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 |
|---|---|---|---|---|
| Mike Henzes | Open Wealth Network | Pottstown | CFP, EA, MBA | Flat fee or retainer |
| Mike Staman | Delaware Financial Planning, LLC | Newark | CFP, CAP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Morgan Ranstrom | Trailhead Planners, LLC | Portland | CEPA, CFA, CFP, RLP | Percentage of assets, Hourly |
| Morris MacLeod | Strategos Group | Halifax | MBA | Flat fee or retainer, Ongoing planning fee |
| Nannette Belt | Inspiration Financial Planning LLC | Carlsbad | CFP, RICP, MBA | Ongoing planning fee, Percentage of assets |
| Nathan Goodman | Family Investment Center | Lenexa | CFP, CFA, CTFA, EA | Percentage of assets, Ongoing planning fee |
| Nathan Swab | Alexander Financial Planning, Inc. | Columbus | AWMA, CFP, MSFP | Flat fee or retainer, Ongoing planning fee |
| Nathaniel Baim | Pursuit Planning and Investments, LLC | Beaverton | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Nestor Vargas | AlignPoint Wealth | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Nicholas Faulkner | Testament Wealth Management | Cary | CFP | Percentage of assets, Flat fee or retainer |
| Nicholas Hui | VAVE Financial Planning | Markham | CFP, TEP, MBA, P.Eng | Flat fee or retainer, One-time planning fee |
| Nick Murphy | Counterweight Private Wealth | Raleigh | CFP, MBA, RICP | Ongoing planning fee |
| Nicola Cyr | Five8 Financial LLC | Rogers | CFP, EA | Percentage of assets |
| Patrick King | Prana Wealth | Atlanta | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Paul Coleman Iii | Free Time Financial LLC | Orchard Park | CFP | Flat fee or retainer, Ongoing planning fee |
| Philip Rutterer | Rutterer Planning, LLC | Nashville | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Pijus Bulvinas | Wealth and Plan | Cypress | CFP | Ongoing planning fee, Percentage of assets |
| Quentara Costa | Powwow, LLC | North Andover | CFP, MSFP | Hourly, Ongoing planning fee |
| Ralph Ted White | Arrivity Financial Planning | Seattle | CFP, CIMA, MBA | Hourly, One-time planning fee |
| Raquel Hinman | Hinman Financial Planning, Inc. | Erie | CFP, CDFA | Percentage of assets, Ongoing planning fee |
| Rebecca Meats | Clear Insight Wealth Management | Spokane | CPA, AFC, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Rianka Dorsainvil | YGC Wealth | Lanham | CFP | Ongoing planning fee |
| Richard Salmen | Family Investment Center | St. Joseph | CFP, CFA, EA | Percentage of assets, Ongoing planning fee |
| Rick Spillane | Spillane Financial Planning, Inc. | Lebanon | CFP, CPA | Hourly, Percentage of assets |
| Rob Schulz | Schulz Wealth | Irving | CFP | Percentage of assets, Fixed fees |
| Robert DeLucas | Afton Advisors, LLC | Nashville | CFP, ChFC, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Robert Eifert | Cahaba Wealth Management, Inc. | Birmingham | CFP | Percentage of assets, Fixed fees |
| Robert Holman | Holman Wealth Management, LLC | Dallas | CFP, CFA | Percentage of assets, One-time planning fee |
| Robert Machado | Compass Rose Financial Planning & Investment Management | Palm Springs | BS, CFP, MBA, MSFP | Percentage of assets |
| Robert Riedl | Endowment Wealth Management, Inc. | Chicago | AWMA, BS, CFA, CFP | Percentage of assets |
| Robin Kizito | Addax Bridge Financial | North Bethesda | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Ross Dugas Data-driven, transparent planning for curious investors who want to understand their plan, from a former chemical engineer. | Scientific Financial | Pearland | PhD, CFP | Subscription, One-time planning fee |
| Ross Miller | ClearPoint Wealth Management | Colleyville | CFP, CPA | Percentage of assets |
| Ryan Townsley | Town Capital | Bel Air | CFP, MBA | Percentage of assets, Fixed fees |
| Ryan Veldhuizen | Catalyze Wealth Management | Carmel | CFP, MSFP | Percentage of assets |
| Sam Wagner | WealthGuides LLC | Indianapolis | CFP | Percentage of assets, Hourly |
| Sanjay Pamurthy | Artham Advisors LLC | Dallas | CFP, MBA | Flat fee or retainer |
| Sarah Kang | UAK Diversified Wealth Advisors | Minnetonka | CFP | Percentage of assets, Flat fee or retainer |
| Scott Brooks | Brooks Wealth Management | Westlake Village | CFP | Percentage of assets |
| Scott Leavitt | Financial Life Advisors | San Antonio | CFP, CPA | Percentage of assets, Hourly |
| Scott Wellens | Fortress Planning Group | Pewaukee | CFP | Percentage of assets |
| Sean Gerlin | Envision Financial Services & Asset Management | Maitland | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| Sean Wilson | Moraine Wealth Advisory | Calgary | CIM, CFP | One-time planning fee, Hourly |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| Shannon Pope | SFMG Wealth Advisors | Plano | CFP | Percentage of assets |
| Shawn Perkins | Genuine Wealth Solutions LLC | Richmond | AWMA, CFP | Ongoing planning fee, One-time planning fee |
| Shirley Stacy Sanchez | Pioneer Wealth Management Group | Austin | CFP, MS, AAMS, CRPS | Flat fee or retainer, Hourly |
| Stanton Burns | Oakview Wealth Solutions LLC | St. Charles | CFP | Percentage of assets, Hourly |
| Stephen Lay | Curtain Wealth Planning | Park City | CFP, RICP | Flat fee or retainer, Hourly |
| Steve Cruice | Simply Steward, LLC | Highlands Ranch | CFP, CPA | 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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