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 |
|---|---|---|---|---|
| William Levay | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Lynn | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| William Miles | WebsterRogers Financial Advisors | Columbia | Not listed | Percentage of assets, Hourly |
| William Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Zachary Roberts | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Alex Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Alex Zubak | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Alexander Skabry | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| Alexander Strauss | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Alexandra Leon Guerrero | ALG Financial | Hagåtña | Not listed | Percentage of assets |
| Anastasiya Sembay | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Andrew Kirchner | Elevation Wealth Partners | Walnut Creek | Not listed | Percentage of assets |
| Andrew Kotyuk | Alpha Wealth Management | Hemet | Not listed | Percentage of assets, Hourly |
| Andrew Krafft | Luminary Wealth | Charlotte | Not listed | Percentage of assets, Hourly |
| Anthony House | i2i Analytics | Evanston | Not listed | Percentage of assets |
| Ashley Vega | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Augustine Matheson | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Brian Iles | Aurora Financial Strategies | Kokomo | Not listed | Percentage of assets, Fixed fees |
| Brian Voss | Voss Wealth Management | Endicott | Not listed | Percentage of assets, Fixed fees |
| Bruno Larocca | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Carolyn Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Casey Bibb | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Chad Gifford | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Charles Holder | Holder Wealth Management | Champaign | Not listed | Percentage of assets, Hourly |
| Charles Levinson | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Christopher Torres | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Cole Anderson | Intergy Private Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Cole Hofmann | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Dana Gower | Millennium Planning Group | Cary | Not listed | Percentage of assets, Hourly |
| Dane Rutstein | i2i Analytics | Evanston | Not listed | Percentage of assets |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Daniel Fisher | Fisher Financial Group | Northbrook | Not listed | Percentage of assets |
| Daniel Heth | Preserve Wealth Management | Weaverville | Not listed | Percentage of assets, Fixed fees |
| Danny Colburn | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| David Caldwell | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| David Flanders | Momentum Wealth Planning | Estero | Not listed | Percentage of assets |
| David Given | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| David Piano | Piano Wealth Management | Victor | Not listed | Percentage of assets, Hourly |
| David SooHoo | Angel Wealth Advisors | Astoria | Not listed | Percentage of assets, Flat fee or retainer |
| Derek Sinani | Ironwood Wealth Advisors | Scottsdale | Not listed | Percentage of assets |
| Donald Dempster | DLK Investment Management | Solana Beach | CFA | Percentage of assets, Hourly |
| Donald Wellings | Strategic Advisory Services | Houston | Not listed | Percentage of assets |
| Drew Ashland | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Earl Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Edmund Malone | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Edward Daniels | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Edward Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Emily Clare Cafasso | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Emily Wheeler | Attleboro Wealth Management | Yardley | 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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