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 |
|---|---|---|---|---|
| Joseph Toepke | Feeney Financial | St. Matthews | Not listed | One-time planning fee |
| Joseph Watz | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Joshua Belcher | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Joshua Robb | Hixon Zuercher Capital Management | Findlay | Not listed | Percentage of assets, Hourly |
| Joshua Weidie | Paces Ferry Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Joshua Weir | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Judith Savchak | River Wealth Advisors | Allentown | Not listed | Percentage of assets, Hourly |
| Julie Ford | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Julie Mochan | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Justin Tackett | Brookstone Wealth Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Justin Waisner | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Kaimele Searles | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Kaneil Menlove | Paragon Wealth Management | Provo | Not listed | Percentage of assets |
| Katherine Lauer | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Kathleen Gibilisco | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Kelly Roemers | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Kelso Huffman | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Kevin Ellis-Rutherford | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Kevin Johnson | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Kevin Price | Interlake Capital Management | Carmel | Not listed | Percentage of assets |
| Kim Miller | Viewpoint Advisory | Meridian | Not listed | Percentage of assets |
| Krista Thompson | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Kristin DiMeo | Meridian Wealth Group | Dade City | Not listed | Percentage of assets, Hourly |
| Kristin Ramsay | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Kristine O'Brien | Wealth Transitions Financial Planning | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Kristofer Alban | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| Kristopher Gallow | Ghost Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| Kyle Zentner | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Lance Tempest | Landmark Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Lane Valimont | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Lauren Trumbull | Krane Financial Solutions | Calabasas | Not listed | Percentage of assets, Hourly |
| Lawrence Tuskey | Wealthview Capital | New Orleans | Not listed | Ongoing planning fee |
| Lawrence Zimmerman | Zimmerman Advisory Group | Dublin | Not listed | Percentage of assets, Fixed fees |
| Leonard Skiena | S. R. Schill & Associates | Mercer Island | Not listed | Percentage of assets, Fixed fees |
| Lianna Deprey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Lianna Kzirian | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Lindsay Birchfield | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Loyd Pyle | Section Integrity Wealth Management | Fleming Isle | Not listed | Percentage of assets, Hourly |
| Luke Bunch | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Luke Lyle | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Marc Turner | Renaissance Advisory Group | Bryn Mawr | Not listed | Percentage of assets |
| Marianna Beddard | PlayBook Advizor | Port Washington | Not listed | Ongoing planning fee |
| Mark Brooks | Four Rivers Financial | Columbia | Not listed | Percentage of assets, Hourly |
| Mark Loomis | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Mark Muecke | Mark Muecke Capital Management | San Antonio | Not listed | Percentage of assets |
| Mark Perez | Paradigm Wealth Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Mark Steffen | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |
| Mark Stys | WS Wealth Management | Washington | Not listed | Percentage of assets, Fixed fees |
| Mark Wierichs | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Martin Winebrenner | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
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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