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 |
|---|---|---|---|---|
| Kenneth Hobbs | Clearview Investment Partners | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Kenneth Ouellette | Orca Wealth Management | New Port Richey | Not listed | Percentage of assets, Hourly |
| Kenneth Schrauben | Retirement Capital Services | Grand Blanc | Not listed | Percentage of assets, Hourly |
| Kenneth Simpson | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| Kenneth Templeton | Ulta Wealth Management | Las Vegas | Not listed | Percentage of assets |
| Kevin Mellinger | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Kevin Michael | Rademacher Financial | Lawrence | Not listed | Percentage of assets, Hourly |
| Kevin Sweeney | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| Kim Molitor | Windward Wealth Strategies | Oshkosh | Not listed | Percentage of assets, Hourly |
| Kurt Leeney | Infinium Investment Advisors | Denver | Not listed | Percentage of assets, Hourly |
| Kurt Schuler | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Kyle Kiser | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Kyle Krasker | Olivar & Greb Capital Management | Maitland | Not listed | Percentage of assets, Hourly |
| Landon Malo | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Laurel Buckalew | Insignia Wealth Advisory | Opelika | Not listed | Percentage of assets |
| Laurent Harrison | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Lawrence Gale | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Lindsey Colaco | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Linwood Fraher | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Lisa Gamble | Walton Financial | Birmingham | Not listed | Percentage of assets, Hourly |
| Lisa MacEwen | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Logan Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Logan Hauschild | Green Peaks Planning | Omaha | Not listed | Percentage of assets, Hourly |
| Lori Hartman | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Lorri Jefferson | Vision Tech Group | Pinehurst | Not listed | Percentage of assets, Hourly |
| Louis Tranquilli | Tranquilli Financial Advisor | Clinton | Not listed | Percentage of assets, Hourly |
| Lucinda Buce | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Luke Tait | Golden Guidance | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Luke Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Mackenzie Thompson Stussie | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Makayla Allen | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Malissa McNanna | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Manish Patel | BluePrint Private Wealth Management | Alpharetta | Not listed | Percentage of assets, Fixed fees |
| Manishkumar Jain | BluePrism Wealth Management | Richmond | Not listed | Percentage of assets, Fixed fees |
| Mansoor Ahmad | Global Hill Wealth Advisors | Monroe | Not listed | Percentage of assets, Hourly |
| Maranda Barnhart | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Marc Maddox | TrueLine Wealth Group | Hattiesburg | Not listed | Percentage of assets, Hourly |
| Marcus Berry | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Marcus Holzschuh | Vickerman Investment Advisors | Spokane | Not listed | Percentage of assets |
| Maria Colon | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Mark Conrad | The Investor Advisory Group | Charleston | Not listed | Percentage of assets, Hourly |
| Mark Crowe | Crowe Financial Group | Hillsboro | Not listed | Percentage of assets, Hourly |
| Mark Diehl | True North Wealth Management | Palmer | Not listed | Ongoing planning fee |
| Mark Dougal | Pacific Crest Wealth Management | Nampa | Not listed | Percentage of assets, Hourly |
| Mark Hoffman | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Mark Januszewski | Tax Advantage Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Mark Sauer | AllOneWealth | Camarillo | Not listed | Percentage of assets |
| Marti Brust | West End Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Mary Naber | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Mateusz Sudol | Price Financial Group | Portland | 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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