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 |
|---|---|---|---|---|
| Henry Rutherford | Liberty Atlantic Advisors | Florence, Italy | Not listed | Percentage of assets, Hourly |
| Henry Vance | Ark Advisors | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Heriberto Chinea | EightOne Capital | Pearland | Not listed | Percentage of assets, Hourly |
| Hogan Roberts | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Hugh Arant | Milestone Investments Columbus | Greenwood | ChFC | Percentage of assets, Hourly |
| Hunter Smith | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Ian Cobb | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Ian Foster | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Ian Robertson | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Ian Skurdal | RiskBridge Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| Ian Starkel | Starkel Wealth Advisors | Sarasota | Not listed | Percentage of assets |
| Isabella Tam | Beyond Wealth Advisory | South San Francisco | Not listed | Percentage of assets, Hourly |
| Jaan Larkin | StratFI | Wilmington | Not listed | Percentage of assets, Hourly |
| Jace Prows | Luminary Wealth Advisors | Mckinney | Not listed | Percentage of assets, Fixed fees |
| Jack Tamez | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Jack Tsai | Tsai Wealth Management | Pasadena | PFS | Percentage of assets, Hourly |
| Jackson Burk | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Jaclyn Gilbert | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Jaclyn Gruber | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Jacob Artz | Econ Wealth Management | Harrisburg | Not listed | Percentage of assets |
| Jacob Mardian | American Financial Planning | Roanoke | Not listed | Flat fee or retainer, One-time planning fee |
| Jacob Martin | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jacob Rosemeyer | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jaime Boyer | Kachkovsky & Fisher | San Diego | Not listed | Percentage of assets, Hourly |
| Jake Crosby | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jake Miller | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jake Popoff | Hutchinson Capital Management | San Rafael | Not listed | Percentage of assets, Hourly |
| James "Tripp" Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| James Bailey | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| James Bode | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| James Divirgilio | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | Not listed | Percentage of assets, One-time planning fee |
| James Duronio | William Mack & Associates | Longwood | Not listed | Percentage of assets, Ongoing planning fee |
| James Forsyth | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| James Gallagher | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| James Gissy | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| James Hallett | Hallett Advisors | Port Angeles | Not listed | Percentage of assets, Hourly |
| James Hershberger | Round Table Investment Strategies | Lincoln | Not listed | Percentage of assets, Fixed fees |
| James Hua | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| James Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| James Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| James Minich | Minich MacGregor Wealth Management | St Augustine | Not listed | Percentage of assets, Fixed fees |
| James Pritchett | Fouts Law Group | Woodstock | Not listed | Percentage of assets, Fixed fees |
| James Robinson | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| James Schmidt | Schmidt Wealth Management | Fargo | Not listed | Percentage of assets, Hourly |
| James Sexton | Phillip James Financial | Plymouth | Not listed | Percentage of assets |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jamie Langlow | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Jamie Shelton | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jared Pearson | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Jared Van Slyke | KEB – Kerber, Eck & Braeckel | Springfield | 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.