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 Suttmiller | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Gabriel Uruburo | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Gary Allen | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Ian Foster | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Jaclyn Gruber | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| James Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Jamie Tulip | Forth Capital | Edinburgh, United Kingdom | Not listed | Percentage of assets, Hourly |
| Jeffrey Coontz | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| John Orobono | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Joshua Bruckert | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Julian Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Karina Kingman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Kenneth Haren | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Kurt Mihelich | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Kyle Bruner | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Lettie Sihota | Capstone RIA | Sumas | Not listed | Percentage of assets |
| Michael Martinez | The Pension Group | Dublin | Not listed | Percentage of assets, Hourly |
| Nathan Magdanz | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Niamh Aitken | Forth Capital | Edinburgh, United Kingdom | Not listed | Percentage of assets, Hourly |
| Nicholas Lehman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Nicola Barton | Forth Capital | Houston | Not listed | Percentage of assets, Hourly |
| Nicole Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Peter Lautmann | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Peter Schumacher | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Ralph Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Robert Phelps | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Stephen Schmidt | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Thomas Tracy | Forth Capital | Edinburgh, United Kingdom | Not listed | Percentage of assets, Hourly |
| Torry Whitcher | Generation Capital Management | Pittsford | Not listed | Percentage of assets |
| Tyler Kanne | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Tyler Ryan | Capstone RIA | Bellingham | Not listed | Percentage of assets |
| Tyler Skutnik | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| William Bromley | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Anastasiya Sembay | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Augustine Matheson | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Edmund Malone | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| James Berman | JBGlobal.com | New York | Not listed | Percentage of assets |
| Jennifer Traynor | Inland Financial Planning | Spokane | Not listed | Percentage of assets, Hourly |
| Nick Dionisos | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| William Messner | Bill Messner Contrarian Investment Advisory | New Castle | Not listed | Hourly, Ongoing planning fee |
| William Tiedt | A to Z Financial Planning | Oak Creek | Not listed | One-time planning fee, Ongoing planning fee |
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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