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 |
|---|---|---|---|---|
| Daniel Evans | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Dante Milanesi | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Darin Snow | Denver Private Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Darrell Brooks | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Darren Williams | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| David Berkowitz | VAP Wealth Advisors | Red Bank | Not listed | Percentage of assets |
| David D'Eredita | Rise Private Wealth Advisors | Tucson | Not listed | Percentage of assets, Hourly |
| David Freisner | Konza Global Wealth Group | Overland Park | Not listed | Percentage of assets, Fixed fees |
| David Mulnix | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| David Poole | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| David Richmond | Richmond Brothers | Jackson | ChFC | Percentage of assets, Hourly |
| David Williams | Multnomah Group | Port Orchard | CFA | Percentage of assets, Hourly |
| David Wilson | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Dennis Blodgett | Blodgett Wealth Advisors | Brentwood | Not listed | Percentage of assets, Hourly |
| Dennis Perdue | Westover Capital Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Derek Pawlak | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Derek Stone | Alaska Wealth Advisors | Anchorage | Not listed | Percentage of assets, One-time planning fee |
| Derrick Alexander | Greater Works Wealth | Tulsa | Not listed | Percentage of assets, Ongoing planning fee |
| Dimitri Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Dodd Disler | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Donald Carnaghi | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Donald Daniels | Daniels D'Amelio Investment Management Group LLC. | Jupiter | Not listed | Percentage of assets |
| Douglas Walters | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Dragan Filipovic | Gold Coast Capital Management | Douglas | Not listed | Percentage of assets |
| Drake Wright | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Dustin Allbery | Northwest Planning Advisors | Spokane | Not listed | Percentage of assets, Hourly |
| Dylan Rasmason | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Earl Berg | Guardian Wealth Management | Salt Lake City | ChFC | Percentage of assets, Fixed fees |
| Edward Taylor | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Elise Henderson | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Elizabeth Kombrink | Willamette Wealth Partners | Eugene | Not listed | Percentage of assets |
| Elizabeth Morrison | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Emilio Gonzalez | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Emily Dolan | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Eric Suttmiller | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Erik Daley | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Erik Roberts | Infinitus Wealth Management | Nashville | Not listed | Percentage of assets |
| Erin Erdil | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Evan Harris | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| Facundo Rawson | Acanto | Pound Ridge | Not listed | Percentage of assets, Hourly |
| Felicia Fly | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Fiona Capell | Blue Anchor Wealth Advisors | Bend | Not listed | Percentage of assets, Hourly |
| Fionn Allen | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Frank Ortiz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Frank Sterneck | Sterneck Capital Management | Park City | Not listed | Percentage of assets, Fixed fees |
| Frederick van Wyk | FCA | Calgary | Not listed | Percentage of assets, Hourly |
| Gabriella Stamps | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
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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