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 |
|---|---|---|---|---|
| Mark Lotocky | The Dixon Davis Group | Victoria | CPA, CFP | Flat fee or retainer, Ongoing planning fee |
| Mark Schweiss | Modern Dollar Planning | St. Louis | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee |
| Mark Young | Clearview Financial, Inc. | San Diego | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Matt Buckwalter | MJB Financial Planning, LLC | Omaha | CFP, MS | Ongoing planning fee |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Matt Hylland | Arnold & Mote Wealth Management | Hiawatha | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Matthew Fitzgerald | Holistic Planning | Sedona | CFP | Percentage of assets |
| Matthew Jenkins | Noble Hill Planning LLC | Richmond | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | Percentage of assets, Hourly |
| Meg van den Már | Alongside Financial Partners, LLC | Bend | CFP | Percentage of assets |
| Meghan Coolbaugh | Oak Street Advisory Group, LLC | Nevada City | CFP, MA | Percentage of assets, One-time planning fee |
| Melinda Satterlee | Marathon Wealth Management LLC | Medina | CFP | One-time planning fee, Ongoing planning fee |
| Michael Deepwell | Lamp Financial Inc. | Vancouver | TEP, CPA, CA, CFP | Not listed |
| Michael Johnson | Flagstone Financial Management | Lincoln | CFP, JD, MBA | Percentage of assets, Hourly |
| Michael Randall | Oak Summit Wealth Management | San Diego | CFP, CFA, EA | Ongoing planning fee |
| Michael Shea | True Equity Wealth Management LLC | Nashville | CFP, EA | Percentage of assets, One-time planning fee |
| Michael Zung | Java Wealth Planning | Lees Summit | CFP | Flat fee or retainer |
| Michelle Goldstein | Goldstein Financial Future | Dallas | CFP, MBA | Hourly, One-time planning fee |
| Mike Anderson | AdviceOnly | Murrieta | CFP | Hourly, Flat fee or retainer |
| Mike Farrow | FlightPath Financial Planning | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Molly Laughter | Laughter Financial, LLC | Celina | CFA, CFP, MA, MBA | Percentage of assets, Ongoing planning fee |
| Myles Brandt | Charleston Financial Advisors, LLC | Charleston | CFP, MS | Percentage of assets, One-time planning fee |
| Nicholas Stevens | Evergreen Wealth Management | Boston | CFP | Flat fee or retainer, Ongoing planning fee |
| Nick Booth Advice-only planning for people nearing retirement and millennials balancing big life events with saving for the future. | Nine Inning Finance, LLC | North Bethesda | CDAA, CFP | Subscription, One-time planning fee |
| Nick Nauta | Shotwell Rutter Baer | Lansing | CFP, CLU, RLP, TPCP | Percentage of assets, Ongoing planning fee |
| Omen Quelvog | Formynder Wealth Management, LLC | Fredericksburg | CFP | Flat fee or retainer, Ongoing planning fee |
| Patrick Whalen | Whalen Financial Planning | Los Angeles | CFP, CTFA | Hourly, One-time planning fee |
| Phil Francois | Foundation Wealth Planning | Salina | CFP | Percentage of assets, Hourly |
| Philip Weiss | Apprise Wealth Management LLC | Phoenix | CFA, CPA | Percentage of assets, Flat fee or retainer |
| Phillip Durbin I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures. | Generational Wealth Development | Cameron | Not listed | Hourly, One-time planning fee |
| Phillip Mills | Flying Forward Wealth Management | Boerne | AEP, CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Quinn Arnold | Arnold Financial Planning LLC | Cedar Rapids | CFP | Percentage of assets, Flat fee or retainer |
| Richard Feight | IAM Financial, LLC | East Lansing | CFP, EA | Percentage of assets, Fixed fees |
| Richard McCormack | School of Personal Finance | Yorktown Heights | CFP, RICP | Percentage of assets, Hourly |
| Robert Falcon | Falcon Wealth Managers LLC | Concordville | BS, CFP, CPA, CPA/PFS | Percentage of assets, Flat fee or retainer |
| Ron Rhoades | Scholar Financial | Bowling Green | CFP, JD | Percentage of assets |
| Rorik Larson | Essential Financial Strategies | Palos Heights | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| Ryan Allen | Financial Advisory Corporation | Grand Rapids | CFA, CFP, CKA, ChFC | Percentage of assets, Hourly |
| Ryan Derousseau | United Financial Planning Group | Hauppauge | CFP, EA | Percentage of assets, Hourly |
| Ryan Mohr | Clarity Capital Management | Portland | CFP | Percentage of assets, Ongoing planning fee |
| Ryan Moran | Locus Wealth Management | West Chester | CFP | Percentage of assets, One-time planning fee |
| Ryan Weiser | Weiser Financial Planning LLC | Lewis Center | CASL, CDFA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Sandi Martin | Sandi Martin Financial Planning | Gravenhurst | CFP | Flat fee or retainer, Hourly |
| Sarah Brown | Natural Bridges Financial Advisors | Santa Cruz | CFP, CPA, MBA | Flat fee or retainer, Ongoing planning fee |
| Sarah Maitre | Camriel Advisors | Mount Shasta | CFP, CFA | Ongoing planning fee |
| Scott Blaesing | Cascade Wealth Advisors, Inc. | Wenatchee | CFP, CPA | Ongoing planning fee |
| Scott Bown | AdviceOnly | Bethel Park | CFP, MBA | Hourly, Flat fee or retainer |
| Scott Logan | HoganTaylor Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Scott Oeth | Cahill Financial Advisors, Inc. | Fort Worth | CFP, MSFS | One-time planning fee, Ongoing planning fee |
| Seun Adeyemi | SA Capital Advisors Inc. | Whitby | CKA, CFP | Flat fee or retainer, 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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