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 |
|---|---|---|---|---|
| James Devico | Mountain Pass Planning | Hopewell Junction | Not listed | Flat fee or retainer, Hourly |
| James Ek | PCM Encore | Woburn | Not listed | Percentage of assets, Fixed fees |
| James Fisher | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| James Gore | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| James Keene | McLaughlin Asset Management | Lafayette | Not listed | Percentage of assets, Fixed fees |
| James King | Fruitage Financial | Fort Collins | CFA | Percentage of assets, Hourly |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| James ONeill | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| James Smith | StratiCo | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Jarrod Adams | Jarrod Adams Investing | Mooresville | Not listed | Percentage of assets |
| Jason Berkholz | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Jason Dow | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Jason Hetland | Financial Planning Navigators | Maple Grove | Not listed | Percentage of assets, Fixed fees |
| Jason Roesler | HighPoint CPAs | Laramie | Not listed | Percentage of assets |
| Jason Wood | Rothschild Capital Partners | New York | Not listed | Percentage of assets, Hourly |
| Jasper Vaccaro | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Jaxson Simmerman | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Jeffery Powell | Elevage Partners | Reno | Not listed | Percentage of assets, Hourly |
| Jeffrey Brink | The DBS Companies | Bay City | Not listed | Percentage of assets, Hourly |
| Jeffrey Brown | Shearwater Capital | Denver | CFA | Percentage of assets |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Jeffrey Geiser | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Jeffrey Shaw | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Strode | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Jeffrey Wyatt | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Jeremiah Barwick | Keen Capital | Chapin | Not listed | Percentage of assets, Hourly |
| Jeremy Keating | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Jeremy Tate | Tate Capital Group | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Jeremy Wolf | GFM Asset Management | Weinfelden, Switzerland | Not listed | Percentage of assets, Hourly |
| Jerome Ledzinski, II | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Jerry McDonnell | Keen Capital | Westminster | Not listed | Percentage of assets, Fixed fees |
| Jesse Geary | Geddi Capital | Ann Arbor | Not listed | Percentage of assets |
| Jesse Radoslovich | Mountain Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Jessica Adams | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Jessica Frigon | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jessica McConnell | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Jessica Stanley | Rezny Wealth Management | Aurora | Not listed | Percentage of assets |
| Joan Woodard | Woodard & Company Asset Management Group | Bermuda Run | Not listed | Percentage of assets |
| Joanne Keller | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Joel Chamberlain | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Joel Kocen | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Joel Meyer | Meyer Financial Advisors | Los Altos | CFA | One-time planning fee |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| John Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| John Burrows | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| John Chiacchiero | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| John Dabov | Kelman-Lazarov | Memphis | Not listed | Percentage of assets, Hourly |
| John Dame | Rothschild Capital Partners | Washington Dc | Not listed | Percentage of assets, Hourly |
| John Gavin III | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| John Giehrl | Financial Independence Advisors | Jacksonville | PFS | 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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