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 |
|---|---|---|---|---|
| Skyler Denny | Legacy Financial Designs, LLC | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Stephanie Sammons | Sammons Wealth Management LLC | Dallas | CFP | Percentage of assets |
| Stephen McDade | Foundation Wealth Management, LLC | Media | CFP, CPA, ChFC, MSFS | Flat fee or retainer, Ongoing planning fee |
| Steve Bridge | Money Coaches Canada | North Vancouver | CFP | One-time planning fee, Ongoing planning fee |
| Steven Medland | TABR Capital Management, LLC | Orange | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Susan Stefura | Bespoke Financial Consulting Inc. | Toronto | CFP, RFP, TEP, FCSI | Hourly, Ongoing planning fee |
| Taylor Anderson | Middleton & Company | Vancouver | CFP | Percentage of assets, One-time planning fee |
| Thomas Mullooly | Mullooly Asset Management, Inc. | Wall Township | CFP | Percentage of assets, Ongoing planning fee |
| Timothy LaPean | Thoughtful Financial Planning | Minneapolis | CFP | Percentage of assets, Ongoing planning fee |
| Timothy Murray | Gladwyn Financial Advisors, Inc. | Chantilly | CDFA, CFP | Percentage of assets, Hourly |
| Tom Feigs | Money Coaches Canada | Calgary | CFP | One-time planning fee, Ongoing planning fee |
| Tom Kaminski | Twin Robins Capital, LLC | Kansas City | CFP, CRPC | Percentage of assets, Fixed fees |
| Travis Hughes | Downshift Financial | Erie | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Trent Templer | Templer Wealth Management, LLC | Tysons Corner | CFP | Percentage of assets |
| Tricia Kollath | Inspired Financial Planners, LLC | Gulfport | CFP, CPA | Percentage of assets, Hourly |
| Tripp Yates | Eaglestrong Financial | Memphis | CFP, CPA/PFS, CPA, PFS | Percentage of assets, Fixed fees |
| Wakefield Hare | Greater Than Financial LLC | Savannah | CFP | Percentage of assets, Ongoing planning fee |
| Zach Hidden Hourly, fee-only advice for everyone from new professionals to high-net-worth families, including comprehensive and student loan planning. | Perk Planning | Milwaukee | CFP | One-time planning fee, Hourly |
| Aaron Wieand | Integrated Financial Planning Solutions, LLC | Goshen | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Adam Cmejla | Integrated Planning & Wealth Management, LLC | Carmel | CFP | Percentage of assets, Fixed fees |
| Albi Kacani | HFS Wealth Management | Dallas | CFP, CPA, CDFA | Percentage of assets, Hourly |
| Alfred McIntosh | McIntosh Capital Advisors, Inc. | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Allen Osgood, Jr. | Financial Freedom, LLC | Sarasota | CFP | Hourly, Ongoing planning fee |
| Amy Goan | Prism Financial Planning, LLC | Issaquah | CFP, MBA | Hourly, One-time planning fee |
| Andrew Chan | Locker Financial Services, LLC | Needham | BS, CFP, CIMA | One-time planning fee, Hourly |
| Andrew Polzin | Behl Wealth Management | Delafield | CFP | Ongoing planning fee |
| Anil Chacko | Ark Alliance Financial | Missouri City | CFP, CKA | Hourly |
| Anthony Benante | Baron Financial Group, LLC | Morristown | CFA, CFP, ChFC, FPQP | Percentage of assets, Fixed fees |
| Anthony Reynolds | CoreTegic Capital Wealth Management | Arlington | CFP, ChFC, MBA | Percentage of assets, Hourly |
| Austin Boyce | SoundView Advisors | Seattle | CFP, CLU, CPA/PFS, CPA | Percentage of assets |
| Barron Gray | Gray Financial Planning LLC | McKinney | CFP, MBA | Percentage of assets, Hourly |
| Barry Federici | Family First Wealth Management, LLC | Sycamore | CFP, CPA, JD | Percentage of assets, Hourly |
| Ben Gajardo | Gajardo Wealth Management | American Fork | CFP | Percentage of assets, Hourly |
| Ben Poulos | B&E Financial Services | Phoenix | CFP, CRPC | Percentage of assets, Hourly |
| Benjamin Barnhart | Barnhart Wealth Management | Washington | CFP, EA | Percentage of assets, Fixed fees |
| Bill Holliday | AIO Financial, LLC | Los Angeles | Not listed | Percentage of assets, Ongoing planning fee |
| Bily Xiao | Mobius Planning | Richmond | CFP, CKA | Not listed |
| Brendan Roath | Money Matters, Inc. | Minnetonka | CFP, EA, CPA | Percentage of assets |
| Brian Behl | Behl Wealth Management | Delafield | CFP, CRPC | Ongoing planning fee |
| Bruce Dzieza | Willow Creek Wealth Management, Inc. | Sebastopol | CFP, CAIA | Percentage of assets, Hourly |
| Bryan Lee | Strategic Financial Planning, Inc. | Plano | CFP, MBA | Percentage of assets, Hourly |
| Carol Alexander | Retirement Investment Advisors, Inc. | Frisco | AIF, CDFA, CFP, CPA/PFS | Percentage of assets, Hourly |
| Chad Arrington | The Kelly Group | Bel Air | CFP | Percentage of assets, Hourly |
| Chad Wiebe | Pathway Wealth Inc. | Winnipeg | CFP | Percentage of assets, One-time planning fee |
| Christopher Perry | CJ Perry Financial | Berwyn | CFA, CFP, MBA, RICP | Percentage of assets, Flat fee or retainer |
| Clayton Phillips | Clarity Financial | Beaverton | CFP | Percentage of assets, Hourly |
| Clayton Quamme | AP Wealth Management | Columbia | CFP | Percentage of assets, Hourly |
| Colleen Soares | Soares Financial, Inc. | Napa | CFP, CPA | Hourly, Flat fee or retainer |
| Daniel Granucci | Iron Path Wealth Management, Inc. | Sandy Hook | CFA, CFP | Percentage of assets, Hourly |
| Danny Michael | Satori Wealth Management Inc. | San Diego | CFP, RLP | 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.
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