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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

Retirement planning specialists: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Allen Regan Vistica Wealth Advisors Carlsbad CFP Percentage of assets, Flat fee or retainer
Amanda Decesar TARA Wealth Durham CFP Percentage of assets, Flat fee or retainer
Amanda Lehnert Sigma Investment Counselors Northville CFP Percentage of assets
Amy Braun-Bostich Braun-Bostich & Associates Canonsburg CFP Percentage of assets, Fixed fees
Andrew Casey Precedent Wealth Partners Houston CFP Percentage of assets
Andrew Tisler Epic Financial Hudson CFP Percentage of assets, Ongoing planning fee
Andy Hammond Hammond Financial Ajax CPA, CA Hourly, One-time planning fee
Anna Witten Aurelius Family Office Bedford CFP Percentage of assets, Fixed fees
Arnie Cabiles Achievable Wealth Benicia CFP, EA Ongoing planning fee
Benjamin Dorsey Analog Capital Partners Frederick CFP, PFS Percentage of assets
Bennett Stein Stein Financial LLC Miramar Beach CFP, CPA Percentage of assets
Beth Koonce Keller Wealth Advisors Victoria CFP Percentage of assets
Bethany Aylor Peak Asset Management Louisville CFP Percentage of assets
Bob Buehler Planning for new retirees facing the key financial decisions of their first years in retirement, from a former CPA and corporate executive. FirstTen Financial Columbus CPA, ChFC One-time planning fee
Brad Klontz Occidental Asset Management Lihue CFP Ongoing planning fee
Brandon Wiebe Money Helps Financial Services Saskatoon QAFP Flat fee or retainer, One-time planning fee
Brant Root Firethorn Capital Westport CFP Percentage of assets, Flat fee or retainer
Brent Yanagida Peak Asset Management Louisville CFP Percentage of assets
Brett Cicinelli Confluence Capital Advisors Woodland Hills CFP, CFA Percentage of assets
Brian Bruggeman Walla Walla Wealth Advisors Walla Walla CFP Percentage of assets
Brian Jaros Ville Wealth Management Avon Lake CFP Percentage of assets
Brian Rhoads Advice-only planning for DIY investors and validators: an initial plan, then hourly support at personal checkpoints as needed. Checkpoint Financial Planning Highland Park CFA, EA One-time planning fee, Hourly
Bugra Bakan Occidental Asset Management Burlingame CFP Ongoing planning fee
Cecilia Fleming Kahler Financial Group Rapid City CFP, ChFC, MSFP, Other Percentage of assets, One-time planning fee
Charles Feehely Charles Michael Financial LLC Raleigh CFP, MSFP Ongoing planning fee, Hourly
Cheryl Costa Woodside Wealth Management LLC Framingham BS, CFP, MBA Percentage of assets, Flat fee or retainer
Christi Powell Perissos Private Wealth Management Bethany CFP Percentage of assets
Christine Skoczek Vistica Wealth Advisors San Diego CFP Percentage of assets, Flat fee or retainer
Christopher Flis Resilient Asset Management Memphis CFP Percentage of assets, Flat fee or retainer
Christopher Frayne Sigma Investment Counselors Northville CFP, CFA Percentage of assets
Christopher Laughhunn Keller Wealth Advisors Victoria CFP Percentage of assets
Cliff O'Conner C.W. O'Conner Wealth Advisors, Inc. Duluth ChFC, CIMA, CPWA Percentage of assets, Fixed fees
Colleen Weber Colleen Weber CPA Chanhassen CFP Fixed fees
Connie Walsh-Toler Adirondack Retirement Strategies LLC Moreau CFP, CRC Percentage of assets, Fixed fees
Conrad Seastrunk Seastrunk Financial Management, LLC Florence CFP Percentage of assets, Hourly
Curtis Byrd Onyx Wealth Management Durham CFP Percentage of assets, One-time planning fee
Cynthia Menker Contour Financial Orland Park CFP, CPA, MBA Percentage of assets
Daniel Allgaier Artstone Private Wealth Lehi CFP Percentage of assets, Ongoing planning fee
Daniel Heiar Mindful Asset Planning Apple Valley Not listed Hourly, Fixed fees
Daniel Johnson Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Daniel Peters Prism Planning Partners Libertyville CFP One-time planning fee
Darren Wurz Wurz Financial Services Cincinnati CFP Percentage of assets, Hourly
David Faskas Keller Wealth Advisors Victoria CFP, CFA Percentage of assets
David Fernandez Wealth Engineering, LLC Scottsdale BS, CFP Ongoing planning fee
David Theis Fee-Only Financial Advisors, Ltd. Palatine BS, CFP Hourly, Fixed fees
Deborah Klein Azzad Asset Management Falls Church CFP Percentage of assets
Denise Leish Money Plans Silver Spring BS, MBA Percentage of assets, Hourly
Edward Yoon MQ Private Wealth Torrance CFP Percentage of assets, Hourly
Eric Raether Canopy Wealth Management Middleton CFP Percentage of assets
Erin Hadley Occidental Asset Management Burlingame CFP Ongoing planning fee

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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