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 |
|---|---|---|---|---|
| Germaine Weldon | Inspired Financial Planners, LLC | Gulfport | CFP, CPA/PFS, Certified Student Loan Professional, CPA | Percentage of assets, Hourly |
| Gerry Barrasso | United Financial Planning Group | Hauppauge | CFP, CPA, MBA, PFS | Percentage of assets, Hourly |
| Grant Joiner | Vineyard Wealth Group | Vineyard Haven | CFP, AAMS, EA | Percentage of assets, One-time planning fee |
| Greg McCall | Eagle Financial Planning | Eagle | CFP, ChFC, RICP | Percentage of assets, Fixed fees |
| Griffin Saddler | Watershed Wealth | Alpena | CFP | Percentage of assets |
| Heather Comella | Folsom Wealth Advisors | Folsom | CFP | Percentage of assets, Hourly |
| James Ashby | Mustard Seed Wealth Management | Magnolia | CFP, CPA | Percentage of assets, Hourly |
| James Davis | Partnership Financial LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| James Schwarz | CLEAR Retirement Advice | San Mateo | CFP, MBA, RICP | Ongoing planning fee |
| January Smith | Janus Financial Planning, LLC | San Antonio | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Jason Gunkel | Syverson Strege | West Des Moines | CAP, CFA, CFP, AEP | Percentage of assets, Hourly |
| Jeanna Nation | West Financial Advisors, LLC | Des Moines | CFP, CPA/PFS, RICP | Percentage of assets, Hourly |
| Jeffrey Bogue | Bogue Asset Management | Portland | BS, CFP | Hourly, One-time planning fee |
| Jennifer Hernandez | Petra Financial Advisors, Inc. | Colorado Springs | CFA, CFP, EA, MBA | Percentage of assets, Hourly |
| Jim Kilgore | Buckeye Wealth Partners, LLC | Dayton | CFP | Percentage of assets, Hourly |
| Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® | Aegis Financial Advisory | Lake Oswego | CFP, ChFC, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| John Piershale | Piershale Wealth Management | Crystal Lake | CFP | Percentage of assets, Hourly |
| Jon Hsu | TrueVector Wealth Advisors | Parker | CFP, CIMA, EA | Flat fee or retainer, One-time planning fee |
| Jose Vivero | United Financial Planning Group, LLC | New York | CFP, ChFC, CLU, RICP | Percentage of assets, Hourly |
| Joseph Alfonso | Aegis Financial Advisory | Cupertino | CFP, ChFC, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Josh Wolberg | Great River Financial | Plymouth | CFP, MBA, RICP | Percentage of assets |
| Joshua Brooks | Exponential Advisors | Weatherford | CFP, M.Div. | Percentage of assets, Flat fee or retainer |
| Justin Porter | Porter Wealth Management, LLC | Nashville | CFP, CPA/PFS, JD, CPA | Percentage of assets, Hourly |
| Kaki Perdue Retirement and tax planning for people nearing retirement who want to feel safe, strong and secure managing their own money. | Look Both Ways Financial | Houston | CPA, CFP | One-time planning fee, Hourly |
| Kathleen Tranovich | Elser Financial Planning | Indianapolis | CFP, CPWA, RMA, ABFP | Percentage of assets, One-time planning fee |
| Katy Cook | Abacus Financial Planning | Kirkland | CFP, PhD | Percentage of assets, Hourly |
| Keith Deane | Deane Retirement Strategies, Inc. | New Orleans | AIF, CFP, CRC | Percentage of assets |
| Kevin Lam Retirement income, health, safety and legacy planning for seniors age 60 and up, from a planner in his 60s. | Age Wisely Financial | Wilmington | CFP | One-time planning fee |
| Lisa Farrier | Nest Egg Financial Advisors | Incline Village | CFP, BFA, PhD, CPA | Percentage of assets |
| Lisa Mesquit | Soaring Investment Management, LLC | Portland | CFA, CFP, ChFC | Percentage of assets, Hourly |
| Marc Lowe | In The Money Retirement Planning | Waterford | CFP | Percentage of assets, Hourly |
| Marianne Nolte | Imagine Financial Services | Lake Havasu City | CFP | Percentage of assets, One-time planning fee |
| Mark Lotocky | The Dixon Davis Group | Victoria | CPA, CFP | Flat fee or retainer, Ongoing planning fee |
| Mark Young | Clearview Financial, Inc. | San Diego | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Meghan Coolbaugh | Oak Street Advisory Group, LLC | Nevada City | CFP, MA | Percentage of assets, One-time planning fee |
| Michael Johnson | Flagstone Financial Management | Lincoln | CFP, JD, MBA | Percentage of assets, Hourly |
| Michael Randall | Oak Summit Wealth Management | San Diego | CFP, CFA, EA | Ongoing planning fee |
| Molly Laughter | Laughter Financial, LLC | Celina | CFA, CFP, MA, MBA | Percentage of assets, Ongoing planning fee |
| Myles Brandt | Charleston Financial Advisors, LLC | Charleston | CFP, MS | Percentage of assets, One-time planning fee |
| Nicholas Stevens | Evergreen Wealth Management | Boston | CFP | Flat fee or retainer, Ongoing planning fee |
| Nick Nauta | Shotwell Rutter Baer | Lansing | CFP, CLU, RLP, TPCP | Percentage of assets, Ongoing planning fee |
| Omen Quelvog | Formynder Wealth Management, LLC | Fredericksburg | CFP | Flat fee or retainer, Ongoing planning fee |
| Philip Weiss | Apprise Wealth Management LLC | Phoenix | CFA, CPA | Percentage of assets, Flat fee or retainer |
| Richard Feight | IAM Financial, LLC | East Lansing | CFP, EA | Percentage of assets, Fixed fees |
| Richard McCormack | School of Personal Finance | Yorktown Heights | CFP, RICP | Percentage of assets, Hourly |
| Robert Falcon | Falcon Wealth Managers LLC | Concordville | BS, CFP, CPA, CPA/PFS | Percentage of assets, Flat fee or retainer |
| Ryan Allen | Financial Advisory Corporation | Grand Rapids | CFA, CFP, CKA, ChFC | Percentage of assets, Hourly |
| Ryan Derousseau | United Financial Planning Group | Hauppauge | CFP, EA | Percentage of assets, Hourly |
| Ryan Weiser | Weiser Financial Planning LLC | Lewis Center | CASL, CDFA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
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.