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 |
|---|---|---|---|---|
| John Alexander | Kiker Wealth Management | Watkinsville | Not listed | Percentage of assets, Hourly |
| John Coleman | Live Oak Private Wealth | Wilmington | Not listed | Percentage of assets, Hourly |
| John Cosgrove | Kingsman Wealth Management | Ooltewah | Not listed | Percentage of assets |
| John Degan | Harbor Advisory | Portsmouth | Not listed | Percentage of assets, Hourly |
| John Gutierrez | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| John Kirkgard | J. Dyhr Capital | Paso Robles | Not listed | Percentage of assets |
| John Lavasseur | Five Corners Financial Services | Easton | Not listed | Percentage of assets, Fixed fees |
| John Lui | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| John Mendrysa | Sgroi Wealth | Albany | Not listed | Percentage of assets, Hourly |
| John Mumper | Patina Wealth | Richmond | Not listed | Percentage of assets |
| John Persico | PERSICO Asset Management | Severna Park | Not listed | Percentage of assets, Hourly |
| John Smith | Optimist Capital | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| John Thompson | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| John Verducci | Verducci Asset Management | Agawam | Not listed | Percentage of assets |
| Jon Sobotkin | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Dash | Dash Investments | Woodland Hills | Not listed | Percentage of assets |
| Jonathan Hendler | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Jonathan Melehan | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Jonathan Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Wiley | Wiley | Greenwich | Not listed | Percentage of assets |
| Jonathan Yarger | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Jordan Curtis | Curtis Wealth Management | Henderson | Not listed | Percentage of assets, Hourly |
| Jordan Galvin | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Jordan Johnson | Pinelight Financial | Estero | Not listed | Percentage of assets, Hourly |
| Jordan Pfister | Pathway Financial Advisers | Auburn | Not listed | Percentage of assets, Hourly |
| Jordan Rench | Relevance Capital Management | Denton | Not listed | Percentage of assets, Hourly |
| Jorge Aroche | Globalinvest Financial Services | Coral Gables | Not listed | Percentage of assets |
| Jorge Gullon | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Jose Linares Blasini | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Joseph Asrat | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Joseph Bourque | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| Joseph Guarneri | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Joseph Nix | Nix Wealth Management | Sacramento | Not listed | Percentage of assets |
| Joshua Helman | SmartPlan Investing | Juno Beach | Not listed | Not listed |
| Joshua Snoddy | High Road Wealth Advisors | Coos Bay | Not listed | Percentage of assets |
| Joshua Stroud | Reign Wealth | Eugene | Not listed | Fixed fees |
| Julie Brim | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Justin Capetola | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Justin Exposito | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Justin Lero | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Justin Simmons | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Kara Buss | HN Buss Investing | Thousand Oaks | Not listed | Percentage of assets |
| Katherine Brabenec | Firethorn Wealth Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Katherine McGee | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Katie Kingsman | Kingsman Wealth Management | Pensacola | Not listed | Percentage of assets |
| Katrina Robertson | Phoenix Rising Wealth Management | Hot Springs | Not listed | Percentage of assets, Hourly |
| Keith Olshove | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Kelly Cappello | Argo Wealth Advisory | Mclean | Not listed | Percentage of assets, Fixed fees |
| Kelly Eggleston | Calder Financial Group | Ada | Not listed | One-time planning fee |
| Kelly Rench | Relevance Capital Management | Denton | 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.
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