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 |
|---|---|---|---|---|
| Garrett Van Nostrand | Van Nostrand Wealth Management | San Diego | Not listed | Flat fee or retainer |
| Gene Rice | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Geoffrey Sirhal | CharMarLine Wealth Management | Lynchburg | Not listed | Percentage of assets |
| George Daimler | Glass Lakes Capital Management | Overland Park | Not listed | Percentage of assets |
| Gianfranco Rastelli | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Glenn Rossman | TrueWealth Financial Partners San Diego | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Grant Van Nostrand | Van Nostrand Wealth Management | Boise | Not listed | Flat fee or retainer |
| Guy Chadwick | Third Stanza Group | Cave Creek | Not listed | Percentage of assets |
| Haley Herr | Rosemeyer Management Group | Sterling | Not listed | Percentage of assets, Fixed fees |
| Haley Tonge | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Harold Classick | Denver Private Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Harold Sawyer, Jr. | Westover Capital Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Hayden LaBelle | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Hayley Brown | Hello Wealth Financial Advisors | Athens | Not listed | Percentage of assets, Hourly |
| Heath Clevenger | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Heather McGolerick | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Henry Vance | Ark Advisors | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Hogan Roberts | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Ian Foster | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Ian Starkel | Starkel Wealth Advisors | Sarasota | Not listed | Percentage of assets |
| Jaan Larkin | StratFI | Wilmington | Not listed | Percentage of assets, Hourly |
| Jack Tsai | Tsai Wealth Management | Pasadena | PFS | Percentage of assets, Hourly |
| Jackson Burk | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Jaclyn Gilbert | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Jaclyn Gruber | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Jacob Higgins | Campbell Asset Management | Chattanooga | Not listed | Percentage of assets, Hourly |
| Jacob Mardian | American Financial Planning | Roanoke | Not listed | Flat fee or retainer, One-time planning fee |
| Jacob Rosemeyer | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jake Crosby | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jake Miller | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jake Pendl | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| James "Tripp" Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| James Bailey | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| James Gallagher | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| James Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| James Minich | Minich MacGregor Wealth Management | St Augustine | Not listed | Percentage of assets, Fixed fees |
| James Robinson | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| James Sexton | Phillip James Financial | Plymouth | Not listed | Percentage of assets |
| James Spoor | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jamie Langlow | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Jared Pearson | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Jason Aluague | Haynie Wealth Management | Fort Collins | Not listed | Percentage of assets |
| Jason Goosen | Rapids Financial | Kentwood | Not listed | Percentage of assets |
| Jason Macgregor | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jason Zangmeister | Aspire Growth Partners | Medina | Not listed | Percentage of assets, Hourly |
| Jay Lauer | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Jeff Wills | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Jeffrey Kirkpatrick | Dovetail Financial | Duluth | Not listed | Ongoing planning fee |
| Jeffrey Monsour | Lees Monsour Group | Shreveport | 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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