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 |
|---|---|---|---|---|
| Cindy Kleiner | Guiding Financial | Eugene | CFP | Percentage of assets, Hourly |
| Claire Kluth | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Clifford Straub | Lifestyle Financial Strategies | Middletown | CFP | Percentage of assets |
| Clinton Cannon | Cannon Capital Management | Salt Lake City | CFA | Percentage of assets |
| Clinton Walkner | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Cody Columna | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Cole Hystead | Logan Park Wealth Management | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Cole Leonida | John Moore Associates | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Connie Judkins | Palmetto Financial Planners | Richmond Hill | CFP | Percentage of assets, Hourly |
| Connie Lee | Lakeridge Wealth Management | Albuquerque | CFP, CFA | Percentage of assets, Hourly |
| Connor Hughes | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Cory Laird | Minich MacGregor Wealth Management | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Cory Wietfeldt | CWS Financial Advisors | Kalamazoo | CFP | Percentage of assets |
| Craig Farkas | Harold Davidson & Associates | Los Angeles | CFP | Percentage of assets, Hourly |
| Craig Morgan | Colmina | Colorado Springs | CFP | Percentage of assets, Hourly |
| Craig Ritter | Continuum Wealth Management | Greenville | CFP | Percentage of assets, Ongoing planning fee |
| Cristi Tanner | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Dajin Yang | New Insight Wealth Advisors | San Ramon | CFA | Percentage of assets, Hourly |
| Dale Terwedo | TFS Advisors | Edmonds | CFP, ChFC | Percentage of assets, Hourly |
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Dalya Inhaber | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Dana Levit | Paragon Financial Advisors | Newton | CFP | Hourly, Ongoing planning fee |
| Daniel Adams | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Daniel DeSouza | Not listed | Honolulu | CFA | Percentage of assets |
| Daniel Divizio | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Daniel Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | CFP | Percentage of assets, Hourly |
| Daniel Doyle | Oak Park Wealth Management | Lakewood | CFP | Percentage of assets, Hourly |
| Daniel Henning | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Daniel Jacobson | Gabriel Capital | Portland | CFP | Percentage of assets, Hourly |
| Daniel Lubs | Integrated Investment Strategies | Carmel | CFP | Percentage of assets, Hourly |
| Daniel Miladinovich | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Daniel Sciortino | Fig Tree Wealth Management | Mountainside | ChFC | Percentage of assets, Hourly |
| Daniel Sigmon | Collegiate Capital Management | Raleigh | CFP | Percentage of assets |
| Daniel Snowden | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| Daniel Vistica | Vistica Wealth Advisors | Carlsbad | Not listed | Percentage of assets, Flat fee or retainer |
| Danielle Miura | Spark Financials | Elk Grove | CFP | Percentage of assets, Ongoing planning fee |
| Darren Leader | Acacia Grove Wealth | Schenectady | CFA | Percentage of assets, Hourly |
| David Bartoski | Forma Financial Planning | Boerne | CFP | Percentage of assets |
| David Bass | Decision Tree Advisor | Houston | ChFC | Percentage of assets, One-time planning fee |
| David Bennett | Unify Financial Advisors | Clearwater | CFP | Percentage of assets, Hourly |
| David Faulkner | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| David Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| David Greene | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| David Hamra | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| David Kirr | Kirr, Marbach & Company | Columbus | CFA | Percentage of assets |
| David Luck | Advisor Financial Services | Glen Allen | CFP | Percentage of assets, Hourly |
| David Markle | Markle Wealth Management | Danielsville | CFP, PFS | Percentage of assets |
| David Martinez | ENZI Wealth | Austin | CFP | Percentage of assets, Hourly |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
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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