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 |
|---|---|---|---|---|
| Sarah Kovalakides | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Scott Cameron | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Scott Drown | Regency Wealth Management | Ramsey | Not listed | Percentage of assets, Fixed fees |
| Sean Maloon | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Sivaparvati Thagirisa | Map to Your Wealth | Floral Park | Not listed | Percentage of assets, Flat fee or retainer |
| Skyler Eubank | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Spencer Schneider | Schneider Wealth Management | Omaha | Not listed | Percentage of assets, Fixed fees |
| Stephen Bierker | Asset One | Bridgeville | CFA | Percentage of assets |
| Stephen Bunch | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Stephen Schmidt | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Steven Miller | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Stuart Brisgel | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Susan Riser Whitlock | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Tara Newton | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Teagan Parker | Rosemeyer Management Group | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Teresa Hughes | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Terry Backmann | Jordan Financial Services | Kenosha | ChFC | Percentage of assets, Hourly |
| Thomas Koch | Hall Capital Management | Pasadena | Not listed | Percentage of assets |
| Thomas Mazza | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Thomas Staerker | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Thomas Thornhill | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Thomas Volkmann | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Tigran Navasardian | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Timothy Bock | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Timothy Hale | Hale Financial Solutions | Afton | Not listed | Percentage of assets, Hourly |
| Timothy Kulick | Denver Private Wealth Management | Centennial | Not listed | Percentage of assets, Hourly |
| Timothy Lucio | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Todd Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Todd Thompson | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Toney Falkner | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Tonye Wokoma | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Torry Whitcher | Generation Capital Management | Pittsford | Not listed | Percentage of assets |
| Tracy Riordan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Tracy Shackelford | Tenzing Financial | Williamsburg | Not listed | Percentage of assets, Fixed fees |
| Travis Schaat | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Travis Wall | Fidelis Wealth Advisors | Castle Rock | Not listed | Percentage of assets, Fixed fees |
| Tristan Dahl | Blue Anchor Wealth Advisors | Ketchikan | Not listed | Percentage of assets, Hourly |
| Tyler Kanne | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Tyler Rima | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Tyler Ryan | Capstone RIA | Bellingham | Not listed | Percentage of assets |
| Tyler Skutnik | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Vickie Chrisman | Lees Monsour Group | Shreveport | Not listed | Percentage of assets, Hourly |
| Wayne Trana | Blue Anchor Wealth Advisors | Hutchinson | Not listed | Percentage of assets, Hourly |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Bromley | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| William Davidson | Park Wealth Management | Greensboro | Not listed | Hourly |
| William Ginsburg | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| William Hazlett | WH Financial | Stuart | ChFC | 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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