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 |
|---|---|---|---|---|
| Joseph Curran | Breachway Investments | West Hartford | CFP, CRPC | Percentage of assets, Ongoing planning fee |
| Justin Owens | Horizon Advisors LLC | Rome | CFP, CGMA, CKA, CPA/PFS | Percentage of assets, Hourly |
| Katherine Edwards Personalized retirement income and tax-efficient planning for pre-retirees and retirees, plus families at every stage of life. | MainStreet Financial Planning | Raleigh | CFP | Subscription, One-time planning fee |
| Katie Brewer | Your Richest Life, LLC | Plano | CFP, MBA | Percentage of assets, Hourly |
| Keith Southwick | StraitGate Financial | Northville | CFP, ChFC, CLU | Ongoing planning fee |
| Kelly Stanley | Cogent Strategic Wealth | Chicago | CFP, MBA | Percentage of assets |
| Kelly Van Wyhe | Bright Road Wealth Management, LLC | Tacoma | CFP, CFA, BA | Percentage of assets, Hourly |
| Kenneth Robinson | Sax Wealth Advisors, LLC | New York | CFP, JD, CPA, CFA | Percentage of assets, Hourly |
| Kent Addis | Addis & Hill, Inc. | Wayne | BS | Percentage of assets, Ongoing planning fee |
| Kevin Arruda | Cornerstone Financial Management LLC | Providence | CFP, CFA | Percentage of assets, Fixed fees |
| Kevin Peacock | Astra Wealth Partners, LLC | Jersey City | CAIA, CFP, EA | Percentage of assets, Fixed fees |
| Kristen Moosmiller | NorthAvenue Financial Advocates | Columbus | CFP, MSPFP | Fixed fees |
| Kurt Dupuis | Root Wealth Management | Decatur | CFP | Percentage of assets, Hourly |
| Lauri Salverda | Castle Rock Financial Planning, Inc. | Mendota Heights | AIF, CFA, CFP | Percentage of assets, Hourly |
| Lawrence Pershing | Optimum Retirement Planning | Lisle | CFP, Retirement Management Advisor | Flat fee or retainer |
| Leslie Merrithew | Merrithew & Thorsten | San Diego | CFP, EA | Ongoing planning fee |
| Lisa Crivella | Ivy League Financial Advisors LLC | Rockville | CFP, AIF, BA, BS | Percentage of assets, Hourly |
| Loyd Burleson | Financial Freedom for Dentists LLC | Snoqualmie | CFP, MS | Percentage of assets, Fixed fees |
| Luke McCord | Greenway Financial Planning, LLC | Cumming | CFP | Ongoing planning fee, Percentage of assets |
| Maggie Beach | NexJenn Financial Services | Naperville | CFP, CPA/PFS, MBA, CPA | Percentage of assets, Flat fee or retainer |
| Marie Schuett | Entirement Financial Planning | Watertown | CFP, EA | Percentage of assets, Ongoing planning fee |
| Mark Kelly | University Financial Strategies, LLC | Raleigh | CFP | Percentage of assets, Hourly |
| Marshall Groom | Groom Financial Advisory | Virginia Beach | CFP, JD | Percentage of assets, One-time planning fee |
| Matt Pruitt | Exhale Wealth Management, LLC | Minneapolis | CFP, CFA | Percentage of assets, Hourly |
| Matthew Knoll | The Planning Center | Chicago | CFP, MBA, CAP | Percentage of assets, Hourly |
| Matthew Seppanen | Newpark Wealth Management | Park City | CFP | Percentage of assets, Fixed fees |
| Michael Fuhr | Evergreen Wealth Services | Mooresville | CFP | Flat fee or retainer, Ongoing planning fee |
| Michael Gross | Rising Tides Financial, LLC | Needham | CFP, CPA, MST | Fixed fees |
| Michael Martinez | Live, Learn, Grow Wealth Management | Diamond Bar | CFP, CRPC | Fixed fees |
| Michael Schell | Pathway Financial Advisors, LLC | Atlanta | CFP, EA, CPA/PFS, MBA | Percentage of assets, Hourly |
| Mike Schupak | Astra Wealth Partners LLC | Jersey City | CFP, EA | Percentage of assets, Fixed fees |
| Misty Lynch | Sound View Financial Advisors, LLC | Newton Center | CFP | Percentage of assets, Hourly |
| Morgann Zimmer | Goodman Financial Corporation | Houston | CFP, CPA | Percentage of assets, Hourly |
| Nathan Nicolaisen | Redspire Wealth Management, LLC | West Des Moines | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Neal Hansen | Net Worth Advisory Group, LLC | Sandy | CFP, BS, MBA | Percentage of assets, One-time planning fee |
| Niamh Douglas | Financial Symmetry, Inc. | Raleigh | CFP, BS, CEPA, BBA | Percentage of assets, Hourly |
| Nick Fazio | Chattahoochee Wealth | Cumming | CFP, CPA, CFA | Percentage of assets, Fixed fees |
| Olivia Partin | Diesslin Group, Inc. | Fort Worth | AAMS, CFP | Percentage of assets, Hourly |
| Paul Borges | Borges Financial | Brookfield | CFA, CFP, MS | Hourly, Flat fee or retainer |
| Paul Duxbury | Duxbury and Associates | Cambridge, Kitchener, Waterloo, Guelph | CFP, FCIA | Hourly, One-time planning fee |
| Paul Pfeiffer | NorthPoint Financial Planning LLC | Maineville | CFP, MBA | Percentage of assets, Hourly |
| Paul Staib | Staib Financial Planning, LLC | Parker | CFP, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| R Brian Werner | Winthrop Partners | Doylestown | CFA, CFP | Percentage of assets |
| Randy Wall | Penn Cove Financial, LLC | Oak Harbor | CFP, MBA | Hourly, Ongoing planning fee |
| Reggie Fairchild | Flip Flops and Pearls, LLC | Mount Pleasant | CFP, MBA | Percentage of assets, Hourly |
| Richard Predham | Impact Financial Planning Inc. | Ottawa | CFP, BBA | Flat fee or retainer, One-time planning fee |
| Rick Valenzi | The Financial Zen Group, Inc. | San Francisco | CFP, CRPC | Ongoing planning fee |
| Robert Tucker Unbiased retirement, tax and investment planning for individuals and families, with project-based, hourly or ongoing options. | Tucker Wealth Advisory | Westfield | CFA, CFP | Subscription, One-time planning fee |
| Ron Graham | Ron Graham and Associates Ltd. | Edmonton | CA, RFP, CFP | Hourly |
| Ronald Strobel | Retire Sensibly LLC | Meridian | CFP, RICP | 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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