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 |
|---|---|---|---|---|
| Evan Waltz | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Faruk Jaffer | Index Gurus | Concord | CFP, ChFC | Percentage of assets, One-time planning fee |
| Fatima Iqbal | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Gary Ferguson | John Moore Associates | Scottsdale | CFP | Percentage of assets, Fixed fees |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Gordon Shearer | CRA Financial | Northfield | CFP | Percentage of assets |
| Grant Bugner | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Grant Palmer, IV | Waypoint Wealth Management | Timonium | CFP | Percentage of assets, Fixed fees |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Gregory Barishian | Aurelius Family Office | Chepachet | CFP | Percentage of assets, Fixed fees |
| Hannah Gohmert | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Ibtasam Mahmood | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Ifeoma Idoko | Rothenburg Capital Management | Calgary | CIM | Not listed |
| Jack Stemper | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Jacob Bartel | Birchcreek Wealth Management | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| James Griffin | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| James Hargrave | Pillar Financial Planning | Raymore | CFP | Hourly, Flat fee or retainer |
| James Nash | Clark Wealth Partners | O'Fallon | CFP, ChFC | Percentage of assets, Fixed fees |
| James Stork | Pinnacle Financial Group, LLC | Western Springs | CFA, CFP, MBA | Percentage of assets, Hourly |
| Jansen Davidson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Jarrett Topel | Topel & DiStasi Wealth Management | Berkeley | CFP | Percentage of assets, Flat fee or retainer |
| Jason Cutitta | ToBA Financial | Kaneohe | CFP, EA | Percentage of assets, Fixed fees |
| Jason Edgerton | Certified Financial Strategies | Dallas | CFP | Percentage of assets, Hourly |
| Jay Hutchins | The Wealth Conservatory | Plymouth | AEP, AIFA, CDFA, CFP | One-time planning fee, Ongoing planning fee |
| Jeffrey Arnold | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeffrey Belmonte | SummitView Advisors | Belmont | CFP | Percentage of assets |
| Jeffrey Clark | Redwood Money | San Jose | CFP | Percentage of assets, Ongoing planning fee |
| Jeffrey Hilliard | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Jeffrey Vistica | Vistica Wealth Advisors | Carlsbad | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Jessica Lanning | Lanning Financial | San Francisco | CFP | Percentage of assets, One-time planning fee |
| Jim Stanhouse | Stanhouse Financial Planning & Mgt. | Duluth | MBA | Percentage of assets, Ongoing planning fee |
| John Carr | Carr Consulting P.A. | San Antonio | CFP | Percentage of assets, Fixed fees |
| John Hopkins | Swift Creek Wealth Management, LLC | Moseley | BS, CFP | Percentage of assets, Hourly |
| John Jakobs | Jakobs Financial | Edmonton | P.Eng | One-time planning fee |
| John Onesti | John Moore Associates | Albuquerque | CFP | Percentage of assets, Fixed fees |
| John Payne | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| Jonathan Davison | Austin Asset | Austin | CFP, CPA, MBA, CFA | Ongoing planning fee |
| Jonathan Duong | Wealth Engineers | Denver | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Jordan Talbert | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Joseph Brady | Rock Financial Planning | Arvada | CFP | Ongoing planning fee, Percentage of assets |
| Joseph Limond | Clerestory Advisors, Inc. | Bloomington | Not listed | Flat fee or retainer, Ongoing planning fee |
| Joseph McCaffrey | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |
| Julie Kern | Bridge Financial Strategies | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Julie McDaniel | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Kassi Fetters | Artica Financial Services | Anchorage | CFP | Flat fee or retainer, Ongoing planning fee |
| Kathleen Daunt | New School of Finance | Toronto | Not listed | Flat fee or retainer, One-time 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.
More in the methodology.