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 |
|---|---|---|---|---|
| Barnet Goverman | Goverman Financial Solutions | Dedham | CFP | Percentage of assets, Hourly |
| Barry Mendel | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Barry Picker | Meisels, Kunstler, Picker & Auerbach | Cedarhurst | CFP | Percentage of assets, Hourly |
| Bashar Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Benjamin Beck | Beck Bode | Dedham | CFP | Percentage of assets, Fixed fees |
| Benjamin Dolan | Dolan Capital Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Benjamin Greenman | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Benjamin Nostrand | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Benjamin Rickey | Leonard Rickey Investment Advisors | Yakima | CFP | Flat fee or retainer, Hourly |
| Benjamin Weaver | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Bernard Murphy | Arista Advisory Group | Albany | CFP | Percentage of assets, Hourly |
| Bixby Gilbertson | Petros Family Wealth | Bloomington | CFP | Percentage of assets, Fixed fees |
| Blair Shein | Compass Financial Group | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Blaise Stevens | Strategic Advisory Partners | Greensboro | CFP, ChFC | Percentage of assets, Hourly |
| Blake Hedrick | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Blake Martin | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Brad Williams | WS Wealth Management | Sandpoint | PFS | Percentage of assets, Hourly |
| Bradley Blackburn | Blackburn Financial | Cashmere | CFP | Percentage of assets, Hourly |
| Bradley Fine | Four Seasons Investment Management | Rehoboth Beach | Not listed | Hourly, Percentage of assets |
| Bradley Johnston | Fiduciary Benefits Group | San Diego | CFP, ChFC | Flat fee or retainer |
| Bradley Lacore | Cogent Private Wealth | Orlando | CFP | Percentage of assets, Fixed fees |
| Bradley Sherman | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Brady Storhoff | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Brandon Clouse | Prism Planning Partners | Libertyville | Not listed | One-time planning fee |
| Brandon Ivy | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Brandon Richins | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Brandon Steele | Mainsail Financial Group | Bellevue | CFP | Ongoing planning fee |
| Brandon Vanlandingham | Perissos Private Wealth Management | Bethany | Not listed | Percentage of assets |
| Brayden Zettle | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Breanna Jensen | Petros Family Wealth | Bloomington | CFP | Percentage of assets, Fixed fees |
| Brendan Bugenski | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Brent Woolsey | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Brenton Smith | Minich MacGregor Wealth Management | Albany | CFP | Percentage of assets, Fixed fees |
| Brett Goverman | Goverman Financial Solutions | Dedham | CFP | Percentage of assets, Hourly |
| Bretton Williams | Saxon Financial Group | Houston | CFP | Percentage of assets, Hourly |
| Brian Barthol | William Howard & Co. Financial Advisors | Memphis | CFP | Percentage of assets, Hourly |
| Brian Baum | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Brian Bond | Leverage Financial Advisory | Wilmington | CFP | Percentage of assets, Ongoing planning fee |
| Brian Boswell | Newbridge Wealth Management | Malden | CFP | Percentage of assets, Hourly |
| Brian Brown | PlanVest | Blair | CFP | Percentage of assets, Hourly |
| Brian Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Brian Cochran | John Moore Associates | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Brian Jones | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Brian Kopp | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Brian Lichtenheld | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Brian McGivern | Stonestreet Financial | Stoughton | Not listed | Percentage of assets, Flat fee or retainer |
| Brian McKnight | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Brian Talbott | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Brian Ward | W&S Management Services | Rochester | Not listed | 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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