# Fee-only advisors specializing in pension planning

> Pension planning is its own corner of retirement work: lump-sum versus annuity, survivor benefits, FERS/CSRS for federal employees, military retirement, and corporate pension freezes. These elections are largely irreversible and benefit from a specialist running them.

The Wellspent public graph lists 391 fee-only financial advisors on this list at 214 firms, most in Columbus, Milwaukee and Orem. 54% hold the CFP certification. Of the 386 with fees on file, 82% charge percentage of assets.

Page: https://find.wellspent.co/lists/pension-planning-specialists/
391 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Christopher Reddick](https://find.wellspent.co/advisors/christopher-reddick.md) | Chris Reddick Financial Planning | San Antonio, Texas | CFP, EA | Subscription, One-time planning fee, Hourly |
| [Cody Murray](https://find.wellspent.co/advisors/cody-murray.md) | Stillwater Financial | Stillwater, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Eric Johns](https://find.wellspent.co/advisors/eric-johns.md) | Equilibrium Financial Planning LLC | Kenner, Louisiana | CFP, EA, MBA | Percentage of assets, One-time planning fee, Hourly |
| [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer |
| [Jane Mepham](https://find.wellspent.co/advisors/jane-mepham.md) | Elgon Financial Advisors | Austin, Texas | CFP, MSC | Percentage of assets, One-time planning fee, Subscription, Hourly |
| [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly, One-time planning fee |
| [Mary Ann Sullivan](https://find.wellspent.co/advisors/mary-ann-sullivan.md) | 395 Financial Planning | Mammoth Lakes, California | CFP, RICP | Subscription, One-time planning fee |
| [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer |
| [Robert Jeter](https://find.wellspent.co/advisors/robert-jeter.md) | Back Bay Financial Planning & Investments | Bethany Beach, Delaware | CFP, CRPC | Percentage of assets, Flat fee or retainer, Hourly |
| [Andrew Ish](https://find.wellspent.co/advisors/andrew-ish.md) | Prepared Financial Planning LLC | Milwaukee, Wisconsin | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Angela Furubotten-LaRosee](https://find.wellspent.co/advisors/angela-furubotten-larosee.md) | Avea Financial Planning, LLC | Pasco, Washington | CFP | Flat fee or retainer, Ongoing planning fee |
| [Ben Earls](https://find.wellspent.co/advisors/ben-earls.md) | Earls Financial LLC | Fort Worth, Texas | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Bobby Cremins](https://find.wellspent.co/advisors/bobby-cremins.md) | Metanoia Financial | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Ed Smith](https://find.wellspent.co/advisors/ed-smith.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Emily Rassam](https://find.wellspent.co/advisors/emily-rassam.md) | Archer Investment Management | Austin, Texas | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| [Garrett Dresen](https://find.wellspent.co/advisors/garrett-dresen.md) | Harbor Horizon Financial | Wilsonville, Oregon | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Hazel Secco](https://find.wellspent.co/advisors/hazel-secco.md) | Align Financial Solutions | Hoboken, New Jersey | CDFA, CFP | Ongoing planning fee |
| [Joe Ward](https://find.wellspent.co/advisors/joe-ward.md) | Refined Wealth | Houston, Texas | CFP, RICP, TPCP | Percentage of assets, One-time planning fee, Flat fee or retainer, Hourly, Ongoing planning fee |
| [Kirk Reagan](https://find.wellspent.co/advisors/kirk-reagan.md) | High Flight Financial LLC | Dallas, Texas | CFP, ChFC | One-time planning fee, Hourly |
| [MaryAnne Gucciardi](https://find.wellspent.co/advisors/maryanne-gucciardi.md) | Wealthmind Financial Planning LLC | Cambridge, Massachusetts | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Robert Costello](https://find.wellspent.co/advisors/robert-costello.md) | Costello Financial Planning | Bend, Oregon | CFP | Percentage of assets, Fixed fees |
| [Zubin Kapur](https://find.wellspent.co/advisors/zubin-kapur.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell.md) | Fiduciary Financial Advisors | Grand Rapids, Michigan | CFP | Percentage of assets, Subscription |
| [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, Hourly |
| [Christopher Lazzaro](https://find.wellspent.co/advisors/christopher-lazzaro.md) | Plan For It Financial, LLC | Salem, Massachusetts | ChFC, RICP | One-time planning fee, Subscription, Hourly |
| [Dan Reiter](https://find.wellspent.co/advisors/dan-reiter.md) | Prosperity Planning, Inc. | North Kansas City, Missouri | CFP, CPA | Percentage of assets |
| [Eric Jochimsen](https://find.wellspent.co/advisors/eric-jochimsen.md) | JBY Financial Planning | Sun Prairie, Wisconsin | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Eric Niergarth](https://find.wellspent.co/advisors/eric-niergarth.md) | Retirement Roadmap Financial Planning | San Diego, California | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| [Erik Nero](https://find.wellspent.co/advisors/erik-nero.md) | First Step Wealth Planning, LLC | Wilton, New York | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| [Garrett Bybee](https://find.wellspent.co/advisors/garrett-bybee.md) | Bybee Wealth Management | Roy, Utah | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Jacob Molina](https://find.wellspent.co/advisors/jacob-molina.md) | Styra Wealth Management | Phoenix, Arizona | CFP, CPA | Percentage of assets, Ongoing planning fee |
| [Jeffrey Schlotterbeck](https://find.wellspent.co/advisors/jeffrey-schlotterbeck.md) | Water Street Wealth Management | Tampa, Florida | CFP | Percentage of assets |
| [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick.md) | Savant Wealth Management | Phoenix, Arizona | AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC, CLU | Percentage of assets, Flat fee or retainer |
| [Kevin Burkle](https://find.wellspent.co/advisors/kevin-burkle.md) | HCP Wealth Planning, LLC | Jacksonville, Florida | CFP | One-time planning fee |
| [Kevin Jacobs](https://find.wellspent.co/advisors/kevin-jacobs.md) | Step By Step Financial LLC | Tulsa, Oklahoma | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Ongoing planning fee |
| [Kyle Newell](https://find.wellspent.co/advisors/kyle-newell.md) | Newell Wealth Management | Winter Garden, Florida | CFP, CRPC | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Michael Spivak](https://find.wellspent.co/advisors/michael-spivak.md) |   | Toronto, Ontario | CFP, CPA, CMA | Hourly, Flat fee or retainer, One-time planning fee |
| [Nate Nieri](https://find.wellspent.co/advisors/nate-nieri.md) | Modern Money Management | San Diego, California | CFP, MSBA, MBA | Percentage of assets, Ongoing planning fee, Hourly |
| [Roland McIntyre](https://find.wellspent.co/advisors/roland-mcintyre.md) | Mountaintop Wealth LLC | Chattanooga, Tennessee | CFP, ChFC | Percentage of assets, One-time planning fee, Flat fee or retainer, Ongoing planning fee |
| [Ryan Bennett](https://find.wellspent.co/advisors/ryan-bennett.md) | Kelda Wealth Management | Cuyahoga Falls, Ohio | CFP | Percentage of assets, One-time planning fee |
| [Tom Poltersdorf Jr](https://find.wellspent.co/advisors/tom-poltersdorf-jr.md) | GT Wealth | Lebanon, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Travis Allen](https://find.wellspent.co/advisors/travis-allen.md) | Custom Wealth Planners | Ankeny, Iowa | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| [William Cuthbertson](https://find.wellspent.co/advisors/william-cuthbertson.md) | Fiscalis Advisory, Inc. | Mission Viejo, California | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| [Ann Minnium](https://find.wellspent.co/advisors/ann-minnium.md) | Concierge Financial Planning, LLC | Margate City, New Jersey | CFP | Hourly, One-time planning fee |
| [Ayana Forward](https://find.wellspent.co/advisors/ayana-forward.md) | Retirement in View | Ottawa, Ontario | CFP | One-time planning fee, Ongoing planning fee |
| [Ben Raikes](https://find.wellspent.co/advisors/ben-raikes.md) | Mason & Associates, LLC | Newport News, Virginia | CFP, CPA, CPA/PFS, Master of Science Accounting, EA | Ongoing planning fee |
| [Brittany Ringo](https://find.wellspent.co/advisors/brittany-ringo.md) | Autumn Financial Advisors, LLC | Plymouth, Michigan | CFP | Percentage of assets, Hourly, Fixed fees |
| [Carol Somoano](https://find.wellspent.co/advisors/carol-somoano.md) | Asset Planning | Los Alamitos, California | CFP, MBA | Percentage of assets, One-time planning fee, Hourly |
| [Caroline Nalbantoglu](https://find.wellspent.co/advisors/caroline-nalbantoglu.md) | CNal Financial Planning Inc. | Montreal, Quebec | C.Adm.F.P., CFP, RFP |   |
| [Case Belger](https://find.wellspent.co/advisors/case-belger.md) | rebel Financial | Groveport, Ohio | AIF, CFP, ChFC, CLU, EA | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Chris Ferris](https://find.wellspent.co/advisors/chris-ferris.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Chris Merrick](https://find.wellspent.co/advisors/chris-merrick.md) | Merrick Financial Inc. | Toronto, Ontario | CFP, QAFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Chris Ryan](https://find.wellspent.co/advisors/chris-ryan.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Dean Schuler](https://find.wellspent.co/advisors/dean-schuler.md) | Schuler Wealth Planning LLC | Columbus, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Devon Rauth](https://find.wellspent.co/advisors/devon-rauth.md) | North Haven Financial LLC | Suffield, Connecticut | CFP, TPCP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [George Reilly](https://find.wellspent.co/advisors/george-reilly.md) | Safe Harbor Financial Advisors, LLC | Rehoboth Beach, Delaware | CFP, JD, LLM | One-time planning fee, Hourly |
| [John Mason](https://find.wellspent.co/advisors/john-mason.md) | Mason & Associates | Newport News, Virginia | CFP | Ongoing planning fee |
| [John W. Bowen](https://find.wellspent.co/advisors/john-w-bowen.md) | Bowen Financial Services, LLC | Midlothian, Virginia | CFP, EA, CPA | Percentage of assets, Hourly, Fixed fees |
| [Lei Deng](https://find.wellspent.co/advisors/lei-deng.md) | Core Planning, LLC | Saint Louis, Missouri | CFP, CFA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Lori Curtiss](https://find.wellspent.co/advisors/lori-curtiss.md) | A Money Maker Mindset | Calgary, Alberta | CFP, CFBS | Hourly, Ongoing planning fee, One-time planning fee |
| [Mark Humphries](https://find.wellspent.co/advisors/mark-humphries.md) | Sentinel Financial Planning, LLC | Edgewater, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Mark Whitaker](https://find.wellspent.co/advisors/mark-whitaker.md) | Retirement Advice LLC | Provo, Utah | CFP, MSFP | Percentage of assets, One-time planning fee |
| [Matt Will](https://find.wellspent.co/advisors/matt-will.md) | Wealth Accel LLC | Dayton, Ohio | CFP | Percentage of assets, Fixed fees |
| [Matthew Ferrell](https://find.wellspent.co/advisors/matthew-ferrell.md) | MADE Financial Design | Land O Lakes, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Ralph Ted White](https://find.wellspent.co/advisors/ralph-ted-white.md) | Arrivity Financial Planning | Seattle, Washington | CFP, CIMA, MBA | Hourly, One-time planning fee |
| [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl.md) | Endowment Wealth Management, Inc. | Chicago, Illinois | AWMA, BS, CFA, CFP, CPA, MBA | Percentage of assets |
| [Ryan Townsley](https://find.wellspent.co/advisors/ryan-townsley.md) | Town Capital | Bel Air, Maryland | CFP, MBA | Percentage of assets, Fixed fees |
| [Todd Kephart](https://find.wellspent.co/advisors/todd-kephart.md) | Retirement Income Solutions, Inc. | Ann Arbor, Michigan | CFP, MBA | Percentage of assets, One-time planning fee |
| [Tommy Blackburn](https://find.wellspent.co/advisors/tommy-blackburn.md) | Mason & Associates | Newport News, Virginia | CFP, CPA, PFS | Ongoing planning fee |
| [Aaron Hector](https://find.wellspent.co/advisors/aaron-hector.md) | Doherty & Bryant Financial Strategists | Calgary, Alberta | CFP, RFP, TEP |   |
| [Andrew Trammell](https://find.wellspent.co/advisors/andrew-trammell.md) | Trammell Wealth LLC | Wellington, Florida | CFP, EA, MSFP, RICP | Percentage of assets, Ongoing planning fee |
| [Anna Knight](https://find.wellspent.co/advisors/anna-knight.md) | Simplicity Financial | mississauga, Ontario | CFP | One-time planning fee, Ongoing planning fee |
| [Brenna Baucum](https://find.wellspent.co/advisors/brenna-baucum.md) | Collective Wealth Planning, LLC | Salem, Oregon | CFP | Hourly, Ongoing planning fee |
| [Brenna Jensen-Baucum](https://find.wellspent.co/advisors/brenna-jensen-baucum.md) | Collective Wealth Planning | Salem, Oregon | CFP | Hourly, Ongoing planning fee |
| [Charles Parker](https://find.wellspent.co/advisors/charles-parker.md) | Parker Financial Advisors, LLC | Houston, Texas | AEP, BBA, CFP | Percentage of assets |
| [David Shotwell](https://find.wellspent.co/advisors/david-shotwell.md) | Shotwell Rutter Baer, Inc. | Lansing, Michigan | CFP, MSFP | Percentage of assets, Ongoing planning fee |
| [Edmond Fhima](https://find.wellspent.co/advisors/edmond-fhima.md) | Tulett, Matthews and Assoc. | Kirkland, Quebec | C.Adm.F.P., CFP, RFP |   |
| [Eric Imley](https://find.wellspent.co/advisors/eric-imley.md) | Soaring Investment Management, LLC | Portland, Oregon | CFP, MFA, CKA, CFA | Percentage of assets, Hourly |
| [James Estep Iii](https://find.wellspent.co/advisors/james-estep-iii.md) | Everest Financial Advisors | Cooper City, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Keith Deane](https://find.wellspent.co/advisors/keith-deane.md) | Deane Retirement Strategies, Inc. | New Orleans, Louisiana | AIF, CFP, CRC | Percentage of assets |
| [Kerry Mayo](https://find.wellspent.co/advisors/kerry-mayo.md) | Capital Financial Advisors of New York, LLC | Clifton Park, New York | CFP, MA, MBA | Percentage of assets, Hourly, Fixed fees |
| [Leo Nunez](https://find.wellspent.co/advisors/leo-nunez.md) | Everest Financial Advisors | Cooper City, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Lisa Mesquit](https://find.wellspent.co/advisors/lisa-mesquit.md) | Soaring Investment Management, LLC | Portland, Oregon | CFA, CFP, ChFC | Percentage of assets, Hourly |
| [Nick Nauta](https://find.wellspent.co/advisors/nick-nauta.md) | Shotwell Rutter Baer | Lansing, Michigan | CFP, CLU, RLP, TPCP | Percentage of assets, Ongoing planning fee |
| [Patrick Whalen](https://find.wellspent.co/advisors/patrick-whalen.md) | Whalen Financial Planning | Los Angeles, California | CFP, CTFA | Hourly, One-time planning fee |
| [Ryan Frailich](https://find.wellspent.co/advisors/ryan-frailich.md) | Deliberate Finances, LLC | New Orleans, Louisiana | CFP, Certified Student Loan Professional | Ongoing planning fee |
| [Steven Medland](https://find.wellspent.co/advisors/steven-medland.md) | TABR Capital Management, LLC | Orange, California | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Tom Kaminski](https://find.wellspent.co/advisors/tom-kaminski.md) | Twin Robins Capital, LLC | Kansas City, Missouri | CFP, CRPC | Percentage of assets, Fixed fees |
| [Anthony Reynolds](https://find.wellspent.co/advisors/anthony-reynolds.md) | CoreTegic Capital Wealth Management | Arlington, Virginia | CFP, ChFC, MBA | Percentage of assets, Hourly, Fixed fees |
| [Delia Fernandez](https://find.wellspent.co/advisors/delia-fernandez.md) | Fernandez Financial Advisory, LLC | Los Alamitos, California | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Derek Moran](https://find.wellspent.co/advisors/derek-moran.md) | Smarter Financial Planning Ltd. | Kelowna, British Columbia | RFP |   |
| [Elise Stevenson](https://find.wellspent.co/advisors/elise-stevenson.md) | Clearvue Advisors | Milton, Massachusetts | CFP, MBA | Percentage of assets |
| [Kent Addis](https://find.wellspent.co/advisors/kent-addis.md) | Addis & Hill, Inc. | Wayne, Pennsylvania | BS | Percentage of assets, Ongoing planning fee |
| [Paul Duxbury](https://find.wellspent.co/advisors/paul-duxbury.md) | Duxbury and Associates | Cambridge, Kitchener, Waterloo, Guelph, Ontario | CFP, FCIA | Hourly, One-time planning fee |
| [Ron Graham](https://find.wellspent.co/advisors/ron-graham.md) | Ron Graham and Associates Ltd. | Edmonton, Alberta | CA, RFP, CFP | Hourly |
| [Ronald Strobel](https://find.wellspent.co/advisors/ronald-strobel.md) | Retire Sensibly LLC | Meridian, Idaho | CFP, RICP | Percentage of assets, Fixed fees |
| [Steve Warta](https://find.wellspent.co/advisors/steve-warta.md) | Roadmap Wealth Management | Overland Park, Kansas | CFP, ChFC | Percentage of assets, Hourly |
| [Andy Moran](https://find.wellspent.co/advisors/andy-moran.md) | Ad Astra Financial Planning | Santa Rosa, California | CFP | Flat fee or retainer, Subscription |
| [Caleb Bogia-Curles](https://find.wellspent.co/advisors/caleb-bogia-curles.md) | Focused Founders Wealth Planning | MOUNT JOY, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly |
| [Dave Grant](https://find.wellspent.co/advisors/dave-grant.md) | Retirement Matters, Inc. | Barrington, Illinois | CFP | Percentage of assets, One-time planning fee |
| [Matthew Etzler](https://find.wellspent.co/advisors/matthew-etzler.md) | Etzler Financial Advisors, LLC | Red Bluff, California | CFP | Hourly, Subscription, One-time planning fee |
| [Max Novak](https://find.wellspent.co/advisors/max-novak.md) | Novak Financial Partners | Carterville, Illinois | CFP | Flat fee or retainer, Subscription |
| [Taylor Schulte](https://find.wellspent.co/advisors/taylor-schulte.md) | Define Financial | San Diego, California | CFP | Percentage of assets, Flat fee or retainer |
| [Timothy Massie](https://find.wellspent.co/advisors/timothy-massie.md) | Timepiece Financial Planning, Inc. | Spokane, Washington | CFP | Percentage of assets, Hourly, Ongoing planning fee |
| [Amy Braun-Bostich](https://find.wellspent.co/advisors/amy-braun-bostich.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Andrew Tisler](https://find.wellspent.co/advisors/andrew-tisler.md) | Epic Financial | Hudson, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Bethany Aylor](https://find.wellspent.co/advisors/bethany-aylor.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets |
| [Brent Yanagida](https://find.wellspent.co/advisors/brent-yanagida.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets |
| [Brian Jaros](https://find.wellspent.co/advisors/brian-jaros.md) | Ville Wealth Management | Avon Lake, Ohio | CFP | Percentage of assets |
| [Christopher Flis](https://find.wellspent.co/advisors/christopher-flis.md) | Resilient Asset Management | Memphis, Tennessee | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Colleen Weber](https://find.wellspent.co/advisors/colleen-weber.md) | Colleen Weber CPA | Chanhassen, Minnesota | CFP | Fixed fees |
| [Curtis Byrd](https://find.wellspent.co/advisors/curtis-byrd.md) | Onyx Wealth Management | Durham, North Carolina | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Darren Wurz](https://find.wellspent.co/advisors/darren-wurz.md) | Wurz Financial Services | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Grant Bugner](https://find.wellspent.co/advisors/grant-bugner.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets |
| [Greta Myerchin-Tape](https://find.wellspent.co/advisors/greta-myerchin-tape.md) | Frontier Financial Planning | Fairbanks, Alaska | CFP, RLP | Percentage of assets, Hourly, Fixed fees |
| [Kassi Fetters](https://find.wellspent.co/advisors/kassi-fetters.md) | Artica Financial Services | Anchorage, Alaska | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Kyle Kuyat](https://find.wellspent.co/advisors/kyle-kuyat.md) | Defining Wealth | Franklin, Tennessee | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Hourly, Subscription |
| [Olivia Knapp](https://find.wellspent.co/advisors/olivia-knapp.md) | Colleen Weber CPA | Chanhassen, Minnesota | CFP | Fixed fees |
| [Paul Michel](https://find.wellspent.co/advisors/paul-michel.md) | Provident Financial Planning | Addison, Texas | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Stacia Bearden](https://find.wellspent.co/advisors/stacia-bearden.md) | Wurz Financial Services | Holland, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Tammy Pompei](https://find.wellspent.co/advisors/tammy-pompei.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Theodore Dwyer](https://find.wellspent.co/advisors/theodore-dwyer.md) | Dwyer Financial | Flagstaff, Arizona | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Aidan Ryan](https://find.wellspent.co/advisors/aidan-ryan.md) | Fortress Financial Group | Rochester, Minnesota | CFP | Percentage of assets |
| [Alexander Call](https://find.wellspent.co/advisors/alexander-call.md) | Peterson Wealth Advisors | Orem, Utah | CFP | Ongoing planning fee |
| [Bjorn Amundson](https://find.wellspent.co/advisors/bjorn-amundson.md) | Quarry Hill Advisors | St Paul, Minnesota | CFP | Percentage of assets |
| [Carman Kubanda](https://find.wellspent.co/advisors/carman-kubanda.md) | Innovative Wealth Building | Fort Worth, Texas | CFP | Percentage of assets, Subscription, One-time planning fee |
| [Carson Johnson](https://find.wellspent.co/advisors/carson-johnson.md) | Peterson Wealth Advisors | Orem, Utah | CFP | Ongoing planning fee |
| [Cody Schaefer](https://find.wellspent.co/advisors/cody-schaefer.md) | Fortress Financial Group | Rochester, Minnesota | CFP | Percentage of assets |
| [Daniel Ruske](https://find.wellspent.co/advisors/daniel-ruske.md) | Peterson Wealth Advisors | Orem, Utah | CFP | Ongoing planning fee |
| [Dean Allen](https://find.wellspent.co/advisors/dean-allen.md) | Pine Grove Financial Group | Woodbury, Minnesota | CFP | Percentage of assets |
| [Ethan Kok](https://find.wellspent.co/advisors/ethan-kok.md) | Sage Wealth Planning | Georgetown, Texas | CFP | Percentage of assets, One-time planning fee |
| [Garrett Smith](https://find.wellspent.co/advisors/garrett-smith.md) | Ascend Investment Partners | Ogden, Utah | CFP | Percentage of assets, Hourly |
| [Guilian DiLeonardo](https://find.wellspent.co/advisors/guilian-dileonardo.md) | Liberty One Wealth Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer |
| [Ian Weiner](https://find.wellspent.co/advisors/ian-weiner.md) |   | Bentonville, Arkansas | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Jack Zinser](https://find.wellspent.co/advisors/jack-zinser.md) | Fortress Financial Group | Rochester, Minnesota | CFP | Percentage of assets |
| [Jacob Turner](https://find.wellspent.co/advisors/jacob-turner.md) | Moment Private Wealth | St. Louis, Missouri | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Jared Holt](https://find.wellspent.co/advisors/jared-holt.md) | Pine Grove Financial Group | Woodbury, Minnesota | CFP | Percentage of assets |
| [Jason Johnson](https://find.wellspent.co/advisors/jason-johnson.md) | Pine Grove Financial Group | Minnetonka, Minnesota | CFP | Percentage of assets |
| [Jeffrey Clark](https://find.wellspent.co/advisors/jeffrey-clark-5858137.md) | Pine Grove Financial Group | Woodbury, Minnesota | CFP | Percentage of assets |
| [Jeffrey Lindsay](https://find.wellspent.co/advisors/jeffrey-lindsay.md) | Peterson Wealth Advisors | Orem, Utah | CFP | Ongoing planning fee |
| [Jeffrey Meenes](https://find.wellspent.co/advisors/jeffrey-meenes.md) | Meenes Wealth Partners | Shrewsbury, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets |
| [Joel Baumgarten](https://find.wellspent.co/advisors/joel-baumgarten.md) | Pine Grove Financial Group | Woodbury, Minnesota | CFP | Percentage of assets |
| [Joseph Schmitz, Jr.](https://find.wellspent.co/advisors/joseph-schmitz-jr.md) | Peak Retirement Planning | Columbus, Ohio | CFP, ChFC | Percentage of assets, Fixed fees |
| [Joshua Anderson](https://find.wellspent.co/advisors/joshua-anderson.md) | Pine Grove Financial Group | Woodbury, Minnesota | CFP | Percentage of assets |
| [Kaden Waters](https://find.wellspent.co/advisors/kaden-waters.md) | Peterson Wealth Advisors | Orem, Utah | CFP | Ongoing planning fee |
| [Lauren Naze](https://find.wellspent.co/advisors/lauren-naze.md) | Pine Grove Financial Group | Woodbury, Minnesota | CFP | Percentage of assets |
| [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet.md) | Civic Financial | Boston, Massachusetts | CFA, CFP | Percentage of assets, One-time planning fee |
| [Lauren Williams](https://find.wellspent.co/advisors/lauren-williams.md) | ProsperPlan Wealth | Gold River, California | CFP | Percentage of assets, One-time planning fee |
| [Maureen Demers](https://find.wellspent.co/advisors/maureen-demers.md) | Demers Financial Planning | North Andover, Massachusetts | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Michael Babicz](https://find.wellspent.co/advisors/michael-babicz.md) | Pine Grove Financial Group | Woodbury, Minnesota | CFP | Percentage of assets |
| [Michael Ryan](https://find.wellspent.co/advisors/michael-ryan-2212989.md) | Marathon Mission | Latham, New York | CFP | Percentage of assets, Fixed fees |
| [Michelle Campbell](https://find.wellspent.co/advisors/michelle-campbell.md) | Pine Grove Financial Group | Woodbury, Minnesota | CFP | Percentage of assets |
| [Nicholas Fahrendorff](https://find.wellspent.co/advisors/nicholas-fahrendorff.md) | Pine Grove Financial Group | Minnetonka, Minnesota | CFP | Percentage of assets |
| [Nicholas Lombardozzi](https://find.wellspent.co/advisors/nicholas-lombardozzi.md) | Kingdom Wealth Advisers | Gilbert, Arizona | CFP | Percentage of assets, Fixed fees |
| [Paige Millikin](https://find.wellspent.co/advisors/paige-millikin.md) | Sage Wealth Planning | Georgetown, Texas | CFP | Percentage of assets, One-time planning fee |
| [Ross Cutler](https://find.wellspent.co/advisors/ross-cutler.md) | King Tide Advisors | Stuart, Florida | CFP | Hourly, One-time planning fee, Percentage of assets |
| [Ryan Landmark](https://find.wellspent.co/advisors/ryan-landmark.md) | Northwestern Mutual Investment Services, LLC | Sioux Falls , South Dakota | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription |
| [Sarah Schwieterman](https://find.wellspent.co/advisors/sarah-schwieterman.md) | Peak Retirement Planning | Columbus, Ohio | CFP | Percentage of assets, Fixed fees |
| [Steven Evensen](https://find.wellspent.co/advisors/steven-evensen.md) | Gerber Kawasaki Wealth & Investment Management | Santa Monica, California | CFP | Percentage of assets, Hourly |
| [Terra Johnson](https://find.wellspent.co/advisors/terra-johnson.md) | Pine Grove Financial Group | Minnetonka, Minnesota | CFP | Percentage of assets |
| [Zach Ungerott](https://find.wellspent.co/advisors/zach-ungerott.md) | Hightower Wealth Advisors | St. Louis, Missouri | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer |
| [Zackary Smutzer](https://find.wellspent.co/advisors/zackary-smutzer.md) | Sage Wealth Planning | Georgetown, Texas | CFP | Percentage of assets, One-time planning fee |
| [Adam Kalender](https://find.wellspent.co/advisors/adam-kalender.md) | Milestone Asset Management Group | Pearl River, New York | CFP | Flat fee or retainer |
| [Andrew Fox](https://find.wellspent.co/advisors/andrew-fox.md) | Fox Financial Services | White Plains, New York | CFP | Percentage of assets |
| [Ashley Stewart](https://find.wellspent.co/advisors/ashley-stewart.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees |
| [Christopher McBee](https://find.wellspent.co/advisors/christopher-mcbee.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees |
| [Danielle Barbato](https://find.wellspent.co/advisors/danielle-barbato.md) | Milestone Asset Management Group | Avon, Connecticut | CFP | Flat fee or retainer |
| [Gregory Syrios](https://find.wellspent.co/advisors/gregory-syrios.md) | Syrios Wealth Management Group | La Jolla, California | CFP | Percentage of assets, Fixed fees |
| [James Brennan](https://find.wellspent.co/advisors/james-brennan.md) | 1 North Wealth Services | Annapolis, Maryland | CFP | Hourly, Ongoing planning fee |
| [Jason Yee](https://find.wellspent.co/advisors/jason-yee.md) | Finepoint Solutions Inc. | Saskatoon, Saskatchewan | CFA, P.Eng |   |
| [Jeremy Lott](https://find.wellspent.co/advisors/jeremy-lott.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees |
| [Jesse Rodriquez](https://find.wellspent.co/advisors/jesse-rodriquez.md) | Rodriquez Wealth Management | Newport Beach, New York | CFP | Percentage of assets |
| [John McCorvie](https://find.wellspent.co/advisors/john-mccorvie.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets |
| [John Russell](https://find.wellspent.co/advisors/john-russell.md) | Peak Asset Management | Needham, Massachusetts | CFA | Percentage of assets |
| [Julie Pribble](https://find.wellspent.co/advisors/julie-pribble.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets |
| [Keith Van Dyke](https://find.wellspent.co/advisors/keith-van-dyke.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees |
| [Logan Sanders](https://find.wellspent.co/advisors/logan-sanders.md) | Sanders Retirement Planning | Omaha, Nebraska | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Michael Furois](https://find.wellspent.co/advisors/michael-furois.md) | The Planning Associates | Phoenix, Arizona | CFP | Percentage of assets, Hourly, One-time planning fee |
| [Michael Kothakota](https://find.wellspent.co/advisors/michael-kothakota.md) | WolfBridge Wealth | Durham, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Mazzei](https://find.wellspent.co/advisors/michael-mazzei.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees |
| [Paul Carroll](https://find.wellspent.co/advisors/paul-carroll.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees |
| [Paul Esposito](https://find.wellspent.co/advisors/paul-esposito.md) | Prestige Wealth Management Group | Flemington, New Jersey | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Richard LoPresti](https://find.wellspent.co/advisors/richard-lopresti.md) | Milestone Asset Management Group | Avon, Connecticut | CFP | Flat fee or retainer |
| [Sarah Maskill](https://find.wellspent.co/advisors/sarah-maskill.md) | Financial Answers | Ellington, Connecticut | CFP | Hourly, One-time planning fee |
| [Tara Hefty](https://find.wellspent.co/advisors/tara-hefty.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets |
| [Timothy Burt](https://find.wellspent.co/advisors/timothy-burt.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets |
| [Andrew Russell](https://find.wellspent.co/advisors/andrew-russell.md) | Dean Roland Russell Family Wealth Management | San Diego, California | CFP | Percentage of assets |
| [Brendan Crews](https://find.wellspent.co/advisors/brendan-crews.md) | Daviman Financial | Fishers, Indiana | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly |
| [Chad Valchar](https://find.wellspent.co/advisors/chad-valchar.md) | R.I.T. Wealth Advisors | Santa Barbara , California | CFP | Percentage of assets, Fixed fees |
| [Derek Thomsen](https://find.wellspent.co/advisors/derek-thomsen.md) | RED Seven Wealth Management | La Palma, California | CFP | Percentage of assets, Fixed fees |
| [Donald McCarty](https://find.wellspent.co/advisors/donald-mccarty.md) | Financial Decision Partners | Snellville, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Erik Helmstetter](https://find.wellspent.co/advisors/erik-helmstetter.md) | Oder Investment Management | Los Angeles, California | CFP | Percentage of assets |
| [Greg Miyashiro](https://find.wellspent.co/advisors/greg-miyashiro.md) | Kahala Financial Advisors | Honolulu, Hawaii | CFP | Percentage of assets |
| [J.R. Robinson](https://find.wellspent.co/advisors/j-r-robinson.md) | Financial Planning Hawaii | Honolulu, Hawaii |   | One-time planning fee, Percentage of assets, Flat fee or retainer |
| [Jerod Fenton](https://find.wellspent.co/advisors/jerod-fenton.md) | RED Seven Wealth Management | Escondido, California | CFP | Percentage of assets, Fixed fees |
| [John Cunningham](https://find.wellspent.co/advisors/john-cunningham-6543551.md) | Reality Financial Planning Services | Sarasota, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Richardson](https://find.wellspent.co/advisors/john-richardson.md) | RED Seven Wealth Management | Escondido, California | CFP | Percentage of assets, Fixed fees |

Showing the first 200 of 391. The full list, page by page: https://find.wellspent.co/lists/pension-planning-specialists/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).