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 |
|---|---|---|---|---|
| Douglas Garrett | Tax Favored Retirement | Kansas City | Not listed | Percentage of assets, Hourly |
| Douglas Keenholts | Fagan Associates | Troy | Not listed | Percentage of assets, Hourly |
| Dustin Kennedy | Feeney Financial | Springfield | Not listed | One-time planning fee |
| Dwight Reynolds | Brookstone Wealth Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Dylan Christopher | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Earl Winebrenner | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Elizabeth Johnson | Iowa Wealth Management | West Des Moines | Not listed | Percentage of assets, Hourly |
| Eric Holcomb | Holcomb Financial | Canton | Not listed | Hourly |
| Erik Bjorvik | Mariner Financial Group | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Erik Bryan | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Esther Bodman | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Ethan Ahrens | Mendota Financial Group | Madison | Not listed | One-time planning fee |
| Ethan Layne | Layne Financial Group | Huntington | Not listed | Percentage of assets, Hourly |
| Evan Altuzarra | Mariner Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Evan Gruchot | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Francisco Sirvent | Lifestyle Planning | Chandler | Not listed | Ongoing planning fee |
| Gabriel Sirvent | Lifestyle Planning | Chandler | Not listed | Ongoing planning fee |
| Garth Moreau | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Gene Bergmeier | THRIVE Financial Management | Monument | Not listed | Percentage of assets, Hourly |
| George Henning | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| George Leisure | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| George Sisti | On Course Financial Planning | Woodinville | Not listed | Percentage of assets |
| George Whitmore | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| George Zimmerman | RIO Financial Planning | Portland | Not listed | Percentage of assets, Hourly |
| Gordon Daisley | Advisors Financial | Mclean | Not listed | Percentage of assets, Hourly |
| Grant Walker | Four Rivers Financial | Ozark | Not listed | Percentage of assets, Hourly |
| Greg Dunston | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Greg Lebold | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Gregory Johnson | Multnomah Group | Centennial | Not listed | Percentage of assets, Hourly |
| Guy Benstead | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Hailey Fields | Multnomah Group | Portland | Not listed | Percentage of assets, Hourly |
| Heather Johnson | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Heidi Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| Ian Tongol | Investment Growth Management | Concord | Not listed | Percentage of assets, Hourly |
| Isaac Miller | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Ivanna Berrio Paeva | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Ivanna Velazco | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Jack Holmes | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Jackson Calvin | Sage Investment Counsel | Franklin | Not listed | Percentage of assets, Fixed fees |
| Jackson Metzger | Paces Ferry Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Jacob Devlin | Covington Investment Advisors | Ligonier | Not listed | Percentage of assets |
| James Campagna | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| James Dehoff | DeHoff Wealth Advisory | Jacksonville | Not listed | Percentage of assets |
| James Hard | Sara-Bay Financial | Sarasota | Not listed | Percentage of assets |
| James Lundgren | Hg Capital Advisors | Houston | Not listed | Percentage of assets, Hourly |
| James Maxon | James D Maxon Financial Advisors | Bedford | Not listed | Percentage of assets |
| James McClendon | The Pacific Financial Group | Bellevue | Not listed | Percentage of assets |
| James Phillips | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| James Spickard | Advanta Wealth Management | Lynchburg | Not listed | Percentage of assets, Fixed fees |
| James Stevens | 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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