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 |
|---|---|---|---|---|
| Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. | Truvize Financial Planning | El Paso | Not listed | Percentage of assets, Subscription |
| Jose Martin | LifeCraft Wealth | Sunrise | CFP | Percentage of assets |
| Marc Roland | Dean Roland Russell Family Wealth Management | San Diego | CFP, PFS | Percentage of assets |
| Nicholas Allgeyer | Worley Banks Group | Creve Coeur | CFP | Percentage of assets |
| Nicholas Bormann | Bormann Wealth Management, LLC. | Spokane | CFP | Percentage of assets, Hourly |
| Nicholas Gyeszat | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. | Daniel M Kavanaugh CPA Inc | Pleasanton | CPA | Percentage of assets, Flat fee or retainer |
| Ryan Miyashiro | Kahala Financial Advisors | Honolulu | CFP | Percentage of assets |
| Scott Peterson | Peterson Wealth Advisors | Orem | ChFC | Ongoing planning fee |
| Alexander Wilson | Provident Financial Planning | Addison | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Cecil | Cecil Wealth | Westminster | CFP | Percentage of assets |
| Cassandra Kirby | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Cassidy Steck | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Charles Allison | LRC Aviation Advisors | Milwaukee | CFP, ChFC | Percentage of assets |
| Christina Gamache | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| David Faulkner | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Douglas Bostich | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Eldon Fielding-Monson | Monson Wealth Management | Kennewick | CFP | Percentage of assets, Hourly |
| Emily Maretsky | Educated Financial Planning | Astoria | Not listed | Ongoing planning fee, One-time planning fee |
| Gabrielle Fitzwater | Dwyer Financial | Flagstaff | Not listed | Percentage of assets, Hourly |
| Jason Foster | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Jon Reppert | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Jonathan Inzero | Innova Wealth Partners | Newtown | CFP | Percentage of assets, Fixed fees |
| Kevin Apolinar Financial planner for Christians | Behavior Shift | Murrieta | Not listed | One-time planning fee, Subscription |
| Noel Bennett | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Olivia Kriscunas | Paratus Financial | Dallas | CFA | Hourly, Fixed fees |
| Peter Hedberg | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Randa Hoffman | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Ryan Melnyk | Manzanita Wealth Management | West Sacramento | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sam Evans | Evans Wealth Management | Duluth | CFA | Percentage of assets, Hourly |
| Sophia Berglund | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Terry Robinette | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Travis Wurz | Wurz Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| Alec Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Alek Johnson | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Alison McFadden | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Brandon Morton | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. | Buena Vista Financial Planning LLC | Decatur | Not listed | Percentage of assets, Flat fee or retainer |
| Calisto Reghi | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Cameron Kaska | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Christina Fanourakis | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Christina Larson | Larson Financial Planning | Winchester | CFP | Percentage of assets, Hourly |
| Cole Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Corey Jordison | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Damon Wykrent | Divorce Financial Expert | Flower Mound | CFP | Percentage of assets, Hourly |
| Daniel Friel | JSK Capital Advisors | Waltham | CFA | Percentage of assets, Hourly |
| Daniel Langworthy | Fortress Financial Group | Scottsdale | Not listed | Percentage of assets |
| Debra Pladsen | Fortress Financial Group | Chanhassen | Not listed | Percentage of assets |
| Derek Nutter | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
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.