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 |
|---|---|---|---|---|
| Manuel Ortiz Aquino | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Mariah Champness | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Mark Andraos | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Mark Burka | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Mark Pitre | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Mark Reitsma | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Mark Vanderlinden | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Mary Van Nostrand | Van Nostrand Wealth Management | San Diego | CFP | Flat fee or retainer |
| Matthew Knell | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Matthew Knuth | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Matthew Malick | Atwater Malick | Lancaster | CFP, CFA | Percentage of assets, Hourly |
| Matthew Mathiesen | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Matthew Page | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Matthew Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Maynard Keller | American Financial Planning | Roanoke | CFP | Flat fee or retainer, One-time planning fee |
| Megan Miller | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Meghan Muñoz | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Michael Aboussie | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Michael Bechtold | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Michael Canzone | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Michael Cermak | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Michael Ehlenbeck | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Michael Giblin | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Michael Hughes | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Michael Lemich | RFG Wealth Advisory | Argyle | CFP | Percentage of assets, Fixed fees |
| Michael Maloon | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Michael Sly | Strategic Financial Alliance | Canton | CFP | Percentage of assets, Hourly |
| Michael Smurl | Integrity Financial Planning | Houston | CFA | Percentage of assets |
| Michel Swanson | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Mitchell Crowder | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Mitchell Doman | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Mitchell Mosgrove | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Montaser Takrouri | Azzad Asset Management | Chicago | Not listed | Percentage of assets |
| Nancy Cooper | Topel & DiStasi Wealth Management | Santa Fe | Not listed | Percentage of assets, Flat fee or retainer |
| Nathan Billigmeier | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Nathan Dunham | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Neil Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Nicholas Cohen | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Nicholas Dawson | New Perspective Wealth Management | St. Petersburg | CFP | Percentage of assets, Hourly |
| Nicholas Renfro | MDT Financial Advisors | Webster | CFP | Percentage of assets, Hourly |
| Nicholas Vogel | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Olivia Stordahl | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Pamela Hinton | Precedent Wealth Partners | Fredericksburg | Not listed | Percentage of assets |
| Paul Henley | Farris Capital Management | Carrollton | CFA | Percentage of assets |
| Peter Hager | Hager Investment Management Services | New London | Not listed | 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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