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 |
|---|---|---|---|---|
| Russell Thamm | Teamwork Financial Group | Austin | Not listed | Percentage of assets |
| Ryan Bowman | Maxele Advisors | Webster Groves | CFP | Percentage of assets, Hourly |
| Ryan Herbert | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Ryan Kotys | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Ryan Redmond | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Ryan Robertson | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Sabrina Lowell | Second Summit Wealth Management | San Francisco | CFP | Percentage of assets |
| Samaya Patel | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Samuel Armour | Armour Wealth Advisors | Tumwater | CFP | Percentage of assets |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Sanjiv Jhaveri | SJ Capital Management | Monmouth Junction | CFA | Percentage of assets, Hourly |
| Sarah Contino | CAM Investor Solutions | Austin | Not listed | Percentage of assets, Hourly |
| Scott Leise | Sanders Retirement Planning | Omaha | Not listed | Percentage of assets, Flat fee or retainer |
| Scott Nasca | Generation Capital Management | Pittsford | CFA | Percentage of assets |
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Sean Mullaney | Mullaney Financial & Tax | Woodland Hills | Not listed | Flat fee or retainer, One-time planning fee |
| Sean Paddock | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Seongsoo Lee | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Seth Bittner | Stillwater Private Wealth | Allentown | Not listed | Percentage of assets, Flat fee or retainer |
| Sheree Bollinger | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Sidney King | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Stacey Young | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Stelianos Elenis | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Stephen Erken | Maxele Advisors | Webster Groves | CFP | Percentage of assets, Hourly |
| Stephen Islander | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Steven Campeas | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Steven Fox-Middleton | SFM Financial Advisors | Vancouver | CFP | Percentage of assets |
| Steven Zangmeister | Aspire Growth Partners | Medina | ChFC | Percentage of assets, Hourly |
| Stuart Quint | Ambassador Wealth Management | Vancouver | CFA | Percentage of assets, Hourly |
| Suzue Sato | MoneyCafe Advisors | Denver | Not listed | Hourly, Fixed fees |
| Sydney Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Taylor Bennett | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Taylor Moody | Regimen Wealth | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Temiloluwa Adesodun | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Teofilo Ferreira | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Herlihy | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Bellars | Bellars Harris Wealth Management | Mount Pleasant | Not listed | Percentage of assets, Fixed fees |
| Timothy Garcia-Prats | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Timothy Parker | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Timothy Slevin-Vegdahl | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Tracy Kuntz | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Travis Broadhurst | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Travis Shepherd | Prostatis Group | Greenwell Springs | Not listed | Percentage of assets, Hourly |
| Trevor Reece | Waypoint Financial Planning | Marietta | Not listed | Ongoing planning fee, Hourly |
| Triton Lee | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Tyler Madill | Maris Wealth Management | Duluth | Not listed | Percentage of assets, One-time planning fee |
| Tyler Trahan | 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.
More in the methodology.