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 |
|---|---|---|---|---|
| Kara Lilian | Lynx Investment Advisory | Washington | Not listed | Percentage of assets, Fixed fees |
| Karle Simmons | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Kate Brunori | PCM Encore | Tampa | Not listed | Percentage of assets, Fixed fees |
| Katelin Mahoney | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Kathy Postoak | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Katie Junk | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Katie Martin Hewitt | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Keegan Sullivan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Keith Crenshaw | Crenshaw Capital Management | Los Angeles | Not listed | Percentage of assets |
| Keith Gray | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Keith Gunther | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Keith Nyborg | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Kellie Kelleher | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Kelly McDermott | Serene Point Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Kenneth Blaschke | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Kenneth Krey | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Kerri Musgrove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Kevin Kennedy | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Kevin Laman | Lattice Wealth Advisors | Chattanooga | Not listed | Percentage of assets, Hourly |
| Kevin Leeds | Vision Retirement | Maywood | Not listed | Flat fee or retainer, Hourly |
| Kevin Lewis | Lewis Wealth Management | Carmel | Not listed | Percentage of assets |
| Kevin Myhre | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Kevin Phillips | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kevin Pizzotti | LTG Capital | Framingham | Not listed | Percentage of assets |
| Kimberly Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Kimberly Newsome | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Kira Topeka | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Kortland Snowden | Castlepoint Wealth Advisors | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Kristi Thompson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Kristin Gerdvil | Turner Wealth Advisory | Woodstock | ChFC | Percentage of assets, Hourly |
| Kristin Kliewer | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Kristina Allardice | RED Seven Wealth Management | Laurel | Not listed | Percentage of assets, Fixed fees |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Kristopher Wallick | Wallick Wealth Management | Perkasie | Not listed | Percentage of assets |
| Kyle DeMers | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Kyle Reese | Sprout Capital Management | Austin | Not listed | Percentage of assets, Hourly |
| Lanny Rosenbaum | SIP Financial Services | Glenville | Not listed | Percentage of assets, Hourly |
| Lauren Bell | Trio Wealth Management® | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Laurent Metzler | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Lawrence Davsko | Skinner Copper & Ehmen | Springfield | Not listed | Percentage of assets, Fixed fees |
| Lawrence Zimbler | 4square Advisory Services | Fenton | Not listed | Percentage of assets, Hourly |
| Leia Carpenter | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Leonard Brecken | Brecken Capital Advisors | Weddington | Not listed | Percentage of assets, Hourly |
| Leonard Rodman | Rothschild Capital Partners | Potomac | Not listed | Percentage of assets, Hourly |
| Leslie Garske | Traction Financial Partners | Littleton | Not listed | Percentage of assets, Hourly |
| Lester Brol | Brol Capital Management | Hampton Cove | CFA | Percentage of assets, Hourly |
| Levi Turner | Turner Financial | Omaha | Not listed | Percentage of assets, Fixed fees |
| Levi Westra | Financial Plan | Bellingham | Not listed | Percentage of assets, Ongoing planning fee |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
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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