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 |
|---|---|---|---|---|
| Linda Gardner | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Logan Metcalf | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Lorin Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Louis Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Luke Podbury | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Maria Garyfallos | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Mark Castonguay | American Financial Planning | Yorktown | Not listed | Flat fee or retainer, One-time planning fee |
| Mark Michna | Sightline Wealth Advisors | Groton | CFA | Percentage of assets |
| Matthew Beardwood | Westover Capital Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Matthew Dirkse | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Matthew Edgar | Edgar Investment Management | Houston | CFA | Percentage of assets |
| Matthew Eisenhower | Blue Anchor Wealth Advisors | Ketchikan | Not listed | Percentage of assets, Hourly |
| Matthew Jeter | Gilliland Jeter Wealth Management | Little Rock | Not listed | Percentage of assets |
| Matthew Ravenscroft | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Matthew Samson | ILS Financial | Omaha | Not listed | Percentage of assets, Hourly |
| Matthew Sumnicht | Bowline Financial | Grosse Pointe Woods | Not listed | Percentage of assets, Fixed fees |
| Matthew Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Matthew Woodlief | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Maximillian Morgan | Lookahead Wealth | West Linn | Not listed | Percentage of assets |
| Meghan Baum | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Alimo | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Michael Alimo | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Michael Brown | Foresee Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Michael Cornell | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Michael Fusco | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Michael Haines | Essential Investment Partners | Englewood | Not listed | Percentage of assets |
| Michael Hart | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Michael Hibbs | Third Stanza Group | Cave Creek | Not listed | Percentage of assets |
| Michael Kostelnik | Family Life Financial Planning | Mentor | Not listed | Percentage of assets, Hourly |
| Michael McIntyre | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Michael Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Michael Tull | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Michele Tellstone | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Michelle Higgins | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Michelle Stallsworth | Harfst and Associates | Sheridan | Not listed | Percentage of assets, Hourly |
| Mindy Prow | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Morgan Arriaga | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Natan Bondin | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Nathan Magdanz | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Nathan White | Paragon Wealth Management | Provo | CFA | Percentage of assets |
| Nelson Moen | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Nicholas Gorry | Eminence WM | Orlando | Not listed | Percentage of assets |
| Nicholas Lehman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Nicholas Noll | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Nicholas Powers | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Venezia | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Nicole Squires | Alaska Wealth Advisors | Anchorage | Not listed | Percentage of assets, One-time planning fee |
| Nicole Wasiakowski | Brightside Wealth Planning | Center Valley | 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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