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 |
|---|---|---|---|---|
| Gregory Cadger | Cadger Wealth Advisors | Carolina Beach | CFP | Percentage of assets, Hourly |
| Gregory Hart | Haddon Wealth Management | Haddonfield | CFP | Percentage of assets, Flat fee or retainer |
| Gregory Maxwell | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Gregory Vogel | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Hans Blake | Intelligent Investing | Greenville | CFA | Percentage of assets, Hourly |
| Harish Prabandham | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Hayden Kibbey | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Heidi Morshead | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Henry Fox | Blue Bell Private Wealth Management | Blue Bell | CFP, ChFC | Percentage of assets, Hourly |
| Hilary Disher | CAVU Wealth Advisors | Reston | CFP | Percentage of assets, Fixed fees |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| Ian Browning | Peddock Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Isaac Martin | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Jacob Hagen-Erickson | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Jacob Levy | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| Jacob Phelps | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Jaden Verrico | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| James Burnett | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| James Darby | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| James Fonzi | Breakwater Capital Group | Stoneham | CFA | Percentage of assets, Hourly |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| James Langer | Wavvest | Chicago | CFA | Percentage of assets |
| James Liotta | Prominence Capital Wealth Management Advisors | Eagle | CFP | Percentage of assets |
| James Rench | Relevance Capital Management | Denton | CFP | Percentage of assets, Hourly |
| James Smith | Invest | Lexington | CFP | Hourly, Ongoing planning fee |
| James Stechschulte | THOR Wealth Management | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Jan Hilfer | Eisenhilfer Capital | Lincoln | CFP | Percentage of assets, Hourly |
| Jan Schalkwijk | JPS Global Investments | West Linn | CFA | Hourly, One-time planning fee |
| Jane King | Fairfield Financial Advisors | Wellesley | CFP | Percentage of assets |
| Janet Larsen | Step Financial | Seal Beach | CFP | Percentage of assets, Hourly |
| Jared La Blue | DiversiFi Capital | Los Altos | Not listed | Ongoing planning fee, Percentage of assets |
| Jason Brooks | Indelible Wealth Group | Berthoud | CFP | Percentage of assets, Hourly |
| Jason Brown | Renaissance Advisors | Ridgeland | CFP | Percentage of assets, Fixed fees |
| Jason Dongelewic | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| Jason Hemeon | Argo Wealth Advisory | Mclean | CFP, ChFC | Percentage of assets, Fixed fees |
| Jeff Realejo | Heritage Investment Group | Pompano Beach | CFP | Percentage of assets |
| Jeffrey Barnett | Fintegrity | Tenafly | Not listed | Ongoing planning fee, One-time planning fee |
| Jeffrey Buck | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | CFA | Percentage of assets, Hourly |
| Jeffrey Lamarca | Marcellus Capital Management | Skaneateles | CFA | Percentage of assets, Performance-based fees |
| Jeffrey Lang | Seneschal Family Office | Tacoma | CFP | Percentage of assets, Fixed fees |
| Jeffrey Notaro | Notaro Wealth Advisory | Tokyo, Japan | Not listed | Percentage of assets |
| Jeffrey Sevy | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Jeffrey Waters | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Jeffrey Yeakle | MY Wealth Management | Germantown | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Zappone | Chair Six Financial | Financial Planning | Spokane | PFS | Hourly, Fixed fees |
| Jenifer Aronson | Mosaic Fi | Lincolnshire | CFA | Percentage of assets, One-time planning fee |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Jesse D'Elia | Attleboro Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
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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