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 |
|---|---|---|---|---|
| Frank Sterneck | Sterneck Capital Management | Park City | Not listed | Percentage of assets, Fixed fees |
| Gabriel Uruburo | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Gabriela Morales Blanco | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Gabriella Puaa | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Gabriella Stamps | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Garrett Burgess | Cote Financial Management | Wenham | Not listed | Percentage of assets, Hourly |
| Garrett Van Nostrand | Van Nostrand Wealth Management | San Diego | Not listed | Flat fee or retainer |
| Gary Allen | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Geoffrey Sirhal | CharMarLine Wealth Management | Lynchburg | Not listed | Percentage of assets |
| George Daimler | Glass Lakes Capital Management | Overland Park | Not listed | Percentage of assets |
| George Greer | Sheeley & Partners Wealth Management | Providence | Not listed | Percentage of assets |
| George Holland | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Gerard Downey | Linden Wealth Management | Oak Park | Not listed | Percentage of assets |
| Gerardo Palacios | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Gerrin Degroot | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Gianfranco Rastelli | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Gil Berman | Gil Berman Financial Adviser | Boulder | Not listed | Hourly |
| Giovanni Jimenez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Giulia King | Align WMGMT | Tucson | Not listed | Percentage of assets, Hourly |
| Glen McLaughlin | Buoyant Financial | Charlotte | Not listed | Percentage of assets |
| Glenn Rossman | TrueWealth Financial Partners San Diego | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Grace Choi | Wills Financial Group | Richmond | Not listed | Percentage of assets, Hourly |
| Grady Kozak | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Grant Finter | Axiom Wealth Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Grant Van Nostrand | Van Nostrand Wealth Management | Boise | Not listed | Flat fee or retainer |
| Grayson Shaw | Christian Values Investing | Statesboro | Not listed | Percentage of assets, Hourly |
| Gregory Peterson | Statherós Financial Solutions | Hailey | PFS | Percentage of assets |
| Gregory Watson | Cedarwood Wealth | Highlands Ranch | Not listed | Percentage of assets |
| Gretchen Straczewski | Tred Avon Family Wealth | Easton | Not listed | Percentage of assets, Hourly |
| Guillermo Diaz | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | Not listed | Percentage of assets, One-time planning fee |
| Gunnar Harrison | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Guy Chadwick | Third Stanza Group | Cave Creek | Not listed | Percentage of assets |
| Gwen Gepfert | OakTree Financial Planning and Consulting | Basking Ridge | Not listed | Hourly |
| Haley Herr | Rosemeyer Management Group | Sterling | Not listed | Percentage of assets, Fixed fees |
| Haley Tonge | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Hannah Burchell | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Hannah Vickery | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Harlan Cadinha | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Harlan Cadinha | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Harold Classick | Denver Private Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Harold Davidson | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Harold Sawyer, Jr. | Westover Capital Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Harvis Astorga | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Hayden Hawkey | Beck Bode | Parker | Not listed | Percentage of assets, Fixed fees |
| Hayden LaBelle | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Hayden Wilson | Revolution Partners | Columbia | Not listed | Percentage of assets, Hourly |
| Hayley Brown | Hello Wealth Financial Advisors | Athens | Not listed | Percentage of assets, Hourly |
| Heath Clevenger | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Heather Dean | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Heather McGolerick | Meritis Wealth Management | Potomac | 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.
More in the methodology.