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 |
|---|---|---|---|---|
| Mary Ann Drucker | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |
| Mathew Duvall | Duvall Wealth Management | Fontana | Not listed | Percentage of assets, Hourly |
| Matthew Daigneault | Dirigo Financial | North Berwick | Not listed | Percentage of assets, Hourly |
| Matthew Gensler | Brookstone Wealth Management | Boynton Beach | Not listed | Percentage of assets, Hourly |
| Matthew Lasker | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Matthew Maciel | Maciel Wealth Management | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Matthew Potter | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Matthew Silvey | Texas Family Wealth | Friendswood | Not listed | Percentage of assets, Fixed fees |
| Matthew Suby | John F. Suby Wealth Management | Rockford | Not listed | Percentage of assets, Hourly |
| Meaghan Brugge | Headwaters Financial Planning | Granby | Not listed | Percentage of assets, Hourly |
| Megan Meade | The Pacific Financial Group | Bellevue | Not listed | Percentage of assets |
| Meghan Lynch | Lynch Financial Group | Denver | Not listed | Percentage of assets, Fixed fees |
| Michael Alba | Feeney Financial | Leawood | Not listed | One-time planning fee |
| Michael Armour | Feeney Financial | Hutchinson | Not listed | One-time planning fee |
| Michael Congdon | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Michael Freeman | Trilogy Financial Solutions | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Michael Guilsher | Brookstone Wealth Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Michael Jenco | The Pacific Financial Group | Denver | Not listed | Percentage of assets |
| Michael Madden | Madden Funds | Oak Park | Not listed | Percentage of assets |
| Michael Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Michael McGee | Hudson Advisors | Vero Beach | Not listed | Percentage of assets, Hourly |
| Michael Murff | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Michael Pallozzi | HFM Investment Advisors | Newark | Not listed | Percentage of assets, Hourly |
| Michael Redlick | Investment Growth Management | Clayton | Not listed | Percentage of assets, Hourly |
| Michael Roberts | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Michael Sharpnack | Paul Winkler | Goodlettsville | Not listed | Percentage of assets, Hourly |
| Michelle Durgy | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Milan Karki | Titanhub | Jackson Heights | Not listed | Percentage of assets, Hourly |
| Naoka Nakagawa | Prism Planning & Solutions Group | White Plains | Not listed | Percentage of assets, Fixed fees |
| Nathan Kallal | OxenFree Financial | Melbourne | Not listed | Percentage of assets |
| Neil Nakagawa | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Nicholas Moore | Trinity Financial Planning | Middleton | Not listed | Percentage of assets, Fixed fees |
| Nick Allen | Covington Investment Advisors | Ligonier | Not listed | Percentage of assets |
| Noah Eshenaur | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Noah Schmall | Bridgeway Wealth Management | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Norman Poole Jr | Money Poole | Greenville | Not listed | Percentage of assets, Hourly |
| Nuthira Neal | NNInvestmentAdvisory | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Owen Ahrens | Mendota Financial Group | Madison | Not listed | One-time planning fee |
| Palmer Mahoney | Weaver Consulting Group | Huntington Beach | Not listed | Percentage of assets, Fixed fees |
| Pamela Franklin | Milestone Investments Columbus | Pensacola | Not listed | Percentage of assets, Hourly |
| Pamela Rehart | Integrity Capital Management | Kingsport | Not listed | Percentage of assets, Hourly |
| Parker Mosley | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Patricia McDonnell | MSM Financial Strategies | Manhasset | Not listed | Percentage of assets, Hourly |
| Patrick Fischoeder | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Illies | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Patrick O'Grady | Rinaldi Wealth Management | Bonita Springs | Not listed | Percentage of assets, Hourly |
| Patrick Wallace | Covington Investment Advisors | Ligonier | Not listed | Percentage of assets |
| Pau Delgado Rodriguez | CS Advisors | Boca Raton | Not listed | Percentage of assets, Hourly |
| Paul Curtman | P.R. Curtman Investments | Milton | Not listed | Percentage of assets |
| Paul Kramer | Miles Brown Asset Management | Santa Rosa | 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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