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 |
|---|---|---|---|---|
| Bryan Laube | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Bryan Smith | Infinite Wealth Advisors | Mooresville | CFP | Percentage of assets, Hourly |
| Caitlyn Tierney | Westover Capital Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Carl Mariner | ARQ Wealth Advisors | Scottsdale | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Carolanne Chavanne | Prosperity Wealth Planning | Long Beach | CFP | Percentage of assets, Flat fee or retainer |
| Carson Fields | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Casey Kha | FCA | Houston | CFP | Percentage of assets, Hourly |
| Cassandra Kirby | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Celina Ochoa | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Charles Allison | LRC Aviation Advisors | Milwaukee | CFP, ChFC | Percentage of assets |
| Charles Blozinski | Integrity Wealth Management | Brookings | CFP | Percentage of assets, Fixed fees |
| Chengkuo Chen | Redwood Money | San Jose | Not listed | Percentage of assets, Ongoing planning fee |
| Chris Parker | Parker Financial Planning | Bradenton | CFP | Percentage of assets, Ongoing planning fee |
| Christian Koch | KAM South | Atlanta | CFP | One-time planning fee |
| Christine Eisenhower | Blue Anchor Wealth Advisors | Ketchikan | CFP | Percentage of assets, Hourly |
| Christopher Cook | McCarley & Cook | Cincinnati | CFP | Percentage of assets, Hourly |
| Christopher Pawlowski | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Christopher Staples | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Claire Craighill | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Clinton Cannon | Cannon Capital Management | Salt Lake City | CFA | Percentage of assets |
| Cole Leonida | John Moore Associates | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Connor Michael | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Cory Laird | Minich MacGregor Wealth Management | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Craig Ritter | Continuum Wealth Management | Greenville | CFP | Percentage of assets, Ongoing planning fee |
| Dajin Yang | New Insight Wealth Advisors | San Ramon | CFA | Percentage of assets, Hourly |
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Damanjit Minhas | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Dana Levit | Paragon Financial Advisors | Newton | CFP | Hourly, Ongoing planning fee |
| Daniel Adams | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Daniel DeSouza | Not listed | Honolulu | CFA | Percentage of assets |
| Daniel Miladinovich | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Daniel Vistica | Vistica Wealth Advisors | Carlsbad | Not listed | Percentage of assets, Flat fee or retainer |
| Darren Leader | Acacia Grove Wealth | Schenectady | CFA | Percentage of assets, Hourly |
| David Bartoski | Forma Financial Planning | Boerne | CFP | Percentage of assets |
| David Faulkner | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| David Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| David Ybarra | Aspired Wealth | Loveland | CFP | Flat fee or retainer, One-time planning fee |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | ChFC | Percentage of assets, Hourly |
| Derek Lewis | Catawba River Capital | Lake Wylie | CFP | Percentage of assets, Hourly |
| Derek Schmidt | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Devin Blodgett | Blodgett Wealth Advisors | Brentwood | CFP | Percentage of assets, Hourly |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Donald VandeVanter | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Donna Savastani | CRA Financial | Northfield | Not listed | Percentage of assets |
| Douglas Bostich | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Edmond Griffin | Apex Investment Group | Hudson | CFA | Percentage of assets |
| Edward Toole | Toole Financial | Longmeadow | CFP | Hourly, One-time planning fee |
| Ehab Alalfey | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Eldon Fielding-Monson | Monson Wealth Management | Kennewick | 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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