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 |
|---|---|---|---|---|
| Brian Wyatt | Wyatt Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Brian Zellers | Econ Wealth Management | Harrisburg | CFP | Percentage of assets |
| Brianna Ferguson | Cerro Pacific Wealth Advisors | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Britt Bazemore | KingsMark Private Financial Advisors | Albany | CFP | Percentage of assets, Hourly |
| Brittany Moran | Lincoln Capital | East Greenwich | CFP | Percentage of assets, Fixed fees |
| Bronwyn Mirretti | Mirretti Perryman Wealth Strategies | Skokie | CFP | Percentage of assets, Hourly |
| Bryan Glancy | Spinnaker Financial Group | Independence | CFP | Percentage of assets, Fixed fees |
| Bryan Kabot | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Bryan Smith | Infinite Wealth Advisors | Mooresville | CFP | Percentage of assets, Hourly |
| Bryan Vowels | TrueNorth Wealth & Impact | Joplin | CFP, CFA | Percentage of assets, Hourly |
| Byron Studdard | Studdard Financial | Germantown | CFP | Percentage of assets, Hourly |
| Caden Mumford | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Caitlyn Driehorst | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Caitlyn Tierney | Westover Capital Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Caleb Griffith | Townsend Asset Management | Raleigh | CFP | Percentage of assets, Hourly |
| Cameron Dunaway | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Camy Toth | Springbrook Financial | Bozeman | CFP | Percentage of assets, Fixed fees |
| Carl Mariner | ARQ Wealth Advisors | Scottsdale | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Carolanne Chavanne | Prosperity Wealth Planning | Long Beach | CFP | Percentage of assets, Flat fee or retainer |
| Caroline McInerney | HWM Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Carson Fields | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Cassandra Kirby | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Cassidy Steck | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Catherine Allen-Carlozo | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Catherine Salsman | Paragon Management | Lexington | CFP | Percentage of assets, Fixed fees |
| Celina Ochoa | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Charles Allison | LRC Aviation Advisors | Milwaukee | CFP, ChFC | Percentage of assets |
| Charles Blozinski | Integrity Wealth Management | Brookings | CFP | Percentage of assets, Fixed fees |
| Charles Capasso | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Charles Kreitler | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Chelsea Makowski | Senior Financial and Tax | Orchard Park | CFP | Percentage of assets, Fixed fees |
| Chelsei Latsch | Antonelli Financial Advisors | Grosse Pointe | CFP | Percentage of assets |
| Chelsie Smith | Leonard Rickey Investment Advisors | Yakima | CFP | Flat fee or retainer, Hourly |
| Chengkuo Chen | Redwood Money | San Jose | Not listed | Percentage of assets, Ongoing planning fee |
| Chris Parker | Parker Financial Planning | Bradenton | CFP | Percentage of assets, Ongoing planning fee |
| Christian Koch | KAM South | Atlanta | CFP | One-time planning fee |
| Christian West | Rigden Capital Strategies | Englewood | CFP | Percentage of assets, Hourly |
| Christina Gamache | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Christina Hammann | Carter Financial | La Jolla | CFP | Percentage of assets, Fixed fees |
| Christine Eisenhower | Blue Anchor Wealth Advisors | Ketchikan | CFP | Percentage of assets, Hourly |
| Christoper Steele | Professional Advisory Services | Vero Beach | CFP | Percentage of assets |
| Christopher Brittingham | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Christopher Cook | McCarley & Cook | Cincinnati | CFP | Percentage of assets, Hourly |
| Christopher Hughes | Financial Cornerstones | The Woodlands | Not listed | Percentage of assets |
| Christopher Lim | Alongside Wealth | Nolensville | CFP | Percentage of assets, Hourly |
| Christopher Pawlowski | SpringSource Wealth Advisors | Hillsboro | CFP | Percentage of assets, Hourly |
| Christopher Plahm | Stonebridge Wealth Management | Oak Brook | CFP | Percentage of assets, Hourly |
| Christopher Thomas | Align WMGMT | San Jose | CFP | Percentage of assets, Hourly |
| Christopher Winn | Interactive Wealth Advisors | Portland | CFP | Percentage of assets |
| Christopher Zafiriou | Flax Pond Capital | Merion Station | CFA | 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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