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 |
|---|---|---|---|---|
| Dustin Allbery | Northwest Planning Advisors | Spokane | Not listed | Percentage of assets, Hourly |
| Dylan Jones | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Dylan Rasmason | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Earl Berg | Guardian Wealth Management | Salt Lake City | ChFC | Percentage of assets, Fixed fees |
| Edward Kriczky | Kriczky Wealth Management | Downingtown | Not listed | Percentage of assets, Hourly |
| Edward Ledermann | Whale Shark Financial | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Edward O'Gorman | River Wealth Advisors | Camp Hill | CFA | Percentage of assets, Hourly |
| Edward Ober | Balancing Life Financial Planning | Orange | Not listed | Ongoing planning fee, One-time planning fee |
| Edward Riley | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
| Edward Smith | Smith Capital Management | Loveland | ChFC | Percentage of assets |
| Edward Taylor | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Eli Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | Not listed | Percentage of assets, Hourly |
| Elijah Fleming | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Elise Henderson | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Elizabeth Flores | Legacy Wealth Advisors | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Elizabeth Kombrink | Willamette Wealth Partners | Eugene | Not listed | Percentage of assets |
| Elizabeth Lynch | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Elizabeth Morrison | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Ella Anderson | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Ellen Ginsberg | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Ellen Seitzler | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Ellie Buntin | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Elliott Hollingsworth | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Emilio Gonzalez | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Emily Dolan | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Emily Johns | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Emma Gustin | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Emmanuel Tsantes | Aries Investment Advisors | Garden City | CFA | Percentage of assets, Hourly |
| Eric Hildenbrand | Aurdan Capital Management | Wayne | CFA | Percentage of assets, Fixed fees |
| Eric Linger | Sherwood Investments | Redmond | Not listed | Percentage of assets |
| Eric Suttmiller | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Erick Reinoso | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Erik Beck | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Erik Daley | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Erik Roberts | Infinitus Wealth Management | Nashville | Not listed | Percentage of assets |
| Erin Erdil | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Erin Kinney | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Ernest Domingue | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Ethan Call | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ethan Mayo | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Evan Daniels | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Evan Harris | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| Fabian Waldner | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Facundo Rawson | Acanto | Pound Ridge | Not listed | Percentage of assets, Hourly |
| Felicia Fly | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Fiona Capell | Blue Anchor Wealth Advisors | Bend | Not listed | Percentage of assets, Hourly |
| Forbes Watson | Legacy Wealth Management | Ridgeland | Not listed | Percentage of assets |
| Frank Cooper | Grand Central Investment Group | Montreat | Not listed | Percentage of assets, Hourly |
| Frank Ortiz | Rosemeyer Management Group | Platteville | 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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