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 |
|---|---|---|---|---|
| Christopher Conover | Hudson Companies | Pearl River | Not listed | Percentage of assets, Hourly |
| Christopher Cubbage | Opportunus Wealth Management | Gig Harbor | Not listed | Percentage of assets, Hourly |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Christopher Gettelfinger | S.E.E.D. Planning Group | Saint Petersburg | Not listed | Percentage of assets, Hourly |
| Christopher Harris | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Christopher Morgan | Gilliland Jeter Wealth Management | Little Rock | Not listed | Percentage of assets |
| Christopher Niemela | Foresee Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Christopher Nolt | Solid Rock Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Christopher Radigan | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Christopher Ricketts | Ricketts Financial | Louisville | Not listed | Percentage of assets, Fixed fees |
| Christopher Ruane | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Claireese Baggao | Layline Financial | Sandpoint | Not listed | Ongoing planning fee, Percentage of assets |
| Clare Manning | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Clarence Bush | Bush Capital Management | Sarasota | Not listed | Percentage of assets, Hourly |
| Clark Brown | Hello Wealth Financial Advisors | Athens | Not listed | Percentage of assets, Hourly |
| Clay Skurdal | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Cody Gunn | Arrowstone Wealth | Malaga | Not listed | Percentage of assets |
| Cody Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| Cole Smith | Lyons Capital Group | Shreveport | Not listed | Percentage of assets, Fixed fees |
| Colton Koehler | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Connor Williamson | TrueNorth Wealth & Impact | Joplin | Not listed | Percentage of assets, Hourly |
| Cory Capps | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Cory McPherson | ProActive Capital Management | Topeka | Not listed | Percentage of assets, Hourly |
| Craig Buckhout | Rockbridge Investment Management | Syracuse | CFA | Percentage of assets, Hourly |
| Craig Pfeiffer | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Craig Sigeti | CES Investment Strategies | Lititz | Not listed | Percentage of assets |
| Dalton Herrin | Lakeridge Wealth Management | Albuquerque | Not listed | Percentage of assets, Hourly |
| Damian Dufour | Fiduciary Benefits Group | San Diego | Not listed | Flat fee or retainer |
| Dane Nelson | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Daniel Carter | Sierra Management Group | Reno | Not listed | Percentage of assets, Hourly |
| Daniel Evans | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Daniel Kain | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Daniel Martinez | ENZI Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Daniel McMillan | Early McClintic & McMillan | Stafford | Not listed | Percentage of assets, Hourly |
| Daniel Nunez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Daniel Quartararo | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Daniel Speirs | Cerro Pacific Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Dante Milanesi | MDT Financial Advisors | Webster | Not listed | Percentage of assets, Hourly |
| Darin Snow | Denver Private Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Darrell Brooks | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Darrell Warner | Qmulate Capital | Simi Valley | Not listed | Percentage of assets, Hourly |
| Darren Williams | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| David Benning | Logan Park Wealth Management | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| David Berkowitz | VAP Wealth Advisors | Red Bank | Not listed | Percentage of assets |
| David Cantor | Liberty Atlantic Advisors | Florence, Italy | Not listed | Percentage of assets, Hourly |
| David D'Eredita | Rise Private Wealth Advisors | Tucson | Not listed | Percentage of assets, Hourly |
| David Freisner | Konza Global Wealth Group | Overland Park | Not listed | Percentage of assets, Fixed fees |
| David Greenleigh | LGG Financial | Bethesda | Not listed | Percentage of assets |
| David Hammond | Christian Values Investing | Statesboro | Not listed | Percentage of assets, Hourly |
| David Hofer | Brightwood Ventures | Tigard | CFA | 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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