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 |
|---|---|---|---|---|
| Tyler Weerden | Layered Financial | Arlington | Not listed | Flat fee or retainer, One-time planning fee |
| Vanessa Pruett-Urie | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Vannak Sao | Proactive Financial Solutions 360 | North Attleboro | Not listed | Percentage of assets |
| Veronica Dibble | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Warren Spoor | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| Wendy Wyatt | Prentice Financial Planning | Olympia | Not listed | Percentage of assets, Fixed fees |
| Weston Bryan | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| William Dippell | Milestone Money | Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| William McCaffrey | Glassy Mountain Advisors | Arlington | CFP | Percentage of assets |
| Yvonne Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| Zachary Gutermuth | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Zachary Harris | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Zachary Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Zachary Robinson | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Zachary Willie | Oakridge Financial Planning (OFP) | San Antonio | Not listed | Ongoing planning fee, One-time planning fee |
| Aaron Clarke | Heritage Financial | Gainesville | CFP | Percentage of assets, Hourly |
| Abigail Chao | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Abram Shearer | Strategent Financial | Harrisonburg | CFP | Percentage of assets, Hourly |
| Adam Brown | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Adam Waitkevich | Caveness Wealth Advisory | Worcester | Not listed | Percentage of assets, Hourly |
| Alexander Marek | Ironwood Wealth Management | Chandler | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexandra Day | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| Alexis Buchholz | BFG Wealth Management | Dallas | Not listed | Percentage of assets |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Alychandra McFarlane | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Amanda Blake | Intelligent Investing | Greenville | Not listed | Percentage of assets, Hourly |
| Amy Mastromonaco | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Amy White | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Anders Storvik | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Andre Luiz Paiva | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Andrea Darden | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Andrea Russo | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Andrew Brown | Brown Wealth Management | Conyers | CFP | Percentage of assets, Hourly |
| Andrew Damico | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Andrew Donoghue | AMD Wealth Management | Northfield | Not listed | Percentage of assets, One-time planning fee |
| Andrew Farinelli | Wavvest | Chicago | Not listed | Percentage of assets |
| Andrew Huber | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Andrew Lam | Strategent Financial | Harrisonburg | CFP, CFA | Percentage of assets, Hourly |
| Andrew Perri | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Andrew Straton | Westhollow Wealth Management | Milton | Not listed | Percentage of assets |
| Anna Hibbitt | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Anna Thornburg | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Anthony Farina | Capital Advisors Wealth Management | Yakima | CFP | Percentage of assets, Hourly |
| Anthony Gargano | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Anthony Moeller | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Anthony Ortale | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Ashley Gardiner | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
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.