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 |
|---|---|---|---|---|
| Timothy Mack | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Timothy Powers | Powers Capital Management | Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Timothy Tonn | Cirrus Capital Management | Tampa | Not listed | Percentage of assets |
| Troy Tonn | Cirrus Capital Management | Tampa | Not listed | Percentage of assets |
| Tyler Sanchez | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Warren Leet | Blue Castle Wealth | Lexington | Not listed | Percentage of assets, Hourly |
| Wesley Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| William Duvall | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |
| William Hepburn | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| William Herbert | Balanced Wealth Management | Needham | Not listed | Percentage of assets |
| William Hickey | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Yvonne Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| Zachary Panek | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Aaron Flores | Trek Line Wealth | Horseshoe Bend | Not listed | Percentage of assets |
| Alexandria Bakka | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Andrew Downey | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Andrew Hass | RF&L Wealth Management | Acton | Not listed | Percentage of assets, Hourly |
| Andrew Scheirer | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Andrew Straus | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Anthony Fimognari | Parisi Capital | Stirling | Not listed | Percentage of assets |
| April Hurlburt | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Benjamin Liscum | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Blake Parisi | Parisi Capital | Stirling | Not listed | Percentage of assets |
| Brent Gunderson | Connected Wealth Solutions | La Grande | Not listed | Percentage of assets |
| Brian Johnson | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Brian Tran | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Bruce Lacey | De Groote Financial Group | Thousand Oaks | Not listed | Percentage of assets, Hourly |
| Caitlin Borland | Aria Wealth Partners | Charlottesville | Not listed | Percentage of assets |
| Charles McKenna | McKenna Capital | Wheaton | Not listed | Percentage of assets, Hourly |
| Charles McKenna | McKenna Capital | Wheaton | Not listed | Percentage of assets, Hourly |
| Christina Doss | Saltmarsh Financial Advisors | Pensacola | Not listed | Percentage of assets, Hourly |
| Christopher Campanella | Keystone Investment Advisors | Wexford | Not listed | Percentage of assets, Hourly |
| Connor Russell | Capital Advisors Wealth Management | Yakima | Not listed | Percentage of assets, Hourly |
| Craig Simmons | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Craig Weston | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Daniel Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Daniel Mitchell | Fiorile Financial Advisory Group | Saranac Lake | Not listed | Hourly, Fixed fees |
| Daniel Pecaut | Pecaut Wealth Management | Sioux City | Not listed | Percentage of assets, Fixed fees |
| David Blackston | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| David Morton | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Debbie Byerly | Strategent Financial | Harrisonburg | Not listed | Percentage of assets, Hourly |
| Debora Nunez | L&S Advisors | Centennial | Not listed | Percentage of assets, Hourly |
| Deborah King | Asset Management Associates | South Windsor | Not listed | Percentage of assets, Hourly |
| Derek Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Don Gill III | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Dustan Christensen | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Edlyn Ruiz | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Edward Reinhart | Capital Advisors Wealth Management | Yakima | 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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