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 |
|---|---|---|---|---|
| Joel Hamilton | Glass Lakes Capital Management | Overland Park | CFP, CFA | Percentage of assets |
| John Burkhardt | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| John Ellis | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| John Griffin | Mainsail Financial Group | Bellevue | CFP | Ongoing planning fee |
| John Herbert | Bowline Financial | Grosse Pointe Woods | CFP | Percentage of assets, Fixed fees |
| John Hughes | CRA Financial | Northfield | Not listed | Percentage of assets |
| John King | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| John Lienert | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| John Rudi | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| John Wilbourne | Occidental Asset Management | Bellevue | Not listed | Ongoing planning fee |
| John Williams | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Johnathan Frerichs | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Jon Matlock | American Financial Planning | Roanoke | CFP | Flat fee or retainer, One-time planning fee |
| Jon Reppert | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Jonathan Bailey | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Jonathan Inzero | Innova Wealth Partners | Newtown | CFP | Percentage of assets, Fixed fees |
| Jonathan White | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jonathan Zeschin | Essential Investment Partners | Englewood | CFP | Percentage of assets |
| Jordan Bromley | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Joseph Eschleman | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Joseph Kalmanovitz | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Joseph Kolb | Wickford Wealth Management | North Kingstown | CFP | Percentage of assets, Ongoing planning fee |
| Joseph Miebach | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Joshua Brockwell | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Joshua Cutler | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Joshua Mangoubi | Considerate Capital | Northbrook | CFA | Percentage of assets, Ongoing planning fee |
| Justin Lester | Allied Investments | Johnson City | CFP | Percentage of assets, Hourly |
| Justin Ramirez Business appraisals to help owners plan their next move | Insight Valuations, LLC | Houston | CFA | Flat fee or retainer, Hourly |
| Karen Oeser | Means Wealth Management | Bangor | CFA | Percentage of assets, Flat fee or retainer |
| Kathryn Kokenge | TrueWealth Financial Partners San Diego | Bellevue | CFP, CFA | Percentage of assets, Fixed fees |
| Kayla Fernandez | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Kenneth Kneale | Arcadian Financial Services | San Diego | CFP | Hourly, One-time planning fee |
| Kevin Spires | Bellaire Capital Management | Bellaire | CFA | Percentage of assets, Hourly |
| Kevin Tucker | ProActive Capital Management | Topeka | CFP | Percentage of assets, Hourly |
| Kirt Rezek | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Kristy Groth | Precedent Wealth Partners | Spring | Not listed | Percentage of assets |
| Kyle Smith | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Larry Denson | MDT Financial Advisors | Webster | CFP | Percentage of assets, Hourly |
| Laura Bruce | Alaska Wealth Advisors | Anchorage | CFP, ChFC | Percentage of assets, One-time planning fee |
| Lisa Isaacson | Canyon Creek Investment Advisors | Montrose | CFP, PFS | Percentage of assets, Hourly |
| Locke Bielefeldt | Willamette Wealth Partners | Eugene | CFP | Percentage of assets |
| Logan Richard | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Lucas Kuchenberg | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Lucas Mansberger | Breakwater Capital | Kalamazoo | CFP, CFA | Percentage of assets, Hourly |
| Lucy Valandra | Copper Beech Wealth Management | Mansfield | CFP | Percentage of assets, Flat fee or retainer |
| Madeline Williams | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | 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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