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 |
|---|---|---|---|---|
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Austin Franks | Financial Independence Advisors | Jacksonville | Not listed | Percentage of assets |
| Austin Miller | Pathway Financial Advisers | Auburn | Not listed | Percentage of assets, Hourly |
| B. Brose | Integrity Wealth Partners | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Beau Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Ben McCollum | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Benjamin Fischer | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Benjamin Hall | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Beth Smyth | MWS Capital Consultants | Chicago | Not listed | Percentage of assets |
| Blake Flint | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Bradley Harsch | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Bradley Horn | Saffron Capital | Minneapolis | Not listed | Percentage of assets, Hourly |
| Brandon Lockwood | Lockwood Wealth Strategies | Houston | Not listed | Percentage of assets |
| Brandon Simpson | Aspen Wealth Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Brent Chavez | Aequitas Equitas Wealth Management | Riegelsville | Not listed | Percentage of assets, Hourly |
| Brett Chipser | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Brett Sohns | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Brian Baylis | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Brian Laurie | Green Peaks Planning | Surprise | Not listed | Percentage of assets, Hourly |
| Brian Smith | Southeast Financial Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Brian Voss | Voss Wealth Management | Endicott | Not listed | Percentage of assets, Fixed fees |
| Brit Inman-Swanson | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Bruno Larocca | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Cain Martin | MB Generational Wealth | Spokane | Not listed | Percentage of assets |
| Caitlin Appleton | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Caleb Richmond | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Cam McClellan | Palisade Wealth | Draper | Not listed | Percentage of assets |
| Carl Kielbasa | Phoenix Rising Wealth Management | State College | Not listed | Percentage of assets, Hourly |
| Carlos Feliciano | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Carlos Rodrigues | Fortune Financial | Livingston | Not listed | Percentage of assets, Fixed fees |
| Caroline Hedges | Fairfield Financial Advisors | Wellesley | Not listed | Percentage of assets |
| Carshon Rodgers | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Casey Bibb | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Cesar Murillo | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Charles Bales | Whitewater Wealth | Eugene | Not listed | Percentage of assets, Fixed fees |
| Charles Crouch | Strong Tower Wealth Management | Franklin | Not listed | Percentage of assets |
| Charles Helme | BH Asset Management | New York | Not listed | Flat fee or retainer |
| Charles Holder | Holder Wealth Management | Champaign | Not listed | Percentage of assets, Hourly |
| Charles Levinson | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Charles Nedele | Theory Financial | Lakewood | Not listed | Percentage of assets |
| Chase Redd | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Christopher Berry | Pacific Crest Wealth Management | Elmira | Not listed | Percentage of assets, Hourly |
| Christopher Coffin | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Christopher Grasmick | Vickerman Investment Advisors | Spokane | Not listed | Percentage of assets |
| Christopher Kline | Capstone Wealth Management | Lakeland | Not listed | Percentage of assets, Fixed fees |
| Christopher Lamb | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Christopher Mettee | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Cole Anderson | Intergy Private Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Cole Hofmann | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Cole Myers | Stonebridge Financial Group | St. Louis | 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.
More in the methodology.