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 |
|---|---|---|---|---|
| Matthew Calme | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Matthew Cochran | Atlantic Edge Wealth | Jacksonville | CFA | Percentage of assets |
| Matthew Knuth | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Matthew Liebman | Amplius Wealth | Blue Bell | CFA | Percentage of assets, Hourly |
| Matthew Malick | Atwater Malick | Lancaster | CFP, CFA | Percentage of assets, Hourly |
| Matthew Mathiesen | Integrity Wealth Management | Eugene | CFP | Percentage of assets, Fixed fees |
| Matthew Miller | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Matthew Page | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Matthew Snyder | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Matthew Treskovich | Flavin, Nooney & Person | Melbourne | CFP, PFS, CFA | Percentage of assets, Hourly |
| Maura Madden | Maura Madden Financial Planning | Seattle | CFP | Hourly, One-time planning fee |
| Maureen Whelan | Whelan Financial Planning | Cortlandt Manor | CFP | One-time planning fee, Ongoing planning fee |
| Maynard Keller | American Financial Planning | Roanoke | CFP | Flat fee or retainer, One-time planning fee |
| Megan Miller | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Melissa Ballard | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Michael Aboussie | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Michael Bechtold | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Michael Bisbee | Enduro Wealth | Eagle | CFP | Percentage of assets, Hourly |
| Michael Brady | Brady Family Wealth | Saint Louis | CFP | Percentage of assets, Hourly |
| Michael Broadhurst | Heritage Wealth Management Group | Norfolk | CFP | Percentage of assets, Fixed fees |
| Michael Canzone | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Michael Cermak | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Michael D'Antonio | DT Investment Partners | Chadds Ford | CFP | Percentage of assets, Fixed fees |
| Michael Dixon | Your Planning Partner | Palm Beach Gardens | PFS | Percentage of assets, Hourly |
| Michael Ehlenbeck | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Michael Foster | Dolan Capital Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Michael George | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Giblin | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Michael Harris | Bluerock Financial Services | Williamsburg | CFP | Percentage of assets, Hourly |
| Michael Haskins | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Michael Hughes | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Michael Kozak | BlueDoor Private Wealth | Beverly | CFP | Percentage of assets, Hourly |
| Michael Lemich | RFG Wealth Advisory | Argyle | CFP | Percentage of assets, Fixed fees |
| Michael Lynch | Michael P. Lynch Wealth Management | Stockton | CFP, PFS | Percentage of assets, Hourly |
| Michael Maloon | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Michael O'Connor | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Michael Power | Power Investing | Danville | CFP | Percentage of assets, Hourly |
| Michael Rudy | Wolakota Advisors | Ypsilanti | CFP | Hourly |
| Michael Smurl | Integrity Financial Planning | Houston | CFA | Percentage of assets |
| Michael Stacey | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Michael Williamson | Advisor.com | Charleston | Not listed | Flat fee or retainer, Percentage of assets |
| Michel Swanson | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Michelle Eldridge | Clear Ridge Wealth Management | Kalamazoo | CFA | Percentage of assets |
| Michelle Fallon | Aequitas Investment Advisors | Hingham | CFP | Percentage of assets, Hourly |
| Michelle Robinson | Stolz & Associates, P.S. | Tacoma | CFP | Percentage of assets |
| Mickey Kim | Kirr, Marbach & Company | Columbus | CFA | Percentage of assets |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Minka Hull | Mission Hills Financial | San Diego | CFP | Percentage of assets, Hourly |
| Mitchell Doman | Haynie Wealth Management | Salt Lake City | CFP | 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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