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 |
|---|---|---|---|---|
| Matthew Sorum | Adaptive Advice | Omaha | Not listed | Percentage of assets, One-time planning fee |
| Matthew Teeple | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Maureen Quigley | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Melissa Manley | StillBlue Financial Partners | Jacksonville | Not listed | Percentage of assets, Hourly |
| Melissa Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Melissa Storch | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Meredith Jones | Allvet Financial | Manakin Sabot | Not listed | Ongoing planning fee, Percentage of assets |
| Micah Droescher | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Micah Gibson | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Michael Abram | Integral Wealth Management | Turlock | CFA | Percentage of assets, Fixed fees |
| Michael Andrews | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Michael Beels | Share The Harvest Partners | Canton | Not listed | Percentage of assets, Hourly |
| Michael Chochon | Adaptive Advice | Omaha | Not listed | Percentage of assets, One-time planning fee |
| Michael Flanagan | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Michael Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Michael McFerran | Emerald Advisors | Bellevue | ChFC | Percentage of assets, Fixed fees |
| Michael Paulus | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Michael Quigley | Beck Capital Management | Austin | ChFC | Percentage of assets |
| Michael Raimondi | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Michael Rosendahl | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Michael Stock | Boltwood Capital Management | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Michael Tenreiro | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Michele Holton | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Michele McCabe | Vestpointe Wealth Management | Scottsdale | Not listed | Percentage of assets |
| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Michelle Fulcher | Verus Capital Partners | South Boston | Not listed | Percentage of assets, Hourly |
| Michelle Hams | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Miguel Rundstrom-Holguin | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Miguel Sosa | Rose Capital Advisors | Miami Beach | Not listed | Percentage of assets, Hourly |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Mitchel Needelman | Spectrum Asset Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Mitchell Bloom | Bloom Financial | Westminster | Not listed | Percentage of assets |
| Mitchell Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |
| Mitra Shahi | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Mohammed Khalid | Nabata Investment Group | Mountlake Terrace | Not listed | Percentage of assets, Hourly |
| Monica Carlos | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Monica Ladson | Elm3 Financial Group | Alpharetta | Not listed | Percentage of assets, Hourly |
| Monty McCurley | Camarda Wealth Advisory Group | Collierville | Not listed | Percentage of assets, Hourly |
| Morgan Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Morris Armstrong | Crionna Wealth | Cheshire | ChFC | Percentage of assets, Hourly |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Nathan Barham | Perspective Advisors | Bartlesville | Not listed | Percentage of assets |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Nathan Tonsager | Monument Wealth Management | Alexandria | Not listed | Percentage of assets |
| Nathaniel Gilbert | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Naushad Virji | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Nicholas Coleman | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Crocker | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Nicholas Giannakopoulos | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Nicholas Hoffman | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
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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