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 |
|---|---|---|---|---|
| Carrie Houchins-Witt | Carrie Houchins-Witt Tax & Financial Services LLC | Coralville | CFP, EA, RICP | Hourly, Flat fee or retainer |
| Cecil Staton | Arch Financial Planning, LLC | Athens | CFP | Percentage of assets |
| Chad Chase | CGN Advisors, LLC | Brooklyn | CFP, MBA, CFA, BA | Ongoing planning fee |
| Chad Gammon Advice-only planning and tax strategy for DIY pre-retirees, engineers and educators with a net worth of $2 million or less. | Custom Fit Financial LLC | Cedar Rapids | CFP, EA, MBA, RICP | Subscription, One-time planning fee |
| Chad Lawyer | Life Strategy Partners | Tucson | CFP, RICP | Percentage of assets, Ongoing planning fee |
| Chris Ferris | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Chris Merrick | Merrick Financial Inc. | Toronto | CFP, QAFP | Hourly, One-time planning fee |
| Chris Ryan | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Chris Ward | EntryPoint Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| Christopher Christiansen | Quantum Financial Planning Services, Inc. | Spokane | CFP | Flat fee or retainer, Percentage of assets |
| Christopher Congema | Landmark Wealth Management, LLC | New York | CFP | Percentage of assets |
| Cody Cassidy | TCI Wealth Advisors, Inc. | Scottsdale | CFP, CPA, MBA, AAMS | Percentage of assets, Hourly |
| Colin Page | Oakleigh Wealth Services | Crozet | CFP | Flat fee or retainer, Ongoing planning fee |
| Dan Michaud | NPF Investment Advisors | Grand Rapids | CFP | Percentage of assets |
| Dan Wood | Zimmerman Wealth Management, LLC | Evanston | CFA, CFP | Percentage of assets, Fixed fees |
| Daniel Masuda Lehrman | Masuda Lehrman Wealth | Honolulu | CFP, Certified Student Loan Professional | Percentage of assets, One-time planning fee |
| David Blain | BlueSky Wealth Advisors, LLC | Acworth | CFA, CDFA, CFP, EA | Ongoing planning fee |
| David Dodd | The Other 90 Financial, LLC | Mount Vernon | CFP | Flat fee or retainer, Ongoing planning fee |
| David Frisch | Frisch Financial Group, Inc. | New York | CFP, CPA/PFS, CFS, CDFA | Percentage of assets, Fixed fees |
| Dean Schuler | Schuler Wealth Planning LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| Deborah Hobart | Blue Water Capital Management, LLC | Apex | CFP, CPA | Ongoing planning fee |
| Demel Gonzalez | Heartwood Financial Services | Sanford | CFP | Percentage of assets, One-time planning fee |
| Den Murley | Belonging Wealth Management | Longview | CFP, MBA, MSFP | Percentage of assets |
| Devon Rauth | North Haven Financial LLC | Suffield | CFP, TPCP | Percentage of assets, Flat fee or retainer |
| DJ Hunt | Moisand Fitzgerald Tamayo, LLC | Jacksonville | CFP, CPA, EA | Percentage of assets, Ongoing planning fee |
| Douglas Marcello | Core Wealth Management, Inc. | Jupiter | CFP | Flat fee or retainer, Hourly |
| Edward Leach | Highland Financial Advisors, LLC | Wayne | CEPA, CFP, MBA | Percentage of assets |
| Edward Mahaffy | ClientFirst Wealth Management, LLC | Little Rock | CFP, ChFC, MBA | Percentage of assets, Ongoing planning fee |
| Eric McClain | Approach Retirement Advisors, LLC | Birmingham | CFP, JD, MBA | Percentage of assets, Hourly |
| Evor Vattuone | Aspire Planning Associates, Inc. | Cupertino | CFP, CFS | Hourly, Flat fee or retainer |
| George Reilly | Safe Harbor Financial Advisors, LLC | Rehoboth Beach | CFP, JD, LLM | One-time planning fee, Hourly |
| Huyen Nguyen | Inclusive Wealth Financial Planning LLC | Mechanicsburg | CFP | Flat fee or retainer, One-time planning fee |
| Ian Wild | All-Pro Advisors LLC | Gibsonia | CFP | Percentage of assets |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Jacob Greenberg | Pure Financial Advisors, LLC | San Diego | AIF, CFP, ChFC, MPH | Percentage of assets, One-time planning fee |
| Jacob Rich | Capstone Wealth Advisors | Indianapolis | CFP | Percentage of assets, One-time planning fee |
| Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees | Spark Wealth Advisors | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Jake Taylor | Astra Wealth Management | San Diego | CFP | Percentage of assets |
| James Mayo | IronFjord Wealth Management | Lakewood | CFP, MBA, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| James Sweeney | SwitchPoint Financial Planning LLC | Lehi | CFA, CFP, MBA, MS | Flat fee or retainer, Ongoing planning fee |
| Jarrod Sandra | Chisholm Wealth Management | Burleson | CFP, CKA, MS, MSFP | Percentage of assets |
| Jason Simpson | Trailway Wealth Advisors | Ottawa | CFP, CIM, CIWM | Percentage of assets, One-time planning fee |
| Jeffrey Mastronardo | Financial Coach Group | West Chester | CFP | One-time planning fee, Ongoing planning fee |
| Jennifer Daniel | Guided Retirement Planning | Mississauga | CFP, CEA, BComm | Flat fee or retainer, One-time planning fee |
| Jerry Broussard | Broussard Financial Group, LLC | Lafayette | CFP | One-time planning fee |
| Jim Crider | Intentional Living FP LLC | New Braunfels | CFP | Ongoing planning fee, Percentage of assets |
| JoAnn May | Forest Asset Management LLC | Riverside | CFP, CPA/PFS, MBA, CPA | Percentage of assets, Hourly |
| John Anderson | Cypress Wealth Management, LLC | Germantown | AIF, CFP | Percentage of assets, Flat fee or retainer |
| John Cress | Madison Wealth Partners, Inc. | Manitowoc | CFP | Percentage of assets |
| John Davis | JKD Financial | Springfield | CFP, EA | Flat fee or retainer, 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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