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 |
|---|---|---|---|---|
| Stephen McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Steven Longa | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Steven Underriter | Freedom Financial Planning Solutions | Grand Rapids | Not listed | Flat fee or retainer |
| Stuart Caplan | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Sunni Allen | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Tabitha Daly | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. | Taylor Turner Wealth Management LLC | Richmond | Not listed | Percentage of assets, Flat fee or retainer |
| Theodore Winders | Yarger Wealth Strategies | Westerville | CFP, CFA | Percentage of assets, Fixed fees |
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Trent Tredinnick | EnRich Financial Partners | Madison | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Tyler Batts | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Tyler Nichols | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Vaughn Heydel | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Victoria Abaev | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Vincent Parrack | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Warren Isenberg | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| William Cardwell | Aurora Financial Strategies | Kokomo | CFP | Percentage of assets, Fixed fees |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| William Gettings | Aurora Financial Strategies | Lafayette | CFP, ChFC | Percentage of assets, Fixed fees |
| William Morrison | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| William Snider | ONE Advisory Partners | Highlands Ranch | Not listed | Ongoing planning fee, Percentage of assets |
| William Walsh | Emissary Wealth | White Plain | Not listed | Percentage of assets, Ongoing planning fee |
| Aaron Weston | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Adam Corrie | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Adam Cress | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Aidan Banner | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Alajahwon Ridgeway | A.B. Ridgeway Wealth Management | Lafayette | Not listed | Percentage of assets, One-time planning fee |
| Albert Von Holt | Von Holt Financial Advisors | Palatine | CFP | Percentage of assets |
| Alexander Koynoff | ATK Financial Prosperity | Oswego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Alexander Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Rasmussen | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Alexander Wasiunec | Mendel Money Management | Northbrook | Not listed | Percentage of assets, Hourly |
| Alexander Willard | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Alison Goodrich | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Allen Carr | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Allen Tyndall | Seaside Wealth Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Anastasia Melbrod | Melbrod Wealth Management | San Diego | CFP | Ongoing planning fee |
| Anat Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Andrew Aran | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Andrew Ashton | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Andrew Davainis | Breen Wealth Management | Petaluma | Not listed | Percentage of assets |
| Andrew Duckworth | Prostatis Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Andrew Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Andrew Knachel | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Andrew Lee | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Andrew Sedora | Vantus Wealth | Lancaster | Not listed | 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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