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 |
|---|---|---|---|---|
| Timothy Hale | Hale Financial Solutions | Afton | Not listed | Percentage of assets, Hourly |
| Timothy Kulick | Denver Private Wealth Management | Centennial | Not listed | Percentage of assets, Hourly |
| Timothy Lucio | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Timothy Luker | Brightstone Advisors | Fishers | Not listed | Percentage of assets, Hourly |
| Timothy Mack | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| Timothy Morris | Zenith Wealth Management | Orlando | Not listed | Percentage of assets, Hourly |
| Todd Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Todd Newell | Miller Financial Group | Portland | Not listed | Percentage of assets |
| Todd Shears | BlueSail Advisors | Mclean | Not listed | Ongoing planning fee |
| Todd Thompson | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Tommy Willams | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Toney Falkner | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Tony Sigmon | Collegiate Capital Management | Raleigh | Not listed | Percentage of assets |
| Tonye Wokoma | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
| Torry Whitcher | Generation Capital Management | Pittsford | Not listed | Percentage of assets |
| Tracy Galloway | Holmes Investment Management | Wrentham | Not listed | Percentage of assets, Fixed fees |
| Tracy Riordan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Tracy Shackelford | Tenzing Financial | Williamsburg | Not listed | Percentage of assets, Fixed fees |
| Travis Maus | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Travis Schaat | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Travis Wall | Fidelis Wealth Advisors | Castle Rock | Not listed | Percentage of assets, Fixed fees |
| Tressia Marino | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Tristan Dahl | Blue Anchor Wealth Advisors | Ketchikan | Not listed | Percentage of assets, Hourly |
| Tristan Thoms | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Troy Sommerfeld | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Tyler Decker | Steadmont Advisors | Birmingham | Not listed | Ongoing planning fee |
| Tyler Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| Tyler Jouret | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Tyler Kanne | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Tyler Reedman | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Tyler Rima | FORM Wealth Advisors | Lake Geneva | Not listed | Percentage of assets |
| Tyler Ryan | Capstone RIA | Bellingham | Not listed | Percentage of assets |
| Tyler Sherven | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Tyler Skutnik | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Tyler Woods | Alta Strada Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Vick Khoboyan | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Vincent Savio | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Wade Tapp | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Ward Williams | Better Tomorrow Financial | Seattle | Not listed | Flat fee or retainer |
| Warner Wayne | Wealth Effects | Boston | Not listed | Percentage of assets |
| Wayne Trana | Blue Anchor Wealth Advisors | Hutchinson | Not listed | Percentage of assets, Hourly |
| Wilfred Henderson | Legacy Wealth Management | Ridgeland | Not listed | Percentage of assets |
| William Beezley | Olympic Financial Advisors | Port Townsend | Not listed | Percentage of assets |
| William Bennett | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Bromley | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| William Caton | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| William Davidson | Park Wealth Management | Greensboro | Not listed | Hourly |
| William Draper | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| William Dunn | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| William Ginsburg | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
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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