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 |
|---|---|---|---|---|
| Gary Downie | Wealth Pinnacle | Centerville | CFA | Percentage of assets, Hourly |
| Gary Schlaffer | Alexander Randolph Advisory | Reston | Not listed | Percentage of assets, Hourly |
| Gary Stoller | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Gary Whitehurst | Brighter Investing | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Geoffrey Galbraith | GFM Asset Management | Maumee | Not listed | Percentage of assets, Hourly |
| Gerard Guertin | Roffman Miller Wealth Management | Philadelphia | ChFC | Percentage of assets |
| Gianna Mossotti | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Giosefin Tonej | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Gloria Jones | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Grant Garretson | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Greg Newman | Three Oaks Partners Investment Counsel | Clearwater | CFA | Percentage of assets, Hourly |
| Greg Pyne | Red Oak Financial Group | Towson | Not listed | Percentage of assets, Hourly |
| Gregory Boyle | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Gregory Bryson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Gregory Clifford | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Gregory Forsythe | Forsythe Wealth Management | Crown Point | CFA | Percentage of assets, Hourly |
| Gregory Lessard | Aspen Leaf Wealth Management | Golden | Not listed | Percentage of assets |
| Gregory Luke | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Griffin Eberly | Mills Wealth Advisors | Southlake | Not listed | Percentage of assets, Hourly |
| Guillermo Monge | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Habib Anwar | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Hardik Patel | Trusted Path Wealth Management | Santa Rosa | Not listed | Percentage of assets, Flat fee or retainer |
| Harold Porter | Summit Wealth & Retirement Partners | Eagle | Not listed | Percentage of assets, One-time planning fee |
| Harshvardhan Ved | Guardant Wealth Advisors | Southampton | Not listed | Percentage of assets |
| Harvey Kraus | Walnut Investment Services | Brooklyn | Not listed | Percentage of assets, Hourly |
| Heather Proctor | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Heinz Brisske | KRM Financial Services | St. Charles | Not listed | Percentage of assets, Hourly |
| Henry McCall | Inman Jager Wealth Management | Hattiesburg | Not listed | Percentage of assets, Hourly |
| Hilton Kelly | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Hunter Breedlove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Hunter Brockway | Boca Retirement Strategies | Jupiter | Not listed | Percentage of assets, Hourly |
| Hunter Klus Wedel | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Ian Burkhard | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Ian Dillow | Dillow Wealth Management | Oak Brook | Not listed | Percentage of assets, Fixed fees |
| Ian Richards | CMH Wealth Management | Dallas | Not listed | Ongoing planning fee |
| Ira Ross | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Isaac Brohinsky | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Isaac Neidbalson | Jarrod Adams Investing | Charlotte | Not listed | Percentage of assets |
| Ishaq Mohiuddin | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Isiah Williams | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Ivan Tokarev | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jack Wheeler | Kansas City Private Wealth Management | Kansas City | CFA | Percentage of assets, Hourly |
| Jackson Greer | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Jackson Murray | Intermountain Wealth Management | Idaho Falls | Not listed | Percentage of assets |
| Jackson Roberts | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jackson Wilson | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Jacob Ferry | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacob Schwartz | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Jacqueline Bos | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| James Dean | Guardant Wealth Advisors | Palmetto Bay | 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.
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