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 |
|---|---|---|---|---|
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Amanda Ansell | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Amanda Harrell | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Amanda Hopkins Clouser | RCS Financial Planning | Annapolis | CFA | Percentage of assets, Hourly |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Amy Fisher | WebsterRogers Financial Advisors | Florence | CFP | Percentage of assets, Hourly |
| Amy Moore | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Andrea Gorniok | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Andrew Barnhardt | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Andrew Block | Walla Walla Wealth Advisors | Walla Walla | Not listed | Percentage of assets |
| Andrew Branz | Clark Wealth Partners | O'Fallon | Not listed | Percentage of assets, Fixed fees |
| Andrew Cattano | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Andrew Cecil | Cecil Wealth | Westminster | CFP | Percentage of assets |
| Andrew Clement | Alongside Wealth | Nolensville | CFP | Percentage of assets, Hourly |
| Andrew Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Andrew Hempeck | Creekside Partners | Petaluma | CFP | Percentage of assets, Fixed fees |
| Andrew Hermes | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Andrew Hickey | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Andrew Hicks | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Andrew Jones | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| Andrew Kelleher | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Andrew Killpack | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Andrew Klein | Walkner Condon Financial Advisors | Madison | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Miller | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Andrew Otto | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Andrew Pallas | Minich MacGregor Wealth Management | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Andrew Tranel | Rosemeyer Management Group | Platteville | CFP | Percentage of assets, Fixed fees |
| Andrew Tuecke | Stewards Advisory Services | Marion | CFP | Percentage of assets, Hourly |
| Angel Cruz | Cruz Wealth Management | Olympia | CFP | Percentage of assets |
| Angela Thomson | Coastal Financial Planning | Lincoln | CFP | Percentage of assets |
| Anna Hong | New Insight Wealth Advisors | San Ramon | ChFC | Percentage of assets, Hourly |
| Anna Popke | Majestic Oak Financial | Round Rock | CFP | Percentage of assets, Hourly |
| Annalise Montgomery | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Anthony Austreng | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Anthony Digiovanni | White Pine Investment Co | Livonia | CFA | Percentage of assets |
| Anthony Jones | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Anthony McEahern | Gilpin Wealth Management | Golden | CFP | Percentage of assets, Hourly |
| Anthony Ozuna | Sierra Management Group | Reno | CFP | Percentage of assets, Hourly |
| Anthony Parr | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Arthur Canter | Boca Wealth Advisors | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Arv Vilutis | Financial Synergies Wealth Advisors | Houston | ChFC | Percentage of assets |
| Ashley Perlmutter | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Ashley Trlica | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Atta Khan | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Austin Drake | Sterneck Capital Management | Kansas City | CFP | Percentage of assets, Fixed fees |
| Austin Stinson | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Ava Pompay | Prosperity Wealth Planning | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Ayman Khalil | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Babak Gahvari | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Barbara Nooney | Flavin, Nooney & Person | Melbourne | CFP, PFS | 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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