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 |
|---|---|---|---|---|
| Kory Lackey | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Kristian Fisher | Kachkovsky & Fisher | Phoenix | CFP | Percentage of assets, Hourly |
| Kristy Groth | Precedent Wealth Partners | Spring | Not listed | Percentage of assets |
| Kyle McGrath | Riverpoint Wealth Management | Chicago | CFA | Percentage of assets, Fixed fees |
| Kyle Rash | Champion Financial Planning | Anacortes | ChFC | Hourly, Flat fee or retainer |
| Kyle Smith | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Larry Denson | MDT Financial Advisors | Webster | CFP | Percentage of assets, Hourly |
| Lauren Mance | RiversEdge Advisors | Wilmington | CFA | Percentage of assets, Hourly |
| Laurie Klein | Kaizen Financial Advisors | Kirkland | CFP | Percentage of assets, Hourly |
| Li-Wei Chang | 7Summit Advisors | Los Angeles | CFP | Percentage of assets |
| Lily Beitel-Horton | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Linda Smith | William Mack & Associates | Treasure Island | CFP | Percentage of assets, Ongoing planning fee |
| Lindsey Splendorio | CWS Financial Advisors | Kalamazoo | CFP | Percentage of assets |
| Lindy Yoshida | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lisa Brummett | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Locke Bielefeldt | Willamette Wealth Partners | Eugene | CFP | Percentage of assets |
| Logan Richard | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Louis Harris | G&S Capital | Denver | CFP | Percentage of assets, Hourly |
| Lucas Kuchenberg | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Lucy Valandra | Copper Beech Wealth Management | Mansfield | CFP | Percentage of assets, Flat fee or retainer |
| Luke Eberly | Drost Financial | Golden Valley | CFP | Percentage of assets, Fixed fees |
| Lynda Gregory | Boulder Canyon Financial | Lafayette | CFP | Percentage of assets |
| Lyndsey Monahan | Precision Wealth Strategies | Frisco | ChFC | Percentage of assets, Hourly |
| Madeline Williams | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Malek Hage Hassan | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Manuel Ortiz Aquino | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Margaret Swanson | Modus Advisors | Excelsior | CFP | Percentage of assets, Hourly |
| Maria Quintana-Pilling | North Berkeley Wealth Management | Berkeley | CFA | Percentage of assets |
| Mariah Champness | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Marianne Inforzato | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Mario Payne | TOAMS Financial | Jacksonville | CFP | Percentage of assets, Fixed fees |
| Marisol Andreoni | Utopia Wealth Management | Coconut Creek | Not listed | Percentage of assets, Hourly |
| Mark Andraos | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Mark Burka | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Mark Foster | Kirr, Marbach & Company | Columbus | CFA | Percentage of assets |
| Mark Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Mark Martel | Martel Wealth Advisors | Vancouver | CFP | Percentage of assets |
| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Mark Pitre | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Mark Reitsma | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Mark Tracy | KM Capital Management | Austin | CFP | Percentage of assets, Fixed fees |
| Mark Vanderlinden | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Mark Witaschek | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Marvin Taylor | Taylor Financial Group | Roanoke | CFP | Percentage of assets, Fixed fees |
| Mary Dal Nogare | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Mary Jo Staniszewski | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Mary Van Nostrand | Van Nostrand Wealth Management | San Diego | CFP | Flat fee or retainer |
| Matt Morizio We help high capacity families align money with purpose so it fuels their mission.” | Reconstructing Wealth | Daniel Island | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Brunelle | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
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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