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 |
|---|---|---|---|---|
| Brooklyn Flanagan | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Bruce Griffith | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Bruce Petrie | Petrie Capital Management | Seattle | Not listed | Percentage of assets, Performance-based fees |
| Bryan Kelly | Hodos Wealth Group | The Woodlands | CFA | Percentage of assets |
| Bryan Petry | Stonebridge Wealth Management | Oak Brook | Not listed | Percentage of assets, Hourly |
| Bryan Thomas | Financial Solutions | Oak Hill | Not listed | Hourly |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Bryon Brooks | Adaptive Advisory | Olathe | Not listed | Percentage of assets, Hourly |
| Caden Heyen | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Caleb Frankart | Blue Jay Financial Group | Defiance | Not listed | Percentage of assets |
| Cameron Marzi | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Camie Quigley | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Caren Ober | Balancing Life Financial Planning | Orange | Not listed | Ongoing planning fee, One-time planning fee |
| Carl Bradley | Wittenberg Investments | Troy | Not listed | Percentage of assets, Hourly |
| Carl Lymangood | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Carly Denial | ARQ Wealth Advisors | Scottsdale, Az 85260 | Not listed | Percentage of assets, Fixed fees |
| Carol Bieber | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |
| Carrie Fitzpatrick | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Carson Pope | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Carson Skaggs | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Carter Abbott | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Carter Klaas | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Casey Boland | HCM Wealth Advisors | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Casey Martens | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Caspian Campaigne | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| Cassandra Conte | Taylor Financial Group | Roanoke | Not listed | Percentage of assets, Fixed fees |
| Cassidy Kohmann | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Catharine Betzig | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Chad Majors | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
| Chad Taylor | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Charles Anderson | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Charles Arnold | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Charles Boling | Global Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Charles Boling | Global Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Charles Dickinson | William Mack & Associates | Harbor Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Charles Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Charles Pouliot | Wealth Effects | West New York | Not listed | Percentage of assets |
| Charles Smith | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Chaya Sternbach | Yields4U | Bet Shean, Israel | Not listed | Percentage of assets, Hourly |
| Christie Markham | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Christina Borger | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Christina Hua | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Christine Batts | CWS Financial Advisors | Kalamazoo | Not listed | Percentage of assets |
| Christine Foster-Perry | Absher Wealth Management | Wilkesboro | Not listed | Percentage of assets, Hourly |
| Christopher Angle | Heritage Capital | Redding | Not listed | Percentage of assets |
| Christopher Berte | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |
| Christopher Brauner | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Christopher Brown | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |
| Christopher Coleman | Fiduciary First Advising | Rochester | 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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