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 |
|---|---|---|---|---|
| John Obrien | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| John Orobono | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| John Park | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| John Paulson | Clear Sky Financial | Prosper | Not listed | Percentage of assets, Hourly |
| John Shepherd | BlueDoor Private Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| John Slater | CUBIC Advisors | Wayne | Not listed | Percentage of assets |
| John Tenley | Summit Advisor Group | Bloomington | Not listed | Percentage of assets |
| Jon Paul Espinoza | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Jonathan Becker | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Jonathan Shaw | Catawba River Capital | Lake Wylie | Not listed | Percentage of assets, Hourly |
| Jonathan Smith | Smith Partners Wealth Management | Greensboro | Not listed | Percentage of assets, Hourly |
| Jonathan Spangler | Cambridge Advisors | Omaha | Not listed | Percentage of assets, One-time planning fee |
| Jonathan Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Jonathan Wagner | WS Wealth Management | Washington | CFA | Percentage of assets, Fixed fees |
| Jonathon Oden | Aesop Advisor | Denton | Not listed | Ongoing planning fee |
| Jordan Bailey | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Jordan Daugherty | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Jorge Perez Ruiz | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Jose Maria Bilbao Cunha Joia | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Joseph Billeaud | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Joseph Feste | KM Capital Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Joseph Feste | KM Capital Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Joseph Fisher | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Joseph Freeman | Private Wealth Advisors | Boise | Not listed | Percentage of assets, Hourly |
| Joseph Gaspari | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Joseph Gilligan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Joseph Gilliland | Gilliland Jeter Wealth Management | Little Rock | Not listed | Percentage of assets |
| Joseph Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| Joseph Schultz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Joseph Singer | HC Advisors | Sandy Springs | Not listed | Percentage of assets |
| Joseph Splendorio | CWS Financial Advisors | Kalamazoo | Not listed | Percentage of assets |
| Joseph Turkal | Sierra Hotel Financial | Triangle | Not listed | Percentage of assets, Fixed fees |
| Joshua Bruckert | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Joshua Cochran | Cochran Wealth | Atlanta | CFA | Percentage of assets, Hourly |
| Joshua Fennimore | Benchmark Financial | Schwenksville | Not listed | Percentage of assets, Hourly |
| Joshua Grass | Stapleton Asset Management | Delano | CFA | Percentage of assets, Hourly |
| Joshua Herlan | Future U Financial | Tulsa | Not listed | Hourly, Ongoing planning fee |
| Joshua Kaufman | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Joshua Moore | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Joshua Plosker | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Julia Wentworth | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Julian Hunt | PrimeTRUST Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Julianne Hoerman | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Julie Scott | Martel Wealth Advisors | Sequim | Not listed | Percentage of assets |
| Jun Chen | Fidare Wealth Solutions | New York | Not listed | Percentage of assets, Hourly |
| Justin Anderson | Cambridge Advisors | Omaha | Not listed | Percentage of assets, One-time planning fee |
| Justin Martin | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Justin Young | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Kaden McCarney | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
| Kaleialoha Cadinha-Pua'A | Cadinha & Co | Honolulu | 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.
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