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 |
|---|---|---|---|---|
| David Powell | Powell Wealth | Cornelius | ChFC | Percentage of assets, Hourly |
| David Stitt | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| David Sylvester | CAVU Wealth Advisors | Walnut Creek | CFP, CFA | Percentage of assets, Fixed fees |
| David Teas | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| David Thompson | Petra Wealth Management | Fredericksburg | Not listed | Percentage of assets, Hourly |
| David Tombs | Amicus Financial Advisors | Lubbock | CFP, CFA | Percentage of assets, Hourly |
| David Tracey | Pathway Financial Advisers | Auburn | CFP | Percentage of assets, Hourly |
| David Tsow | Pandora Wealth | Las Vegas | Not listed | Percentage of assets |
| Debra Allison-Aasby | Great Lakes Financial Strategies | Oshkosh | Not listed | Percentage of assets, Flat fee or retainer |
| Debra Pladsen | Fortress Financial Group | Chanhassen | Not listed | Percentage of assets |
| Derek Nutter | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
| Derrell Crimm | Walton Financial | Birmingham | CFP | Percentage of assets, Hourly |
| Dixie Klaibert | Beacon Hill Wealth Management | Victoria | CFA | Percentage of assets |
| Dominic Garris | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Donald Debernardi | Sierra Asset Management | Oakhurst | CFP | Percentage of assets, Hourly |
| Douglas Richards | Crest Financial | Elmira | CFP, ChFC | Flat fee or retainer, Hourly |
| Douglas Suhr | Whitener Capital Management | Middletown | CFP | Percentage of assets, Hourly |
| Dustin Latham | Alternative Capitalis | Wrentham | CFA | Percentage of assets, Hourly |
| Dylan Stockwell | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Dylon Woolwine | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Earl Jordan Yaokasin | WealthArch Investment Services | Pasadena | CFA | Hourly |
| Edgerly Roberts | Eagle Bluffs Wealth Management | Columbia | Not listed | Percentage of assets |
| Elizabeth Stamatakos | A to Z Financial Planning | Oak Creek | CFP | One-time planning fee, Ongoing planning fee |
| Emily Jaffe | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Emily Richard | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Emily Weed | Emerald Advisors | Bellevue | CFP | Percentage of assets, Fixed fees |
| Emma Hostetler | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Emmanuel Eliason | Eliason Wealth Management | Centennial | CFP | Percentage of assets, Fixed fees |
| Eric Ludwig | Stockbridge Private Wealth Management | Sun Prairie | CFP | Percentage of assets |
| Eric Stein | Galvin, Gaustad & Stein | Scottsdale | CFP | Percentage of assets, Hourly |
| Erica Arroyo | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Ethan Brown | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Evan Ryan | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| Evan Smith | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Felicia Greenwald | Financial Futures | Brielle | Not listed | Percentage of assets, Hourly |
| Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. | The World Changers | Miami | Not listed | Percentage of assets, Subscription |
| Frederic Wheeler | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Frederick Maclean | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| Frederick Maclean, Jr. | Heritage Investment Group | Pompano Beach | CFP, CFA | Percentage of assets |
| Frederick Payne | Swiftwater Capital | Lake Oswego | CFP | Percentage of assets, Hourly |
| Frederick Ravid | Chartered Financial Services | Denver | ChFC | Percentage of assets, Hourly |
| Frenise Mann | Mann Financial | Chattanooga | Not listed | Percentage of assets, Flat fee or retainer |
| Gabriel D'Angelo | Rademacher Financial | Lawrence | CFP | Percentage of assets, Hourly |
| Gary Martin | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Geoffrey Schaefer | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| George Allen | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| George Waters | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Gina DiGirolamo | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Grayson Hofferber | Millennial Wealth Management | Broomfield | Not listed | Percentage of assets, Ongoing planning fee |
| Gregory Anderson | GRAnderson Wealth Management Group | Denver | 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.
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