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 |
|---|---|---|---|---|
| Mary Storjohann | Allora Wealth | Chula Vista | CFP | Percentage of assets, Hourly |
| Matthew Berhow | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Matthew Brennan | Covenant Wealth Advisors | Reston | CFP | Percentage of assets |
| Matthew Cobas | Kaiyo Wealth | San Diego | CFP | Percentage of assets |
| Matthew Dattilio | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Matthew Gatt | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Matthew Jude | Rebalance | Sacramento | CFP | Percentage of assets |
| Matthew Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Maxwell Elsasser | Glassman Wealth | Washington | CFP | Percentage of assets, Fixed fees |
| McKenzie Ebbesen | Bason Asset Management | Platte City | CFP | Flat fee or retainer, Ongoing planning fee |
| Meagan Niese | Teamwork Financial Group | Austin | CFP | Percentage of assets |
| Megan Waters | Covenant Wealth Advisors | Richmond | CFP | Percentage of assets |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Melody Laser | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Michael Booker | Financial Synergies Wealth Advisors | Houston | CFP, ChFC | Percentage of assets |
| Michael Brundage | Clear Ridge Wealth Management | Kalamazoo | CFP | Percentage of assets |
| Michael Furois | The Planning Associates | Phoenix | CFP | Percentage of assets, Hourly |
| Michael Kothakota | WolfBridge Wealth | Durham | CFP | Percentage of assets, Hourly |
| Michael Mazzei | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Michael Meehan | TFC Financial | Boston | CFP, PFS | Percentage of assets, Hourly |
| Michael Minter | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Michael Pumphrey | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Michael Rettinger | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Michael Yang | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Michelle Brow | Full Bloom Financial | Northville | ChFC | Flat fee or retainer, Ongoing planning fee |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |
| Miller Hoffman | TradeWinds | Raleigh | CFP | Percentage of assets, Fixed fees |
| Mitchell Byrum | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Nathan Burleson | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Nathan McDuffee | Oliver Wealth Management | Towson | CFP, ChFC | Ongoing planning fee |
| Nathan Mirizzi | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Nicholas Bzovi | Ducere Wealth Management | Newport Beach | CFA | Percentage of assets |
| Nicholas Sullivan | KFA Private Wealth Group | Cranford | CFP | Percentage of assets, Hourly |
| Nicholaus Domachowski | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Noah Polk | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Patrick Graver | Center Stage Planning | Greeley | CFP | Percentage of assets, One-time planning fee |
| Patrick McNamara | Glassman Wealth | Rockville | CFP | Percentage of assets, Fixed fees |
| Patrick Sweeney | Patrick M Sweeney & Associates | Libertyville | CFP | Percentage of assets |
| Patrick Swift | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Paul Carroll | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Paul Esposito | Prestige Wealth Management Group | Flemington | CFP, CFA | Percentage of assets, Hourly |
| Peter Bobolia | Destiny Capital | Denver | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Peter Eberhart | Henry H. Armstrong Associates | Pittsburgh | CFP | Percentage of assets |
| Peter Faust | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Peter Levine | Velara Wealth Management | New York | CFP, ChFC | Percentage of assets, Hourly |
| Peyton Klawinski | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Philip Matalucci | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Quinn McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Rachel Buckhoff | 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.
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