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 |
|---|---|---|---|---|
| Allison Beckham | Beckham Financial | Miami | CFP | Percentage of assets, Flat fee or retainer |
| Allison Meier | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Allyson Mangine | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Amy Amorosso | Ball Wealth Management | Dawsonville | CFP | Percentage of assets, Fixed fees |
| Amy Stuber | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Amy Thacher | Blume Capital Management | Berkeley | CFP | Percentage of assets, Hourly |
| Andrew Casteel | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Andrew Fox | Fox Financial Services | White Plains | CFP | Percentage of assets |
| Andrew McDowell | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| Andrew Prentice | Prentice Financial Planning | Olympia | CFP | Percentage of assets, Fixed fees |
| Andrew Randisi | Pennsylvania Capital Management | Pennsauken | CFP | Percentage of assets, Hourly |
| Andrew Reynolds | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Anita Bruinsma | Clarity Personal Finance | Toronto | CFA | Not listed |
| Anithah Neelakanda-Pillai | AP Investment Management | Mountain View | CFP | Percentage of assets, Flat fee or retainer |
| Anthony Ogorek | Ogorek Wealth Management | Williamsville | CFP | Percentage of assets, Fixed fees |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| April Kriha | Tenere Financial | Sammamish | CFP | Percentage of assets |
| Ariana Alisjahbana | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Arpy Raval | Shah Wealth Advisors | Chino Hills | CFP | Percentage of assets, Fixed fees |
| Ashley Israel | Vandalia Wealth | Charleston | CFP | Percentage of assets, Hourly |
| Ashley Stewart | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Austin McLaughlin | Retirement Planning Services | Knoxville | CFP | Percentage of assets, Hourly |
| Austin Moore | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Barry Glassman | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Benjamin Anderson | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Benjamin Lopez | PecuSavvy Financial | El Paso | CFP | Percentage of assets |
| Bert Bennett | West Fork Wealth Management | Chapel Hill | CFP | Percentage of assets |
| Beth Watts | Financial Avenues, LLC. | Kansas City | CFP | Hourly, Fixed fees |
| Bethany Steinhaus | Breakwater Investment Management | Seattle | CFP | Percentage of assets |
| Billy Desai | Analog Capital Partners | Houston | CFA | Percentage of assets |
| Brad Tinnon | B.E.S.T. Wealth Management | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Bradley Mendel | Mendel Money Management | Northbrook | CFP | Percentage of assets, Hourly |
| Bradley Sayre | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Brandon Cox | Coastline Complete Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Brett Carleton | Heritage Wealth Management | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Brett Lozowski | Life Planning Partners | Jacksonville | CFP | Ongoing planning fee |
| Brian Breen | Breen Wealth Management | Petaluma | CFP | Percentage of assets |
| Brian Burton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Brian Carney | RiversEdge Advisors | Wilmington | CFP, ChFC | Percentage of assets, Hourly |
| Brian Jones Systems-based financial planning for teachers, DIYers and FIRE enthusiasts, from a former high school science teacher and coach. | Your Everyday ROI | Howells | Not listed | Subscription, One-time planning fee |
| Brian Kozel | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Brian McKinney | Collective Wealth Partners | Aurora | CFP | Percentage of assets, Hourly |
| Brian Merrill | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Brian Seay | Capital Stewards | Huntsville | CFA | Flat fee or retainer, Ongoing planning fee |
| Brian Sheahen | Hudson Oak Wealth Advisory | Hoboken | CFP, PFS | Ongoing planning fee |
| Brock Alvord | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Bruce Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Bryan Theall | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Bryan Zschiesche | Financial Synergies Wealth Advisors | Houston | 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.
More in the methodology.