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 |
|---|---|---|---|---|
| Anne Claire Nornhold | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Anthony Borba Jr | Breen Wealth Management | Petaluma | Not listed | Percentage of assets |
| Anthony Castaldi | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Anthony Wall | Upper Left Wealth Management | Tampa | Not listed | Percentage of assets |
| Arthur Swalley | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ashley Michelli | Prostatis Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Ashley Wilken | The Rice Partnership | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Austin Miller | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Axel Bellars | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Barbara Villard | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Barry Pflueger | Pflueger Wealth | Churchville | CFP | Percentage of assets, Hourly |
| Beau Bushong | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Beverly Patton | Syrios Wealth Management Group | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Brad Harris | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Brad Metz | Ark Advisors | Bloomington | ChFC | Percentage of assets, Fixed fees |
| Brandon Montoya | Montoya Wealth Management | Prescott | Not listed | Percentage of assets, Hourly |
| Brandon Oliver | Oliver Wealth Management | St. Louis | Not listed | Ongoing planning fee |
| Brendan Koors | Athyra Financial Partners | Cincinnati | Not listed | Percentage of assets, Ongoing planning fee |
| Brenton Bersin | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Brett Grossman | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Brian Beckman | Hermosa Wealth Management | Torrance | Not listed | Percentage of assets, Hourly |
| Brian Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Brian Fraser | Canyon Creek Investment Advisors | Fruita | CFA | Percentage of assets, Hourly |
| Brian Rettig | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Brian Tumpane | Cedar Capital Advisors | Glen Ellyn | Not listed | Percentage of assets, Fixed fees |
| Brian Williams | Northshire Consulting | Southington | Not listed | Ongoing planning fee, Percentage of assets |
| Brian Yates | Asset One | Bridgeville | CFP | Percentage of assets |
| Brittany Anderson | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Brock Von Holt | Von Holt Financial Advisors | Palatine | CFP | Percentage of assets |
| Bruce McCrea | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Bryan Belew | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Bryan McCrea | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Caleb Graybeal | Strong Retirement Solutions | Bloomington | Not listed | Percentage of assets, Hourly |
| Caleb Smoes | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
| Callum Raymick | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Cameron Malekuti | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Carlos Ortega | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Carol Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Carrie Carr | ARIA Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Carson Strom | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Chace Cannon | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Chad Kunc | CPK Wealth Management | Fort Myers | Not listed | Percentage of assets |
| Charles McAteer | ARIA Wealth Management | Saratoga | Not listed | Percentage of assets, Hourly |
| Christopher Bekel | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Christopher Knight | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Christopher Ragain | Sentinel Wealth & Tax | Bonita Springs | Not listed | Ongoing planning fee |
| Christopher Reyes | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Christopher Robinson | RFG Wealth Advisory | Argyle | ChFC | Percentage of assets, Fixed fees |
| Clay Rogers | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Clinton Simmons | 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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