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 |
|---|---|---|---|---|
| Christopher Dyson | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Inman | Inman Jager Wealth Management | Hattiesburg | CFP | Percentage of assets, Hourly |
| Christopher Swan | Retire With Swan | Northlake | CFP | Flat fee or retainer, Ongoing planning fee |
| Cody Kirk | Wild Rye Financial | Bigfork | CFP | Percentage of assets |
| Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. | Baskets Capital | Austin | Not listed | Percentage of assets |
| Connor Knox | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Crystal McKeon | TSA Wealth Management | Houston | CFP | Percentage of assets |
| Damian Palfini | Cavalot Capital | Incline Village | CFP | Percentage of assets, Hourly |
| Dane Czaplicki | Members' Wealth | Media | CFA | Percentage of assets, Fixed fees |
| Daniel Anderson | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Daniel Beutel | Council Oak Wealth Advisors | Tulsa | CFP | Percentage of assets, Hourly |
| Daniel Cossette | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Daniel Dusina | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
| Daniel Fortunato | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| Daniel Frost | Pittenger & Anderson | Lincoln | CFP, CFA | Percentage of assets |
| David Childs | Spartan Planning | Greensboro | CFP | Percentage of assets, Fixed fees |
| David Hodges | Integra Wealth | Chattanooga | CFP | Percentage of assets, Hourly |
| David Kozlowski | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| David Scully | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Dennis Coon | Transcend Wealth | Woodmere | CFP | Percentage of assets |
| Derek Thomsen | RED Seven Wealth Management | La Palma | CFP | Percentage of assets, Fixed fees |
| Diane Klein | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Dionna Poluch | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Donovan Sanchez | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Douglas Ambrose | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Douglas English | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Drew Waterbury | Ocean Advisors | Charlotte | CFP | Hourly, Percentage of assets |
| Edward Anderson | Twin Arbor Wealth Management | Saint Paul | CFP | Ongoing planning fee |
| Edward Hoppe | Verus Financial Partners | Richmond | CFP, PFS | Percentage of assets |
| Elaine Morgillo | Flying Point Financial | Portsmouth | CFP | Percentage of assets, Hourly |
| Eric Horne | Arc Element Wealth Design | Papillion | CFP | Percentage of assets, Hourly |
| Eric Moleski | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Eric Nelson | Independence Wealth | Voorhees | CFP | Percentage of assets, Fixed fees |
| Eric Schrum | Schrum Private Wealth Management | Raleigh | CFP | Percentage of assets, Fixed fees |
| Erich Imphong | Plotkin Financial Advisors | Marriottsville | CFP | Percentage of assets, Hourly |
| Erich von Geis | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| Erickson Braund | Black Walnut Wealth Management | Traverse City | CFP | Percentage of assets, Fixed fees |
| Erin Goss | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
| Erin Martin | MRP Advisors | Milton | CFP | Percentage of assets, Hourly |
| Esmond Pabilona | Wela Financial Advisory | San Antonio; | CFP | Percentage of assets, Flat fee or retainer |
| Evan Davies | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Genevieve George | Pelican Financial Planning & Wealth | Jupiter | CFP | Percentage of assets, Fixed fees |
| George Kiraly | LodeStar | Naples | CFP | Percentage of assets, Hourly |
| Graham Shepherd | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Greg Miyashiro | Kahala Financial Advisors | Honolulu | CFP | Percentage of assets |
| Gregory Rice | Enduring Wealth Management | Meridian | CFP | Percentage of assets |
| Guadalupe Lechuga | Audible Wealth Management | Silver Spring | CFP | Percentage of assets, Fixed fees |
| Heather McClain | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Ilirjan Shkurti | Whistle Stop Financial Advice | Birmingham | CFA | Hourly |
| J Cameron Zabko | Westhollow Wealth Management | Milton | CFP | 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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