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 |
|---|---|---|---|---|
| Kevin Regan | Crionna Wealth | Cheshire | CFP | Percentage of assets, Hourly |
| Kishore Shah | Lynx Investment Advisory | Vienna | ChFC | Percentage of assets, Fixed fees |
| Kristen Hudspeth | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Kristopher Hicks | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Kyle Dandurand | Chemistry Wealth Management, LLC. | New York | CFA | Ongoing planning fee |
| Kyle Erickson | Elevate Investment Management | Scottsdale | CFA | Percentage of assets |
| Kyle Hammerschmidt Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises | MOKAN Wealth Management | Overland Park | Not listed | Percentage of assets, One-time planning fee |
| Kyle Ray | Ridgeback Wealth Management | Peachtree City | Not listed | Flat fee or retainer, Ongoing planning fee |
| Kyle Sabdo | Stillwater Capital Management | Carmel-By-The-Sea | CFP | Percentage of assets |
| Lakhaun McKinley | MNM Vested | Houston | CFP | Fixed fees |
| Lance Purcell | Phoenix Rising Wealth Management | Frisco | CFP | Percentage of assets, Hourly |
| Lance Spencer | Prosper Private Wealth | Provo | CFP | Percentage of assets, Hourly |
| Larry Peterson | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Laura Sodorsky | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| Laurence Menna | WealthTarget Investment Advisors | Bakersfield | CFP | Percentage of assets, Hourly |
| Lavea Thomas | Aspen Capital Management | Boise | CFP | Percentage of assets, Fixed fees |
| Lawrence York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
| Leonard Golub | New Capital Management | Houston | CFA | Percentage of assets, Fixed fees |
| Lidia Amodei | Attleboro Wealth Management | Yardley | CFP, CFA | Percentage of assets, Fixed fees |
| Linda Gillespie | Real World Financial Planning | Chestnut Hill | Not listed | Hourly, One-time planning fee |
| Lindsay Fitzpatrick | Old Mission Investment | Traverse City | CFP | Percentage of assets, Hourly |
| Lisa Cowan | Welch Financial Planning | Boulder | CFP | Percentage of assets, Hourly |
| Lisa Donnelley | Harris Wealth Management | Twin Falls | PFS | Percentage of assets, Hourly |
| Lisa Kelly | Federmann Financial Advisors | Rocky Point | CFP, PFS | Percentage of assets, Hourly |
| Lisa Sharp | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Lloyd Flood | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Loren Sherman | Integrity Wealth Management | Waukee | Not listed | Flat fee or retainer, Ongoing planning fee |
| Lori Slaughter | Millennial Wealth Management | Amarillo | Not listed | Percentage of assets, Ongoing planning fee |
| Loyd Stegent | Stegent Equity Advisors | Houston | CFP, PFS | Percentage of assets |
| Luke Kroeplin | Fortress Financial Group | Horace | Not listed | Percentage of assets |
| Luke McQuade | Full of Grace Financial | Roanoke | Not listed | Percentage of assets, Ongoing planning fee |
| Luke Spinardi | Integrated Wealth Solutions | Tulsa | CFP | Percentage of assets, Hourly |
| Lynda Kommel-Browne | Round Rock Advisors | Wilton | CFA | Percentage of assets, Fixed fees |
| Mallory Sise | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| Marco Figueroa | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Marcus Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Mark Byelich | Attleboro Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| Mark Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Mark Perrault | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Mark Recker | Recker Financial | Bay City | Not listed | Percentage of assets, Hourly |
| Mark Starosciak | Infinium Investment Advisors | Denver | CFP | Percentage of assets, Hourly |
| Mark Stein | Galvin, Gaustad & Stein | Boise | CFP | Percentage of assets, Hourly |
| Martin Miller | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Martin Moyers | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Mary Bolton | Live Oak Private Wealth | Rocky Mount | CFP | Percentage of assets, Hourly |
| Mary Livingston | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Matthew Amsberry | HighPoint CPAs | Laramie | CFA | Percentage of assets |
| Matthew Buehler | Erenda Capital Management | Glendale | Not listed | Percentage of assets |
| Matthew Gulbransen | Pine Grove Financial Group | Woodbury | Not listed | 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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