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 |
|---|---|---|---|---|
| Jesse Nix | Nix Wealth Management | Sacramento | CFP | Percentage of assets |
| Jessica Pariser | Galvin, Gaustad & Stein | Scottsdale | CFP | Percentage of assets, Hourly |
| Jessica Serrano | Equal Voices Wealth | Castaic | CFP | Ongoing planning fee |
| Jesus Longoria | Amicus Financial Advisors | Mcallen | CFP | Percentage of assets, Hourly |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Jodi Karambela | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| John Boyd | Boyd Financial Strategies | Worcester | CFP | Percentage of assets, Hourly |
| John Burnside | Burnside and Company | Oregon City | CFP | Flat fee or retainer |
| John Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| John Gallagher | Integrated Wealthcare | Durham | ChFC | Percentage of assets, Hourly |
| John Garmhausen | First Look Capital Management | Crested Butte | CFP, CFA | Percentage of assets, Hourly |
| John Knopik | Ascent Wealth Management | Kalispell | CFP | Percentage of assets, Hourly |
| John Lacey | Pacific Point Wealth Management | Carlsbad | CFP | Percentage of assets |
| John Leeming | JL Bainbridge | Sarasota | CFP | Percentage of assets |
| John McNamara | Highball Advisors | Simsponville | Not listed | Percentage of assets |
| John O'Brien | O'Brien Capital Management | Nyack | CFP | Hourly, One-time planning fee |
| John Roscoe | Osprey Private Wealth | New York | CFA | Percentage of assets |
| John Trujillo | West End Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| John York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
| Jonas Rohde | Rohde Wealth Management | Broadway | Not listed | Percentage of assets |
| Jonathan Davis | One Day Wealth Management | Ocala | CFP, ChFC, CFA | Percentage of assets |
| Jonathan Fargason | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Jonathan Liebl | GenRise Wealth Advisors | Mt. Laurel | CFP | Percentage of assets, Hourly |
| Jordan Worley | Coffman Wealth Advisors | Poplar Bluff | CFP | Percentage of assets, Hourly |
| Jose Cuevas | Wisdom Investments | Hoffman Estates | CFP | Percentage of assets, Hourly |
| Joseph Digangi | Amicus Financial Advisors | Easton | CFP | Percentage of assets, Hourly |
| Joseph Nicholas | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Joseph Nix | Nix Wealth Management | Sacramento | CFP | Percentage of assets |
| Joseph Rugger | Bridge To Wealth | Corinth | Not listed | Percentage of assets, Ongoing planning fee |
| Joseph Somerset | Beantown Financial Advisors | Jefferson | CFA | Percentage of assets, Hourly |
| Joseph Williams | Williams Wealth Management | Hopkinton | Not listed | Percentage of assets, Ongoing planning fee |
| Joshua Gardner | Prosper Private Wealth | Mesa | CFP | Percentage of assets, Hourly |
| Joshua Hayes | Curtis Advisory Group | Santa Barbara | CFP | Percentage of assets, Hourly |
| Joshua Pearson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Joshua Richardson | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Joshua Yoder | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Juerg Ciceri | JC Financial Planning & Investments | Long Beach | CFP | Percentage of assets, Ongoing planning fee |
| Julia Shaw | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Julio Lopez-Brito | Sensible Money | Miami | CFP | Percentage of assets, Fixed fees |
| Justin Ajimine | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Kale Soukup | Waterfront | Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Katherine Simmonds | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| Katherine Then | Laurel Wealth Planning | Edina | Not listed | Ongoing planning fee |
| Kathleen Mealey | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Keely McLeod | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Keith Hays | Creative Capitalists | Glendale | Not listed | Hourly, Flat fee or retainer |
| Kellan Peer | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Kenneth Bellavance | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Kenneth Turner | Next Up Wealth Advisors | King George | CFP | Percentage of assets, Hourly |
| Kevin Cooke | Roffman Miller Wealth Management | Philadelphia | CFP | 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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