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 |
|---|---|---|---|---|
| Jason Aluague | Haynie Wealth Management | Fort Collins | Not listed | Percentage of assets |
| Jason Goosen | Rapids Financial | Kentwood | Not listed | Percentage of assets |
| Jason Grohman | PLW Financial | New Braunfels | Not listed | Ongoing planning fee |
| Jason Kleinschmidt | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Jason Kohut | Signet Financial Management of Southwest Florida | Naples | Not listed | Percentage of assets, Hourly |
| Jason Macgregor | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jason Shaya | Mission Hills Financial | San Diego | Not listed | Percentage of assets, Hourly |
| Jason Wilson | Hallett Advisors | Port Angeles | Not listed | Percentage of assets, Hourly |
| Jason Wolff | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Jason Zangmeister | Aspire Growth Partners | Medina | Not listed | Percentage of assets, Hourly |
| Jay Conner | Arena Wealth Advisors | Jeffersonville | Not listed | Percentage of assets, Hourly |
| Jay Taparia | Sanskar Advisors | Nyack | CFA | Percentage of assets, Hourly |
| Jeff McGovern We help busy parents and individual professionals plan for the future and enjoy the present moment. | Haven Wealth Planning | Kirkwood | Not listed | Percentage of assets, Flat fee or retainer |
| Jeff Wills | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Jeffrey Braverman | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Bullock | Cedarwood Wealth | Highlands Ranch | Not listed | Percentage of assets |
| Jeffrey Chase | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jeffrey Coontz | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Jeffrey Fouts | Fouts Law Group | Elijay | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Hartman | Gross & Hartman Investments | Leola | Not listed | Hourly |
| Jeffrey Kirkpatrick | Dovetail Financial | Duluth | Not listed | Ongoing planning fee |
| Jeffrey Martin | Capital Investment Management | Edmonds | ChFC | Percentage of assets |
| Jeffrey McHale | Wealth Effects | Pembroke | Not listed | Percentage of assets |
| Jeffrey Sorensen | Cornerstone Advisors | Topeka | Not listed | Percentage of assets |
| Jeffrey Tilson | JST Investment Consulting | Seal Beach | Not listed | Percentage of assets, One-time planning fee |
| Jeffrey Widdup | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| Jennifer Kirby | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Jennifer Lackey | Relativity Capital Advisors | Greensboro | Not listed | Percentage of assets, Hourly |
| Jennifer Paterson | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Jenny Elstein | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Jerad Rosburg | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jeremy Wallace | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Jessica Bedell | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Jessica Blake | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Jessica Fairchild | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Jessica Harrington | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Jill Wood | FreeWood Private Wealth Management | Powell | Not listed | Percentage of assets, Hourly |
| Jimmy Cardentey | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Jivko Velev | Velev Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Joe Fletcher | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Joel Busboom | Joel Busboom Financial | Franklin | Not listed | Percentage of assets |
| John Blair | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| John Drefcinski | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| John Eisele | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| John Fitzgerald | Blue Heron Capital | Englewood | Not listed | Percentage of assets, Hourly |
| John Fulmer | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| John Hall | J.W. Hall Financial | San Antonio | Not listed | Percentage of assets |
| John Hutchinson | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| John McCully | Tim Looney Investments | Longwood | Not listed | Ongoing planning fee, One-time planning fee |
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.