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 |
|---|---|---|---|---|
| John Kvale | J.K. Financial, Inc. | Dallas | CFA, CFP | Percentage of assets, Hourly |
| John Mason | Mason & Associates | Newport News | CFP | Ongoing planning fee |
| John Spoto | Sentry Financial Planning, LLC | Andover | CFP, MBA | Percentage of assets, One-time planning fee |
| John Underhill | Acorn & Oak Wealth Management LLC | Sanford | CFP | Percentage of assets, Fixed fees |
| Jon Kutney | Parallel Wealth Financial Group | Langley | CFM, CIM | Flat fee or retainer, One-time planning fee |
| Jon Powell | Ferguson-Johnson Wealth Management | Rockville | CFP | Percentage of assets, Hourly |
| Jon Vance | Vance Financial Planning, LLC | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| Jordan Leaman | True Wealth Retirement Partners | Grand Rapids | CFP | Flat fee or retainer, Ongoing planning fee |
| Joseph Hebert | trueNorth Wealth Advisors | Seattle | CFP, PhD | Percentage of assets, Ongoing planning fee |
| Juan Guevara | J.F. Williams Co., Inc. | Denver | CFP, BS, MSFP | Percentage of assets, One-time planning fee |
| Katheryn Lindquist | Lindenwood Financial LLC | Madison | ABFP, AWMA, CFP, MPAS | Percentage of assets, Fixed fees |
| Kathy Longo | Flourish Wealth Management Inc. | Edina | CAP, CDFA, CFP | Percentage of assets, Hourly |
| Keith Spencer | Spencer Financial Planning, LLC | Spokane | CFP | Ongoing planning fee, One-time planning fee |
| Kerry Prazak | The Mather Group | Chicago | CFP, CRPC, MBA, RFC | Percentage of assets, Hourly |
| Kevin Lao | Imagine Financial Security | Chattanooga | CFP, RICP | Percentage of assets |
| Kevin Michels | Medicus Wealth Planning, Inc. | Draper | CFP | Percentage of assets, Hourly |
| Kyle Simmons | J.E. Simmons & Co., P.C. | Dallas | CFP | Percentage of assets, Ongoing planning fee |
| Lance Ludwig | Kingdom Financial | South Bend | CFP, CKA | Percentage of assets, Ongoing planning fee |
| Lew Christman | Christman Fiancial Advisors LLC | Macungie | CFP | Percentage of assets, Ongoing planning fee |
| Liz Schieck | New School of Finance | Toronto | CFP | Flat fee or retainer, One-time planning fee |
| Logan Valentine | Valentine Wealth Management | Seymour | CFP | Percentage of assets, Ongoing planning fee |
| Lorne Abramson | Abramson Financial Planning, LLC | Burlingame | CFA, CFP, CTEC, EA | Flat fee or retainer, Hourly |
| Lucas Wennersten | 49th Parallel Wealth Management | Vancouver | CFA, CFP (Canada), CFP (U.S.) | Percentage of assets, Hourly |
| Marcus Blanchard | Focal Point Financial Planning, LLC | Pleasant Grove | CFP, ChFC | Percentage of assets, Hourly |
| Mark Whitaker | Retirement Advice LLC | Provo | CFP, MSFP | Percentage of assets, One-time planning fee |
| Marlene C. Buxton | Buxton Financial For Retirement | Toronto | CFP, CLU, RRC, Chartered Financial Planner | Flat fee or retainer, One-time planning fee |
| Massi De Santis | Desmo Wealth Advisors, LLC | Lakeway | CFP | Percentage of assets, Ongoing planning fee |
| Matt Johnson | Defining Legacy Financial Advisors LLC | Greensboro | CFP | Ongoing planning fee |
| Matt Will | Wealth Accel LLC | Dayton | CFP | Percentage of assets, Fixed fees |
| Michael Hunsberger | Next Mission Financial Planning | Saint Charles | CFP, ChFC, CCFC | Flat fee or retainer, Ongoing planning fee |
| Michael Nemick | Thrive Retirement Specialists | Dearborn | CFP, CFA, MBA, RICP | Flat fee or retainer |
| Michelle Vargas | Waymaker Financial Planning | Fort Worth | CFP | Hourly, One-time planning fee |
| Morgan Ranstrom | Trailhead Planners, LLC | Portland | CEPA, CFA, CFP, RLP | Percentage of assets, Hourly |
| Nannette Belt | Inspiration Financial Planning LLC | Carlsbad | CFP, RICP, MBA | Ongoing planning fee, Percentage of assets |
| Nathan Swab | Alexander Financial Planning, Inc. | Columbus | AWMA, CFP, MSFP | Flat fee or retainer, Ongoing planning fee |
| Neil Portus | Olivehurst Advisors LLC | Roseville | CFP, CFA, MBA, TPCP | Percentage of assets, Hourly |
| Nestor Vargas | AlignPoint Wealth | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Nicholas Faulkner | Testament Wealth Management | Cary | CFP | Percentage of assets, Flat fee or retainer |
| Nick Murphy | Counterweight Private Wealth | Raleigh | CFP, MBA, RICP | Ongoing planning fee |
| Nicola Cyr | Five8 Financial LLC | Rogers | CFP, EA | Percentage of assets |
| Patrick King | Prana Wealth | Atlanta | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Paul Coleman Iii | Free Time Financial LLC | Orchard Park | CFP | Flat fee or retainer, Ongoing planning fee |
| Ralph Ted White | Arrivity Financial Planning | Seattle | CFP, CIMA, MBA | Hourly, One-time planning fee |
| Raquel Hinman | Hinman Financial Planning, Inc. | Erie | CFP, CDFA | Percentage of assets, Ongoing planning fee |
| Rick Spillane | Spillane Financial Planning, Inc. | Lebanon | CFP, CPA | Hourly, Percentage of assets |
| Robert DeLucas | Afton Advisors, LLC | Nashville | CFP, ChFC, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Robert Holman | Holman Wealth Management, LLC | Dallas | CFP, CFA | Percentage of assets, One-time planning fee |
| Robert Riedl | Endowment Wealth Management, Inc. | Chicago | AWMA, BS, CFA, CFP | Percentage of assets |
| Robin Kizito | Addax Bridge Financial | North Bethesda | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Ross Miller | ClearPoint Wealth Management | Colleyville | CFP, CPA | Percentage of assets |
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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