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 |
|---|---|---|---|---|
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Adam Croll | Crew Capital | Cincinnati | Not listed | Percentage of assets |
| Adam Daniels | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Adam Laibson | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Adam Minor | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Adam Van Ness | Northwest Straits Financial Services | Bellingham | Not listed | Percentage of assets, Hourly |
| Adeeb Chowdhury | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Adrian Fernandez | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Adrian Kowal | Equity Financial Management | Denver | Not listed | Percentage of assets |
| Adrian Lyles | Lyles Wealth Management | Calhoun | Not listed | Percentage of assets |
| Afzaal Abbas | The Mass Group | Dubai, United Arab Emirates | Not listed | Percentage of assets, Fixed fees |
| Aidan Schultz | Capstone Investment Financial Group | Webster | Not listed | Percentage of assets, Hourly |
| Akhil Shah | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Alan Kepfer | Aspen Financial Management | Cheney | Not listed | Percentage of assets, Hourly |
| Alec Medlin | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Alex Foster | AF Capital Management | Marietta | Not listed | Percentage of assets, Hourly |
| Alex Ierardi | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Alexander Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Alexander Hartzel | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Alexander Ingrim | Liberty Atlantic Advisors | Florence, Italy | Not listed | Percentage of assets, Hourly |
| Alexander Johnson | Holcombe Financial | Atlanta | Not listed | Percentage of assets, Hourly |
| Alexander Waesche | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Ali Alsari | AWM Global Advisors | San Diego | Not listed | Percentage of assets |
| Alyse Uzarski | Kreitler Financial | New Haven | Not listed | Percentage of assets |
| Amanda Kelley | Plan2Thrive Financial Services | Eldridge | Not listed | Percentage of assets, Hourly |
| Amanda McCoin | Paul Winkler | Gallatin | ChFC | Percentage of assets, Hourly |
| Amir Alamir | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Amy Drinkard | Steadmont Advisors | Birmingham | Not listed | Ongoing planning fee |
| Amy Showalter | Arbor Private Wealth | Ashburn | Not listed | Percentage of assets, Fixed fees |
| Andrea Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Andrew Aldrett | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Andrew Arkfeld | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Andrew Canter | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Andrew Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Andrew Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Andrew Gildea | CWS Financial Advisors | Kalamazoo | Not listed | Percentage of assets |
| Andrew Green | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Andrew Martone | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Andrew McDirmid | Lodestone Wealth Management | Spokane | Not listed | Percentage of assets, Fixed fees |
| Andrew Skinner | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Andrew St Martin | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Andrew Strong | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Andrew Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Andrew Wacker | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Andrew Waymire | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Angel Costanza | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Anke Parpart | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| Anna Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Annette Quinter | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Anthony Mensah | Mensah Finance Group | Atlanta | 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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