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 |
|---|---|---|---|---|
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Maureen Demers | Demers Financial Planning | North Andover | CFP | Percentage of assets, One-time planning fee |
| Michael Babicz | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Michael Ryan | Marathon Mission | Latham | CFP | Percentage of assets, Fixed fees |
| Michelle Campbell | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Nicholas Fahrendorff | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Nicholas Lombardozzi | Kingdom Wealth Advisers | Gilbert | CFP | Percentage of assets, Fixed fees |
| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Ross Cutler We aim to be readily available to clients at all times. | King Tide Advisors | Stuart | CFP | Hourly, One-time planning fee |
| Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. | Northwestern Mutual Investment Services, LLC | Sioux Falls | CFP | Percentage of assets, Flat fee or retainer |
| Sarah Schwieterman | Peak Retirement Planning | Columbus | CFP | Percentage of assets, Fixed fees |
| Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. | Gerber Kawasaki Wealth & Investment Management | Santa Monica | CFP | Percentage of assets, Hourly |
| Terra Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Zach Ungerott We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life. | Hightower Wealth Advisors | St. Louis | CFP | Percentage of assets, One-time planning fee |
| Zackary Smutzer | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Adam Kalender | Milestone Asset Management Group | Pearl River | CFP | Flat fee or retainer |
| Andrew Fox | Fox Financial Services | White Plains | CFP | Percentage of assets |
| Ashley Stewart | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Christopher McBee | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Danielle Barbato | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| Gregory Syrios | Syrios Wealth Management Group | La Jolla | CFP | Percentage of assets, Fixed fees |
| James Brennan | 1 North Wealth Services | Annapolis | CFP | Hourly, Ongoing planning fee |
| Jason Yee | Finepoint Solutions Inc. | Saskatoon | CFA, P.Eng | Not listed |
| Jeremy Lott | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. | Rodriquez Wealth Management | Newport Beach | CFP | Percentage of assets |
| John McCorvie | Peak Asset Management | Louisville | CFA | Percentage of assets |
| John Russell | Peak Asset Management | Needham | CFA | Percentage of assets |
| Julie Pribble | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Keith Van Dyke | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Logan Sanders | Sanders Retirement Planning | Omaha | CFP | Percentage of assets, Flat fee or retainer |
| Michael Furois | The Planning Associates | Phoenix | CFP | Percentage of assets, Hourly |
| Michael Kothakota | WolfBridge Wealth | Durham | CFP | Percentage of assets, Hourly |
| Michael Mazzei | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Paul Carroll | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Paul Esposito | Prestige Wealth Management Group | Flemington | CFP, CFA | Percentage of assets, Hourly |
| Richard LoPresti | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| Sarah Maskill | Financial Answers | Ellington | CFP | Hourly, One-time planning fee |
| Tara Hefty | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Timothy Burt | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Andrew Russell | Dean Roland Russell Family Wealth Management | San Diego | CFP | Percentage of assets |
| Brendan Crews Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances. | Daviman Financial | Fishers | CFP | Percentage of assets, Flat fee or retainer |
| Chad Valchar | R.I.T. Wealth Advisors | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Derek Thomsen | RED Seven Wealth Management | La Palma | CFP | Percentage of assets, Fixed fees |
| Donald McCarty | Financial Decision Partners | Snellville | CFP | Percentage of assets, Hourly |
| Erik Helmstetter | Oder Investment Management | Los Angeles | CFP | Percentage of assets |
| Greg Miyashiro | Kahala Financial Advisors | Honolulu | CFP | Percentage of assets |
| J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. | Financial Planning Hawaii | Honolulu | Not listed | One-time planning fee, Percentage of assets |
| Jerod Fenton | RED Seven Wealth Management | Escondido | CFP | Percentage of assets, Fixed fees |
| John Cunningham | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| John Richardson | RED Seven Wealth Management | Escondido | CFP | Percentage of assets, Fixed fees |
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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