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 |
|---|---|---|---|---|
| Ryan McNamee | Traction Financial Partners | Encampment | CFP | Percentage of assets, Hourly |
| Ryan Miyashiro | Kahala Financial Advisors | Honolulu | CFP | Percentage of assets |
| Ryan Robillard | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Rydan Case | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Saadia Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| Saket Sengar | Better Financial Services | Federal Way | CFP | Percentage of assets, Hourly |
| Samuel Deane Financial advice for startup founders and tech employees with equity compensation. | Rora Wealth | Atlanta | Not listed | Flat fee or retainer, Percentage of assets |
| Sara Amparan | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Sarah Busch | Boldin | Colton | CFP | Flat fee or retainer, Ongoing planning fee |
| Sarah Creath | BCK Partners | Corning | CFP | Percentage of assets |
| Sarah Huie | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Sarah Irving | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| Sarah Yakel | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| Scott Keipper | Highland Investment Advisors | Brookfield | PFS | Percentage of assets, Fixed fees |
| Scott Peterson | Peterson Wealth Advisors | Orem | ChFC | Ongoing planning fee |
| Scott Terry | Summit Wealth & Retirement Partners | Eagle | CFP | Percentage of assets, One-time planning fee |
| Sean Guldi | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Shane Farina | Box Hill Private Wealth | Scottsdale | CFP | Percentage of assets |
| Sharon Nassirzadeh | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Shelby Newell | Ironwood Wealth Management | Chandler | CFP | Percentage of assets, Fixed fees |
| Shonty Spatola | Pacific Oak Financial Planning | Woodland Hills | CFP | Flat fee or retainer, Ongoing planning fee |
| Sloan Chittenden | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Spencer Wynant | Peak Planning Group | Centennial | CFP | Percentage of assets, Hourly |
| Stacey Nickens | Elm3 Financial Group | Alpharetta | CFP | Percentage of assets, Hourly |
| Stephan Zehner | Atticus Wealth Management | Palm Beach Gardens | CFP | Percentage of assets |
| Stephen Andrusko | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Stephen Detweiler | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Stephen Nelson | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Stephen Wintermeier | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Steven Clifford | Share The Harvest Partners | Canton | CFP | Percentage of assets, Hourly |
| Steven Mullooly | Mullooly Wealth Planning | Clover | CFP | One-time planning fee, Percentage of assets |
| Tamra Wener | Mosaic Fi | Lincolnshire | CFP | Percentage of assets, One-time planning fee |
| Tanner Merritt | Keen Capital | Jacksonville | CFP | Percentage of assets, Hourly |
| Tary Middlesworth | Entrusted Wealth | Kalispell | CFP, CFA | Percentage of assets |
| Taylor Whelan | Whelan Financial | Fresno | CFP, CFA | Percentage of assets, Fixed fees |
| Theodore Schumann | The DBS Companies | Bay City | CFP | Percentage of assets, Hourly |
| Thomas Curtis | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Thomas Gore | Keen Capital | Chapin | CFP | Percentage of assets, Hourly |
| Thomas Grunbeck | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Thomas Jennings | Keen Capital | Westminster | CFP | Percentage of assets, Fixed fees |
| Thomas Kelly | Kelly Investment Management | Carlsbad | CFP | One-time planning fee |
| Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. | AllStreet Wealth | Carmel | Not listed | Flat fee or retainer, One-time planning fee |
| Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. | Manetta Wealth Management | San Ramon | Not listed | Percentage of assets |
| Thomas McLean | Advitica Financial Planning | Tenino | CFP | Percentage of assets, Hourly |
| Thomas Mullen | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
| Thomas Nowak | Quantum Financial Planning | Langley | CFP | Hourly |
| Thor McIlrath | McIlrath | Eck | Arlington | CFP | Percentage of assets, Hourly |
| Timothy Burkett | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Timothy Dillow | Dillow Wealth Management | Oak Brook | CFP | Percentage of assets, Fixed fees |
| Timothy Domino | Sanderson Wealth Management | Buffalo | 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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