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 |
|---|---|---|---|---|
| Matt Williams | Williams Financial Group | Mobile | Not listed | Percentage of assets, Hourly |
| Matthew Bitter | Phoenix Rising Wealth Management | St. Charles | Not listed | Percentage of assets, Hourly |
| Matthew Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Matthew Erickson | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Matthew Hekman | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Matthew Hershey | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Matthew Mai | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Matthew Marchand | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Matthew Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Matthew Peck | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Matthew Pederson | MP3 Finance | Cameron Park | Not listed | Hourly, Subscription |
| Matthew Powers | Powers Advisory Group | Highland | Not listed | Percentage of assets |
| Matthew Shapiro | MWS Capital Consultants | Glenview | Not listed | Percentage of assets |
| Matthew Tarkington | WholeHuman Wealth Management | Lewisville | Not listed | Percentage of assets |
| Maureen Maidlow | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Maxwell Hulbert | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Melanie Johnson | Beck Capital Management | Austin | Not listed | Percentage of assets |
| Meredith Nowell | Williams Financial Group | Mobile | Not listed | Percentage of assets, Hourly |
| Michael Bryant | First Perspective Capital | National Harbor | Not listed | Percentage of assets, Hourly |
| Michael Christians | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Michael Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Michael Jackson | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Michael Keller | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Michael Kennedy | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Michael Laubinger | Stono River Wealth Management | Johns Island | Not listed | Percentage of assets, Fixed fees |
| Michael Loveless | ABG Consultants | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Michael Marchetti | Lakeview Financial Planning | Shirley | Not listed | Percentage of assets, Hourly |
| Michael Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Michael Robinson | Narus Financial Partners | Topock | Not listed | Percentage of assets, Hourly |
| Michael Smith | Emerald Advisors | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Michael Trekas | Meridian Business Group | River Grove | Not listed | Percentage of assets, Hourly |
| Michael Urpi | Emergent Financial Services | Charlottesville | Not listed | Percentage of assets |
| Michael Vickerman | Vickerman Investment Advisors | Spokane | Not listed | Percentage of assets |
| Michelle Emmons | Southeast Financial Advisors | Greenville | Not listed | Percentage of assets, Hourly |
| Mike Mers | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Mikela Rapattoni | Price Financial Group | Portland | Not listed | Percentage of assets, Hourly |
| Mitchell Benefiel | Integrated Wealth Solutions | Tulsa | Not listed | Percentage of assets, Hourly |
| Mitchell Poirier | SMP Financial Planning | New York | Not listed | Percentage of assets, Hourly |
| Mitsuo Lockrow | Cambridge Wealth Management | Cambridge | Not listed | Percentage of assets, Hourly |
| Molly Lazor | Chipser Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Monte Grissom | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Nancy Wakefield | Serene Point Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Naomi Roberts | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Nathan Bauer | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Nathan Burman | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Neil Scott | American Family Legacy Group | Temple Terrace | Not listed | Percentage of assets, Hourly |
| Neil Vanzandt | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Nelson Barragan | Intuitivo PR | Guaynabo | Not listed | Percentage of assets, Hourly |
| Nelson Gonzalez | Amicus Financial Advisors | Rosharon | Not listed | Percentage of assets, Hourly |
| Nicholas Drew | Drew Wealth Management | Portsmouth | 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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