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 |
|---|---|---|---|---|
| Edmund Malone | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Edward Daniels | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Edward Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Edward Lewis | Strong Tower Wealth Management | Franklin | Not listed | Percentage of assets |
| Edward Moody | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| Emily Wheeler | Attleboro Wealth Management | Yardley | Not listed | Percentage of assets, Fixed fees |
| Eric Kenney | Kenney Wealth | Issaquah | Not listed | Percentage of assets, Hourly |
| Eric Malden | Shearwater Capital | Denver | Not listed | Percentage of assets |
| Eric Wiseman | Read & Powell Financial Services | Elko | Not listed | Percentage of assets, Hourly |
| Erik Dante | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Erik Johnson | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Erin Mutton | Pathway Financial Advisers | Auburn | Not listed | Percentage of assets, Hourly |
| Erin Willcutt | TrueLine Wealth Group | Pascagoula | Not listed | Percentage of assets, Hourly |
| Ernest Miller | WholeHuman Wealth Management | Lewisville | Not listed | Percentage of assets |
| Ethan Kelly | Renaissance Advisors | Ridgeland | Not listed | Percentage of assets, Fixed fees |
| Ethan Pflug | Strong Tower Wealth Management | Franklin | Not listed | Percentage of assets |
| Ethan Senn | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Evan Wiggins | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Fernando Guardia Virreira | Guardian Brothers | Boulder | Not listed | Flat fee or retainer, Hourly |
| Forrest Bell | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Frederick Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Gabriel Roman Bibiloni | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Gabriel Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Garrett Peterson | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Gary Schatsky | IFC Personal Money Managers | New York | Not listed | Hourly, Fixed fees |
| Gavan Griesmeyer | Wealth Management Group | Beavercreek | Not listed | Percentage of assets, Hourly |
| George Pierce | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| George Racette | Calder Financial Group | Ada | Not listed | One-time planning fee |
| Geovanny Vega-Zamora | Holder Wealth Management | Champaign | Not listed | Percentage of assets, Hourly |
| Gerald McIlhon | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Gerard McGeough | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| Grant Evans | True North Wealth | Parker City | Not listed | Percentage of assets, Hourly |
| Grant Fridley | Powers Advisory Group | Highland | Not listed | Percentage of assets |
| Grant Lawton | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Gregory Adams | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Gregory Pierce | Windward Wealth Strategies | Oshkosh | Not listed | Percentage of assets, Hourly |
| Gregory Wilson | GL Trust | Whittier | Not listed | Flat fee or retainer |
| Gwendolyn O'Connell | Pacific Crest Wealth Management | Eugene | Not listed | Percentage of assets, Hourly |
| Hakeem Webb | Ncfa | Douglasville | Not listed | Percentage of assets, Hourly |
| Hayden Heinz | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Heidi Crawford | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Hogan Choyce | Wealth Management Group | Houston | Not listed | Percentage of assets, Hourly |
| Hugo Vega Calder | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Hunter Beck | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Hunter Davis | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Isabella Ramon | Axia Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Ivan Rosa | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| J Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jack Boyd | Boyd Financial Strategies | Round Rock | Not listed | Percentage of assets, Hourly |
| Jack Kazickas | CFM Wealth Partners | Austin | 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.