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 |
|---|---|---|---|---|
| Joshua Nelson | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| Joshua Nuss | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| Joshua Prince | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Joshua Zorger | Fortitude Private Wealth | Carmel | CFP | Percentage of assets, Hourly |
| Juliana Moravy | Elmwood Wealth Management | Berkeley | CFP | Percentage of assets, Hourly |
| Julie Pribble | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Justin Ericksen | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Justin Farris | Farris Capital Management | Carrollton | CFP | Percentage of assets |
| Justin Hobbs | Rivertree Wealth | Denver | CFP | Percentage of assets |
| Justin Pitcock | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Justin Watson | Beaird Harris | Dallas | CFP, PFS | Percentage of assets, Fixed fees |
| Kaitlin Theobald | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Kamila Elliott | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Katarzyna Marczyk | Anchor Wealth Management Group | West Palm Beach | CFP | Percentage of assets, Hourly |
| Katherine King | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Kathy Weese | Nora Wealth | Atlanta | CFP | Percentage of assets, One-time planning fee |
| Kay Kidwell | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Keith Fenstad | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Keith Van Dyke | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Kellie Gamino | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Kelly Randall | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Kelly Trageser | Sea Clear Financial Planning | Brielle | CFP | Percentage of assets, Hourly |
| Kenneth Melotte | Melotte Financial Advisors | Green Bay | CFP | Percentage of assets |
| Kevin Burns | Navwell Advisors | Garden City | CFP | Flat fee or retainer, Ongoing planning fee |
| Kevin DeAngelis | Breakwater Investment Management | Seattle | CFP | Percentage of assets |
| Kevin Kolson | Family Wealth Leadership | Irvine | CFP | Percentage of assets, Hourly |
| Kevin Nelson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Kevin Schnell | Schnell Financial Group | Sedalia | CFP | Percentage of assets, Hourly |
| Kimberly Owen | Prostatis Group | Hanover | CFP | Percentage of assets, Hourly |
| Kyle Cote | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Kyle Jones | Lindsey & Lindsey Wealth Management | Culver City | CFP | Percentage of assets, Hourly |
| Lafe Blobaum | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Laura Addington | Addington Financial Group | Cypress Springs Village | CFP | Percentage of assets |
| Lawrence Blau | LL Financial Services | Ossining | CFP | Percentage of assets, Hourly |
| Leann Sullivan | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Leland McCullough | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Liam Toohey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Lisa Bowers | RPO Wealth Partners | Charlotte | CFP | Fixed fees |
| Logan Sanders | Sanders Retirement Planning | Omaha | CFP | Percentage of assets, Flat fee or retainer |
| Louis Dagen | Auspicious Financial Planning | San Ramon | CFP, ChFC | Percentage of assets |
| Madalyn Dow | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Marc Jimenez | CAM Investor Solutions | Austin | CFP, CFA | Percentage of assets, Hourly |
| Marc Morgan Advice-only planning for New Jersey individuals and surviving families from a retired officer and former state pension trustee. | Heroic Financial | New Jersey | Not listed | Hourly |
| Margaret Kamman | Kirr, Marbach & Company | Columbus | CFP | Percentage of assets |
| Maria Kelly | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Mark Eggleston | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Mark Fonville | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Mark Paller | Paller Financial Services | Centennial | CFP | Percentage of assets, Hourly |
| Mark Schiller | WS Wealth Management | Fargo | CFP | Percentage of assets, Hourly |
| Mark Sheerin | Sherrill & Hutchins | Atlanta | 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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