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 |
|---|---|---|---|---|
| Nicholas Joseph | Sentinel Wealth Management | Reston | Not listed | Percentage of assets, Fixed fees |
| Nicholas King | Targeted Financial Planning | East Stroudsburg | Not listed | Percentage of assets, Flat fee or retainer |
| Nicholas Lenssen | Bear Peak Financial | Boulder | Not listed | Percentage of assets, Hourly |
| Niklas Brusen | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Nilu Judge | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Nisiar Smith | Courtside Wealth Partners | Blue Bell | Not listed | Percentage of assets, Fixed fees |
| Noah Cottman | Warburton Capital Management | Tulsa | Not listed | Percentage of assets |
| Noah Skinner | Skinner Copper & Ehmen | Springfield | Not listed | Percentage of assets, Fixed fees |
| Noelle Moser | Verus Financial Partners | Richmond | Not listed | Percentage of assets |
| Odette Thurston | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Orie Helaire | Epiphany Wealth Management | Houston | ChFC, PFS | Percentage of assets, Hourly |
| Osman Arain | Evansbrook Capital Management | Bolingbrook | CFA | Percentage of assets |
| Owen Schrum | Schrum Private Wealth Management | St. Augustine | Not listed | Percentage of assets, Fixed fees |
| Pasha Shemirani | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Patrick Keane | Nevis Equity Advisors | Dobbs Ferry | Not listed | Percentage of assets |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Patrick Mauney | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Paul Banks | Worley Banks Group | Creve Coeur | Not listed | Percentage of assets |
| Paul Burgdorf | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Paul Day | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Paul Linzer | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Paul Lipcius | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Paul Thompson | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Paulette Greenwell | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Penny Houseman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Peter Boyd | Boyd Financial Strategies | Auburn | ChFC | Percentage of assets, Hourly |
| Peter Gillis | Pallas Capital Advisors | Oak Bluffs | Not listed | Percentage of assets, Hourly |
| Peter Kunze | Guardant Wealth Advisors | New York | Not listed | Percentage of assets |
| Peter Pavlov | Lynx Investment Advisory | Columbia | Not listed | Percentage of assets, Fixed fees |
| Peter Simmons | Peddock Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Philip Fessler | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Phillip Hogan | Beacon Hill Wealth Management | Victoria | Not listed | Percentage of assets |
| Praveena Naduthota | Pallas Capital Advisors | Westford | Not listed | Percentage of assets, Hourly |
| Preston Mayo | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Preston Wilkie | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Quinn Vicars | Financial Plan | Bellingham | Not listed | Percentage of assets, Ongoing planning fee |
| Rachel Benton | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Rachel Gurinsky | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Ramy Hindiyeh | Finmentum | Elk Grove | Not listed | Percentage of assets |
| Randal Trinidad-Ambar | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Randy Lundy | PracticeCFO | Seattle | Not listed | Percentage of assets, Fixed fees |
| Raul Shah | DocShah Financial | Ellicott City | Not listed | Percentage of assets, One-time planning fee |
| Regan Duperon | The DBS Companies | Bay City | Not listed | Percentage of assets, Hourly |
| Reilly Skorupski | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Renee Michel | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Rezwana Abed | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Richard Arbury | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Richard Dexter | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Richard Mullen | Pallas Capital Advisors | Braintree | 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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