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 |
|---|---|---|---|---|
| Sanjay Pamurthy | Artham Advisors LLC | Dallas | CFP, MBA | Flat fee or retainer |
| Sarah Kang | UAK Diversified Wealth Advisors | Minnetonka | CFP | Percentage of assets, Flat fee or retainer |
| Scott Brooks | Brooks Wealth Management | Westlake Village | CFP | Percentage of assets |
| Sean Wilson | Moraine Wealth Advisory | Calgary | CIM, CFP | One-time planning fee, Hourly |
| Shawn Perkins | Genuine Wealth Solutions LLC | Richmond | AWMA, CFP | Ongoing planning fee, One-time planning fee |
| Steve Cruice | Simply Steward, LLC | Highlands Ranch | CFP, CPA | Percentage of assets, Fixed fees |
| Steven Clark | Clark Financial Planning Services LLC | Coconut Creek | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Steven Gilbert | Gilbert Wealth | Fort Wayne | CFP, RICP, APMA | Flat fee or retainer, Ongoing planning fee |
| Tim Woodward | Blend Wealth | Indianapolis | CFP, MBA | Ongoing planning fee |
| Tom Massie | Massie Financial Planning | Alexandria | CFP | Percentage of assets, Flat fee or retainer |
| Tommy Blackburn | Mason & Associates | Newport News | CFP, CPA, PFS | Ongoing planning fee |
| Zach Lopez | AnCap Financial | League City | CFP | Flat fee or retainer, Ongoing planning fee |
| Zach Lundak Hourly planning for people who manage their own investments and want a professional to make sure nothing is missed. | Barrett FP | Gretna | CFA, CFP | Hourly |
| Allison Vanaski | Arcadia Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Andrew Gerhartz | Bridge The Gap Retirement Planners LLC | Phoenix | CFP, MSPFP, MSFP | Percentage of assets, Flat fee or retainer |
| Anna Knight | Simplicity Financial | mississauga | CFP | One-time planning fee, Ongoing planning fee |
| Bob Burger | Disciplined Money | Phoenix | CFP | Hourly, One-time planning fee |
| Bob Knode | Knode Wealth Management | Plano | CFP, EA | Percentage of assets, Hourly |
| Brad Smith | CapRock Wealth Management | Little Rock | CFP, MBA | Percentage of assets, Hourly |
| Brendan O'Rourke | Greenway Financial Advisors LLC | Burlington | CFP, EA | Percentage of assets, Hourly |
| Brenna Baucum | Collective Wealth Planning, LLC | Salem | CFP | Hourly, Ongoing planning fee |
| Brenna Jensen-Baucum | Collective Wealth Planning | Salem | CFP | Hourly, Ongoing planning fee |
| Brian Bickett | Iron Mountain Financial Planning, LLC | Rapid City | CFP | Percentage of assets, Ongoing planning fee |
| Bryan Curry | Bridge The Gap Retirement Planners LLC | Phoenix | CFP | Percentage of assets, Flat fee or retainer |
| C Garrett Moore | C Garrett Moore, CFP® | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
| Cameron Penney | Penney Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Charles Parker | Parker Financial Advisors, LLC | Houston | AEP, BBA, CFP | Percentage of assets |
| Christopher Urban | Discovery Wealth Planning LLC | Vienna | CFP, MBA, RICP, TPCP | Hourly, One-time planning fee |
| Claire Thornton | Hyla Financial | Scottsdale | CFP, MST | Percentage of assets, Hourly |
| Clark Kendall | Kendall Capital Management | Rockville | AEP, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Contey Smith | Motus Wealth Management, LLC | Atlanta | CFP | Percentage of assets, Fixed fees |
| Dan Stous | Flagstone Financial Management | Lincoln | CFP, MBA | Percentage of assets, Hourly |
| Danny Clare | Flagstone Financial Management | Lincoln | CFP | Percentage of assets, Hourly |
| David Foster | Gateway Wealth Management, LLC | Saint Louis | CFP, RICP, CAP | Percentage of assets |
| David Hunter | First Light Wealth, LLC | Hershey | CFP | Percentage of assets, Hourly |
| David Miller | Rule72 Financial | Potomac Falls | CFP, MSC | Percentage of assets, Hourly |
| David Shotwell | Shotwell Rutter Baer, Inc. | Lansing | CFP, MSFP | Percentage of assets, Ongoing planning fee |
| DeDe Smolen | Innovative Financial, LLC | Lakewood | CFP, CPA | Percentage of assets, Hourly |
| Drew Feutz | Migration Wealth Management, LLC | Avon | CFP | Ongoing planning fee |
| Dwight Dettloff | Winding Trail Financial Planning, LLC | Lafayette | CFP, CPA, PFS, RICP | Percentage of assets |
| Eaton Miller | PlanWell Financial Guidance | Hayfield | CFP | Flat fee or retainer, Ongoing planning fee |
| Ed Rempel | Unconventional Wisdom & Advice Inc. | Brampton | CFP, CPA, CMA | One-time planning fee, Percentage of assets |
| Eric Amzalag | Peak Financial Planning | Canoga Park | CFP, RICP | Flat fee or retainer, Percentage of assets |
| Eric Imley | Soaring Investment Management, LLC | Portland | CFP, MFA, CKA, CFA | Percentage of assets, Hourly |
| Eric Maldonado | Aquila Wealth Advisors | San Luis Obispo | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Erin Campbell | Beacon Financial Strategies | Raleigh | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| G. Christian Mauser | ATLas Investment Advisors | Alpharetta | CFP, CIMA, CRC, CRPC | Percentage of assets |
| Gage Paul | Western Reserve Capital Management, LLC | New Philadelphia | CFP, EA, RICP | Percentage of assets, Hourly |
| Garrett Moore | Moore Financial Management, Inc. | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
| Gerald Gasber | Gasber Financial Advisors, Inc. | Folsom | CFP, CFS, CIMA, CIMC | 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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