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 |
|---|---|---|---|---|
| Austin Crites | Aurora Financial Strategies | Indianapolis | CFA | Percentage of assets, Fixed fees |
| Austin Mangold | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Benjamin Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Benjamin Fookes | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Benjamin House | Stonehearth Capital Management | Danvers | Not listed | Percentage of assets, Hourly |
| Benjamin Hunter | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Bennie Hobson | Springlake Financial Partners | Franklin | CFP | Percentage of assets, Fixed fees |
| Bethany Parker | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Blake Anderson | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Bogdan Niciu | 4-C Wealth | Creve Coeur | Not listed | Percentage of assets, Fixed fees |
| Bonnie Courtney | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Bradford Yeakle | MY Wealth Management | Germantown | ChFC | Percentage of assets, Hourly |
| Brailyn Robertson | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Brendan King | Wavvest | Chicago | Not listed | Percentage of assets |
| Brendan Willmann | Granada Wealth Management | Davidson | CFP, CFA | Percentage of assets, Hourly |
| Brian Drumhiller | Capital Advisors Wealth Management | Yakima | CFP | Percentage of assets, Hourly |
| Brian Ismert | Equity Wealth Partners | Independence | CFP | Percentage of assets, Hourly |
| Brian Sawyer | Larchmont Wealth Advisors | Lunenburg | Not listed | Hourly |
| Bruce Beckett | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Bruce Mason | Harvest Financial Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Canyon Burton-Murphy | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Cassidy Fisher | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Chad Nolte | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Chad Seegers | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Charles Gillespie | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Charles Hruby | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Charles Von Stackelberg | Radius Wealth Management | Boston | ChFC | Percentage of assets, Hourly |
| Christopher Davis | Burns Matteson Capital Management | Corning | CFP | Percentage of assets, Hourly |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Christopher Vasquez | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Clayton Finck | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Colby Ring | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Cole McClarren | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Colin Leighton | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Conner Cloyd | Cloyd Capital | Louisville | Not listed | Percentage of assets |
| Craig Johnston | Fiduciary Counsel | Englewood | Not listed | Percentage of assets, Hourly |
| Dale Lam | Strategent Financial | Harrisonburg | CFP, PFS | Percentage of assets, Hourly |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel Mauser | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Daniel Smith | FreeMind Financial Advisory | Shirley | Not listed | Percentage of assets |
| Daniel Thornton | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Daniel Venable | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Danijel Romic | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Darin Koss | Tower Wealth Partners | Lewisburg | CFP | Percentage of assets, Hourly |
| David Boothe | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| David Butler | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| David Hall | Peak Planning Group | Hilo | Not listed | Percentage of assets, Hourly |
| David Johanson | Scope Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| David O'Neill | Heritage Financial | Gainesville | CFP | 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.