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 |
|---|---|---|---|---|
| Eric Diandrea | WealthUnite Advisors | Manhasset | Not listed | Percentage of assets |
| Jackson Mazzei | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Jacob Sheaf | LRC Aviation Advisors | Milwaukee | ChFC | Percentage of assets |
| Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. | TrueClarity Wealth | Wayne | Not listed | One-time planning fee, Subscription |
| Jeffrey Venables | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Jessica Champion | Jessica Champion Investment Services | Chittenango | Not listed | Percentage of assets |
| John Hollie | Avion Wealth | Shenandoah | Not listed | Percentage of assets, Fixed fees |
| John Milchling | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Justin Garritt | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Karla Saez | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Kathryn Putek | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Lily Evans | Evans Wealth Management | Duluth | Not listed | Percentage of assets, Hourly |
| Mary Hughes | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Megan Beaufays | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Michael Mezheritskiy | Milestone Asset Management Group | Avon | Not listed | Flat fee or retainer |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Sarah McIvor | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Scott Leise | Sanders Retirement Planning | Omaha | Not listed | Percentage of assets, Flat fee or retainer |
| Scott Nasca | Generation Capital Management | Pittsford | CFA | Percentage of assets |
| Taylor Bennett | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Tyler Weerden | Layered Financial | Arlington | Not listed | Flat fee or retainer, One-time planning fee |
| Andrew Huber | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Bogdan Niciu | 4-C Wealth | Creve Coeur | Not listed | Percentage of assets, Fixed fees |
| Fetzer Crockett | 4-C Wealth | St. Louis | Not listed | Percentage of assets, Fixed fees |
| James ONeill | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Joshua Chandler | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Joshua Oder | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Keith Gunther | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Kristina Allardice | RED Seven Wealth Management | Laurel | Not listed | Percentage of assets, Fixed fees |
| Lucas Franco | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Paul Banks | Worley Banks Group | Creve Coeur | Not listed | Percentage of assets |
| Robert McCARTHY | Alternative Capitalis | Wrentham | Not listed | Percentage of assets, Hourly |
| Robert Priske | Robert Priske | Honolulu | Not listed | Percentage of assets, Hourly |
| Rosario Scappaticci | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence | Wealthcare for Women | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| Shane Bilski | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Steven Zorn | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Timothy Banks | Worley Banks Group | Creve Coeur | Not listed | Percentage of assets |
| Y Shih | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Andrew Wacker | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Benjamin Kebbekus | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brent Schneider | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Carter Abbott | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Colton Koehler | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Corbin Hixson | Alpha Squared Capital | Scottsdale | Not listed | Percentage of assets, Hourly |
| Craig Sigeti | CES Investment Strategies | Lititz | Not listed | Percentage of assets |
| Derek Pawlak | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Elise Henderson | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Eric Linger | Sherwood Investments | Redmond | 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.