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 |
|---|---|---|---|---|
| Emmanuel Afolayan | Lindsey & Lindsey Wealth Management | San Jose | Not listed | Percentage of assets, Hourly |
| Eric Baker | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Eric McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Eric Montemaggi | Aurora Pointe Capital | Mclean | CFP, CFA | Percentage of assets, Fixed fees |
| Eric Sorenson | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Eric Stats | Brighton Wealth Management | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |
| Erik Margetts | Prostatis Group | Winter Park | Not listed | Percentage of assets, Hourly |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Erin Barry | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Ernest Garrett | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Ethan Braid | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Gabriel Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Gary May | May Tree Financial Planning | Leander | ChFC | Percentage of assets, Hourly |
| Gary Pomerantz | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Gary Steer | OxenFree Financial | Melbourne | CFP | Percentage of assets |
| George Boudreau | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Grant Ball | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Gregory Nakano | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Harold Sawyer | Westover Capital Advisors | Wilmington | CFA | Percentage of assets, Hourly |
| Herbert Kraus | Teamwork Financial Group | Laredo | Not listed | Percentage of assets |
| Herman Hugo | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Hoy Grimm | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Jackson Mazzei | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Jacob Kogler | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Jacob Millican | 9M Investments | Grapevine | Not listed | Ongoing planning fee, Percentage of assets |
| Jacob Sheaf | LRC Aviation Advisors | Milwaukee | ChFC | Percentage of assets |
| Jacob Simons | The Rice Partnership | Honolulu | CFP | Percentage of assets, Fixed fees |
| Jake Larson | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Jake Mossing We provide unbiased annuity guidance with no fees, no obligations. | Annuity Answers | Toledo | CFA | Percentage of assets, One-time planning fee |
| Jakhongir Mirtalipov | Dream Life Wealth Management | Charlotte | Not listed | Percentage of assets, Ongoing planning fee |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| James Bertram | Baynes Investment Counsel | Franklin | Not listed | Percentage of assets, Hourly |
| James Curran | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| James Ferrin | Asset One | Draper | CFP | Percentage of assets |
| James Franklin | Asset One | Draper | CFP | Percentage of assets |
| James Joseph | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Lawson | Heritage Financial Network | Concord | Not listed | Percentage of assets, Hourly |
| James Proffitt | ProffittGoodson Private Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| James Ronn | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Jamie Bigsby | Glassy Mountain Advisors | Bethesda | CFP | Percentage of assets |
| Jason Abruzere | Weyhill Investment Counsel | Bethlehem | Not listed | Hourly, One-time planning fee |
| Jason Sikorski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Jason Strough | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Jeff Poole | Wealth Analytics | San Clemente | Not listed | Percentage of assets, Hourly |
| Jeffrey Augspurger | Strong Retirement Solutions | Bloomington | Not listed | Percentage of assets, Hourly |
| Jeffrey Emrich | 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.
More in the methodology.