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 |
|---|---|---|---|---|
| Nicholas Reinert | Berkeley Capital Management | Ellsworth | Not listed | Percentage of assets, Fixed fees |
| Nicholas Rossetti | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Nicholas Rutz | Powers Advisory Group | Highland | Not listed | Percentage of assets |
| Nick Dionisos | Cornerstone Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Nick Konakis | Read & Powell Financial Services | Elko | Not listed | Percentage of assets, Hourly |
| Nicole Kustok | Evansbrook Capital Management | Bolingbrook | Not listed | Percentage of assets |
| Norman Sehnoutka | Naperville Private Wealth | Naperville | Not listed | Percentage of assets |
| Pamela Vasquez | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Pat Wang | Shearwater Capital | Redondo Beach | Not listed | Percentage of assets |
| Patrick Berch | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Patrick Donnelly | Donnelly Financial Services | Rock Tavern | Not listed | Percentage of assets, Hourly |
| Patrick Sheppard | Atlantic Retirement & Wealth Advisors | Johns Island | Not listed | Percentage of assets, Hourly |
| Paul Chapman | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Paul Escarcega | Sensible Money | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Paul Kiker | Kiker Wealth Management | Jasper | Not listed | Percentage of assets, Hourly |
| Peter Dixon | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Phillip Sharp | Palisade Wealth | Broomfield | Not listed | Percentage of assets |
| Pritam Dhavale | Wealth Compounders | Wesley Chapel | Not listed | Percentage of assets, Hourly |
| Rachel Lysne | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Rachel Rademacher | Rademacher Financial | Lawrence | Not listed | Percentage of assets, Hourly |
| Ray Lombardo | Clearview Investment Partners | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Reuben Stewart | Navigate Wealth Management | Birmingham | Not listed | Percentage of assets |
| Ricardo Donalexis | Insight Family Financial | Sarasota | Not listed | One-time planning fee, Ongoing planning fee |
| Richard Ambrose | Axia Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Richard Bach | Dash Investments | Plano | Not listed | Percentage of assets |
| Richard Kagy | Phoenix Rising Wealth Management | Overland Park | Not listed | Percentage of assets, Hourly |
| Richard Ringwald | Powers Advisory Group | Highland | Not listed | Percentage of assets |
| Richard Sanford | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Robbie Johnson | CSH Investment Management | Taylorville | Not listed | Percentage of assets |
| Robert Badger | Dash Investments | Plano | Not listed | Percentage of assets |
| Robert Gabel | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Robert Jones | The Investor Advisory Group | Charlotte | Not listed | Percentage of assets, Hourly |
| Robert Knapp | OverRidge Wealth Advisors | Aledo | Not listed | Percentage of assets, Fixed fees |
| Robert Kristof | Casey Wealth Management | Orland Park | Not listed | Percentage of assets, Hourly |
| Robert McCarver | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Robert Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Robert Moise | Jackson Financial Services | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Robert Moskowitz | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| Robert Rachlow | Luminary Wealth | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Robert Snelgrove | Kiker Wealth Management | Jasper | Not listed | Percentage of assets, Hourly |
| Robroy Wiley | SmartPlan Investing | Juno Beach | Not listed | Not listed |
| Roger Cox | Rademacher Financial | Lawrence | Not listed | Percentage of assets, Hourly |
| Roger Ratzlaff | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Ronnie Huskey | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Roy Lopez | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Roy Wiley | SmartPlan Investing | Juno Beach | Not listed | Not listed |
| Ryan Bradley | Holder Wealth Management | Champaign | Not listed | Percentage of assets, Hourly |
| Ryan Crooks | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Ryan Curtis | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | 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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