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 |
|---|---|---|---|---|
| Jacqueline Cannella | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Jamie Mutinsky | Emissary Wealth | Hackensack | CFP | Percentage of assets, Ongoing planning fee |
| Jared Holt | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Jarett Busacca | Venture Wealth Solutions | Winter Park | CFP | Ongoing planning fee, One-time planning fee |
| Jason Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Jeffrey Clark | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Jeffrey Lindsay | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Jeffrey Meenes | Meenes Wealth Partners | Shrewsbury | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeremy Bohne | Paceline Wealth Management | Medfield | CFP | Percentage of assets, Ongoing planning fee |
| Jeremy Finger | Riverbend Wealth Management | Myrtle Beach | CFP | Percentage of assets |
| Jeremy Zuke Affordable financial advice for working professionals, whether they are leaving a high-fee planner or hiring one for the first time. | Abundo Wealth | New York | Not listed | Subscription |
| Jesse Kuusisto | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Jessica Humble | Eagle Bluffs Wealth Management | Columbia | CFP | Percentage of assets |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Joel Baumgarten | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Joel Hanson | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| John Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| John Murphy | Davis Capital Management | Jacksonville | CFP | Percentage of assets, Hourly |
| Jonathan Booze | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Jonathan Johnson | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Jordan Haines | Drucker Wealth | Kuna | CFP | Percentage of assets |
| Jorie Johnson | Financial Futures | Brielle | CFP | Percentage of assets, Hourly |
| Joseph Schmitz, Jr. | Peak Retirement Planning | Columbus | CFP, ChFC | Percentage of assets, Fixed fees |
| Joshi Koneru | Watershed Private Wealth | Oak Brook | CFP | Percentage of assets |
| Joshua Anderson | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Joshua Loveall | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Julianna Bray | GW Financial | Reno | CFP | Ongoing planning fee |
| Justin Buttrick | Vision Wealth Advisors | Lewisburg | CFP | Flat fee or retainer, Percentage of assets |
| Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence. | Arcadia Capital | Saline | CFP | Percentage of assets |
| Justin Stevens | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Kaden Waters | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Kahlilah Dowe | TrueWealth Solutions | Radnor | CFP | Flat fee or retainer, One-time planning fee |
| Kathleen Liiste | Lions Gate Sovereign Capital | White Bear Lake | CFP | Percentage of assets, Fixed fees |
| Kathy Waite | Your NetWorth Manager | Regina | Not listed | Ongoing planning fee, One-time planning fee |
| Kayla Benjamin | KB Financial Advisors | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Keith Amburgey | Rutherford Asset Planning | Tampa | CFP, CFA | Percentage of assets |
| Kelly Brown | Brown PCFO | Bellingham | CFP | Percentage of assets, Hourly |
| Kenneth Butler | Butler Financial Services | Westlake Village | CFP | Flat fee or retainer, One-time planning fee |
| Kevin Manning | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Keythe Ward-Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Kyle Cross | Mattern Wealth Management | Lawrence | CFP | Percentage of assets, Hourly |
| Kyle Packard | Packard Wealth Strategies | Alexandria | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Laurean Nardone | Shira Ridge Wealth Management | Larkspur | CFP | Percentage of assets |
| Lauren Hunt | Daybreak Wealth | Hinsdale | CFP | Flat fee or retainer, Ongoing planning fee |
| Lauren Naze | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Lily Zhang | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ | Firm Foundation Family Wealth | Ft. Lauderdale | CFP | Percentage of assets |
| Mallory Davis | MA Private Wealth | San Carlos | CFP | 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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