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 |
|---|---|---|---|---|
| Charles Warren | Multnomah Group | Gresham | Not listed | Percentage of assets, Hourly |
| Charles Williams | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Chris Bentley | Parker Prescott Capital Management | Dallas | Not listed | Percentage of assets, Fixed fees |
| Christian Williams | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Christopher Acquaviva | Cross Financial | Portland | Not listed | Percentage of assets, Hourly |
| Christopher Berg | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Christopher Jackson | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Christopher Jones | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |
| Christopher Lynch | Lynch Financial Group | Camarillo | Not listed | Percentage of assets, Fixed fees |
| Christopher O'Neill | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Cindy Jones | Covington Investment Advisors | Ligonier | Not listed | Percentage of assets |
| Claire Ariglio | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Colten McCutcheon | Covington Investment Advisors | Ligonier | Not listed | Percentage of assets |
| Connor Graham | Graham Wealth Management | Panama City Beach | Not listed | Percentage of assets, Hourly |
| Cory Haupt | C.R. Haupt | Eau Claire | Not listed | Percentage of assets |
| Courtney Lankford | Milestone Investments Columbus | Birmingham | Not listed | Percentage of assets, Hourly |
| Daniel Brown | Miles Brown Asset Management | San Rafael | Not listed | Percentage of assets, Hourly |
| Daniel Carr | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Doucette | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Downey | Determined Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Daniel Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Daniel Hawthorne | Lighthouse Financial | Marblehead | Not listed | Percentage of assets, Hourly |
| Daniel Madden | Madden Funds | Oak Park | Not listed | Percentage of assets |
| Daniel Robards | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Daniel Shepard | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Daniel Walsh | Successful Portfolios | Clearwater | Not listed | Percentage of assets, Hourly |
| David Becker | Keystone Wealth Management | Waterloo | Not listed | Percentage of assets, Fixed fees |
| David Burrows | Hudson Advisors | Greenwich | Not listed | Percentage of assets, Hourly |
| David Caivano | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| David Featherston | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| David Morgan | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| David Mulhearn | Advisors Financial | Mclean | Not listed | Percentage of assets, Hourly |
| David Rasmussen | Catalyst Financial NW | Gresham | Not listed | Percentage of assets |
| David Schiller | Arcanum Capital Management | Syosset | Not listed | Percentage of assets, Fixed fees |
| David Wassmuth | Central Point Wealth Management | Beavercreek Township | Not listed | Percentage of assets, Hourly |
| David Watson | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| David Young | Paragon Wealth Management | Provo | Not listed | Percentage of assets |
| Davis Cain | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Dawna Westberg-Welch | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Debra Hippensteel | River Wealth Advisors | Allentown | Not listed | Percentage of assets, Hourly |
| Delcena Lewis | RD Lewis Wealth Management | Maitland | Not listed | Percentage of assets, Hourly |
| Dennis Fagan | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Denny Stoddard | Bridgeway Wealth Management | Queen Creek | Not listed | Percentage of assets, Hourly |
| Denzil Locke | Locke Investment Management | Palatine | Not listed | Percentage of assets |
| Derek Baugh | Baugh & Associates | Atlanta | Not listed | Percentage of assets |
| Derek Kaufman | Columbia River Financial Group | Vancouver | Not listed | Percentage of assets |
| Dina Roan | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Donald Jesberg | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Donald Kwarta | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Douglas Davey | Statherós Financial Solutions | El Dorado Hills | 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.
More in the methodology.