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 |
|---|---|---|---|---|
| Mallory Kretman | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Mario Posteraro | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Mark Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Mark Boujikian | Keymark Financial | Rolling Hills Estates | CFP | Percentage of assets, Ongoing planning fee |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Mark Meredith | Meredith Wealth Planning | Maryville | CFP | Flat fee or retainer, Ongoing planning fee |
| Mark Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Matthew Christl | Wise Wealth Partners | Folsom | CFP | Percentage of assets |
| Matthew Davis | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Matthew Furlong | Furlong Investment Solutions | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Matthew Lee | Paragon Advisors | College Station | CFP | Percentage of assets |
| Matthew McGahey | Steadfast Financial Services | Altamonte Springs | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Matthew Mondoux | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| Matthew Spradling | Paragon Advisors | College Station | CFP | Percentage of assets |
| Maureen Demers | Demers Financial Planning | North Andover | CFP | Percentage of assets, One-time planning fee |
| Maxwell Carlos | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Melanie Brophy | Next Play Financial Solutions | Ashburn | CFP | Hourly, Flat fee or retainer |
| Michael Babicz | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Michael Macke | Wealth 73 | Jacksonville | CFP | Flat fee or retainer, Ongoing planning fee |
| Michael Ryan | Marathon Mission | Latham | CFP | Percentage of assets, Fixed fees |
| Michele Gawthrop | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Michelle Campbell | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Michelle Konstantarakis | The Investment Counsel Company of Nevada | Las Vegas | CFP | Percentage of assets, Fixed fees |
| Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. | Intersecting Wealth | Northbrook | CFP | Flat fee or retainer, One-time planning fee |
| Myriah Lipke | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Nancy Doyle Hourly, advice-only planning that helps women and families in transition simplify their finances and understand their money. | Manage Your Financial Life | Winnetka | CFA, CFT | Hourly |
| Naoko McKelvey | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Nathan Dingler | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Nicholas Fahrendorff | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Nicholas Hickly | The Investment Counsel Company of Nevada | Las Vegas | CFP | Percentage of assets, Fixed fees |
| Nicholas Lombardozzi | Kingdom Wealth Advisers | Gilbert | CFP | Percentage of assets, Fixed fees |
| Nicholas Phelps | Nicholas H. Phelps, CFP® | State College | CFP | Flat fee or retainer, Hourly |
| Nicholas Wolverton | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Patricia Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Peter O'Keefe | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Ramon Franklin | Capital Focus | Greenville | CFP | Percentage of assets, Hourly |
| Raymond Vo | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Richard Taborda | LBT Wealth Management | Iselin | CFP | Percentage of assets, Ongoing planning fee |
| Richard Wimmer | Meredith Wealth Planning | Maryville | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Robb Pryor Helping individuals and small business professionals convert high income to high net worth. | Priority Tax & Financial Planning | Amherst | CFP | Percentage of assets, Flat fee or retainer |
| Robert Calhoun | Paragon Advisors | College Station | CFP, CFA | Percentage of assets |
| Robert Curry | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Robert Dignan | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Robert Gregov | Roche Financial Partners | Hopewell | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Robert Steinberg | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Ross Cutler We aim to be readily available to clients at all times. | King Tide Advisors | Stuart | CFP | Hourly, One-time planning fee |
| Ryan Casey | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Earley Flat-fee, comprehensive planning for Mississippi state employees in PERS, from a planner who is a vested PERS member himself. | PERS Pro | Vancleave | MBA | One-time planning fee, Hourly |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
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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