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 |
|---|---|---|---|---|
| Matthew Mohning | MSM Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Matthew Murawski | Murawski Wealth Management | Los Angeles | Not listed | Percentage of assets |
| Matthew Pence | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Matthew Pickett | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
| Matthew Samek | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Matthew Samson | ILS Financial | Omaha | Not listed | Percentage of assets, Hourly |
| Matthew Stohlman | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Matthew Sullivan | RBG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| Matthew Sumnicht | Bowline Financial | Grosse Pointe Woods | Not listed | Percentage of assets, Fixed fees |
| Matthew Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Matthew Woodlief | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Max Paez | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Maximillian Morgan | Lookahead Wealth | West Linn | Not listed | Percentage of assets |
| Meghan Baum | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Meredith Murphy | Financial Well-Being Advisors | Wellesley | CFA | Hourly, One-time planning fee |
| Micah Weiss | Tandem Financial Planning | Springfield | Not listed | Ongoing planning fee |
| Michael Abbood | Veritas Wealth Management | North Kingstown | Not listed | Percentage of assets, Hourly |
| Michael Absher | Absher Wealth Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Michael Alimo | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Michael Alimo | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Michael Bronson | MB Financial Planning | Richmond | Not listed | Percentage of assets, Hourly |
| Michael Brown | Foresee Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Michael Cornell | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Michael Czajka | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Michael D'Addario | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Michael Distasio | Valor Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Michael Ebeling | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Michael Fredericks | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Michael Fusco | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Michael Handy | Handy & Company Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Michael Hart | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Michael Hibbs | Third Stanza Group | Cave Creek | Not listed | Percentage of assets |
| Michael Kostelnik | Family Life Financial Planning | Mentor | Not listed | Percentage of assets, Hourly |
| Michael Kwiatkowski | WHTG Wealth Management | Landenberg | CFA | Percentage of assets |
| Michael Martinez | The Pension Group | Dublin | Not listed | Percentage of assets, Hourly |
| Michael McIntyre | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Michael Milinovich | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| Michael Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Michael Shea | 8th Street Investments | Alexandria | CFA | Hourly, Flat fee or retainer |
| Michael Tanney | Pereon Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Tull | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Michael Willitzer | Blue Jay Financial Group | Defiance | Not listed | Percentage of assets |
| Michael Zimmerman | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Michele Madasz | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Michele Tellstone | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Michelle Halpin | Grand Central Investment Group | Tampa | Not listed | Percentage of assets, Hourly |
| Michelle Higgins | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Miguel Castaneda | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Miguel Rodriguez | Guerra Wealth Advisors | Miami | 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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