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 |
|---|---|---|---|---|
| Raman Ghei | Tower View Wealth Management | Shorewood | CFA | Percentage of assets, Hourly |
| Randa Hoffman | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Randall Maycock | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Randol Curtis | Thryve Wealth Management | Jackson | CFA | Percentage of assets |
| Randy Smith | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Raquel Wheeler | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Raymond Bonner | Bonner & Smith | Lubbock | CFP | Percentage of assets |
| Raymond Torres | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Rebecca Anderson | KingsMark Private Financial Advisors | Albany | CFP | Percentage of assets, Hourly |
| Rebecca Contin | East Rock Financial Services | Santa Cruz | CFP | Flat fee or retainer, Percentage of assets |
| Rebecca Lees | OLIO Financial Planning | Crozet | CFP | Ongoing planning fee |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Reginald Maxfield | Olympus Peaks Financial | Sandy | CFP | Percentage of assets, Hourly |
| Reid Watson | Legacy Wealth Management | Ridgeland | CFP | Percentage of assets |
| Rey Arellano | Zenith Financial Planning | Lenexa | CFP | Percentage of assets |
| Reyn Eichenlaub | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Richard Boss | Table Rock Financial Planning, LLC. | Boise | CFP | Hourly, One-time planning fee |
| Richard Lawrence | Lawrence Wealth Management | West Conshohocken | CFA | Percentage of assets |
| Richard Otto | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Richard Seeger | R. Seeger Wealth Management | Lindenhurst | CFP | Percentage of assets |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Ricky Kelley | RD Kelley Financial Group | Tucson | CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Barber | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Robert Barrale | KEB – Kerber, Eck & Braeckel | St. Louis | CFP | Percentage of assets, Hourly |
| Robert Dye | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Elliot | Finlayson Financial Planning | Buffalo | CFP, ChFC | One-time planning fee, Flat fee or retainer |
| Robert Flink | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Robert Gillooly | Elmwood Wealth Management | Berkeley | CFA | Percentage of assets, Hourly |
| Robert Higgins | Dalton Financial | Charlotte | CFP, ChFC | Percentage of assets, Hourly |
| Robert Jamison | Jamison Private Wealth Management | Milton | CFP | Percentage of assets |
| Robert Jamison | Jamison Private Wealth Management | Milton | CFP | Percentage of assets |
| Robert Johnson | Elevate Wealth Management | Sheridan | CFP | Percentage of assets, Hourly |
| Robert Kohn | Tenzing Financial | Williamsburg | CFP | Percentage of assets, Fixed fees |
| Robert Pick | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Pierson | Pierson Wealth Management | Atlanta | CFP | Percentage of assets |
| Robert Price | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Robert Roland | Absher Wealth Management | Raleigh | CFP | Percentage of assets, Hourly |
| Robert Sell | Polaris Asset Management | Sugar Hill | CFP | Percentage of assets, Hourly |
| Rochelle Moore | Sound Financial Solutions | Clinton | CFP | Hourly |
| Ronald Milone | Heritage Capital | New Haven | CFP | Percentage of assets |
| Ross Hager | KEB – Kerber, Eck & Braeckel | Springfield | CFP | Percentage of assets, Hourly |
| Ross Marino | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Ross Riskin | Riskin Wealth Management | Newtown | PFS | Percentage of assets |
| Rupesh Goyal | Alphanso | Rochester | Not listed | Flat fee or retainer, Ongoing planning fee |
| Russell Holcombe | Holcombe Financial | Atlanta | CFP | Percentage of assets, Hourly |
| Ryan Callas | Greenhouse Wealth Management | Westport | CFP | Percentage of assets |
| Ryan Conner | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Ryan Galiotto | Etch Financial | Pittsburgh | CFP | Percentage of assets, Hourly |
| Ryan Kohr | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Ryan Melnyk | Manzanita Wealth Management | West Sacramento | Not listed | Flat fee or retainer, Ongoing planning fee |
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.
More in the methodology.