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 |
|---|---|---|---|---|
| Andrea Oliver | One Wild Life Advisors, LLC | Chicago | CFP | Flat fee or retainer, One-time planning fee |
| Andrea Vedder | Iambic Financial | Portland | CFP | Percentage of assets, Hourly |
| Andrew Cayer | SK Wealth Management, LLC | Providence | CFP | One-time planning fee |
| Andrew Damcevski | AJD Wealth Management | Cincinnati | CFP | Percentage of assets |
| Andrew Gray | Gray Wealth Strategies | Bend | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. | Fiduciary Financial Advisors | Grand Rapids | CFP | Percentage of assets, Subscription |
| Angela Dorsey | Dorsey Wealth Management | Torrance | CFP, MBA | Percentage of assets, Hourly |
| Ariadne Horstman | Tamarind Financial Planning | Palo Alto | CFP, RLP | Percentage of assets, Ongoing planning fee |
| Ashley Coake | Cultivate Financial Planning | Radford | CFP, EA | Flat fee or retainer |
| Audrey Emerson Planning with no minimums for newlyweds, freelancers and creative millennials, usually through a four- to five-month integrated process. | AdviceOnly | Bellingham | CFP | Subscription, One-time planning fee |
| Betsy Ratashak-Vogel | R&V Personal Finance | Decorah | CFP | Percentage of assets, Ongoing planning fee |
| Bill Nelson | Pacesetter Planning LLC | Arlington | Certified Student Loan Professional, CFP, CFT-I | Ongoing planning fee |
| Bob Wolfe | HealthyFP | Conshohocken | CFP, EA | Percentage of assets, Ongoing planning fee |
| Bradley Hilton | Sonas Financial Planning, LLC | Atlanta | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Brandon Seibel | Oasis Wealth Planning Advisors, LLC | Philadelphia | CFP, CPA, JD, LLM | Flat fee or retainer, Ongoing planning fee |
| Breanna Sykes | Copper Leaf Financial, LLC | Rutland | CFP, CPA/PFS | Percentage of assets, One-time planning fee |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Brian Tegtmeyer | Truly Prosper Financial Planning | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Britton Wellington | Real Agency Wealth | Beaverton | CFP, EA | Percentage of assets, Ongoing planning fee |
| Bryan Haggard | RetireMitten Financial LLC | Milford | CFA, CFP | Percentage of assets, One-time planning fee |
| Bryan Minogue | Kardinal Financial | Madison | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Cameron Willcox | Willcox Wealth Management | Denver | CFP, EA | Percentage of assets, Flat fee or retainer |
| Casey Smith | Wiser Wealth Management, Inc. | Marietta | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Charles Horonzy | Focused Up Financial, LLC | La Grange | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Charles Thomas | Intrepid Eagle Finance | Clover | CFP, MBA | Ongoing planning fee, Percentage of assets |
| Chloe Moore | Financial Staples | Atlanta | CFP | Ongoing planning fee, Flat fee or retainer |
| Chris Mullis | NorthStar Capital Advisors | Charlotte | CFP, PhD | Percentage of assets, Hourly |
| Chris Shoup | Southshore Financial Planning | Tampa | CFP | Flat fee or retainer, Ongoing planning fee |
| Chris Woods | Silvis Financial | Charlotte | CFP | Ongoing planning fee |
| Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. | Plan For It Financial, LLC | Salem | ChFC, RICP | One-time planning fee, Subscription |
| Christopher Wells | Flourish Financial Planning | Grapevine | CFP, CKA, MS, MSFP | Percentage of assets, Ongoing planning fee |
| Chuck Clifton | Sycamore Financial Planning, LLC | Charlotte | CDFA, CFP, MBA | Hourly |
| Cole Williams | Vessel Financial Planning | Plano | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee |
| Curtis Crossland | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, CFA, MBA, EA | One-time planning fee, Ongoing planning fee |
| Dan Amiot | Wrought Iron Financial, LLC | Canal Fulton | CFP | Percentage of assets, Ongoing planning fee |
| Dan Reiter | Prosperity Planning, Inc. | North Kansas City | CFP, CPA | Percentage of assets |
| Danielle Harrison | Harrison Financial Planning | Columbia | CFP, MBA | Percentage of assets, Ongoing planning fee |
| David Frank | Turning Point Planning LLC | Los Angeles | CFP | Percentage of assets, Ongoing planning fee |
| Deaton Smith | Thayer Financial | Hickory | CFP, ChFC | Percentage of assets |
| Debbie Price | Price Planning, LLC | Powell | CFP, CPA, JD | Hourly, Ongoing planning fee |
| Diane Esser Fee-only retirement planning and education for pre-retiree couples and Federal employees moving into the next phase of life. | Direction Financial Management, LLC | Germantown | CFP, CPA, RICP | Subscription, One-time planning fee |
| Dillon Kenniston | REWealth Financial Planning | Sinking Spring | CFP | Ongoing planning fee, Flat fee or retainer |
| Dustin Suttle | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, MBA, AAMS, CRPC | One-time planning fee, Ongoing planning fee |
| Elise Huston | JNBA Financial Advisors | Minneapolis | CFP | Percentage of assets |
| Emilie Goldman | Tamarind Financial Planning | Palo Alto | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Eric Jochimsen | JBY Financial Planning | Sun Prairie | CFP | Percentage of assets, Ongoing planning fee |
| Eric Niergarth | Retirement Roadmap Financial Planning | San Diego | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| Erik Nero | First Step Wealth Planning, LLC | Wilton | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| Ethan Pepper | Orchard City Wealth Management, LLC | Los Gatos | CFP, EA, RLP | Flat fee or retainer, Ongoing planning fee |
| Evan Marquis | Milestone Financial Planning, LLC | Bedford | CFP, EA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
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.
More in the methodology.