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 |
|---|---|---|---|---|
| David Swift | Second 50 Financial | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| David White | Attleboro Wealth Management | Yardley | CFA | Percentage of assets, Fixed fees |
| David Wrench | Peak Planning Group | Fishtail | Not listed | Percentage of assets, Hourly |
| David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. | SFG Wealth Advisors | Tampa | Not listed | Percentage of assets |
| Derek Finch | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Derrick Barger | Equity Wealth Partners | Independence | CFP | Percentage of assets, Hourly |
| Derrick Smith | Privatus Wealth | Roseville | Not listed | Percentage of assets, Hourly |
| Douglas De Groote | De Groote Financial Group | Thousand Oaks | CFP | Percentage of assets, Hourly |
| Douglas Mackay | Broadleaf Partners | Peninsula | CFA | Percentage of assets |
| Dushyant Pandit | Dorchester Advisors | Short Hills | Not listed | Percentage of assets |
| Edward Parolisi | Ironwood Wealth Management | Rye | Not listed | Percentage of assets, Fixed fees |
| Edward Zywien | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Edwin Bennett | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Eldon Anderson | Equity Wealth Partners | Independence | CFP | Percentage of assets, Hourly |
| Eli Mitcham | Asset Lift Wealth Management | Cypress | Not listed | Percentage of assets, Hourly |
| Elizabeth Alamillo | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Elizabeth Garvey | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Elizabeth Stroup | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Elizabeth Sydzyik | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Eric Cortez | Verus Capital Partners | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
| Erin Itkoe | Luminescent Wealth Management | Phoenix | CFP, PFS | Percentage of assets, Hourly |
| Eve Gaiser | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Fadi Issa | Boardwalk Wealth Management | Ann Arbor | Not listed | Percentage of assets, Ongoing planning fee |
| Fetzer Crockett | 4-C Wealth | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Frank Montes | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Fred Goodman | Verus Capital Partners | Chandler | Not listed | Percentage of assets, Hourly |
| Garrett Thompson | Sky Vision Wealth | Columbus | Not listed | Percentage of assets |
| Garry Bishop | ProFocus | Phoenix | Not listed | Percentage of assets, Hourly |
| Gary Aiken | Caveness Wealth Advisory | Rockville | Not listed | Percentage of assets, Hourly |
| Gavin Gamboa | Fiduciary Financial Group | Boise | Not listed | Percentage of assets, Fixed fees |
| Gerard Guertin | Roffman Miller Wealth Management | Philadelphia | ChFC | Percentage of assets |
| Graham Irving | Desert Capital Advisors | Henderson | CFP | Percentage of assets |
| Greg Newman | Three Oaks Partners Investment Counsel | Clearwater | CFA | Percentage of assets, Hourly |
| Greg Pyne | Red Oak Financial Group | Towson | Not listed | Percentage of assets, Hourly |
| Gregory Clifford | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Gregory Forsythe | Forsythe Wealth Management | Crown Point | CFA | Percentage of assets, Hourly |
| Hardik Patel | Trusted Path Wealth Management | Santa Rosa | Not listed | Percentage of assets, Flat fee or retainer |
| Heather Proctor | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Heinz Brisske | KRM Financial Services | St. Charles | Not listed | Percentage of assets, Hourly |
| Henry McCall | Inman Jager Wealth Management | Hattiesburg | Not listed | Percentage of assets, Hourly |
| Hylan Moises | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Ira Ross | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Isaac Neidbalson | Jarrod Adams Investing | Charlotte | Not listed | Percentage of assets |
| Isiah Williams | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Jackson Greer | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Jackson Wilson | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Jacqueline Bos | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Jacqueline Rogers | Elevated Wealth | Bentonville | CFP | One-time planning fee |
| Jacqueline Rowe | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
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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