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 |
|---|---|---|---|---|
| Robert Scott | Sanders & Scott Chartered Financial Consultants | Watkinsville | ChFC | Percentage of assets |
| Robert Seid | Blue Summit Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Robert Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Robert Williams | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Robin Sterneck | Sterneck Capital Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Robyn Macy | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Roleen De Ono | Paul Winkler | Cookeville | ChFC | Percentage of assets, Hourly |
| Rolfe Spiegel | Three Waters Financial | Ignacio | Not listed | Percentage of assets, Flat fee or retainer |
| Ronald Rough | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Ross Smyth | Glassy Mountain Advisors | Brevard | CFA | Percentage of assets |
| Roy Fairman | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Roy Hyde | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Rusti Pitts | Bonner & Smith | Lubbock | Not listed | Percentage of assets |
| Ryan Bolanos | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Ryan Cass | Beacon Financial Partners | Cleveland | Not listed | Percentage of assets, Hourly |
| Ryan Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ryan Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Hulsebos | Regency Wealth Management | Ramsey | Not listed | Percentage of assets, Fixed fees |
| Ryan Knight | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Ryan Moledor | Parrish Capital | Kennesaw | Not listed | Percentage of assets |
| Ryan Omensetter | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Ryan Post | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Ryan Redfern | Shadowridge Asset Management | Austin | ChFC | Hourly, One-time planning fee |
| Ryan Retcher | Access Wealth Group | Dublin | Not listed | Percentage of assets, Hourly |
| Ryan Schroer | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Ryan Stephen | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Ryan Troup | Econ Wealth Management | Harrisburg | Not listed | Percentage of assets |
| Ryan Turbyfill | Capstone Investment Financial Group | Webster | Not listed | Percentage of assets, Hourly |
| Ryan Tuttle | Signet Financial Management of Southwest Florida | Parsippany | Not listed | Percentage of assets, Hourly |
| Sam Curmaci | SAC Investment Management | Ft. Lauderdale | Not listed | Percentage of assets |
| Sam Namiri | Ridgewood Investments | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Samantha Lavrich | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samuel Mullen | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samuel Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Samuel Vance | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Samuel Wisneski | TrueWealth Financial Partners San Diego | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Sara Daly | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Sarah Ivanovic | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Sarah Kovalakides | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Sarah Lee | Holcombe Financial | Atlanta | Not listed | Percentage of assets, Hourly |
| Scott Angell | Angell Capital Management | Centralia | Not listed | Percentage of assets, Fixed fees |
| Scott Cameron | Multnomah Group | Portland | CFA | Percentage of assets, Hourly |
| Scott Drown | Regency Wealth Management | Ramsey | Not listed | Percentage of assets, Fixed fees |
| Scott Jensen | G&S Capital | Denver | Not listed | Percentage of assets, Hourly |
| Scott Leabman | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Scott Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Scott Wardrop | SCW Wealth Management | Carolina Beach | Not listed | Percentage of assets |
| Sean Maloon | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Sean McNutt | KEB – Kerber, Eck & Braeckel | Fenton | Not listed | Percentage of assets, Hourly |
| Sebastian Guerra | 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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