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 |
|---|---|---|---|---|
| Robert Agorastos | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Robert Hofman | Hofman Wealth Management | Chesterfield | CFP | Percentage of assets |
| Robert Sokolowski | Metis Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Roger Johnson | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Ryan Glover | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| Ryan Janus | Janus Financial | Scottsdale | CFP | Flat fee or retainer, One-time planning fee |
| Ryan Miyashiro | Kahala Financial Advisors | Honolulu | CFP | Percentage of assets |
| Ryan Robillard | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Rydan Case | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Saket Sengar | Better Financial Services | Federal Way | CFP | Percentage of assets, Hourly |
| Sara Amparan | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Sarah Irving | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| Sarah Yakel | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| Scott Keipper | Highland Investment Advisors | Brookfield | PFS | Percentage of assets, Fixed fees |
| Sean Guldi | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Shelby Newell | Ironwood Wealth Management | Chandler | CFP | Percentage of assets, Fixed fees |
| Sloan Chittenden | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Spencer Wynant | Peak Planning Group | Centennial | CFP | Percentage of assets, Hourly |
| Tanner Merritt | Keen Capital | Jacksonville | CFP | Percentage of assets, Hourly |
| Theodore Schumann | The DBS Companies | Bay City | CFP | Percentage of assets, Hourly |
| Thomas Gore | Keen Capital | Chapin | CFP | Percentage of assets, Hourly |
| Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. | Manetta Wealth Management | San Ramon | Not listed | Percentage of assets |
| Timothy Burkett | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Timothy Raftis | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Tony Newman | Quest Wealth Solutions | Mansfield | CFP | Percentage of assets |
| Tracy McGuire | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Trent Colledge | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Trevor Scotto | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Tyler Caveness | Caveness Wealth Advisory | Roanoke | CFP | Percentage of assets, Hourly |
| Tyler Hunt | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Tyler Snow | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Tyler Stearns | Castle Coast Wealth | La Jolla | CFP | Percentage of assets, Hourly |
| Veronica Fuentes | Audible Wealth Management | Silver Spring | CFP, ChFC | Percentage of assets, Fixed fees |
| Vinnie Maliakkal | Wavvest | Chicago | CFP | Percentage of assets |
| Walter Hinson | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| William Lagos | Verus Financial Partners | Richmond | CFP, ChFC | Percentage of assets |
| William Lefavor | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| William Litton | Castle Coast Wealth | Incline Village | CFP | Percentage of assets, Hourly |
| William Losey | Bill Losey Retirement Solutions | The Villages | CFP | Percentage of assets |
| 5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. | 5T Wealth Management | Napa | CFA | Percentage of assets |
| Adam Coughlin | Willamette Wealth Partners | Kalispell | CFP | Percentage of assets |
| Adam Kierzek | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Adam Wojtkowski | Copper Beech Wealth Management | Mansfield | CFP | Percentage of assets, Flat fee or retainer |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Aiden Cox | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Ajbinder Sull | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Alastair Stansfield | Rise Private Wealth Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Wilson | Provident Financial Planning | Addison | Not listed | Percentage of assets, Flat fee or retainer |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | 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.
More in the methodology.