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 |
|---|---|---|---|---|
| Shabrish Menon | Finomenon | Kirkland | Not listed | Percentage of assets, Hourly |
| Shaun Brookman | The Mass Group | Dubai, United Arab Emirates | Not listed | Percentage of assets, Fixed fees |
| Shawn Walker | Cornerstone Advisors | Topeka | Not listed | Percentage of assets |
| Skyler Eubank | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Skyler Keate | Cadinha & Co | Park City | Not listed | Percentage of assets, Hourly |
| Spencer Schneider | Schneider Wealth Management | Omaha | Not listed | Percentage of assets, Fixed fees |
| Stacey Beverley | Compass Financial Group | Deerfield Beach | Not listed | Percentage of assets, Hourly |
| Stephanie Boeke | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Stephanie Chow | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Stephen Allen | Blackburn Financial | Cashmere | Not listed | Percentage of assets, Hourly |
| Stephen Bierker | Asset One | Bridgeville | CFA | Percentage of assets |
| Stephen Casey | Signet Financial Management of Southwest Florida | Estero | Not listed | Percentage of assets, Hourly |
| Stephen Hammond | Christian Values Investing | Statesboro | Not listed | Percentage of assets, Hourly |
| Stephen Levy | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Stephen Schmidt | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Stephen Sustrick | Honu Wealth | Sunnyvale | Not listed | Flat fee or retainer, Ongoing planning fee |
| Stephen Tuttle | Signet Financial Management of Southwest Florida | Parsippany | Not listed | Percentage of assets, Hourly |
| Stephenie Scelfo | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Steven Morneau | Greenhill Financial Partners | Rutland | Not listed | Ongoing planning fee, One-time planning fee |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Stuart Brisgel | B1 Financial | Aventura | Not listed | Percentage of assets, Hourly |
| Susan Riser Whitlock | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Susan Shackelford | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Susan Van Tress | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Tammy Stoerkel | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Tanner Carriere | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Tara Newton | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Tayeb Ayat | Fenul Wealth Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Teagan Parker | Rosemeyer Management Group | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Ted Taplett | Strategic Finance | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Teresa Coleman | Creekside Partners | Petaluma | Not listed | Percentage of assets, Fixed fees |
| Teresa Hughes | Integrity Wealth Management | Eugene | Not listed | Percentage of assets, Fixed fees |
| Terrance McGuire | Ridgewood Investments | Springfield | Not listed | Percentage of assets, Hourly |
| Terrence Scroggin | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Terry Backmann | Jordan Financial Services | Kenosha | ChFC | Percentage of assets, Hourly |
| Terry Bussard | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Thad Ackerman | Silver Maple Financial | Kittery | Not listed | Percentage of assets, Flat fee or retainer |
| Thad King | Cedarwood Wealth | Atlanta | Not listed | Percentage of assets |
| Thomas Abbood | Veritas Wealth Management | North Kingstown | Not listed | Percentage of assets, Hourly |
| Thomas Brown | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Thomas Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Thomas Dettre | True North Financial Planning | South Burlington | Not listed | Hourly, Fixed fees |
| Thomas Jenkins | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Thomas Koch | Hall Capital Management | Pasadena | Not listed | Percentage of assets |
| Thomas Mazza | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Thomas Shepherd | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Thomas Staerker | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Thomas Thornhill | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Tiffani Clarke | Meritas Wealth Management | San Rafael | Not listed | Percentage of assets, One-time planning fee |
| Tigran Navasardian | Anchor Capital Advisors | Boston | CFA | 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.
More in the methodology.