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 |
|---|---|---|---|---|
| Paul Loyacono | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Paul McNeill | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Peter Finn | Finn Wealth | Spokane | Not listed | Percentage of assets |
| Peter Frailey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Peyton Hazelrig | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Philip Sparacino | Disciplined Portfolio Solutions | Leland | Not listed | Percentage of assets |
| Preston Rhoades | Vista Cima Wealth Management | Surprise | Not listed | Percentage of assets, Fixed fees |
| Rachel Stam | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Rafael Yurk | Asset One | Bridgeville | Not listed | Percentage of assets |
| Ralph Lebkuecher | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| Ralph Manna | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| Ramon Garrido Mateos | Copper Harbor Investment Advisors | Appleton | Not listed | Percentage of assets, Hourly |
| Randall Newton | Eagle Wealth Management Group | Charlotte | Not listed | Percentage of assets |
| Randolph Fisher | Artemis Wealth Advisors | Flemington | Not listed | Percentage of assets, Hourly |
| Raymond Dimeo | Meridian Wealth Group | Dade City | Not listed | Percentage of assets, Hourly |
| Raymond Randolph | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Rebekah Ellis | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| Regina Blake-Anderson | RD Lewis Wealth Management | Maitland | Not listed | Percentage of assets, Hourly |
| Renee Skiver | Skiver Investment Services | Allen Park | Not listed | Percentage of assets |
| Rex Mahoney | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Richard Bolgiano | Bolgiano Capital Management | Midlothian | Not listed | Percentage of assets, Hourly |
| Richard Levenson | Western Financial | San Diego | Not listed | Percentage of assets |
| Richard Olsen | The Pacific Financial Group | Bellevue | Not listed | Percentage of assets |
| Richard Talbot | Snider & Talbot | Kansas City | Not listed | Percentage of assets, Hourly |
| Ritesh Upadhyaya | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Robert Basile | Basile Financial Group | Palm Harbor | Not listed | Percentage of assets, Hourly |
| Robert Berlinski | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Robert Deiana | Lighthouse Financial | Marblehead | Not listed | Percentage of assets, Hourly |
| Robert Fenili | Northwest Quadrant Wealth | Bend | Not listed | Percentage of assets, Fixed fees |
| Robert Laura | Wealth and Wellness Group | Brighton | Not listed | Flat fee or retainer |
| Robert Moore | Copper Harbor Investment Advisors | Appleton | Not listed | Percentage of assets, Hourly |
| Robert Picha | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| Robert Ryan | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Robert Shaara | Feeney Financial | Riverton | Not listed | One-time planning fee |
| Robert Solimano | Angel Oak Financial Services | Montvale | Not listed | Hourly |
| Robert Wilkinson | WhiteRock Wealth Design | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| Rodney Kramp | Asset One | Fort Myers | Not listed | Percentage of assets |
| Rosemary Yue | Brown | Miller Wealth Management | Mclean | Not listed | Percentage of assets, Hourly |
| Ryan Grady | Paradigm Wealth Management | Ponte Vedra | Not listed | Percentage of assets, Hourly |
| Sadie Sanches | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Sally Branson | Texas Family Wealth | Friendswood | Not listed | Percentage of assets, Fixed fees |
| Samuel Degraffenried | Hurst and DeGraffenried Wealth Management | Milford | Not listed | Percentage of assets |
| Samuel Gettis | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Samuel Taylor | Wealthview Capital | Jackson | Not listed | Ongoing planning fee |
| Sandie Turley | Western Financial | Mesa | Not listed | Percentage of assets |
| Scott Devens | Devens Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Scott Sanborn | Retire Agile | Mercer | Not listed | Percentage of assets, Fixed fees |
| Scott Schill | S. R. Schill & Associates | Mercer Island | Not listed | Percentage of assets, Fixed fees |
| Shannon Webb | Webb Financial Group | Mission Viejo | Not listed | Percentage of assets, Fixed 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.
More in the methodology.