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 |
|---|---|---|---|---|
| William Hutchins | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| William Johnson | White Pine Investment Co | Livonia | CFP | Percentage of assets |
| William McDonald | Retirement Planning Solutions | Nolensville | BS, CPA/PFS | Percentage of assets, Hourly |
| Zachary Greiner | Kirr, Marbach & Company | Columbus | CFP | Percentage of assets |
| Zakriah Gardezy | Wealthstone Private Wealth Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Zuzana Brochu | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Aaron Karas | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Aaron Tice | Delphi Wealth Partners | Grand Junction | CFP | Percentage of assets, Hourly |
| Abigail Rose | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Adam Drake | Highland Investment Advisors | Ponte Vedra | CFA | Percentage of assets, Fixed fees |
| Adam Leavitt | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Adam Oerther | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Adam Smetzer | Sky Vision Wealth | Columbus | CFP | Percentage of assets |
| Adam Wilkins | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Adrienne Stark | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Ajoke Esomo | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Alek Wyatt | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Alex Offerman | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Alexander Boeri | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Alexander Goldberg | McIlrath | Eck | Anaheim | CFP | Percentage of assets, Hourly |
| Alicia Klein | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Alison Shannon | Corvus Wealth Advisors | Templeton | CFP | Percentage of assets |
| Alixandria Tucci | PCM Encore | Charlotte | CFP | Percentage of assets, Fixed fees |
| Allan Cohen | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Allison De Graaf | Peak Planning Group | Centennial | CFP | Percentage of assets, Hourly |
| Allison Miller | Armor Investment Advisors | Raleigh | CFP | Percentage of assets, Hourly |
| Amy Jones | Barlow Wealth Partners | Louisville | CFP | Percentage of assets, Hourly |
| Anders Natter | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Andrew Barnes | Traction Financial Partners | Encampment | CFP | Percentage of assets, Hourly |
| Andrew Barton | Boldin | Mill Valley | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Beil | StrongBox Wealth | Lee'S Summit | CFP | Percentage of assets, Hourly |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Andrew Froelich | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Andrew Nelson | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Andrew Pool | Paradigm Wealth Management | Lincoln | CFP | Percentage of assets, Hourly |
| Andrew Russell | Dean Roland Russell Family Wealth Management | San Diego | CFP | Percentage of assets |
| Andrew Zender | Financial Plan | Bellingham | CFP | Percentage of assets, Ongoing planning fee |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Anna Wunderlich | Camarda Wealth Advisory Group | Fleming Island | CFP | Percentage of assets, Hourly |
| Anne Chernish | Anchor Capital Management | Ithaca | CFP | Percentage of assets, Hourly |
| Ansley Nicholson | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Anthony Corsino | Zen Financial Planning | Andover | CFP, ChFC | Percentage of assets, One-time planning fee |
| Anthony Cortina | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Anthony Leonti | Corvus Wealth Advisors | Templeton | CFP | Percentage of assets |
| Anthony Weaver | THOR Wealth Management | Cincinnati | CFP | Percentage of assets, Fixed fees |
| April Lowery | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Ara Oghoorian | ACap Advisors & Accountants | La Verne | CFP, CFA | Percentage of assets, Hourly |
| Audrey Mines | Pittenger & Anderson | Lincoln | 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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