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 |
|---|---|---|---|---|
| Lauren Matthiessen | LeClair Wealth Partners | Dublin | CFP | Percentage of assets, Flat fee or retainer |
| Leonard Barry | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Linda Yeager | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Lisa Quadrini | Brandywine Oak Private Wealth | Kiawah Island | CFP | Percentage of assets |
| Louis Patierno | Peak Planning Group | Centennial | CFP, ChFC | Percentage of assets, Hourly |
| Maclean Barach | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Marc Henn | Harvest Financial Advisors | Cincinnati | CFP | Percentage of assets, Hourly |
| Marc Wehmeyer | Praetorian Guard Wealth Management | Arlington | CFP | Percentage of assets |
| Mark Adams | The DBS Companies | Bloomington | CFP | Percentage of assets, Hourly |
| Mark Beaver | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Mark Farrelly | Cairn Wealth Management | Vancouver | CFP, ChFC | Percentage of assets, Hourly |
| Mark Hildebrand | Nearside Advisors | Indianapolis | CFP | Percentage of assets |
| Mark Jackson | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Mark Ward | Lucien, Stirling & Gray Advisory Group | Austin | CFP, ChFC | Percentage of assets, Hourly |
| Mary Margolis | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Biggar | Stage Harbor Financial | Westwood | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Matthew Short | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Mawuena Takyi | Asempa Wealth Advisors | Baton Rouge | CFP | Percentage of assets |
| Meghan Bohlke | Financial Planning Navigators | Maple Grove | CFP | Percentage of assets, Fixed fees |
| Michael Baker | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Michael Henley | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Michael Klubnik | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Michael Macco | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Michael Phillips | Verus Capital Partners | Phoenix | CFP | Percentage of assets, Hourly |
| Michael Purtill | Purtill Financial | Cleveland Heights | CFP | Percentage of assets, Hourly |
| Michael Smith | ProFocus | Phoenix | CFP | Percentage of assets, Hourly |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Molly LaFleche | Financial Planning Navigators | Maple Grove | CFP, ChFC | Percentage of assets, Fixed fees |
| Monica Dwyer | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Morgan Cain | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Nicholas Allgeyer | Worley Banks Group | Creve Coeur | CFP | Percentage of assets |
| Nicholas Bormann | Bormann Wealth Management, LLC. | Spokane | CFP | Percentage of assets, Hourly |
| Nicholas Gyeszat | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Noah Semmann | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Patrick Mason | Cairn Wealth Management | Vancouver | CFP | Percentage of assets, Hourly |
| Patrick Stoa | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Peter Franz | Journey Wealth | Cleveland | CFP, CFA | Percentage of assets, Fixed fees |
| Peyton Wade | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
| Philip Bailey | Muirfield Wealth Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Philip Dortch | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| Randall Bruns | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Rebecca Blevins | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Richard Davey | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Richard Hewitt | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Richard Wagner | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. | Daniel M Kavanaugh CPA Inc | Pleasanton | CPA | Percentage of assets, Flat fee or retainer |
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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