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 |
|---|---|---|---|---|
| David Huddleston | Early McClintic & McMillan | Stafford | Not listed | Percentage of assets, Hourly |
| David Jaffe | Professional Advisory Services | Vero Beach | Not listed | Percentage of assets |
| David Kassir | Manna Wealth Management | Miami Beach | Not listed | Percentage of assets |
| David McGowan | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| David Mott | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| David Mulnix | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| David Pankiw | CUBIC Advisors | Wayne | Not listed | Percentage of assets |
| David Poole | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| David Richmond | Richmond Brothers | Jackson | ChFC | Percentage of assets, Hourly |
| David Traff | Bisonwood Investments | Austin | Not listed | Percentage of assets |
| David Williams | Multnomah Group | Port Orchard | CFA | Percentage of assets, Hourly |
| David Wilson | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| David Wolf | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Dean Kohmann | Kohmann Bosshard | Akron | Not listed | Percentage of assets, Hourly |
| Deanna KInney | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| Deanna Rens | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Debra Hartsfield | DPH Financial | Pearland | ChFC | Hourly |
| Dennis Blodgett | Blodgett Wealth Advisors | Brentwood | Not listed | Percentage of assets, Hourly |
| Dennis Jackson | Allred Jackson | North Logan | Not listed | Percentage of assets |
| Dennis Perdue | Westover Capital Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Dennis Romney | Opportunus Wealth Management | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Derek Collins | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Derek Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Derek Pawlak | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Derek Robertson | Integrated Investment Strategies | Carmel | Not listed | Percentage of assets, Hourly |
| Derek Walker | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Derrick Alexander | Greater Works Wealth | Tulsa | Not listed | Percentage of assets, Ongoing planning fee |
| Devin Jackson | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Diane Rose | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Dilish Dudhia | Aspen Financial Management | Arlington | Not listed | Percentage of assets, Hourly |
| Dimitri Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Dione Ramos | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Dipit Gupta | Finomenon | Kirkland | Not listed | Percentage of assets, Hourly |
| Dirk Bernd | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Dmitry Popov | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Dominic Mirretti | Mirretti Perryman Wealth Strategies | Skokie | Not listed | Percentage of assets, Hourly |
| Dominic Stilwell | Greenhill Financial Partners | Rutland | Not listed | Ongoing planning fee, One-time planning fee |
| Don Morgan | Colmina | Spokane Valley | Not listed | Percentage of assets, Hourly |
| Donald Carnaghi | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Donald Daniels | Daniels D'Amelio Investment Management Group LLC. | Jupiter | Not listed | Percentage of assets |
| Donald Gross, Jr. | Gross & Hartman Investments | Leola | Not listed | Hourly |
| Donald Slone | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Douglas Walters | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Douglas Yoakley | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Dragan Filipovic | Gold Coast Capital Management | Douglas | Not listed | Percentage of assets |
| Drake Wright | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Drew Kittey | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
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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