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 |
|---|---|---|---|---|
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| David Chenet | Presidio Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| David Cunningham | LW Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| David Dedman | Pulse Wealth | Lexington | ChFC | Flat fee or retainer, Ongoing planning fee |
| David Espineira | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| David Levitt | Glassman Wealth | North Bethesda | CFP | Percentage of assets, Fixed fees |
| David Lloyd | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| David Peloquin | Main Street Advisors | Westminster | CFP | Percentage of assets, Hourly |
| David Ritrovato | Bluesphere Advisors | East Norriton | CFP | Flat fee or retainer, Ongoing planning fee |
| David Snyder | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| David Wolfensperger | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Denise Farkas | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Devin Carroll | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Dianne Duva | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Donald Gresh | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Douglas Augenthaler | Palumbo Wealth Management | Great Neck | CFP, CFA | Percentage of assets, Fixed fees |
| Douglas Babcock | Professional Financial Management, Inc. | Bozeman | Not listed | Percentage of assets, Hourly |
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Duke Cope | Cope Private Wealth | Birmingham | CFP | Percentage of assets, Hourly |
| Edward Kramer | SSB&T Wealth | Fredericksburg | CFP | Percentage of assets, Fixed fees |
| Ekenna Anya-Gafu | Pacific Canyon Investments | Scottsdale | CFP | Percentage of assets, Hourly |
| Elizabeth McCollum | Prosperity Financial Planning | Celebration | CFP | Flat fee or retainer, Ongoing planning fee |
| Emily Hermeno | Prosperity Road | Santa Ana | CFP | Percentage of assets, Hourly |
| Emin Nabiyev | TriFlame Capital | Roseville | CFP, ChFC | Percentage of assets, One-time planning fee |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Eric Dunner | Glassman Wealth | Vienna | CFP | Percentage of assets, Fixed fees |
| Eric Furey | Accretive Wealth Partners | Parsippany | CFP, CFA | Percentage of assets |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Eric Saling | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Eric Scruggs | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Erica Ryberg | Montoya Wealth Management | Prescott | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Ernest Moosherr | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Evan Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Felipe Quaassdorff Molina | Walkner Condon Financial Advisors | Verona | CFA | Percentage of assets, Ongoing planning fee |
| Frank Gallo | Investors Portfolio Services | Puyallup | CFP | Percentage of assets, Hourly |
| Frank Yozwiak | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Gary Ribe | Accretive Wealth Partners | Parsippany | CFP, CFA | Percentage of assets |
| Gary Shirman | Boulder Wealth Advisors | Boulder | ChFC | Percentage of assets, Hourly |
| Genadi Slavov | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| George Hemsley | Hemsley Advisors | Barrington | CFP | Percentage of assets, Hourly |
| Giovanna Leyva | Tidemark Financial Partners | San Diego | CFP | Flat fee or retainer, Percentage of assets |
| Grant Steffes | Steffes Financial | Overland Park | CFP | Percentage of assets, Hourly |
| Gregory Bradstreet | Farnam Financial | Peoria | CFP, CFA | Percentage of assets |
| Gregory Norris | Apex Investment Group | Georges Mills | CFP | Percentage of assets |
| Gregory Syrios | Syrios Wealth Management Group | La Jolla | CFP | Percentage of assets, Fixed fees |
| Hannah Santa Cruz | Pathfinder Financial Planning | Missoula | CFP | Percentage of assets, Hourly |
| Hany Ahmad | Teamwork Financial Group | 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.
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