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 |
|---|---|---|---|---|
| Peter Melsness | Superior Financial | Rochester | CFP | Percentage of assets, Hourly |
| Peter Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Philip Snyder | Snyder Asset Management | Hunt Valley | CFA | Percentage of assets |
| Raman Ghei | Tower View Wealth Management | Shorewood | CFA | Percentage of assets, Hourly |
| Randol Curtis | Thryve Wealth Management | Jackson | CFA | Percentage of assets |
| Randy Smith | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Rebecca Lees | OLIO Financial Planning | Crozet | CFP | Ongoing planning fee |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Rhonda Grover | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Richard Lawrence | Lawrence Wealth Management | West Conshohocken | CFA | Percentage of assets |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Ricky Kelley | RD Kelley Financial Group | Tucson | CFP | Flat fee or retainer, Ongoing planning fee |
| Robby Harfst | Harfst and Associates | Sheridan | CFP | Percentage of assets, Hourly |
| Robert Barber | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Robert Flink | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Robert Kohn | Tenzing Financial | Williamsburg | CFP | Percentage of assets, Fixed fees |
| Robert Pierson | Pierson Wealth Management | Atlanta | CFP | Percentage of assets |
| Robert Price | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Ronald Milone | Heritage Capital | New Haven | CFP | Percentage of assets |
| Rosalie Hirst Almenara | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Ross Marino | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Ross Pollard | Breakwater Capital | Kalamazoo | CFP | Percentage of assets, Hourly |
| Ryan Callas | Greenhouse Wealth Management | Westport | CFP | Percentage of assets |
| Sam Evans | Evans Wealth Management | Duluth | CFA | Percentage of assets, Hourly |
| Samantha Swiderski | CRA Financial | Northfield | Not listed | Percentage of assets |
| Samuel Tenney | Fidelis Wealth Advisors | Castle Rock | CFP | Percentage of assets, Fixed fees |
| Samuel Wesley | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Sandria Calio | Providence Financial Services | Rocky River | CFP, PFS | Percentage of assets, Hourly |
| Sarah Nix | Keller Wealth Advisors | Victoria | Not listed | Percentage of assets |
| Sarah Racek | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Scott Abrahamson | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Scott Dunlap | Human Capital Wealth Management | Fishers | Not listed | Percentage of assets, Ongoing planning fee |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Scott Sanders | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Sean Sevey | Sevey Wealth Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Shawn Peters | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Spencer Werres | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Stephanie Bunn | Capstone Global Advisors | Wedowee | CFP | Percentage of assets, Hourly |
| Stephanie Stumpf | WealthCrossing | Richmond | CFP, PFS | Percentage of assets, Fixed fees |
| Stephen Amason | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Stephen Crifasi | Westover Capital Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Stephen Troutman | Troutman Wealth Management | Malvern | CFP | Percentage of assets |
| Steven Erickson | Erickson Financial Solutions | Jefferson City | CFP | Hourly, Ongoing planning fee |
| Steven O'Connor | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Tameem Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Tatum Duffie | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Taylor Welz | DKM Wealth Management | Stockton | CFP, PFS | Percentage of assets, Fixed fees |
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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