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 |
|---|---|---|---|---|
| Ryan Gorski | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Ryan Hartung | MWS Capital Consultants | Chicago | Not listed | Percentage of assets |
| Ryan Hoskins | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Ryan Kelly | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ryan Knabusch | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Ryan Knebel | ABG Consultants | Collinsville | Not listed | Percentage of assets, Hourly |
| Ryan Peschka | Berkeley Capital Management | Ellsworth | Not listed | Percentage of assets, Fixed fees |
| Ryley Cowan | Welch Financial Planning | Boulder | Not listed | Percentage of assets, Hourly |
| Samuel Benson | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Samuel Harris | Patina Wealth | Crozet | Not listed | Percentage of assets |
| Samuel Taylor | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Sangam Dahal | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| Sapphira Santibanez | Del Mar Wealth Management | Del Mar | Not listed | Percentage of assets, Hourly |
| Sarah Leimenstoll | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Scott Burns | River Raisin Investment Partners | Monroe | Not listed | Percentage of assets |
| Scott Neubauer | Wisdom Investments | Lake In The Hills | Not listed | Percentage of assets, Hourly |
| Scott Walton | Walton Financial | Birmingham | Not listed | Percentage of assets, Hourly |
| Scott Warner | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Sean Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sebastian Lopez-Hafen | Dash Investments | Plano | Not listed | Percentage of assets |
| Seema Jain | Axiom Paragon Services | Tampa | Not listed | Not listed |
| Seth Swenson | Orchid Wealth Management | Portland | Not listed | Percentage of assets |
| Shubham Acharya | Ninja Wealth Advisors | Federal Way | Not listed | Percentage of assets, Hourly |
| Stacee Love-Malcolm | Nexus Strategic Wealth | Tualatin | Not listed | Percentage of assets, Hourly |
| Stacy Bliss | Heritage Investment Group | Pompano Beach | Not listed | Percentage of assets |
| Stanley Edgell | Strategic Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Stephen Catton | Catton Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Stephen Galvin | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Stephen Gaustad | Galvin, Gaustad & Stein | Sewickley | Not listed | Percentage of assets, Hourly |
| Stephen Guss | Sound Investment Strategies | Langley | Not listed | Percentage of assets, Fixed fees |
| Steven Post | Pathway Financial Advisers | Auburn | Not listed | Percentage of assets, Hourly |
| Steven Wiggins | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Susan Arnold | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Tabitha Garreffa | ABG Consultants | Arlington | Not listed | Percentage of assets, Hourly |
| Tanner Dallas | Phoenix Rising Wealth Management | St. Charles | Not listed | Percentage of assets, Hourly |
| Taylor Thomas | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Temitayo Ilori | Hyvorian Financial | Garland | Not listed | Percentage of assets, Hourly |
| Theresa Martin | Martin Wealth Solutions | Christiansburg | Not listed | Percentage of assets |
| Thomas Carter | Retirement Plan Fiduciaries | Austin | Not listed | Percentage of assets, Hourly |
| Thomas Francescon | Stone Bridge Asset Management | Chattanooga | Not listed | Percentage of assets, Fixed fees |
| Thomas Greb | Olivar & Greb Capital Management | Maitland | Not listed | Percentage of assets, Hourly |
| Thomas Isgrig | Isgrig Capital Asset Management | Cincinnati | Not listed | Hourly, Fixed fees |
| Thomas Ludwig | Stockbridge Private Wealth Management | Sun Prairie | Not listed | Percentage of assets |
| Thomas Smith | ABG Consultants | Westfield | Not listed | Percentage of assets, Hourly |
| Thomas Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Tiffany Blaho | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Timothy Brinkman | Integrity Investing | Daleville | Not listed | Percentage of assets, Hourly |
| Timothy Nenninger | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Timothy Scholten | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Timothy Slattery | Heritage Investment Group | Pompano Beach | 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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