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 |
|---|---|---|---|---|
| Anton Bayer | Up Capital Management | Bulverde | CFP | Percentage of assets, Hourly |
| Becky Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Beth Lundberg | Hawthorne Wellman Financial Planning | Tyngsboro | CFP | Hourly, One-time planning fee |
| Beverly Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Billygram Simonet | Simonet Financial Group | Kyle | CFP | Ongoing planning fee, One-time planning fee |
| Bjorn Amundson A systematic approach to financial planning and investment overview | Quarry Hill Advisors | St Paul | CFP | Percentage of assets |
| Brandon Kurz | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Brian Rellihan | Wise Wealth Partners | Phoenix | CFP | Percentage of assets |
| Bryan Ward | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Caleb Russell | Paragon Advisors | College Station | CFP | Percentage of assets |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| Carson Johnson | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Carson Kunkle | Harding Wealth | Tempe | CFP, ChFC | Percentage of assets, Fixed fees |
| Carter Michaelson | illumiFI Wealth | Blaine | CFP | Percentage of assets, Ongoing planning fee |
| Christian Moon | Snake River Investment Counsel | Idaho Falls | CFP, CFA | Percentage of assets |
| Christopher Jones | Azalea Wealth Management | Glen Ellyn | CFP | Percentage of assets, Ongoing planning fee |
| Cody Schaefer | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Daniel Cadena | Cadena Financial Planning & Tax Services | San Diego | CFP | Hourly, One-time planning fee |
| Daniel Johnson | Riverbend Wealth Management | Myrtle Beach | CFP | Percentage of assets |
| Daniel Johnson | Forward Thinking Wealth Management | Copley | CFP | Flat fee or retainer, Ongoing planning fee |
| Daniel Miller | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Daniel Ruske | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Daniel Seder | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| Dave Moerlein Full plans or hourly guidance for people who want to manage their own finances, with the reasoning behind every recommendation. | Belay Finance | Cincinnati | MBA, MS | One-time planning fee, Hourly |
| David Foret | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| David Hailey | Paragon Advisors | College Station | CFP | Percentage of assets |
| David Webb | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| David Young | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Dean Allen | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Deborah Gianelli | Whole Family Financial Services | Bothell | CFP | Hourly, Percentage of assets |
| Deborah VanDam | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Dru Burns | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Dustin Javier | Defined Capital | Oak Brook | CFP | Percentage of assets, Ongoing planning fee |
| Edward Kerns | Footlamp Financial | Atlanta | CFP | Flat fee or retainer, Ongoing planning fee |
| Eric Feldman | Financial Futures | Wall Township | CFP | Percentage of assets, Hourly |
| Eric Gabor | Eagle Grove Advisors | Westfield | CFP | Percentage of assets, Ongoing planning fee |
| Ethan Kok | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Felix Kopycinski | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. | Ascend Investment Partners | Ogden | CFP | Percentage of assets, Hourly |
| George Harris | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Gideon Drucker | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Grace Stolberg | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Gregory Stapp | Stapp Financial | Olympia | CFP, PFS | Percentage of assets |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Hannah Boundy | Sherwood Financial Partners | Broomfield | CFP, CFA | Percentage of assets, Hourly |
| Heather Jendrusch | Paragon Advisors | College Station | CFP | Percentage of assets |
| Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. | Not listed | Bentonville | CFP | Percentage of assets, Flat fee or retainer |
| Ismael Garcia | Garcia Financial Planning | Meridian | CFP | Percentage of assets, Ongoing planning fee |
| Jack Zinser | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Jackie Kleinman | KB Financial Advisors | San Francisco | CFP | Percentage of assets, 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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