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 |
|---|---|---|---|---|
| Anthony Mitrano | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| April Horace | G&S Capital | Denver | Not listed | Percentage of assets, Hourly |
| Ari Nadler | Nadler Financial Group | Deerfield | Not listed | Percentage of assets |
| Arne Morris | Townsend Asset Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Arthur Doglione | Alpha Fiduciary Wealth Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Arturo Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Ashley Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Ashley Vann | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Athena Stone | Attentive Investments | Stockton | Not listed | Percentage of assets, Hourly |
| Audrey Soza | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Austin Koplan | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Autumn Armbruster | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Bao Ly | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Barrett Haus | Haus Financial Solutions | Orlando | Not listed | Percentage of assets, Hourly |
| Ben Sedillo | Sonoma Allocations | Santa Rosa | Not listed | Percentage of assets, Fixed fees |
| Benjamin Atwater | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Benjamin Kebbekus | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Benjamin Lies | Delphi Advisers | Vancouver | Not listed | Percentage of assets, One-time planning fee |
| Benjamin Newell | Miller Financial Group | Portland | Not listed | Percentage of assets |
| Bernard Campbell | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Bernard Katz | Wealth Effects | Boynton Beach | Not listed | Percentage of assets |
| Bertrand Roberge | FIA Services | Navarre | PFS | Percentage of assets |
| Beth Conklin | Paces Ferry Wealth Advisors | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Beth Price | Beck Bode | Traverse City | Not listed | Percentage of assets, Fixed fees |
| Billie Paveglio | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Billy Yeh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Bradley Eaton | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Bradley Helms | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Bradley Sorenson | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Bradley Totherow | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Bradley Turlington | White Oak Wealth Partners | Raleigh | Not listed | Percentage of assets |
| Brae Beggs | OLIO Financial Planning | Mclean | Not listed | Ongoing planning fee |
| Brandie Giffin | Sterneck Capital Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Brandon Smith | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| BreAnn Weaver | Gragg Financial | Shelby | Not listed | Percentage of assets, Hourly |
| Breland Booth | Booth Financial Planning | Birmingham | Not listed | Percentage of assets, Fixed fees |
| Brent Schneider | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brett Herron | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Brian Burkhart | Wealth Effects | Boston | Not listed | Percentage of assets |
| Brian Carter | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| Brian Flanagan | Tim Looney Investments | Longwood | Not listed | Ongoing planning fee, One-time planning fee |
| Brian Hawthorne-Codato | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Brian Hellmer | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Brian Jankowski | River Wealth Advisors | Camp Hill | CFA | Percentage of assets, Hourly |
| Brian Koski | JMR Financial Group | Superior | Not listed | Percentage of assets, Fixed fees |
| Brian Luts | LGG Financial | Bethesda | Not listed | Percentage of assets |
| Brian Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Brian Wickett | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Bridget Wiltse | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Brook Soebbing | KEB – Kerber, Eck & Braeckel | 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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