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 |
|---|---|---|---|---|
| Jacob Ness | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Jacqueline Remar | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Jake Butcher | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Ahlschwede | Round Table Investment Strategies | Lincoln | CFP | Percentage of assets, Fixed fees |
| James Brilliant | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| James Brown | Meritis Wealth Management | Potomac | CFP | Percentage of assets, Hourly |
| James Burns | OnTrack Wealth Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| James Cox | Peak Wealth Management | Saratoga Springs | CFP, ChFC | Percentage of assets, Hourly |
| James Eppes | Eppes Wealth Management | Satellite Beach | CFP | One-time planning fee, Flat fee or retainer |
| James Eutsler | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Harrington | Bluesphere Advisors | East Norriton | CFA | Flat fee or retainer, Ongoing planning fee |
| James Lee | StratFI | Wilmington | CFP | Percentage of assets, Hourly |
| James McGlone | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| James Mellon | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| James Olsen | Malvern Capital Management | Malvern | CFP, CFA | Percentage of assets, Hourly |
| James Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| James Shellenberger | Elevate Wealth Management | Sheridan | CFP, CFA | Percentage of assets, Hourly |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Janet Griffith | AssetBuilder | Allen | CFP | Percentage of assets, Flat fee or retainer |
| Janet Wills | Wills Financial Group | Richmond | CFP | Percentage of assets, Hourly |
| Janine Guenther | Promus Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Jared Crawford | Rigden Capital Strategies | Myrtle Beach | CFP | Percentage of assets, Hourly |
| Jarman Reilly | CRA Financial | Northfield | Not listed | Percentage of assets |
| Jason Bernal | Blue Jay Financial Group | Defiance | CFP | Percentage of assets |
| Jason Foster | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Jason Gabrieli | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Jason Marsh | Cognition Financial | Dublin | Not listed | Percentage of assets, Ongoing planning fee |
| Jason Martel | Martel Wealth Advisors | Vancouver | CFP | Percentage of assets |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Sandfort | Angell Capital Management | St. Charles | CFP | Percentage of assets, Fixed fees |
| Jason Stuber | Saling Wealth Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| Jason Taylor | Taylor's Financial | Fort Collins | CFP | Percentage of assets, Fixed fees |
| Jay Arce | Taylor Financial Group | Roanoke | CFP | Percentage of assets, Fixed fees |
| Jay Shein | Compass Financial Group | Deerfield Beach | CFP | Percentage of assets, Hourly |
| Jeb Flynn | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Jeff Newburn | Plan2Thrive Financial Services | Eldridge | CFP | Percentage of assets, Hourly |
| Jeff Pomerantz | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jeffery Sutton | Logan Park Wealth Management | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Jeffrey Dorman | Navigate Financial | Laguna Niguel | CFP | Percentage of assets |
| Jeffrey Loos | Marsh Wealth Management | Knoxville | ChFC | Percentage of assets |
| Jeffrey Matchett Robles | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Jeffrey Sturgis | Brightstone Advisors | Fishers | CFP | Percentage of assets, Hourly |
| Jeffrey Vincent | Vincent Wealth Advisors | Norwell | CFP | Percentage of assets, Fixed fees |
| Jeffrey Wu | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Jennie Spurlock | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Jennifer Bahi | Meritas Wealth Management | San Rafael | CFP | Percentage of assets, One-time planning fee |
| Jennifer Colon | CRA Financial | Northfield | Not listed | Percentage of assets |
| Jennifer Oravsky | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Jeremiah Whiddon | OnTrack Wealth Management | Canton | CFP | 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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