of assets |
| Chase Deters | Deters Wealth Management | Gilbert | CFP, ChFC | Ongoing planning fee |
| Chaz Fahrner | Sierra Wealth Strategies | San Diego | 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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