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 |
|---|---|---|---|---|
| Pierce Broscious | Saltmarsh Financial Advisors | Pensacola | Not listed | Percentage of assets, Hourly |
| Portia Ryan-Gerton | Transformation Wealth Management | Atlanta | Not listed | One-time planning fee, Ongoing planning fee |
| Rachel Wren | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Ralph Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Repp Lambert | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Richard Blackston | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Richard Rademacher | Peterson Financial Group | Des Moines | Not listed | Percentage of assets, Fixed fees |
| Robert Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Robert Worrell | Worrell Advisory Services | Branford | Not listed | Percentage of assets, Hourly |
| Rodney Hass | RF&L Wealth Management | Acton | Not listed | Percentage of assets, Hourly |
| Roger Denha | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Ryan Brouillette | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Samantha Stocksett | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Sarah Pappas | API Financial Advisors | Franklin | Not listed | Percentage of assets, Hourly |
| Serge Berger | Blue Marlin Advisors | Zurich, Switzerland | Not listed | Ongoing planning fee |
| Silas Peters | Blue Marlin Advisors | West Palm Beach | Not listed | Ongoing planning fee |
| Stephen Cook | Coquina Private Wealth Advisors | Port Charlotte | Not listed | Percentage of assets, Fixed fees |
| Stephen Jackson | ViaQuest Financial | Houston | Not listed | Percentage of assets, Hourly |
| Stephen Memery | Iconic Wealth Management | Alexandria | Not listed | Percentage of assets, Fixed fees |
| Sy Lippman | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Theodore Kay | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Thomas Brenner | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Thomas Tolley | Tolley Financial Group | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Todd Gordon | Inside Edge Capital | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Travis Bender | Blackston Financial Advisory Group | The Villages | Not listed | Percentage of assets |
| Tyler Amendola | Coquina Private Wealth Advisors | Port Charlotte | Not listed | Percentage of assets, Fixed fees |
| Tyler Craig | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Victor Tassone | API Financial Advisors | Gilbert | Not listed | Percentage of assets, Hourly |
| Walter Mortimer | Coquina Private Wealth Advisors | Summerville | Not listed | Percentage of assets, Fixed fees |
| Ward Brooks | API Financial Advisors | Rockledge | Not listed | Percentage of assets, Hourly |
| Wheelock Bingham | Bingham Private Wealth | San Francisco | Not listed | Percentage of assets |
| Whitney Holland | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| William Redder | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Yahia Albaghdadi | Heritage Financial | Gainesville | 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.
More in the methodology.