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 |
|---|---|---|---|---|
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Patrick Mauney | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Paul Banks | Worley Banks Group | Creve Coeur | Not listed | Percentage of assets |
| Paul Burgdorf | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Paul Day | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Paulette Greenwell | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Peter Boyd | Boyd Financial Strategies | Auburn | ChFC | Percentage of assets, Hourly |
| Preston Mayo | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Rachel Benton | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Rachel Gurinsky | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Reed Hubbert | Aurora Financial Strategies | Kokomo | ChFC | Percentage of assets, Fixed fees |
| Regan Duperon | The DBS Companies | Bay City | Not listed | Percentage of assets, Hourly |
| Reilly Skorupski | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Richard Arbury | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Richard Dexter | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Robert Atkins | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Robert Krafft | Luminary Wealth | Fort Wayne | CFA | Percentage of assets, Hourly |
| Robert Nelson | Sunset Retire | Provo | Not listed | Percentage of assets, Hourly |
| Robert Pitt | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Robert Robinson | Cosmos Wealth | El Segundo | Not listed | Percentage of assets, Hourly |
| Robert Ruggirello | Brave Eagle Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Roberta Keller | Alexis Advisors | Richmond | Not listed | Percentage of assets, Hourly |
| Robyn Kreuer | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Roger Crook | Altura Wealth Advisors | Virginia Beach | CFP, ChFC | Percentage of assets, Fixed fees |
| Roman Skurdal | Ceva Advisors | Beavercreek | Not listed | Percentage of assets, Hourly |
| Rosario Scappaticci | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Ruchi Sengar | Better Financial Services | Federal Way | Not listed | Percentage of assets, Hourly |
| Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence | Wealthcare for Women | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Carragher | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Ryan Hass | RF&L Wealth Management | Acton | CFP | Percentage of assets, Hourly |
| Ryan Kosakura | Elevation Wealth Partners | Walnut Creek | CFA | Percentage of assets |
| Ryan Mendoza | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Ryan Motsinger | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Ryan Nelson | Alchemy Wealth Management | Reno | Not listed | Percentage of assets |
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |
| Sarah Horne | Saltmarsh Financial Advisors | Pensacola | CFP | Percentage of assets, Hourly |
| Sarah Price | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Scot Johnson | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Scott Bell | Gross Domestic Product | Playa Del Rey | Not listed | Percentage of assets, One-time planning fee |
| Scott Bennington | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Scott Caufield | Sophos Wealth Management | Woodinville | Not listed | Percentage of assets |
| Scott Holder | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Scott Schaeffer | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Sean Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Seth Maier | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Shabri Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Shaina Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Shane Bilski | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Shannon Sapp | Coquina Private Wealth Advisors | Port Charlotte | CFP | Percentage of assets, Fixed fees |
| Shaobo Li | Dominguez Wealth Management Solutions | Williamsburg | 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.
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