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 |
|---|---|---|---|---|
| Harlan Freeman | BrightPath Financial | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Heath Hamrick | H Cubed Financial Solutions | Granbury | CFP | Flat fee or retainer |
| Heath Hightower | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Heidi Phan | Rebalance | Palo Alto | CFP | Percentage of assets |
| Ian Harris | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Irvin Schorsch | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| Ivan Mendoza | Mendoza Private Wealth | North Miami | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jack Hallier | Patrick M Sweeney & Associates | Libertyville | CFP | Percentage of assets |
| Jack Marino | Lake Hills Wealth Management | Longview | CFP | Percentage of assets, Hourly |
| Jacob Duke | Rivertree Wealth | Little Rock | CFP | Percentage of assets |
| Jacob King | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jacob McConnell | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Jacob Preston | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Jake McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| James Belliston | Tanara Wealth Management | St. Augustine | CFP | Percentage of assets, Hourly |
| James Brennan | 1 North Wealth Services | Annapolis | CFP | Hourly, Ongoing planning fee |
| James Moore | Campbell Financial Partners | Bradenton | CFP | Percentage of assets, One-time planning fee |
| James Munchbach | BayRock Financial | Friendswood | CFP, ChFC | Percentage of assets, Hourly |
| James Osborne | Bason Asset Management | Lakewood | CFP | Flat fee or retainer, Ongoing planning fee |
| James Patterson | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| James Rice | Capital Asset Management | Columbus | CFP, ChFC | Percentage of assets |
| James Rogers | Aurelius Family Office | Shreveport | CFA | Percentage of assets, Fixed fees |
| James Sherrard | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| James Sullivan | Beaird Harris | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| James Zimmerman | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jameson Holehouse | Destiny Capital | Detroit Lakes | CFP | Percentage of assets, Flat fee or retainer |
| Jamie Stolz | TandemGrowth Financial Advisors | Alpharetta | CFP | Percentage of assets |
| Jamie Stone | Means Wealth Management | Greenville | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Jamison White | Paller Financial Services | Centennial | CFP | Percentage of assets, Hourly |
| Jana Hovey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jared Barnecut | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jarrett Morris | RiversEdge Advisors | Wilmington | CFP, ChFC | Percentage of assets, Hourly |
| Jarrod Musick | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Jason Clevlen | Lake Hills Wealth Management | Austin | CFP | Percentage of assets, Hourly |
| Jason Epps | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Jason Lina | Golden Bell | Alpharetta | CFP, CFA | Percentage of assets |
| Jason Siperstein | Eliot Rose Wealth Management | Providence | CFP, CFA | One-time planning fee, Percentage of assets |
| Jeffery Albaneze | Atlantic Edge Wealth | Jacksonville | CFP | Percentage of assets |
| Jeffrey Brimhall | Blue Barn Wealth | Orem | CFP, CFA | Percentage of assets |
| Jeffrey Gough | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Jeffrey Williams | Fairscale Capital | Nashua | CFP | Percentage of assets, Hourly |
| Jeffrey Wright | Teamwork Financial Group | Houston | CFP, ChFC | Percentage of assets |
| Jennifer Regan | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Jennifer Stewart | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| Jennifer Strong | Kate Capital Group | Westlake Village | CFP | Percentage of assets, Hourly |
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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