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 |
|---|---|---|---|---|
| Samuel Harris | Patina Wealth | Crozet | Not listed | Percentage of assets |
| Scott Busch | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Sean Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Shane Fagan | Reify Wealth Advisors | Indianapolis | Not listed | Hourly, One-time planning fee |
| Shay Benedict | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Stephen Seo | L&S Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Sue Grbac | Strategic Advisory Services | Houston | Not listed | Percentage of assets |
| Susan Arnold | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Tabitha Garreffa | ABG Consultants | Arlington | Not listed | Percentage of assets, Hourly |
| Tabitha Williams | Reify Wealth Advisors | Indianapolis | Not listed | Hourly, One-time planning fee |
| Theresa Martin | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Thomas Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Thomas Ludwig | Stockbridge Private Wealth Management | Sun Prairie | Not listed | Percentage of assets |
| Thomas Smith | ABG Consultants | Westfield | Not listed | Percentage of assets, Hourly |
| Tim Smith | API Financial Advisors | Rockledge | ChFC | Percentage of assets, Hourly |
| Timothy Fahey | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Timothy Recker | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Timothy Scholten | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Vladimir Pixa | My Portfolio Guide | Seal Beach | Not listed | Percentage of assets |
| Warren Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| William Abolghassem | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| William Downey | Rev Capital | Marietta | Not listed | Percentage of assets |
| William Hoover | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| William Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| William Thomas | Ascension Wealth Advisors | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Zachary Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Aaron Salter | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Adriaan van Wyk | Richmond Brothers | Jackson | Not listed | Percentage of assets, Hourly |
| Alexander Newman | Grape | Temecula | Not listed | Percentage of assets |
| Ana McKinley | Jordan Financial Services | Kenosha | Not listed | Percentage of assets, Hourly |
| Andrew Cettina | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Andrew Matz | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Angela Williams | Integrity Capital Management | Kingsport | Not listed | Percentage of assets, Hourly |
| Anna Khemkhajon | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Annette Sun | SW Private Wealth | Needham | Not listed | Percentage of assets, Hourly |
| Baylee Zeigler | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Benjamin Chappell | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Benjamin Ebert | Ebert Capital Management | Eureka | Not listed | Percentage of assets, Hourly |
| Benjamin Small | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Brad Pruitt | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Bradley Ward | Asset One | Naples | Not listed | Percentage of assets |
| Brian Barton | Guardian Wealth Management | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Brian Montanez | Multnomah Group | Orinda | Not listed | Percentage of assets, Hourly |
| Bryan Trochessett | San Blas Capital | Port St. Joe | Not listed | Percentage of assets |
| Cara Whipkey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Carol Newman | Wingate Wealth Advisors | Lexington | 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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