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 |
|---|---|---|---|---|
| Nina Strozak | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Noah Krier | Stordahl Capital Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Omid Eftekhari | Towneley Capital Management | Laguna Hills | CFA | Percentage of assets, Fixed fees |
| Oscar Castro | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Paige Moon | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Paola Quintero Salazar | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Parker Hann | SimpliFi | San Diego | Not listed | Hourly |
| Patricia Kavanagh | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Patrick Peters | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Patrick Severson | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Patrick Vance | Ark Advisors | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Patrick Younis | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Paul Schatz | Heritage Capital | Woodbridge | Not listed | Percentage of assets |
| Paul Weaver | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Paula Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Payton Simon | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Peter Lautmann | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Peter McCleskey | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Peter Schumacher | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Petr Burunov | Ambassador Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Phillip McGrath | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Rachel Potters | OLIO Financial Planning | Blacksburg | Not listed | Ongoing planning fee |
| Ralph Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Rebecca Dobson | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Rebekah Adams | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Reed Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Regan Shipp | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Remington Conte | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Richard Franz | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Richard Luchini | Luchini Financial | Altoona | Not listed | Percentage of assets, Fixed fees |
| Richard Saxon | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Rilee Erickson | Fidelis Wealth Advisors | Big Piney | Not listed | Percentage of assets, Fixed fees |
| Robert Boggs | Catawba River Capital | Belmont | Not listed | Percentage of assets, Hourly |
| Robert Burns | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Robert Phelps | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Robert Scharar | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Robert Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Robin Sterneck | Sterneck Capital Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Ronald Rough | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Ross Smyth | Glassy Mountain Advisors | Brevard | CFA | Percentage of assets |
| Ryan Cass | Beacon Financial Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Ryan Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Hulsebos | Regency Wealth Management | Ramsey | Not listed | Percentage of assets, Fixed fees |
| Ryan Redfern | Shadowridge Asset Management | Austin | ChFC | Hourly, One-time planning fee |
| Ryan Scharar | FCA | Fort Worth | Not listed | Percentage of assets, Hourly |
| Ryan Schroer | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Sam Curmaci | SAC Investment Management | Ft. Lauderdale | Not listed | Percentage of assets |
| Samuel Lees | Lees Monsour Group | Shreveport | Not listed | Percentage of assets, Hourly |
| Samuel Vance | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Samuel Wisneski | TrueWealth Financial Partners San Diego | Bellevue | 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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