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 |
|---|---|---|---|---|
| Robert Martin | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Robin Brigham | Hager Investment Management Services | New London | CFP | Percentage of assets |
| Ronald Bernstein | Prism Planning Partners | Rancho Mirage | CFP, PFS | One-time planning fee |
| Ryan Fisher | DentVest Wealth Management | Fort Wayne | CFP | Ongoing planning fee |
| Ryan Kay Kay | Arena Wealth Management | Fort Wayne | CFP | Percentage of assets, Fixed fees |
| Ryan Kerr | Astrolabe Financial Group Inc. | Ottawa | CFA | Flat fee or retainer, Hourly |
| Salvatore Paternico | W&S Management Services | Rochester | CFP, ChFC | Percentage of assets, Hourly |
| Samer Eshmawy | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Scott Weiss | Weiss Financial Group | Mahopac | CFP, CRPC, AAMS, APMA | Percentage of assets, Hourly |
| Sean Kelleher | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Sean Williams | Cadence Wealth Partners | Concord | CFP | Flat fee or retainer, Percentage of assets |
| Sreeni Meka | Lakeland Wealth Management, LLC | Memphis | CFP, CFA, MBA | Percentage of assets, Flat fee or retainer |
| Stacia Bearden | Wurz Financial Services | Holland | CFP | Percentage of assets, Hourly |
| Stephen Lupkas | myFinancialPro | Shelton | CFP | Percentage of assets, Hourly |
| Stevan Dostanic | Astrolabe Financial Group Inc. | Ottawa | CFA | Flat fee or retainer, Hourly |
| Steve Peterson Flat-fee pre-retirement and retirement planning focused on tax strategy, Social Security, pensions and secure retirement income. | Personal Financial Advice & Insights, LLC | Stevensville | CRPC | Subscription, One-time planning fee |
| Steven Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Steven Pitchford | Towerpoint Wealth | Sacramento | CFP | Percentage of assets, One-time planning fee |
| Tammy Pompei | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Thatcher Taylor | ProPath Financial | Meridian | CFP, MBA | Percentage of assets, Fixed fees |
| Theodore Dwyer | Dwyer Financial | Flagstaff | CFP, ChFC | Percentage of assets, Hourly |
| Thomas Keller | Keller Wealth Advisors | Victoria | CFP, PFS | Percentage of assets |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Thomas Little | Yeti Wealth Management Group | Highlands Ranch | CFP | Percentage of assets, One-time planning fee |
| Thomas Van Spankeren | RISE Investments | Chicago | CFP, CFA | Percentage of assets |
| Tom Taylor | Chesapeake Financial Advisors | Towson | CPA/PFS | Percentage of assets, Hourly |
| Tony Matheson | Slalom Wealth Management | Sacramento | CFA, CFP | Percentage of assets, Hourly |
| Trevor Van Nest | Niagara Region Money Coaches | St. Catharines | CFP | Not listed |
| Tristan Jacobi | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Ty Rollins A simple, low-maintenance Retirement Roadmap for individuals and couples near or in retirement, with personalized recommendations. | Ty Rollins, Inc. | Walnut Creek | MBA, EA | Subscription |
| Ulrich Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Victor Gersten | Cross Border Wealth Advisors | San Diego | CFP | Percentage of assets, Ongoing planning fee |
| Vincent DeCrow | RISE Investments | Chicago | CFP | Percentage of assets |
| Wenma Gorman | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Zane Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Aaron Freeman | Snake River Investment Counsel | Idaho Falls | CFP | Percentage of assets |
| Abigail Schmid | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Adam Harding | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Adam Stoeckler | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Aidan Ryan | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Alan Nicolette | Nicolette Financial | Charlottesville | CFP | Hourly, Fixed fees |
| Alexander Call | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Alexis Delia | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Alfred Au | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Alicia Ivancovich | Financially Healthy | Oakland | CFP | Percentage of assets, One-time planning fee |
| Andrew Herron | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Andrew W Bradley | AndrewWBradley.ca Financial Services | Ottawa | RRC | Not listed |
| Anita Gray | Promenade Wealth | North Bend | CFP | Percentage of assets, Hourly |
| Anthony Carrino | Roble Belko & Company | Newtown | CFP, ChFC | 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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