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 |
|---|---|---|---|---|
| J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. | Financial Planning Hawaii | Honolulu | Not listed | One-time planning fee, Percentage of assets |
| Jackson Boyer | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Jacob Blukis | McIlrath | Eck | Arlington | CFP | Percentage of assets, Hourly |
| Jacob Eason | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Jacob Fram | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jacob Samuels | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Jacob Schlicht | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Jacob Weatherford | Castlepoint Wealth Advisors | Oklahoma City | CFP | Percentage of assets, Hourly |
| Jacque Lefore | Womack Wealth and Business Management | Portland | CFP | Percentage of assets, Hourly |
| Jamel Gordon | Rose Capital Advisors | Miami Beach | CFP | Percentage of assets, Hourly |
| James Chaney | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
| James Copper | Skinner Copper & Ehmen | Monroe | CFP | Percentage of assets, Fixed fees |
| James Diacon | Council Oak Wealth Advisors | Tulsa | CFP, ChFC | Percentage of assets, Hourly |
| James Hofman | Hofman Wealth Management | Chesterfield | CFP | Percentage of assets |
| James Joseph | Sentinel Wealth Management | Reston | CFP, ChFC, PFS | Percentage of assets, Fixed fees |
| James Kaffenbarger | BCK Partners | Corning | CFP | Percentage of assets |
| James Pechin | McLaughlin Asset Management | Lafayette | CFP | Percentage of assets, Fixed fees |
| James Pittenger | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| James Runey | Runey & Associates Wealth Management | Mount Pleasant | CFA | Percentage of assets |
| James Twining | Financial Plan | Bellingham | CFP | Percentage of assets, Ongoing planning fee |
| James Warner | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| James White Jr. Wealth advisory services for high-earning CRE Professionals. | Forty Two Wealth LLC | Atlanta | CFP | Percentage of assets, Flat fee or retainer |
| Jamie Upson | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Jared McBride | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Jason Hyrne | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Jason Jager | Inman Jager Wealth Management | Hattiesburg | CFP | Percentage of assets, Hourly |
| Jason Terhune | Capital Advantage | Walnut Creek | CFP | Percentage of assets, Ongoing planning fee |
| Jefferson Rotherham | Sierra Wealth Strategies | Coronado | CFP | Percentage of assets, Hourly |
| Jeffrey Hanson | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
| Jeffrey Hoang | Paulson Wealth Management | West Palm Beach | CFP | Percentage of assets, Hourly |
| Jeffrey Pih | Pih Investments | South Pasadena | CFP | Percentage of assets |
| Jeffrey Prunier | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Jeffrey Starkey | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Jeffrey Thompson | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jeffrey Wiyninger | Pathway Advisor | Fallbrook | CFP | Percentage of assets, Hourly |
| Jennifer Butler | Summit Wealth & Retirement Partners | Eagle | CFP | Percentage of assets, One-time planning fee |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| Jennifer Harper | Bridge Financial Planning | Cruz Quebrada - Dafundo, Portugal | CFP | Flat fee or retainer, Percentage of assets |
| Jennifer Kramer | Jayco Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Jennifer Odom | Chastain Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Jennifer Sokolowski | Metis Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Jennifer Weber | Weber Asset Management | Lake Success | CFP | Percentage of assets |
| Jerod Fenton | RED Seven Wealth Management | Escondido | CFP | Percentage of assets, Fixed fees |
| Jesse Deason | Serene Wealth Planning | Everett | CFP | Percentage of assets, One-time planning fee |
| Jesse Sell | Prevail Financial Partners | Bayport | CFP | Percentage of assets |
| Jessica Demler | Oxler Private Wealth | Rye Brook | CFP | Percentage of assets, Hourly |
| Jessica Gibbs | Monument Wealth Management | Arlington | CFP | Percentage of assets |
| Jessica Hultberg | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jessica Perkins | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
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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