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 |
|---|---|---|---|---|
| Eugene Skorodinsky | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Eustache Clerveaux | Fidare Wealth Solutions | New York | CFP | Percentage of assets, Hourly |
| Evan Darr | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Evan Grey | Grey Private Capital | Charlotte | CFP | Flat fee or retainer, Percentage of assets |
| Federico Londono Castillo | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Frances Spurry | Tred Avon Family Wealth | Easton | CFP | Percentage of assets, Hourly |
| Frank Arvai | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Frederick Moosherr | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Gabriel Nelson | Gabe Nelson Financial | Sioux Falls | CFP | Ongoing planning fee |
| Gabrielle Fitzwater | Dwyer Financial | Flagstaff | Not listed | Percentage of assets, Hourly |
| Garry Kachkovsky | Kachkovsky & Fisher | Phoenix | CFP | Percentage of assets, Hourly |
| Garth Williams | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Gary Hess | Baldwin Management | West Conshohocken | CFA | Percentage of assets |
| Gary Roof | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Gavin Distasi | Topel & DiStasi Wealth Management | Berkeley | Not listed | Percentage of assets, Flat fee or retainer |
| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Geoffrey Gilbert | Inukshuk Investments | Missoula | CFA | Percentage of assets, Hourly |
| George Don | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| George Hasbun | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Geovanni James | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Glenn Sweeney | Sweeney Financial Advisors | Manchester | CFA | Percentage of assets |
| Gordon Lackey | Relativity Capital Advisors | Greensboro | CFP | Percentage of assets, Hourly |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| Greg Hartenbower | John Moore Associates | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Gregg Clarke | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Gregory Davis | RBG Wealth Advisors | Memphis | CFP | Percentage of assets |
| Gregory Goff | Goepper Burkhardt | Greenville | CFP, CFA | Percentage of assets |
| Gregory Middendorf | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Griffin Baker | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Hannah Farrow | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Hannah Spillman | Perspective Wealth Partners | Boise | CFP | Percentage of assets |
| Harold Carmean | Creative Wealth Management | Punta Gorda | Not listed | Percentage of assets, Ongoing planning fee |
| Harold Philipsen | Tenzing Financial | Williamsburg | CFP, ChFC | Percentage of assets, Fixed fees |
| Hart Williams | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Heather Coulter | William Howard & Co. Financial Advisors | Memphis | CFP | Percentage of assets, Hourly |
| Heather Quintero | Carter Financial | La Jolla | CFP | Percentage of assets, Fixed fees |
| Heidi Arneson | Precedent Wealth Partners | Katy | Not listed | Percentage of assets |
| Hope Broucek | Financial Planning for Real People | Seattle | ChFC | Hourly, Percentage of assets |
| Ian Beardsley | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Ian McClintic | Early McClintic & McMillan | Stafford | CFP | Percentage of assets, Hourly |
| Ian Mitz | Mitz Wealth Management | Pasco | CFP, ChFC | Percentage of assets, Hourly |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Jack Miller | Jamison Private Wealth Management | Milton | CFP | Percentage of assets |
| Jack Waltman | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Jackson Miller | Fiduciary Benefits Group | San Diego | CFP | Flat fee or retainer |
| Jacob Alden | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Jacob Bossert | Konza Global Wealth Group | Chicago | CFP, ChFC | Percentage of assets, Fixed fees |
| Jacob Kuebler | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Jacob McCarney | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Jacob McKinney | Clark Wealth Partners | O'Fallon | Not listed | Percentage of assets, Fixed fees |
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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