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 |
|---|---|---|---|---|
| Jeremiah Winters | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Jeremy Busch | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| Jeremy Kovacevich | Kaiyo Wealth | San Diego | CFP | Percentage of assets |
| Jeremy Lott | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Jeremy Mocek | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jeremy Reed | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeremy Welch | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Jerry King | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. | Rodriquez Wealth Management | Newport Beach | CFP | Percentage of assets |
| Jessica Sherrill | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Jhonny Merida Soto | Glassman Wealth | Arlington | CFP | Percentage of assets, Fixed fees |
| Jill Tripp | Pathfinder Financial Planning | Missoula | CFP | Percentage of assets, Hourly |
| Jodi Vleck | Beta Wealth Group | San Diego | CFP | Percentage of assets |
| John Berzellini | JBA Financial Advisors | Timonium | CFP | Percentage of assets, Hourly |
| John Boardman | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| John Bubello | Compass Retirement | Old Saybrook | CFP | Percentage of assets, Flat fee or retainer |
| John Burns | Factor Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| John Dannenbring | AlphaOmega Wealth Management | Lincoln | CFP | Percentage of assets |
| John Dewitt | Lakeshore Advisors | Fort Lauderdale | CFP | Percentage of assets |
| John Dixon | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| John Fennig | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| John Ferguson | Patrick M Sweeney & Associates | Barrington | CFP | Percentage of assets |
| John Fleming | Vandalia Wealth | Greenville | CFP | Percentage of assets, Hourly |
| John Foley | LifeWise Wealth Advisors | Champaign | CFP, ChFC | Flat fee or retainer |
| John Fredrick | RockCrest Financial | Somers Point | ChFC | Flat fee or retainer, Ongoing planning fee |
| John Heldman | Triad Investment Management | Laguna Niguel | CFA | Percentage of assets |
| John Jones | Precision Wealth Strategies | Georgetown | CFP | Percentage of assets, Hourly |
| John Kennedy | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| John Lauer | Lauer Wealth Management | Valparaiso | CFP | Percentage of assets, Hourly |
| John McCorvie | Peak Asset Management | Louisville | CFA | Percentage of assets |
| John Phillips | Red Door Wealth Management | Memphis | CFP, CFA | Percentage of assets, Fixed fees |
| John Rowley | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| John Russell | Peak Asset Management | Needham | CFA | Percentage of assets |
| John Sena | Mike Sena Advisors | Roswell | CFP | Flat fee or retainer, Hourly |
| Jon Bernier | TandemGrowth Financial Advisors | Alpharetta | CFP, ChFC | Percentage of assets |
| Jonathan Bird | Farnam Financial | Phoenix | CFP | Percentage of assets |
| Jonathan Dorsey | Vandalia Wealth | Beckley | CFP | Percentage of assets, Hourly |
| Jonathan Elks | Boerum Hill Financial Advisors | Brooklyn | CFP | Percentage of assets, One-time planning fee |
| Jonathan Klett | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Jonathan Wallace | Wayfinder Wealth Warriors | Lexington | CFA | Flat fee or retainer, Hourly |
| Jonathon Jordan | Stone Pillars Wealth Management | Franklin | CFP | Percentage of assets, Hourly |
| Joseph Beckford | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Joseph Carbone | Focus Planning Group | Bayport | CFP | Percentage of assets, Hourly |
| Joseph Dunn | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joseph Hart | Hart Wealth Management | West Des Moines | CFP | Percentage of assets, Fixed fees |
| Joseph Maddux | Cooper Norman Wealth | Idaho Falls | CFP | Percentage of assets |
| Joseph Purcell | Wissahickon Wealth Management | Philadelphia | CFP | Percentage of assets |
| Joseph Turley | Breakwater Investment Management | Seattle | CFP, CFA | Percentage of assets |
| Joseph Weiland | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Joshua Gideon | Richard P. Slaughter Associates | Austin | 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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