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 |
|---|---|---|---|---|
| Jeremy Goldberg | Professional Advisory Services | Vero Beach | CFP, CFA | Percentage of assets |
| Jeremy Johnson | Veracity Wealth Management | Oakbrook Terrace | CFP | Percentage of assets, Ongoing planning fee |
| Jerod Brockelman | Eubank, Hutson & Associates | Plano | CFP | Percentage of assets, Hourly |
| Jerry Firebaugh | Wayne Firebaugh | Roanoke | CFP | Percentage of assets, Hourly |
| Jesse Coffee | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Jesse Schrock | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Jessica Morris | CMA Financial Services | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jessica Ness | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Jessica Rusnock | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| Jesus Marquez | EZ Financial Group | Pearland | CFP | Percentage of assets |
| Jeyamariappan Ganapathy | Samatva Wealth Management | Clarksburg | CFA | Percentage of assets, Hourly |
| Joe Enzler | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Joel Bonnema | Bonnema Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Joel Cavaliere | Blue Heron Capital | Englewood | CFP | Percentage of assets, Hourly |
| Joel Hamilton | Glass Lakes Capital Management | Overland Park | CFP, CFA | Percentage of assets |
| John Blair | DT Investment Partners | Chadds Ford | CFP | Percentage of assets, Fixed fees |
| John Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| John Burkhardt | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| John Cunningham | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| John Ellis | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| John Glasman | Gilpin Wealth Management | Golden | CFP, CFA | Percentage of assets, Hourly |
| John Griffin | Mainsail Financial Group | Bellevue | CFP | Ongoing planning fee |
| John Harrington | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| John Herbert | Bowline Financial | Grosse Pointe Woods | CFP | Percentage of assets, Fixed fees |
| John Hughes | CRA Financial | Northfield | Not listed | Percentage of assets |
| John Jackson | Stewards Advisory Services | Yonkers | CFP | Percentage of assets, Hourly |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| John Lienert | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| John Posey | Plains Advisory | Grand Island | CFP | Percentage of assets, Ongoing planning fee |
| John Rudi | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| John Schmidt | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| John Smith | Ten Talents Asset Management | Cincinnati | CFA | Percentage of assets |
| John Taylor | Taylor Financial Group | Roanoke | CFP | Percentage of assets, Fixed fees |
| John Wilbourne | Occidental Asset Management | Bellevue | Not listed | Ongoing planning fee |
| Johnathan Frerichs | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Jon Green | Encompass Advisors | Brevard | CFP, PFS | Percentage of assets, Hourly |
| Jon Matlock | American Financial Planning | Roanoke | CFP | Flat fee or retainer, One-time planning fee |
| Jon Reppert | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Jonas Lowery | BCM Advisors | Lafayette | CFP | Percentage of assets |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Jonathan Fecko | Elevate Wealth Management | Littleton | CFP | Percentage of assets, Hourly |
| Jonathan George | Absher Wealth Management | Chapel Hill | CFP | Percentage of assets, Hourly |
| Jonathan Gillett | Wilco Financial | College Grove | Not listed | Percentage of assets |
| Jonathan Inzero | Innova Wealth Partners | Newtown | CFP | Percentage of assets, Fixed fees |
| Jonathan White | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jordan Bromley | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Jose Barbosa | Singer Wealth Management | Seattle | ChFC | Hourly |
| Joseph Abboud | Rinzler Capital | Atlanta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Joseph Darpel | Smart Steps Wealth Management | St. Louis | 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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