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 |
|---|---|---|---|---|
| David Patterson | Patterson Advisors | Waterford | CFP | Ongoing planning fee |
| David Ybarra | Aspired Wealth | Loveland | CFP | Flat fee or retainer, One-time planning fee |
| Denis Smirnov | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Dennis Jackson | Allred Jackson | North Logan | CFP | Percentage of assets |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | ChFC | Percentage of assets, Hourly |
| Derek Dzingle | Stolz & Associates, P.S. | Tacoma | CFP, CFA | Percentage of assets |
| Derek Lewis | Catawba River Capital | Lake Wylie | CFP | Percentage of assets, Hourly |
| Derek Schmidt | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Devin Blodgett | Blodgett Wealth Advisors | Brentwood | CFP | Percentage of assets, Hourly |
| Devyn Deleon | DeLeon Wealth | Kennewick | CFP | Percentage of assets, Fixed fees |
| Diana Harrison | Financial Investment Team | Portland | CFP | Percentage of assets, Hourly |
| Diana Kahn | The Financial Pharmacist | Aventura | CFP | Flat fee or retainer |
| Diane Bourdo | Treehouse Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Don Eidam | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Donald VandeVanter | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Donna Savastani | CRA Financial | Northfield | Not listed | Percentage of assets |
| Douglas Bartol | Nexus One Financial Advisors | Plano | CFP, ChFC | Percentage of assets |
| Douglas Bostich | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Douglas Morisoli | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Edmond Griffin | Apex Investment Group | Hudson | CFA | Percentage of assets |
| Edward Hadad | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Edward Toole | Toole Financial | Longmeadow | CFP | Hourly, One-time planning fee |
| Edwin Knowles | The Knowles Company | Oakton | CFP | Percentage of assets, Hourly |
| Ehab Alalfey | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Elaine Chan | FIOH Global Asset Management and Strategies | Tacoma | CFP | Percentage of assets, Hourly |
| Eldon Fielding-Monson | Monson Wealth Management | Kennewick | CFP | Percentage of assets, Hourly |
| Elijah Lyons | Lookahead Wealth | West Linn | CFP | Percentage of assets |
| Elizabeth Schneider | WHealthy Empowerment Network | Kildeer | CFP | Percentage of assets, Fixed fees |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Emily Bushong | Kaizen Financial Advisors | Canyon Lake | CFP | Percentage of assets, Hourly |
| Emily Dyer-Wolfe | Rigden Capital Strategies | Englewood | CFP | Percentage of assets, Hourly |
| Emily Maretsky | Educated Financial Planning | Astoria | Not listed | Ongoing planning fee, One-time planning fee |
| Emily Noyes | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Eric Foster | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Eric Gardner | All Star Financial | Minneapolis | CFA | Percentage of assets, Hourly |
| Eric Hallman | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Eric Johnson | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Eric Larson | Sigma Investment Counselors | Northville | Not listed | Percentage of assets |
| Eric OBrien | Nadler Financial Group | Deerfield | CFP | Percentage of assets |
| Eric Showalter | Arbor Private Wealth | Ashburn | CFP | Percentage of assets, Fixed fees |
| Eric Sigdestad | SimpliFi | San Diego | CFP | Hourly |
| Eric Story | Cooper Norman Wealth | Idaho Falls | PFS | Percentage of assets |
| Erica Lyall | Strategic Advisory Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Erica Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Erik Miller | Interactive Wealth Advisors | Portland | CFP | Percentage of assets |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Erin Preston | Patterson Advisors | Waterford | CFP | Ongoing planning fee |
| Erin Zylka | WHealthy Empowerment Network | Kildeer | CFP | Percentage of assets, Fixed fees |
| Ernest Moosherr | 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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