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 |
|---|---|---|---|---|
| Annette Sun | SW Private Wealth | Needham | Not listed | Percentage of assets, Hourly |
| Anthony Garcia | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Anthony Hixon | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| Anthony Root | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Ariel Hilario | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Arriana Neese | Mariner Financial Group | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Arthur Jarvis | Jarvis Global Investments | Loveland | Not listed | Percentage of assets |
| Austin Harrison | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Austin Jarvis | Jarvis Global Investments | Loveland | Not listed | Percentage of assets |
| Austin Neddenriep | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Austin Wilson | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| Barbara Linnard | Linnard Financial Management & Planning | Boxborough | Not listed | Percentage of assets, Ongoing planning fee |
| Baylee Zeigler | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Benjamin Chappell | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Benjamin Ebert | Ebert Capital Management | Eureka | Not listed | Percentage of assets, Hourly |
| Benjamin Laufer | Paces Ferry Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Benjamin Small | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Brad Pruitt | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Bradford Boisvert | Rawlings Wealth Management | Glastonbury | Not listed | Percentage of assets |
| Bradley Ward | Asset One | Naples | Not listed | Percentage of assets |
| Brandon Klippel | Vista Cima Wealth Management | Surprise | Not listed | Percentage of assets, Fixed fees |
| Brandon Wooley | Feeney Financial | Jefferson City | Not listed | One-time planning fee |
| Brian Atchley | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Brian Barton | Guardian Wealth Management | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Brian Montanez | Multnomah Group | Orinda | Not listed | Percentage of assets, Hourly |
| Brigham Ballard | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Brittany Heath | Brown | Miller Wealth Management | Mclean | Not listed | Percentage of assets, Hourly |
| Brock Payne | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Bruce Hunt | Rose Valley Asset Management | Media | Not listed | Percentage of assets, Hourly |
| Bryan Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Bryan Kaufman | Paradigm Wealth Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Bryan Trochessett | San Blas Capital | Port St. Joe | Not listed | Percentage of assets |
| Caedmon Bear | On the Trail Financial Planning | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Caleb Hilliker | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Campbell Gibson | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Cara Whipkey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Carie Carney | Lenk Ladner Investment Solutions | Osterville | Not listed | Percentage of assets |
| Carl Valimont | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Carol Landaeta | RD Lewis Wealth Management | Maitland | Not listed | Percentage of assets, Hourly |
| Carol Newman | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Caryn Sanchez | Multnomah Group | Portland | Not listed | Percentage of assets, Hourly |
| Casey Marks | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Cassandra Gegenheimer | McKee Investment Planning | Wilmington | Not listed | Percentage of assets, Hourly |
| Catherine Henning | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Catherine Kapusta | Kapusta Financial Group | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Chad Karnes | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Charles Burns | Bay Hill Capital Management | Santa Rosa Beach | Not listed | Percentage of assets |
| Charles Doran | Prometheus Investment Advisors | Greenwich | Not listed | Percentage of assets, Hourly |
| Charles Kennedy | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Charles Marion | Milestone Investments Columbus | Ridgeland | 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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