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 |
|---|---|---|---|---|
| Shayne Cooper | Fiduciary Financial Group | Rohnert Park | Not listed | Percentage of assets, Fixed fees |
| Sherry Karlsson | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Sinon Bennett | Wavvest | Chicago | Not listed | Percentage of assets |
| Steve Maconi | Brandywine Oak Private Wealth | Kennett Square | Not listed | Percentage of assets |
| Steven Deangelis | Verus Capital Partners | Gilbert | Not listed | Percentage of assets, Hourly |
| Steven Rosenberg | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Susan Becker | Nicollet Investment Management | Minneapolis | CFA | Percentage of assets |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Taylor Chamness | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Terence Gliha | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| Terry Rogers | Verus Capital Partners | Huntsville | Not listed | Percentage of assets, Hourly |
| Theodore Hellman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| Theodore Palfini | Cavalot Capital | Redding | Not listed | Percentage of assets, Hourly |
| Thomas Balcom | 1650 Wealth Management | Lighthouse Point | CFP | Percentage of assets |
| Thomas Bustamante | Bustamante Financial Planning | Santa Fe | CFP | Hourly |
| Thomas Carroll | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Thomas Coy | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Ellis | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Thomas Geraci | Purtill Financial | Fort Myers Beach | Not listed | Percentage of assets, Hourly |
| Thomas Twombly | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Thomas Vogelheim | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Timothy Banks | Worley Banks Group | Creve Coeur | Not listed | Percentage of assets |
| Timothy Mosier | Cairn Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Tom O'Neill We are a multi generational wealth management team. | Not listed | Mount Laurel | Not listed | Percentage of assets |
| Trevor Johnson | Dream Weaver Financial Planning | Richmond | Not listed | Percentage of assets, Hourly |
| Trevor Scheid | Luminescent Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Tyson Farmer | Vega Financial | Mercer Island | Not listed | Percentage of assets, Hourly |
| Victor Larsen | Larsen Financial Management | San Antonio | CFP | Percentage of assets, Hourly |
| Wesley Mims | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| William Burns | Burns Matteson Capital Management | Corning | CFP, ChFC | Percentage of assets, Hourly |
| William Hensley | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Zaheer Poptani | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Adam Daniels | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Adam Laibson | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Alec Medlin | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Alexander Waesche | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Ali Alsari | AWM Global Advisors | San Diego | Not listed | Percentage of assets |
| Amy Showalter | Arbor Private Wealth | Ashburn | Not listed | Percentage of assets, Fixed fees |
| Andrea Broughton | WealthCrossing | Richmond | Not listed | Percentage of assets, Fixed fees |
| Andrea Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Andrew Aldrett | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Andrew Canter | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Andrew Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Andrew McDirmid | Lodestone Wealth Management | Spokane | Not listed | Percentage of assets, Fixed fees |
| Andrew St Martin | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Andrew Wacker | Convergence | Omaha | 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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