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 |
|---|---|---|---|---|
| Timothy Tuinstra | Calder Financial Group | Winona | Not listed | One-time planning fee |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Trevor Hotmer | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Victoria Kizma | Financial Independence Advisors | Deland | Not listed | Percentage of assets |
| Wayne Casey | Casey Wealth Management | Orland Park | Not listed | Percentage of assets, Hourly |
| Wayne Fernow | American Family Legacy Group | Tampa | Not listed | Percentage of assets, Hourly |
| Weld Butler | Harbor Advisory | Portsmouth | Not listed | Percentage of assets, Hourly |
| Will Oliver | Founders Capital Management | Houston | Not listed | Percentage of assets |
| William Abolghassem | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| William Alt | MWS Capital Consultants | Chicago | Not listed | Percentage of assets |
| William Collier | Live Oak Private Wealth | Rocky Mount | Not listed | Percentage of assets, Hourly |
| William Gregory | Beck Capital Management | Austin | Not listed | Percentage of assets |
| William Kelleher | Lee-Kelleher-Klein Wealth Management | Ellicott City | Not listed | Percentage of assets |
| William Messner | Bill Messner Contrarian Investment Advisory | New Castle | Not listed | Hourly, Ongoing planning fee |
| William Thomas | Ascension Wealth Advisors | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| William Tiedt | A to Z Financial Planning | Oak Creek | Not listed | One-time planning fee, Ongoing planning fee |
| Xavier Urpi | Emergent Financial Services | Charlottesville | Not listed | Percentage of assets |
| Yen Trac | Northern California Fiduciary Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Zachariah Kline | Capstone Wealth Management | San Jose | Not listed | Percentage of assets, Fixed fees |
| Zachary Moore | Pace Financial Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Zain Griffith | Dash Investments | Miami | Not listed | Percentage of assets |
| Aaron Chow | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Aaron Fagan | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Aaron Muhs | Catalyst Financial NW | Gresham | Not listed | Percentage of assets |
| Aaron Pugh | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Aaron Salter | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Abigail Kotarski | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Abigail Rycraw | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Adam Gagas | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Adam Hruby | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Adam Parrie | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Adriaan van Wyk | Richmond Brothers | Jackson | Not listed | Percentage of assets, Hourly |
| Alex Hidalgo | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Alexander Newman | Grape | Temecula | Not listed | Percentage of assets |
| Alexandria Adamchak | Capital Investment Counsel | Denver | Not listed | Percentage of assets |
| Allan Pickle | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Amity Raia | AdviceOne | Nampa | Not listed | Percentage of assets, Fixed fees |
| Amy Butrymowicz | John F. Suby Wealth Management | Madison | Not listed | Percentage of assets, Hourly |
| Ana McKinley | Jordan Financial Services | Kenosha | Not listed | Percentage of assets, Hourly |
| Andrew Albano | Mariner Financial Group | Newtown | Not listed | Percentage of assets, Fixed fees |
| Andrew Cettina | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Andrew Matz | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Andrew Schmitt | Schmitt Wealth Advisers | Cincinnati | Not listed | Percentage of assets, Hourly |
| Andrew Surber | Tax Favored Retirement | Kansas City | Not listed | Percentage of assets, Hourly |
| Andrew Whitbeck | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Angela Williams | Integrity Capital Management | Kingsport | Not listed | Percentage of assets, Hourly |
| Anita Roberts | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Anna Khemkhajon | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Annelise Sutherland | BCR Wealth Strategies | Vestavia | 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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