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 |
|---|---|---|---|---|
| Richard Rebori | AtwoB. | Katonah | CFA | Percentage of assets, Hourly |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Robert Alston | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Robert Atkins | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Robert Carroll | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Robert Goggin | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Robert Krafft | Luminary Wealth | Fort Wayne | CFA | Percentage of assets, Hourly |
| Robert Krimmel | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Robert McCARTHY | Alternative Capitalis | Wrentham | Not listed | Percentage of assets, Hourly |
| Robert Nelson | Sunset Retire | Provo | Not listed | Percentage of assets, Hourly |
| Robert Pitt | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Robert Priske | Robert Priske | Honolulu | Not listed | Percentage of assets, Hourly |
| Robert Robinson | Cosmos Wealth | El Segundo | Not listed | Percentage of assets, Hourly |
| Robert Roper | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Robert Ruggirello | Brave Eagle Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Robert Strange | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Robert Teague | Markle Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Robert Warmkessel | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Robert Whitehead | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Roberta Keller | Alexis Advisors | Richmond | Not listed | Percentage of assets, Hourly |
| Robin Austin | Mills Wealth Advisors | Southlake | Not listed | Percentage of assets, Hourly |
| Robyn Kreuer | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Roman Skurdal | Ceva Advisors | Beavercreek | Not listed | Percentage of assets, Hourly |
| Rosario Scappaticci | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Roy Bodinus | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| Ruchi Sengar | Better Financial Services | Federal Way | Not listed | Percentage of assets, Hourly |
| Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence | Wealthcare for Women | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Ahrens | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Ryan Carragher | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Ryan Flynn | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Ryan Kelley | Bell Investment Advisors | Orinda | CFA | Percentage of assets, Hourly |
| Ryan McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Ryan McNeilly | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Ryan Mendoza | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Ryan Motsinger | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Ryan Nelson | Alchemy Wealth Management | Reno | Not listed | Percentage of assets |
| Ryan Volpe | Volpe Investments | Cranford | CFA | Percentage of assets, Fixed fees |
| Rylee Felice | White Lighthouse Investment Management | Boston | Not listed | Percentage of assets, Hourly |
| Samah Naguib | Pleasanton Wealth | Pleasanton | CFA | Percentage of assets |
| Samuel Eilbaum | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Samuel Markowitz | Breakwater Capital Group | Havertown | Not listed | Percentage of assets, Hourly |
| Samuel Ober | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Samuel Rice | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Sanjeev Yadav | Rose Capital Advisors | Miami Beach | Not listed | Percentage of assets, Hourly |
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |
| Sarah Price | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Saul Greene | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Scot Johnson | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Scott Bennington | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Scott Caufield | Sophos Wealth Management | Woodinville | 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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