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 |
|---|---|---|---|---|
| Paula Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Payton Simon | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Perry Jeffries | Diamond Equity Advisors | Columbus | Not listed | Ongoing planning fee |
| Peter Christakos | Christakos Financial | Westfield | Not listed | Percentage of assets, Hourly |
| Peter Detwiler | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Peter Girolamo | Retirement Wealth Center | Thousand Oaks | Not listed | Percentage of assets |
| Peter Kalianiotis | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Peter Lautmann | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Peter McCleskey | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Peter Schumacher | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Peter Weiss | Modus Advisors | Excelsior | Not listed | Percentage of assets, Hourly |
| Petr Burunov | Ambassador Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Philip Devries | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Phillip McGrath | Waterstone Financial Advisory | Fort Myers | Not listed | Percentage of assets, Fixed fees |
| Preston Byrnes | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Preston Sanders | Sanders & Scott Chartered Financial Consultants | Watkinsville | ChFC | Percentage of assets |
| Quentin Rickey | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Quinlan Ingraham | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Quinton Vlach | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Rachel Potters | OLIO Financial Planning | Blacksburg | Not listed | Ongoing planning fee |
| Ralph Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Randy Tam | Beyond Wealth Advisory | South San Francisco | Not listed | Percentage of assets, Hourly |
| Raygn Robertson | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Raymond Hawkins | RMH Capital Advisors | Houston | CFA | Percentage of assets, Hourly |
| Raymundo Flores | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Rebecca Dobson | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Rebekah Adams | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Reed Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Regan Shipp | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Regina Spence | CWS Financial Advisors | Kalamazoo | Not listed | Percentage of assets |
| Ricardo Jesus | Liberty Atlantic Advisors | Conceição, Portugal | Not listed | Percentage of assets, Hourly |
| Richard Culpepper | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Richard Dombrowski | Rigden Capital Strategies | Erie | Not listed | Percentage of assets, Hourly |
| Richard Early | Early McClintic & McMillan | Stafford | Not listed | Percentage of assets, Hourly |
| Richard Ervolino | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Richard Fruth | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Richard Luchini | Luchini Financial | Altoona | Not listed | Percentage of assets, Fixed fees |
| Richard Saxon | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Richelle Hofer | Impact Wealth Management | Sioux Falls | Not listed | Flat fee or retainer |
| Rilee Erickson | Fidelis Wealth Advisors | Big Piney | Not listed | Percentage of assets, Fixed fees |
| Riley Beal | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Robert Boggs | Catawba River Capital | Belmont | Not listed | Percentage of assets, Hourly |
| Robert Chester | Chester Financial Services | Fredericktown | Not listed | One-time planning fee |
| Robert Deitrick | Polaris Financial Partners | Westerville | Not listed | Percentage of assets, Fixed fees |
| Robert Grimm | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Robert Guerra | Guerra Pan Advisors | Montclair | Not listed | Percentage of assets |
| Robert Lloyd | Revolution Partners | Memphis | Not listed | Percentage of assets, Hourly |
| Robert Murphy | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Robert Phelps | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Robert Russell | Qmulate Capital | Ojai | 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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