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 |
|---|---|---|---|---|
| Susan Smith | Bonner & Smith | Lubbock | CFP | Percentage of assets |
| Susan Winchester | Mascoma Wealth Management | Hanover | ChFC | Percentage of assets |
| Suzanne Antonelli | Antonelli Financial Advisors | Grosse Pointe | CFP | Percentage of assets |
| Tad Weiss | Modus Advisors | Excelsior | CFP | Percentage of assets, Hourly |
| Tafiti Uso | Pacific Wealth Partners | Honolulu | CFP | Percentage of assets |
| Tahlia Micoley | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Tameem Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Tami Carroll | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Tarif Homsi | NoorVest | Leesburg | Not listed | Flat fee or retainer, Ongoing planning fee |
| Tatum Duffie | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Taylor Bell | Aequitas Financial | Santa Ana | Not listed | Percentage of assets, Ongoing planning fee |
| Taylor Hart | Steadmont Advisors | Birmingham | CFP | Ongoing planning fee |
| Taylor Welz | DKM Wealth Management | Stockton | CFP, PFS | Percentage of assets, Fixed fees |
| Teresa Joelson | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Terry Robinette | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Theodore Bugenski | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Bonvissuto | Intero Financial Planning | Parkton | CFP, ChFC, CFA | One-time planning fee, Ongoing planning fee |
| Thomas Brady | Brady Family Wealth | Saint Louis | CFP, CFA | Percentage of assets, Hourly |
| Thomas Flavin | Flavin, Nooney & Person | Melbourne | CFP, PFS | Percentage of assets, Hourly |
| Thomas Mott | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Thomas Owens | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Thomas Post | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Thomas Powers | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Thomas Reynolds | CRA Financial | Northfield | Not listed | Percentage of assets |
| Thomas Sanders | KingsMark Private Financial Advisors | Albany | CFP, ChFC | Percentage of assets, Hourly |
| Timothy Ellis | RBG Wealth Advisors | Memphis | CFP, PFS | Percentage of assets |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Timothy Lee | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Timothy Ozanne | Firethorn Capital | Westport | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Perryman | Mirretti Perryman Wealth Strategies | Skokie | CFP | Percentage of assets, Hourly |
| Timothy Reyna | Cerro Pacific Wealth Advisors | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Timothy Wojtalik | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Tina Babicz | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Todd Gomes | Sonoma Allocations | Santa Rosa | CFP | Percentage of assets, Fixed fees |
| Todd Hadley | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Todd Hubbell | Hubbell Strickland Wealth Management | New Orleans | CFP | Percentage of assets, Fixed fees |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| Tom Chun | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Tracey Baker | CJM Wealth Advisers | Falls Church | CFP | Percentage of assets, Fixed fees |
| Tracey Gordineer | Blossom Balance | Gainesville | CFP | Percentage of assets, Hourly |
| Travis Wurz | Wurz Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Trigg Williamson | Advisor.com | Charlotte | Not listed | Flat fee or retainer, Percentage of assets |
| Tristen Sheffler | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Troy Stovern | TrueNorth Wealth & Impact | Joplin | CFP | Percentage of assets, Hourly |
| Tyler Baker | Baker Wealth Group | Lagrange | CFP | Percentage of assets, Fixed fees |
| Tyler Chacon | Chacon Diaz & Di Virgilio Wealth Management | Gainesville | CFP | Percentage of assets, One-time planning fee |
| Tyler Heckman | Flavin, Nooney & Person | Melbourne | CFP | 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.
More in the methodology.