List
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.
Fee-only onlyPension planning
By the numbers
The Wellspent public graph lists 391 fee-only financial advisors focused on pension planning 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.
- Advisors listed
- 391
- Firms
- 214
- Cities
- 190
- Hold the CFP
- 54%
- Other credentials: CFA 6% · CPA 3% · EA 2%
- How they charge (of 386 with fees on file): percentage of assets 82% · fixed fees 35% · hourly 31% · one-time planning fee 23%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
391 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christopher Reddick Flat-fee, advice-only retirement and tax planning for educators, federal employees and public servants balancing pensions with workplace accounts. | Chris Reddick Financial Planning | San Antonio | CFP, EA | Subscription, One-time planning fee |
| Cody Murray Fee only fiduciary financial planning firm working with business owners. | Stillwater Financial | Stillwater | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Eric Johns We specialize in tax planning for those nearing retirement. | Equilibrium Financial Planning LLC | Kenner | CFP, EA, MBA | Percentage of assets, One-time planning fee |
| Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. | F2 Wealth | Cincinnati | CFP | Percentage of assets, Flat fee or retainer |
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Justin May Tax-focused wealth management for executives & founders | Old Peak Finance | Chapel Hill | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. | Scaled Finance, LLC | Bellevue | CFP, MBA | Hourly, One-time planning fee |
| Mary Ann Sullivan Pension-focused retirement planning and education for educators and public employees who want to manage their own money confidently. | 395 Financial Planning | Mammoth Lakes | CFP, RICP | Subscription, One-time planning fee |
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Robert Jeter Modern Tax & Retirement Expertise | Back Bay Financial Planning & Investments | Bethany Beach | CFP, CRPC | Percentage of assets, Flat fee or retainer |
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Angela Furubotten-LaRosee | Avea Financial Planning, LLC | Pasco | CFP | Flat fee or retainer, Ongoing planning fee |
| Ben Earls | Earls Financial LLC | Fort Worth | CFP | Percentage of assets, Flat fee or retainer |
| Bobby Cremins | Metanoia Financial | Philadelphia | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Ed Smith | Valor Wealth Partners | Washington | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Emily Rassam | Archer Investment Management | Austin | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| Garrett Dresen | Harbor Horizon Financial | Wilsonville | CFP | Percentage of assets, Flat fee or retainer |
| Hazel Secco | Align Financial Solutions | Hoboken | CDFA, CFP | Ongoing planning fee |
| Joe Ward | Refined Wealth | Houston | CFP, RICP, TPCP | Percentage of assets, One-time planning fee |
| Kirk Reagan Advice-only planning for military members and veterans, especially pre-retirees and those pursuing early financial independence. | High Flight Financial LLC | Dallas | CFP, ChFC | One-time planning fee, Hourly |
| MaryAnne Gucciardi | Wealthmind Financial Planning LLC | Cambridge | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee |
| Robert Costello | Costello Financial Planning | Bend | CFP | Percentage of assets, Fixed fees |
| Zubin Kapur | Valor Wealth Partners | Washington | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. | Fiduciary Financial Advisors | Grand Rapids | CFP | Percentage of assets, Subscription |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. | Plan For It Financial, LLC | Salem | ChFC, RICP | One-time planning fee, Subscription |
| Dan Reiter | Prosperity Planning, Inc. | North Kansas City | CFP, CPA | Percentage of assets |
| Eric Jochimsen | JBY Financial Planning | Sun Prairie | CFP | Percentage of assets, Ongoing planning fee |
| Eric Niergarth | Retirement Roadmap Financial Planning | San Diego | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| Erik Nero | First Step Wealth Planning, LLC | Wilton | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| Garrett Bybee | Bybee Wealth Management | Roy | CFP | Percentage of assets, Ongoing planning fee |
| Jacob Molina | Styra Wealth Management | Phoenix | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Jeffrey Schlotterbeck Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses. | Water Street Wealth Management | Tampa | CFP | Percentage of assets |
| Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. | Savant Wealth Management | Phoenix | AIF, CFP, CPA/PFS, CFA | Percentage of assets, Flat fee or retainer |
| Kevin Burkle Flat-fee, one-time early retirement plans for people who want to keep control of their investments, with ongoing software access. | HCP Wealth Planning, LLC | Jacksonville | CFP | One-time planning fee |
| Kevin Jacobs | Step By Step Financial LLC | Tulsa | CFP | Flat fee or retainer, One-time planning fee |
| Kyle Newell | Newell Wealth Management | Winter Garden | CFP, CRPC | Percentage of assets, One-time planning fee |
| Michael Spivak | Not listed | Toronto | CFP, CPA, CMA | Hourly, Flat fee or retainer |
| Nate Nieri | Modern Money Management | San Diego | CFP, MSBA, MBA | Percentage of assets, Ongoing planning fee |
| Roland McIntyre | Mountaintop Wealth LLC | Chattanooga | CFP, ChFC | Percentage of assets, One-time planning fee |
| Ryan Bennett | Kelda Wealth Management | Cuyahoga Falls | CFP | Percentage of assets, One-time planning fee |
| Tom Poltersdorf Jr | GT Wealth | Lebanon | CFP | Percentage of assets, Flat fee or retainer |
| Travis Allen Fiduciary Financial Planning & Investment Management. | Custom Wealth Planners | Ankeny | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| William Cuthbertson | Fiscalis Advisory, Inc. | Mission Viejo | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| Ann Minnium | Concierge Financial Planning, LLC | Margate City | CFP | Hourly, One-time planning fee |
| Ayana Forward | Retirement in View | Ottawa | CFP | One-time planning fee, Ongoing planning fee |
| Ben Raikes | Mason & Associates, LLC | Newport News | CFP, CPA, CPA/PFS, Master of Science Accounting | Ongoing planning fee |
| Brittany Ringo | Autumn Financial Advisors, LLC | Plymouth | CFP | Percentage of assets, Hourly |
| Carol Somoano | Asset Planning | Los Alamitos | CFP, MBA | Percentage of assets, One-time planning fee |
| Caroline Nalbantoglu | CNal Financial Planning Inc. | Montreal | C.Adm.F.P., CFP, RFP | Not listed |
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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