List
Fee-only retirement planning specialists
Retirement planning as a specialty covers the full arc: accumulation modeling, the catchup window, drawdown sequencing, Social Security timing, Medicare coordination, and the long tax-strategy work that integrates them.
Fee-only onlyRetirement planning
By the numbers
The Wellspent public graph lists 7,304 fee-only financial advisors focused on retirement planning at 3,218 firms, most in Houston, San Diego and Austin. 46% hold the CFP certification. Of the 7281 with fees on file, 87% charge percentage of assets.
- Advisors listed
- 7,304
- Firms
- 3,218
- Cities
- 1,467
- Hold the CFP
- 46%
- Other credentials: CFA 8% · CPA 2% · EA 2%
- How they charge (of 7281 with fees on file): percentage of assets 87% · fixed fees 47% · hourly 45% · ongoing planning fee 15%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
7304 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| George Reilly | Safe Harbor Financial Advisors, LLC | Rehoboth Beach | CFP, JD, LLM | One-time planning fee, Hourly |
| Gina Hagen | Full Circle Financial Planning | Topanga | CFP, CPA | Hourly, Percentage of assets |
| Gitanjali Kumar | Worthique LLC | San Francisco | CFP | Ongoing planning fee, One-time planning fee |
| Grant Bledsoe | Three Oaks Wealth | Lake Oswego | AIF, CEPA, CFA, CFP | Percentage of assets, Hourly |
| Grant Olson | Ronald Olson, Inc. | Lehi | CFP, MBA | Percentage of assets |
| Hannah Moore | Guiding Wealth Management | Richardson | CeFT, CFP | Percentage of assets, One-time planning fee |
| Heather Haas | Imperium Wealth Management, LLC | San Antonio | CFP | Percentage of assets, Ongoing planning fee |
| Helen Ngo | Capital Benchmark Partners, LLC | Atlanta | CFP | Percentage of assets, Hourly |
| Huyen Nguyen | Inclusive Wealth Financial Planning LLC | Mechanicsburg | CFP | Flat fee or retainer, One-time planning fee |
| J. David Principe | SAGEbroadview Wealth Management, LLC | Farmington | CFP, Certified Student Loan Professional, CPA/PFS, RLP | Ongoing planning fee |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Jacob Greenberg | Pure Financial Advisors, LLC | San Diego | AIF, CFP, ChFC, MPH | Percentage of assets, One-time planning fee |
| Jacob Rich | Capstone Wealth Advisors | Indianapolis | CFP | Percentage of assets, One-time planning fee |
| Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees | Spark Wealth Advisors | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Jake Taylor | Astra Wealth Management | San Diego | CFP | Percentage of assets |
| James Mayo | IronFjord Wealth Management | Lakewood | CFP, MBA, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| James Sweeney | SwitchPoint Financial Planning LLC | Lehi | CFA, CFP, MBA, MS | Flat fee or retainer, Ongoing planning fee |
| Jane Beule | Griffin Black, LLC | Redwood City | BA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Jared Hoole | Lakeside Financial Planning, LLC | Windham | CFP, MST | Percentage of assets, Ongoing planning fee |
| Jarrod Sandra | Chisholm Wealth Management | Burleson | CFP, CKA, MS, MSFP | Percentage of assets |
| Jason Simpson | Trailway Wealth Advisors | Ottawa | CFP, CIM, CIWM | Percentage of assets, One-time planning fee |
| Jeffrey Mastronardo | Financial Coach Group | West Chester | CFP | One-time planning fee, Ongoing planning fee |
| Jennifer Bush | INTENTIONAL WEALTH PARTNERS | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| Jennifer Daniel | Guided Retirement Planning | Mississauga | CFP, CEA, BComm | Flat fee or retainer, One-time planning fee |
| Jerry Broussard | Broussard Financial Group, LLC | Lafayette | CFP | One-time planning fee |
| Jessica McDonald | Southern Wealth Builders | Birmingham | CFP, MS | Ongoing planning fee, Percentage of assets |
| Jim Crider | Intentional Living FP LLC | New Braunfels | CFP | Ongoing planning fee, Percentage of assets |
| JoAnn May | Forest Asset Management LLC | Riverside | CFP, CPA/PFS, MBA, CPA | Percentage of assets, Hourly |
| John Anderson | Cypress Wealth Management, LLC | Germantown | AIF, CFP | Percentage of assets, Flat fee or retainer |
| John Bovard | Incline Wealth Advisors | Cleves | CFP | Percentage of assets, Fixed fees |
| John Cress | Madison Wealth Partners, Inc. | Manitowoc | CFP | Percentage of assets |
| John Davis | JKD Financial | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| John Krehbiel | Krehbiel Financial LLC | Satellite Beach | CFP, MBA | Ongoing planning fee, One-time planning fee |
| John Kvale | J.K. Financial, Inc. | Dallas | CFA, CFP | Percentage of assets, Hourly |
| John Mason | Mason & Associates | Newport News | CFP | Ongoing planning fee |
| John Miller | Longview Advisors, LLC | Wichita | CFP | Ongoing planning fee, Hourly |
| John Pak | Otium Advisory Group | El Segundo | BA, CFP, EA, MST | Flat fee or retainer, Hourly |
| John Spoto | Sentry Financial Planning, LLC | Andover | CFP, MBA | Percentage of assets, One-time planning fee |
| John Underhill | Acorn & Oak Wealth Management LLC | Sanford | CFP | Percentage of assets, Fixed fees |
| John W. Bowen | Bowen Financial Services, LLC | Midlothian | CFP, EA, CPA | Percentage of assets, Hourly |
| Jon Kutney | Parallel Wealth Financial Group | Langley | CFM, CIM | Flat fee or retainer, One-time planning fee |
| Jon Powell | Ferguson-Johnson Wealth Management | Rockville | CFP | Percentage of assets, Hourly |
| Jonas Merrill | Pathlight Financial Planning | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Jordan Leaman | True Wealth Retirement Partners | Grand Rapids | CFP | Flat fee or retainer, Ongoing planning fee |
| Jose Armenta | Create Your Path | San Diego | CFP, ChFC, EA, MSBA | Flat fee or retainer, Ongoing planning fee |
| Jose Sanchez | Retirement Wealth Guidance, LLC | Albuquerque | CFP, RICP | Flat fee or retainer, Hourly |
| Joseph Hebert | trueNorth Wealth Advisors | Seattle | CFP, PhD | Percentage of assets, Ongoing planning fee |
| Josh Clifford | Quoinage Capital LLC | Austin | CFP, CFA, CPA, MPA | Ongoing planning fee |
| Joshua Duncan | F5 Financial | Venice | CFP, MS, PhD | Percentage of assets, Ongoing planning fee |
| Juan Guevara | J.F. Williams Co., Inc. | Denver | CFP, BS, MSFP | Percentage of assets, One-time 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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