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 |
|---|---|---|---|---|
| Kristin DiMeo | Meridian Wealth Group | Dade City | Not listed | Percentage of assets, Hourly |
| Kristin Ramsay | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Lawrence Zimmerman | Zimmerman Advisory Group | Dublin | Not listed | Percentage of assets, Fixed fees |
| Lianna Deprey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Luke Bunch | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Marianna Beddard | PlayBook Advizor | Port Washington | Not listed | Ongoing planning fee |
| Mark Steffen | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |
| Mary Ann Drucker | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |
| Matthew Lasker | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Meghan Lynch | Lynch Financial Group | Denver | Not listed | Percentage of assets, Fixed fees |
| Michael Congdon | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Michael Freeman | Trilogy Financial Solutions | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Michael Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Michael Murff | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Nathan Kallal | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Nathan Kimle | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Nicholas Moore | Trinity Financial Planning | Middleton | Not listed | Percentage of assets, Fixed fees |
| Noah Eshenaur | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Noah Schmall | Bridgeway Wealth Management | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Orest Saikevych | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Palmer Mahoney | Weaver Consulting Group | Huntington Beach | Not listed | Percentage of assets, Fixed fees |
| Pamela Rehart | Integrity Capital Management | Kingsport | Not listed | Percentage of assets, Hourly |
| Patrick Fischoeder | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Illies | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Patrick O'Grady | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Peter Frailey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Rafael Yurk | Asset One | Bridgeville | Not listed | Percentage of assets |
| Ralph Lebkuecher | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Randolph Fisher | Artemis Wealth Advisors | Flemington | Not listed | Percentage of assets, Hourly |
| Raymond Dimeo | Meridian Wealth Group | Dade City | Not listed | Percentage of assets, Hourly |
| Richard Levenson | Western Financial | San Diego | Not listed | Percentage of assets |
| Ritesh Upadhyaya | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Rodney Kramp | Asset One | Fort Myers | Not listed | Percentage of assets |
| Rodney McKinnis | MACC IV Group | Chandler | Not listed | Percentage of assets, Fixed fees |
| Samuel Gettis | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Sandie Turley | Western Financial | Mesa | Not listed | Percentage of assets |
| Sarah Bredhoff | The Rice Partnership | Kahului, Maui | Not listed | Percentage of assets, Fixed fees |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Shawn McKeown | Southern Pacific Asset Management | Yuma | Not listed | Percentage of assets |
| Shon McCarley | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Stefan Pellish | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |
| Stephanie Moroney | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Stephen Cavagnaro | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Steve Schaefer | Eagle Eye Advisory | Westerville | Not listed | Percentage of assets |
| Steven Levenson | Western Financial | Eagle | Not listed | Percentage of assets |
| Steven Schoenfeld | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Stewart Neely | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Susanna Fraser | Asset One | Bellevue | Not listed | Percentage of assets |
| Thomas Sjoberg | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Thomas Trouba | Solyco Wealth | Birmingham | 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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