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 |
|---|---|---|---|---|
| Elizabeth Clark | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Elliot Ries | Capital Advisors Wealth Management | Yakima | Not listed | Percentage of assets, Hourly |
| Eric Peterson | Peterson Financial Group | Des Moines | Not listed | Percentage of assets, Fixed fees |
| Eric Sweet | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Eric Thomas | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Erick Ormsby | Alcosta Capital Management | San Ramon | Not listed | Percentage of assets |
| Erik Moore | Moore Wealth | Frederick | Not listed | Percentage of assets, Fixed fees |
| George Peaden | Saltmarsh Financial Advisors | Pensacola | Not listed | Percentage of assets, Hourly |
| Gregory Burd | Keystone Investment Advisors | Wexford | Not listed | Percentage of assets, Hourly |
| Haley Koss | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Hans Taenzer | Alliance Wealth Management Group | Roseland | Not listed | Percentage of assets, Hourly |
| Ian Manongdo | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| James Brady | Scope Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| James Gerhart | New Perspectives | Ridgeland | Not listed | Percentage of assets, Hourly |
| Jared Kohl | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Jared Stines | Peterson Financial Group | Des Moines | Not listed | Percentage of assets, Fixed fees |
| Jason Anderson | Equity Wealth Partners | Independence | Not listed | Percentage of assets, Hourly |
| Jason Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jeffrey Anger | Equity Wealth Partners | Independence | Not listed | Percentage of assets, Hourly |
| Jeremy Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Jeremy Reif | Point Wealth Management | Wausau | Not listed | Percentage of assets, Hourly |
| John Pecaut | Pecaut Wealth Management | Sioux City | Not listed | Percentage of assets, Fixed fees |
| Johnathon Rosica | Alliance Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Joshua Iversen | Syzygy Financial | Irvine | Not listed | Percentage of assets, Hourly |
| Joshua Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Kelley Zimmerman | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Kenneth Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Leah van Welie | Coquina Private Wealth Advisors | Port Charlotte | Not listed | Percentage of assets, Fixed fees |
| Leanne Sindell | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Leonard Cooperman | MJC Advisors | Lutherville | Not listed | Percentage of assets |
| Lin-Chun Liu | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lorianne Cordoba | Red Reef Advisors | Boca Raton | Not listed | Percentage of assets, Hourly |
| Luke Dance | Dance Investment Partners | St. George | Not listed | One-time planning fee |
| Marius Grigoriu | Left Coast Investment Strategies | Seattle | Not listed | Percentage of assets, Hourly |
| Matthew Myland | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Matthew Taub | Taub Investment Planning Services | Beachwood | Not listed | Percentage of assets, Hourly |
| Meredith DeLaune | New Perspectives | Asheville | Not listed | Percentage of assets, Hourly |
| Micah Spence | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Michael Cooperman | MJC Advisors | Lutherville | Not listed | Percentage of assets |
| Michael Garcia | ViaQuest Financial | Houston | Not listed | Percentage of assets, Hourly |
| Michael Poe | Connected Wealth Solutions | La Grande | Not listed | Percentage of assets |
| Nathan Burks | API Financial Advisors | Farragut | Not listed | Percentage of assets, Hourly |
| Nathan Burns | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Neal Quon | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Norman Taylor | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Ofer Ben-Menahem | L&S Advisors | Irvine | Not listed | Percentage of assets, Hourly |
| Patrick Barry | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Paul Stanley | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Paula Gunter | Aria Wealth Partners | Charlottesville | Not listed | Percentage of assets |
| Peyton Anderson | Equity Wealth Partners | Independence | 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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