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 |
|---|---|---|---|---|
| Collin Bryce | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Collin Osbahr | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Collin Sinnott | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Conner McClure | True North Financial Advisors | Hilliard | Not listed | Percentage of assets, Fixed fees |
| Connie Costanzo | Connie Costanzo | Brunswick | Not listed | Percentage of assets, Hourly |
| Connor Keller | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| Constantinos Athanailos | Hurley Capital | New York | Not listed | Percentage of assets, Fixed fees |
| Corinna Rose | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Curtis Lamb | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Dane Petty | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Daniel Fisher | Fisher Financial Group | Northbrook | Not listed | Percentage of assets |
| Daniel Greenwald | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Daniel Heth | Preserve Wealth Management | Weaverville | Not listed | Percentage of assets, Fixed fees |
| Daniel Maxwell | Amicus Financial Advisors | Lehi | Not listed | Percentage of assets, Hourly |
| Danny Colburn | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Darien Croce | Parallel Wealth Management | Redding | Not listed | Percentage of assets, Hourly |
| Darin Swall | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Darren Spreeuw | Aviator Wealth Group | Denver | Not listed | Percentage of assets, Fixed fees |
| David Babb | Stone Bridge Asset Management | Chattanooga | Not listed | Percentage of assets, Fixed fees |
| David Caldwell | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| David Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| David Flanders | Momentum Wealth Planning | Estero | Not listed | Percentage of assets |
| David Gibbs | Successful Wealth Strategies | Farmington | Not listed | Hourly, Ongoing planning fee |
| David Given | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| David Jackson | Del Mar Wealth Management | Del Mar | Not listed | Percentage of assets, Hourly |
| David Macino | Macino Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| David Martin | MB Generational Wealth | Spokane | Not listed | Percentage of assets |
| David Millet | Galvin, Gaustad & Stein | Sagamore Hills | Not listed | Percentage of assets, Hourly |
| David Padilla Herrera | Intuitivo PR | Guaynabo | Not listed | Percentage of assets, Hourly |
| David Piano | Piano Wealth Management | Victor | Not listed | Percentage of assets, Hourly |
| David Robbins | Varney Wealth Management | Tampa | Not listed | Flat fee or retainer |
| David Ross | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| David Thompson | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| David Walsvick | Walsvick Wealth Management | Phoenix | Not listed | Percentage of assets |
| David White | Zermatt Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Dawn Correia | Stillwater Capital Management | Carmel-By-The-Sea | Not listed | Percentage of assets |
| Deep Patel | GenRise Wealth Advisors | Mt. Laurel | Not listed | Percentage of assets, Hourly |
| Deirdre Keenan | Quantum Leap Capital | South Burlington | Not listed | Percentage of assets, Flat fee or retainer |
| Dennis Berry | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Devin Campbell | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Diane Rice | Read & Powell Financial Services | Elko | Not listed | Percentage of assets, Hourly |
| Diego Reyes | Stillwater Capital Management | Carmel-By-The-Sea | Not listed | Percentage of assets |
| Dina Draguicevich | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Donald Watson | Pacific Crest Wealth Management | Medford | Not listed | Percentage of assets, Hourly |
| Douglas Reed | AtlanticMidwest Global Advisors | Moca | Not listed | Percentage of assets, Hourly |
| Drew Ashland | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Dylan Bastress | Pace Financial Advisors | Ashville | Not listed | Percentage of assets, Hourly |
| Dylan Bohnert | Vickerman Investment Advisors | Spokane | Not listed | Percentage of assets |
| Earl Miller | Roffman Miller Wealth Management | Philadelphia | 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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