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 |
|---|---|---|---|---|
| Jeffrey Kaczmarczyk | TriState Wealth Advisors | Newark | CFA | Percentage of assets, Ongoing planning fee |
| Jeffrey Laughlin | Fidelis Financial Planning | Saint Charles | CFP | Ongoing planning fee |
| Jeffrey Nielson | Avenues Wealth | Winter Park | CFP | Percentage of assets, Hourly |
| Jeffrey Shiffra | ARQ Wealth Advisors | Scottsdale | CFA | Percentage of assets, Fixed fees |
| Jeffrey St. Claire | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Jeffrey Venables | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Jeffrey White | Wingate Wealth Advisors | Lexington | CFP, ChFC | Percentage of assets, Fixed fees |
| Jeffrey Wildes | Wildes Financial Strategies | Georgetown | CFP | Percentage of assets, Hourly |
| Jerry Linebaugh | Prostatis Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Jill Schum | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| John Atkins | Integrity Capital Management | Kingsport | CFP | Percentage of assets, Hourly |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Cordano | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| John Dudley | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| John Harper | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| John Joyce | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| John Lorenz | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| John Malone | Apex Investment Group | Dedham | Not listed | Percentage of assets |
| John Scherer | Trinity Financial Planning | Middleton | CFP | Percentage of assets, Fixed fees |
| John Slupski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| John Vanderburgh | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
| Jonathan Dockery | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Jonathan Glaser | Iowa Wealth Management | West Des Moines | CFP | Percentage of assets, Hourly |
| Jordan Bryant | Coastline Complete Wealth | Bluffton | Not listed | Percentage of assets, Hourly |
| Joseph Bailey | Integrity Capital Management | Kingsport | CFP | Percentage of assets, Hourly |
| Joseph Bakaysa | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Joseph Charles | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Joseph Lawrence | ARIA Wealth Management | Huntsville | Not listed | Percentage of assets, Hourly |
| Joseph McFaddin | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Joseph Plume | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Joseph Schmitt | Incline Financial Planning | Mars | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Garritt | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Vargas | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Kaitlin Jordan | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Kaleigh Prentice | Prentice Financial Planning | Olympia | Not listed | Percentage of assets, Fixed fees |
| Karrie Thomas | Nautilus Financial Group | Virginia Beach | CFP | Hourly |
| Katherine Fonville | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Katherine Groce | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Katherine Letsos | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Kathleen Campbell | Campbell Financial Partners | Fort Myers | Not listed | Percentage of assets, One-time planning fee |
| Kathleen Cefalu | Downtown Wealth Studios | Ipswich | Not listed | Percentage of assets, Fixed fees |
| Kenneth Gillespie | Hermosa Wealth Management | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Kevin Caldwell | Islands East Advisors | Chester | Not listed | Flat fee or retainer, Hourly |
| Kevin Dodgson | Shetland Financial | Center Valley | CFA | Flat fee or retainer |
| Kevin Painter | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Kevin Pummill | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Kimberly Basenback | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Kimberly Overby | Lindsey & Lindsey Wealth Management | Irvine | 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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