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 |
|---|---|---|---|---|
| Nicholas Catlin | CBG & Company | Fishers | CFP | Percentage of assets, Hourly |
| Nicholas Gyeszat | Reality Financial Planning Services | Sarasota | CFP | Percentage of assets, Hourly |
| Nicholas Lemus | Summit Wealth & Retirement Partners | Eagle | CFP, CFA | Percentage of assets, One-time planning fee |
| Nicholas Thurwanger | Eagle Bluffs Wealth Management | Columbia | CFA | Percentage of assets |
| Nina Spezzaferro | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Nirvanna Silva Novelo | Nicholas Hoffman & Company | Atlanta | CFP | Percentage of assets, Fixed fees |
| Noa Hoffman | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Patricia Bush | AAA Advisory | Walkersville | CFP | Hourly, Flat fee or retainer |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Patrick Mason | Cairn Wealth Management | Vancouver | CFP | Percentage of assets, Hourly |
| Patrick O'Hearn | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Patrick Stoa | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Penny Wasem | Lifetime Financial Planning Solutions | Lancaster | CFP, PFS | Hourly |
| Peter Pittman | Aspen Leaf Wealth Management | Golden | CFP | Percentage of assets |
| Peyton Wade | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
| Phil Telpner We end post-divorce financial anxiety. | Breakout Private Wealth | Glenview | Not listed | Percentage of assets, One-time planning fee |
| Philip Bailey | Muirfield Wealth Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Philip Dortch | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| Philip Maravilla | PracticeCFO | San Diego | CFP | Percentage of assets, Fixed fees |
| Pierre Bigby | Bigby Financial Planning, LLC. | Lewis Center | CFP | Percentage of assets, Hourly |
| Portia White | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Rakesh Budhram | Prolific Solutions | Ozone Park | CFP | Percentage of assets, Fixed fees |
| Rand Borresen | Ascend Financial Advisers | Irvine | CFP | Percentage of assets, Hourly |
| Randall Bruns | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Randall Loemker | TruePath Financial Planning | Prescott | CFP | Hourly, Percentage of assets |
| Rebecca Blevins | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Richard Fein | Fein Advisor | Cincinnati | CFP | Flat fee or retainer |
| Richard Hewitt | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Richard Wagner | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. | Daniel M Kavanaugh CPA Inc | Pleasanton | CPA | Percentage of assets, Flat fee or retainer |
| Robert Agorastos | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Robert Garcia | Corvus Wealth Advisors | Templeton | CFP | Percentage of assets |
| Robert Hofman | Hofman Wealth Management | Chesterfield | CFP | Percentage of assets |
| Robert Kokol | Atticus Wealth Management | New Braunfels | CFP | Percentage of assets |
| Robert Maher | Virgil Wealth Advisory | Cincinnati | CFA | Percentage of assets, One-time planning fee |
| Robert Shopes | Favrile Financial | Del Mar | CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Sokolowski | Metis Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Robert Weinstein | Round Rock Advisors | Harrison | CFP, PFS | Percentage of assets, Fixed fees |
| Roberta Tondo | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Roberto Ortega | RidgeOak Wealth | Spring | CFP | Percentage of assets |
| Roger Johnson | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Ross Fedenia | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Russell Wood | Nicholas Hoffman & Company | Atlanta | CFP | Percentage of assets, Fixed fees |
| Ryan Brizendine | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Ryan Canfield Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future. | Victus Wealth Management | Enola | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Gibbs | Heritage Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Ryan Glover | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| Ryan Janus | Janus Financial | Scottsdale | CFP | Flat fee or retainer, One-time planning fee |
| Ryan McGuire | Westshore Wealth | Newport Beach | 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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