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 |
|---|---|---|---|---|
| Shawn McKeown | Southern Pacific Asset Management | Yuma | Not listed | Percentage of assets |
| Shon McCarley | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Stanley Schill | S. R. Schill & Associates | Mercer Island | Not listed | Percentage of assets, Fixed fees |
| Stefan Pellish | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |
| Stephanie Moroney | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Stephen Cavagnaro | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Stephen Griner | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Stephen McNaughton | Rede Wealth | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Steve Schaefer | Eagle Eye Advisory | Westerville | Not listed | Percentage of assets |
| Steven Levenson | Western Financial | Eagle | Not listed | Percentage of assets |
| Steven Maher | Cool Creek Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Steven Randolph | Wealthview Capital | Jackson | Not listed | Ongoing planning fee |
| Steven Sherman | CS Advisors | Boca Raton | Not listed | Percentage of assets, Hourly |
| Stewart Neely | Retirement Planning Blueprint | Charlotte | Not listed | Percentage of assets, Hourly |
| Susanna Fraser | Asset One | Bellevue | Not listed | Percentage of assets |
| Susanne Naso | The Pacific Financial Group | Bradenton | Not listed | Percentage of assets |
| Suyoung Cha | BSG Advisers | Apex | Not listed | Percentage of assets, Hourly |
| Tara May | Milestone Investments Columbus | Ridgeland | Not listed | Percentage of assets, Hourly |
| Tayler Hebert | Fortune 45 | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Taylor Retherford | Aggregate Financial Services | Navarre | Not listed | Percentage of assets, Hourly |
| Theodore Perez | Tax Favored Retirement | Kansas City | Not listed | Percentage of assets, Hourly |
| Thomas Sjoberg | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Thomas Trouba | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Thomas Tuohy | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Timothee Hammond | Hoosier Financial Planning | Indianapolis | Not listed | Percentage of assets, Hourly |
| Timothy Feeney | Feeney Financial | Mt. Laurel | Not listed | One-time planning fee |
| Timothy Jones | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Timothy Mack | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Timothy Powers | Powers Capital Management | Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Timothy Tonn | Cirrus Capital Management | Tampa | Not listed | Percentage of assets |
| Tomas Jacobsen | Snider & Talbot | Liberty | Not listed | Percentage of assets, Hourly |
| Tonya Williams | Brookstone Wealth Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Travis Edington | The Pacific Financial Group | Nashville | Not listed | Percentage of assets |
| Travis Trettin | Yosemite Wealth | Oakhurst | Not listed | Percentage of assets |
| Trevor Parsons | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Troy Tonn | Cirrus Capital Management | Tampa | Not listed | Percentage of assets |
| Tyler Gazdik | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Tyler Page | Jackson Wealth | Franklin | Not listed | Percentage of assets, Hourly |
| Tyler Simones | Northwest Quadrant Wealth | Bend | Not listed | Percentage of assets, Fixed fees |
| Tyson Rutland | Wealthview Capital | Jackson | Not listed | Ongoing planning fee |
| Victoria Varisco Lulich | Fortune 45 | Gonzales | Not listed | Percentage of assets, Hourly |
| Warren Leet | Blue Castle Wealth | Lexington | Not listed | Percentage of assets, Hourly |
| Wesley Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| William Calvin | Sage Investment Counsel | Franklin | Not listed | Percentage of assets, Fixed fees |
| William Duvall | Sightline Wealth Advisors | Groton | Not listed | Percentage of assets |
| William Fenimore | River Wealth Advisors | Camp Hill | Not listed | Percentage of assets, Hourly |
| William Fung | CA Investment Advisers | Cupertino | Not listed | Percentage of assets |
| William Hepburn | Shadowridge Asset Management | Austin | Not listed | Hourly, One-time planning fee |
| William Herbert | Balanced Wealth Management | Needham | Not listed | Percentage of assets |
| William Hickey | Anchor Capital Advisors | Boston | 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.
More in the methodology.