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 |
|---|---|---|---|---|
| Jamie Roth | Solyco Wealth | Hanover | Not listed | Percentage of assets, Hourly |
| Jared Audette | Eagle Wealth Management Group | Valencia | Not listed | Percentage of assets |
| Jason Lazarow | Lazarow Wealth Management | Tucson | Not listed | Percentage of assets, Hourly |
| Jason Seney | Brown | Miller Wealth Management | Mclean | Not listed | Percentage of assets, Hourly |
| Jay Jajich | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Jeffrey Diercks | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Jeffrey Franco | JV Global Capital | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Guindon | Carriage Hill Investment Associates | Lancaster | Not listed | Percentage of assets, Hourly |
| Jeffrey Meekins | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Rochon | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Jennifer Anderson | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Jennifer Armour | Feeney Financial | Leawood | Not listed | One-time planning fee |
| Jennifer Arps | Atlantic Coast Financial | Kennebunk | Not listed | Percentage of assets, Hourly |
| Jennifer Degraffenried | Hurst and DeGraffenried Wealth Management | Bedford | Not listed | Percentage of assets |
| Jennifer Rowe | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Jenny Jones | The Jones Stewardship Group | Elk Grove | Not listed | Percentage of assets, Hourly |
| Jeroen van Leersum | Wyoming Wealth Management | Cincinnati | Not listed | Percentage of assets |
| Jerry Snider | Snider & Talbot | Kansas City | Not listed | Percentage of assets, Hourly |
| Jesse Robinson | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Jesse Rodrigue | Fortune 45 | Gonzales | Not listed | Percentage of assets, Hourly |
| Jessica Hinks | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| Jessica Pratt | WyoU Financial Strategies | Casper | Not listed | Percentage of assets, Hourly |
| Joanna Greene | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Jody Holt | Holt Wealth Management | Borger | Not listed | Percentage of assets, Fixed fees |
| Joel Zerbe | Vista Cima Wealth Management | Surprise | Not listed | Percentage of assets, Fixed fees |
| John Bernstein | Bernstein Financial Advisory | Minneapolis | Not listed | Percentage of assets, Hourly |
| John Chavez | Multnomah Group | Carlsbad | Not listed | Percentage of assets, Hourly |
| John Dapper | Holdfast Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| John Denney | Sage Investment Counsel | Franklin | Not listed | Percentage of assets, Fixed fees |
| John Heidelberg | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| John Hunter | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| John Kunda | Advanta Wealth Management | Lynchburg | Not listed | Percentage of assets, Fixed fees |
| John Lundin | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| John Montgomery | Montgomery Wealth Advisors | Shreveport | Not listed | Percentage of assets, Hourly |
| John Moorman | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| John O'Neill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| John Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| John Pogue | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| John Sinchok | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| John Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| John Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| John Wilkinson | Trinity Legacy Partners | Houston | Not listed | Percentage of assets, Hourly |
| Jonathan Blazick | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Jonathan Henderson | Sage Investment Counsel | Franklin | Not listed | Percentage of assets, Fixed fees |
| Jonathan White | Pearson Investment Management | Sandy Springs | Not listed | Percentage of assets, Hourly |
| Jordan Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Joseph Baer | Successful Portfolios | Clearwater | Not listed | Percentage of assets, Hourly |
| Joseph Evangelista | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Joseph Fleischmann | Multnomah Group | Bellingham | Not listed | Percentage of assets, Hourly |
| Joseph Pflueger | Pflueger Wealth | Churchville | 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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