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 |
|---|---|---|---|---|
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
| Eric Johanson | Scope Wealth Management | Santa Monica | CFA | Percentage of assets, Hourly |
| Esme Miano | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Fernando Germana | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Frederick Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Garrett Peterson | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Geovanny Vega-Zamora | Holder Wealth Management | Champaign | Not listed | Percentage of assets, Hourly |
| Grant Evans | True North Wealth | Parker City | Not listed | Percentage of assets, Hourly |
| J Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jack Boyd | Boyd Financial Strategies | Round Rock | Not listed | Percentage of assets, Hourly |
| Jackson Collins | Aurora Financial Strategies | Kokomo | Not listed | Percentage of assets, Fixed fees |
| Jacob Wihtol | Capstone Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| James Cowan | Cowan Capital Advisors | Foster City | Not listed | Percentage of assets, Hourly |
| James Hedges | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| James Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| James Lubin | Infiniti Wealth Management | Brewster | Not listed | Percentage of assets, Hourly |
| Jared Hoffman | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| Jared Rasmussen | Serene Point Advisors | Ridgefield | Not listed | Percentage of assets, Hourly |
| Jason Clardy | My Portfolio Guide | Seal Beach | Not listed | Percentage of assets |
| Jay Polson | Polson Wealth Management | Des Moines | Not listed | Percentage of assets, Hourly |
| Jean Coletta | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Jenner Preston | Tranquilli Financial Advisor | Shawnee | Not listed | Percentage of assets, Hourly |
| Jennifer Barron | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Jeremy Ellisor | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Jerry Schuder | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Jesse Sikorski | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Jimmy Martin | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| John Mumper | Patina Wealth | Richmond | Not listed | Percentage of assets |
| Jon Sobotkin | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Yarger | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Jordan Curtis | Curtis Wealth Management | Henderson | Not listed | Percentage of assets, Hourly |
| Jordan Rench | Relevance Capital Management | Denton | Not listed | Percentage of assets, Hourly |
| Joseph Barry | Barry Investment Advisors | New Bedford | CFA | Percentage of assets, Fixed fees |
| Joseph Fiorile | Fiorile Financial Advisory Group | Saranac Lake | PFS | Hourly, Fixed fees |
| Joseph Fondahn | Fondahn CPA | Walla Walla | Not listed | Percentage of assets, Hourly |
| Joseph Guarneri | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Joshua Taff | New Perspectives | Ridgeland | CFA | Percentage of assets, Hourly |
| Julie Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Capetola | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Kate Pederson | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Katherine Brabenec | Firethorn Wealth Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Kelly Cappello | Argo Wealth Advisory | Mclean | Not listed | Percentage of assets, Fixed fees |
| Kelly Rench | Relevance Capital Management | Denton | Not listed | Percentage of assets, Hourly |
| Kenneth Simpson | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| Kevin Sweeney | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| Kyle Kiser | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Linwood Fraher | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Lori Hartman | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Louis Tranquilli | Tranquilli Financial Advisor | Clinton | Not listed | Percentage of assets, Hourly |
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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