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 |
|---|---|---|---|---|
| Sandi Martin | Sandi Martin Financial Planning | Gravenhurst | CFP | Flat fee or retainer, Hourly |
| Sarah Maitre | Camriel Advisors | Mount Shasta | CFP, CFA | Ongoing planning fee |
| Scott Blaesing | Cascade Wealth Advisors, Inc. | Wenatchee | CFP, CPA | Ongoing planning fee |
| Stephanie Sammons | Sammons Wealth Management LLC | Dallas | CFP | Percentage of assets |
| Stephen McDade | Foundation Wealth Management, LLC | Media | CFP, CPA, ChFC, MSFS | Flat fee or retainer, Ongoing planning fee |
| Steven Medland | TABR Capital Management, LLC | Orange | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Thomas Mullooly | Mullooly Asset Management, Inc. | Wall Township | CFP | Percentage of assets, Ongoing planning fee |
| Timothy LaPean | Thoughtful Financial Planning | Minneapolis | CFP | Percentage of assets, Ongoing planning fee |
| Tom Kaminski | Twin Robins Capital, LLC | Kansas City | CFP, CRPC | Percentage of assets, Fixed fees |
| Trent Templer | Templer Wealth Management, LLC | Tysons Corner | CFP | Percentage of assets |
| Tricia Kollath | Inspired Financial Planners, LLC | Gulfport | CFP, CPA | Percentage of assets, Hourly |
| Walter Jessee | Impact Financial | Richmond | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Andrew Polzin | Behl Wealth Management | Delafield | CFP | Ongoing planning fee |
| Anthony Benante | Baron Financial Group, LLC | Morristown | CFA, CFP, ChFC, FPQP | Percentage of assets, Fixed fees |
| Anthony Reynolds | CoreTegic Capital Wealth Management | Arlington | CFP, ChFC, MBA | Percentage of assets, Hourly |
| Ben Gajardo | Gajardo Wealth Management | American Fork | CFP | Percentage of assets, Hourly |
| Ben Poulos | B&E Financial Services | Phoenix | CFP, CRPC | Percentage of assets, Hourly |
| Bily Xiao | Mobius Planning | Richmond | CFP, CKA | Not listed |
| Brian Behl | Behl Wealth Management | Delafield | CFP, CRPC | Ongoing planning fee |
| Carol Alexander | Retirement Investment Advisors, Inc. | Frisco | AIF, CDFA, CFP, CPA/PFS | Percentage of assets, Hourly |
| Christopher Perry | CJ Perry Financial | Berwyn | CFA, CFP, MBA, RICP | Percentage of assets, Flat fee or retainer |
| Curtis Bailey | Quiet Wealth Management | Cincinnati | CFP, CFA, EA, CRPC | Flat fee or retainer |
| Danny Michael | Satori Wealth Management Inc. | San Diego | CFP, RLP | Percentage of assets, Fixed fees |
| Daryoosh Khalilollahi Advice-only planning since 2004 for individuals and families ready to take charge of their finances and ask questions. | DABK Financial Planning Services | El Cerrito | CFP, MBA, MSEE | Subscription, One-time planning fee |
| David Barnett | Barnett Financial Planning | Riverside | CFP | Hourly, One-time planning fee |
| David Rosenstrock | Wharton Wealth Planning | New York | CFP, MBA | Percentage of assets, Hourly |
| David Rosenthal | Wealth Management Solutions | Scottsdale | CFP, MBA | Percentage of assets, Hourly |
| David Stevens | Stevens Capital Partners, Inc. | Omaha | CFP | Percentage of assets, Hourly |
| David Zaegel | CWOs for Hire | Town & Country | CFP, CPA | Percentage of assets, Hourly |
| Debbie Levenson | Levenson Wealth LLC | Newtonville | CFP, MBA | One-time planning fee, Ongoing planning fee |
| Dennis O'Brien | Coastal Financial Advisors, Inc. | Philadelphia | BS, MS, RTRP | Flat fee or retainer, Hourly |
| Douglas Lynch | Lynch Financial Group LLC | Dublin | CFA, CFP, CPA | Percentage of assets, Hourly |
| Elaine Bedel | Bedel Financial Consulting, Inc. | Indianapolis | BA, CFP, MBA | Percentage of assets, Fixed fees |
| Elise Stevenson | Clearvue Advisors | Milton | CFP, MBA | Percentage of assets |
| Elizabeth Gilmore Flat-fee guidance for self-directed investors who keep control of their accounts while working toward financial freedom and retirement. | Gilmore Financial Planning | Herndon | CFP, EA | Subscription, One-time planning fee |
| Eric Presogna | One-Up Financial | Erie | CFP, CPA | Percentage of assets, Fixed fees |
| Eric Schlosser | Kisher Capital, LLC | Malta | CFP | Percentage of assets, Hourly |
| Eric Walters | Summit Hill Wealth Management | Greenwood Village | CFA, CFP | Percentage of assets, Hourly |
| Erik Barnes | Retirement Portfolio Partners | Warrenville | CFP | Flat fee or retainer |
| Erin O'Brien | Purposeful Money LLC | Naples | CFP, EA | Percentage of assets, Ongoing planning fee |
| Ethan Bridgewater | Bridgewater Advisory Group LLC | Crystal City | CFP, ChFC | Percentage of assets, Hourly |
| George Jameson | Capital Wealth Group | Columbia | CFP, MBA | Percentage of assets, Hourly |
| Grady Moshay Advice-only planning for self-directed investors, whether building a plan from scratch or stress testing one already in place. | Emancipare Investment Advisors | Easton | MBA, AFC | One-time planning fee, Hourly |
| Hannah Chavez | Financial Strategies Inc. | Brookfield | CFP | Percentage of assets |
| Hyrum Smith | Livet Wealth, LLC | Salt Lake City, | CFP, CPA, PhD | Percentage of assets, Hourly |
| Irina Gabidullina | Donalies Financial Planning, LLC | Washington | CFP, MBA | Percentage of assets, Hourly |
| James Hemphill | TGS Financial Advisors | Radnor | CASL, CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Jason Dall'Acqua | Crest Wealth Advisors LLC | Annapolis | CFP | Percentage of assets, Fixed fees |
| Jason McWilliams | JRM Tax & Wealth Management, LLC | Chester Heights | CFP, CPA | Percentage of assets, Hourly |
| Jeremiah Creech | Townsend Financial Planning, LLC | Louisville | CFP | Percentage of assets, One-time 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.
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