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 |
|---|---|---|---|---|
| Timothy Dukeman | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| Timothy Raftis | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Todd Senter | Woodard & Company Asset Management Group | Bermuda Run | CFP | Percentage of assets |
| Tony Newman | Quest Wealth Solutions | Mansfield | CFP | Percentage of assets |
| Trent Colledge | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Tristan Cox | Wealth Span Capital Management | Northfield | CFP | Flat fee or retainer |
| Troy Crutcher | McIlrath | Eck | Arlington | CFP | Percentage of assets, Hourly |
| Tucker Weppner | Sanderson Wealth Management | Denver | CFP | Percentage of assets |
| Tyler Caveness | Caveness Wealth Advisory | Roanoke | CFP | Percentage of assets, Hourly |
| Tyler Harris | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Tyler Hunt | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Tyler Snow | Verus Financial Partners | Richmond | CFP | Percentage of assets |
| Tyler Stearns | Castle Coast Wealth | La Jolla | CFP | Percentage of assets, Hourly |
| Veronica Fuentes | Audible Wealth Management | Silver Spring | CFP, ChFC | Percentage of assets, Fixed fees |
| Vincent Whelan | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Vinnie Maliakkal | Wavvest | Chicago | CFP | Percentage of assets |
| Walter Hinson | Tarheel Advisors | Chapel Hill | CFP | Percentage of assets |
| Wesley Read | PracticeCFO | San Diego | CFP | Percentage of assets, Fixed fees |
| William Baxter | Paladin Partners | Hartland | CFP, ChFC | Hourly, One-time planning fee |
| William Fan | Paulson Wealth Management | Wheaton | CFP | Percentage of assets, Hourly |
| William Lagos | Verus Financial Partners | Richmond | CFP, ChFC | Percentage of assets |
| William Litton | Castle Coast Wealth | Incline Village | CFP | Percentage of assets, Hourly |
| William Losey | Bill Losey Retirement Solutions | The Villages | CFP | Percentage of assets |
| William Steinberg | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| William Welborn | Hoskins Financial | Nashville | CFP | Percentage of assets, Hourly |
| William Wolf | Financial Plan | Bellingham | CFP | Percentage of assets, Ongoing planning fee |
| 5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. | 5T Wealth Management | Napa | CFA | Percentage of assets |
| Aaron Buckholtz | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| Aaron Nolan | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Adam Coughlin | Willamette Wealth Partners | Kalispell | CFP | Percentage of assets |
| Adam Grossman | Mayport | Newton | CFA | Flat fee or retainer, Ongoing planning fee |
| Adam Kierzek | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Adam Magee | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
| Adam Mehrer | Wills Financial Group | Newton Square | CFP | Percentage of assets, Hourly |
| Adam Scholl | Henry H. Armstrong Associates | Pittsburgh | CFA | Percentage of assets |
| Adam Wojtkowski | Copper Beech Wealth Management | Mansfield | CFP | Percentage of assets, Flat fee or retainer |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Aiden Cox | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Alastair Stansfield | Rise Private Wealth Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Alexander Albert | Lincoln Capital | East Greenwich | CFP | Percentage of assets, Fixed fees |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Doll | Anfield Wealth Management | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| Alexander Wilson | Provident Financial Planning | Addison | Not listed | Percentage of assets, Flat fee or retainer |
| Alexandra Demosthenes | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Alexis Olian | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Alicia Martinez | Divergent Financial Advisory Services (DiFi Advisory) | Salem | Not listed | One-time planning fee, Hourly |
| Alicia Singer | Singer Wealth Management | Seattle | ChFC | Hourly |
| Alison Cantley | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Allen Trim | Blue Summit Wealth Management | San Diego | 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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