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 |
|---|---|---|---|---|
| Luke Spink | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Luke Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Makayla Allen | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Marcus Berry | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Mark Conrad | The Investor Advisory Group | Charleston | Not listed | Percentage of assets, Hourly |
| Mark Hemby | Saltmarsh Financial Advisors | Pensacola | CFA | Percentage of assets, Hourly |
| Mark Hoffman | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Mark Januszewski | Tax Advantage Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Marvin Riddle | Rev Capital | Marietta | Not listed | Percentage of assets |
| Matthew Erickson | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Matthew Hershey | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Matthew Rubush | Millennium Planning Group | Cary | Not listed | Percentage of assets, Hourly |
| Maxwell Harcey | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Michael Gallagher | Pecaut Wealth Management | Sioux City | CFA | Percentage of assets, Fixed fees |
| Michael Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Michael Loveless | ABG Consultants | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Mitsuo Lockrow | Cambridge Wealth Management | Cambridge | Not listed | Percentage of assets, Hourly |
| Nancy Anderson | New Perspectives | Ridgeland | CFA | Percentage of assets, Hourly |
| Nancy Wakefield | Serene Point Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Naomi Roberts | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Nathan Travis | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicholas Drew | Drew Wealth Management | Portsmouth | Not listed | Percentage of assets |
| Nicholas Heyer | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicholas Letter | Advisors Management Group | Green Bay | Not listed | Percentage of assets, Ongoing planning fee |
| Nick Dionisos | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Nolan Karras | The Karras Company | Roy | Not listed | Percentage of assets, Hourly |
| Patrick Donnelly | Donnelly Financial Services | Rock Tavern | Not listed | Percentage of assets, Hourly |
| Patrick Sheppard | Atlantic Retirement & Wealth Advisors | Johns Island | Not listed | Percentage of assets, Hourly |
| Paul Chapman | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Paul Escarcega | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Paul Ruedi | Ruedi Wealth Management | Champaign | Not listed | Percentage of assets |
| Pierce Roe | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Rebecca Agamaite | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Rishabh Goyal | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Robert Gabel | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Robert Jones | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Robert Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Robert Norton | Capstone Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Robert Rachlow | Luminary Wealth | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Robert Vickers | Capital Advisors Wealth Management | Yakima | ChFC | Percentage of assets, Hourly |
| Roger Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Bradley | Holder Wealth Management | Champaign | Not listed | Percentage of assets, Hourly |
| Ryan Coulter | Demming Financial Services | Aurora | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Crooks | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Ryan Curtis | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
| Ryan Kelly | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ryan Knebel | ABG Consultants | Collinsville | Not listed | Percentage of assets, Hourly |
| Samara Hanson Velloo | Elevation Wealth Partners | Walnut Creek | Not listed | Percentage of assets |
| Samuel Benson | Martin Wealth Solutions | Christiansburg | Not listed | 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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