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 |
|---|---|---|---|---|
| Scott Dynan | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Scott Holder | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Scott Schaeffer | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Scott Schwinger | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Scott Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Selene Sullivan | Pacific Crest Wealth Management | Eugene | PFS | Percentage of assets, Hourly |
| Selma Hackett | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Seth Maier | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Shafaq Kazi | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Shafran Shurid | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Shaina Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Shane Bilski | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Shannon Castaneda | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Shannon Markle | Markle Financial | Laramie | Not listed | Percentage of assets, Hourly |
| Shaobo Li | Dominguez Wealth Management Solutions | Williamsburg | Not listed | Percentage of assets, Hourly |
| Shaun Scott | Old Forge Wealth Management | Warwick | Not listed | Percentage of assets, Hourly |
| Shaunak Tripathi | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Shawn Kennedy | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
| Shawn Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Sherry Karlsson | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Shummi Jindal | Rose Capital Advisors | Plandome | Not listed | Percentage of assets, Hourly |
| Simone Liu | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Sinon Bennett | Wavvest | Chicago | Not listed | Percentage of assets |
| Soojin Hwang | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Soumyadeep Sinha | Friedenthal Financial | Marlton | Not listed | Percentage of assets, One-time planning fee |
| Spencer Lademan | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Spencer Rhode | Corvus Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets |
| Stacy Anderson | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Stephanie Kemp | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Stephanie Lum | CLS Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Ongoing planning fee |
| Stephen Chen | Boldin | Mill Valley | Not listed | Flat fee or retainer, Ongoing planning fee |
| Stephen Kylander | Pallas Capital Advisors | Warren | Not listed | Percentage of assets, Hourly |
| Stephen Miles | Sutro Advisors | San Francisco | Not listed | Ongoing planning fee, Percentage of assets |
| Stephen Reeves | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Steven Deangelis | Verus Capital Partners | Gilbert | Not listed | Percentage of assets, Hourly |
| Steven O'Mara | Brown Financial Planning | Bay City | Not listed | Percentage of assets |
| Steven Reed | Reed Financial | Urbandale | ChFC | Percentage of assets |
| Steven Rosenberg | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Steven Zorn | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Tamara Surratt | Legacy Family Office | Bonita Springs | Not listed | Fixed fees |
| Tariq Dennison | GFM Asset Management | Weinfelden, Switzerland | Not listed | Percentage of assets, Hourly |
| Taylor Chamness | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| Terry Edwards | Womack Wealth and Business Management | Albuquerque | Not listed | Percentage of assets, Hourly |
| Terry Rogers | Verus Capital Partners | Huntsville | Not listed | Percentage of assets, Hourly |
| Terry Sapp | Live Oak Private Wealth | Wilmington | CFA | Percentage of assets, Hourly |
| Theodore Hellman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| Theodore Palfini | Cavalot Capital | Redding | Not listed | Percentage of assets, Hourly |
| Thierry Hasse | Elevage Partners | Springfield | 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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