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 |
|---|---|---|---|---|
| Charles Goldblum | Hurley Capital | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Charles Henry | CSH Investment Management | Taylorville | CFP | Percentage of assets |
| Charles Johnson | Differential Planning | Silverdale | CFA | Hourly |
| Charles Picerni | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Charles Tobler | Star Financial Services | Denver | CFP | Hourly, Flat fee or retainer |
| Charles Vickery | Elevate Wealth Advisory | Athens | ChFC | Percentage of assets, Hourly |
| Cheng Luo | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Chet Baxter | Axia Wealth Management | Bend | CFP | Percentage of assets, Hourly |
| Christel Turkiewicz | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Christina Cline | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Christina Fanourakis | Cornerstone Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Christina Larson | Larson Financial Planning | Winchester | CFP | Percentage of assets, Hourly |
| Christina Light | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Christine Mistr | Dominion Financial Consultants | Washington | CFP | Percentage of assets, Hourly |
| Christopher Cacchiola | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Christopher Gauthier | Stonehearth Capital Management | Danvers | CFA | Percentage of assets, Hourly |
| Christopher Jernstrom | Ironstream Capital | Seattle | CFA | Percentage of assets |
| Christopher Villaire | Villaire Financial | Grand Rapids | Not listed | Percentage of assets, Ongoing planning fee |
| Christy Gregory | Sycamore Asset Management | Zionsville | CFP | Hourly |
| Claudia Saia | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Cody Vanderhagen | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Cole Durkin | Insight Wealth Strategies | San Ramon | CFA | Percentage of assets, Hourly |
| Cole Schrock | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Colin Taylor | Capital Advantage | Walnut Creek | CFA | Percentage of assets, Ongoing planning fee |
| Congzhu Yang | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Connor Oak | Crane Capital Management | Spring Park | Not listed | Percentage of assets |
| Corey Hinkle | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Corey Jordison | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Corrin Burke | Successful Wealth Strategies | Canton | CFP | Hourly, Ongoing planning fee |
| Courtney Mason | CMC Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Craig Chuang | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| Dana Anspach | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Daniel Friel | JSK Capital Advisors | Waltham | CFA | Percentage of assets, Hourly |
| Daniel Holder | Holder Wealth Management | Champaign | CFP, PFS | Percentage of assets, Hourly |
| Daniel Hughes | Live Oak Private Wealth | Wilmington | CFP | Percentage of assets, Hourly |
| Daniel Langworthy | Fortress Financial Group | Scottsdale | Not listed | Percentage of assets |
| Daniel Levinson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Daniel Moskowitz | Chatham Wealth Management | Chatham | CFP | Percentage of assets |
| Daniel Slagle | Equal Voices Wealth | Minneapolis | CFP | Ongoing planning fee |
| David Armstrong | Monument Wealth Management | Alexandria | CFA | Percentage of assets |
| David Carter | Carter Capital Management | Houston | CFP | Percentage of assets, Fixed fees |
| David Epps | Integral Wealth Management | Modesto | CFP | Percentage of assets, Fixed fees |
| David Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| David Gradzki | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| David Juliano | Stonehearth Capital Management | Danvers | ChFC | Percentage of assets, Hourly |
| David Lorditch | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| David Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| David Nelson | Monument Wealth Management | Alexandria | CFA | 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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