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 |
|---|---|---|---|---|
| Nina Shaw | The DBS Companies | Mendham | CFA | Percentage of assets, Hourly |
| Nino Pavan | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Nyle Bayer | Up Capital Management | Bulverde | Not listed | Percentage of assets, Hourly |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Oscar Vives Ortiz | Sensible Money | Riverview | CFP, PFS | Percentage of assets, Fixed fees |
| Owen Bosworth | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Patricia Bailey | Bailey & Associates Investment Management and Financial Planning | Columbia | CFP | Percentage of assets, Hourly |
| Patrick Manconi | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Patrick Paxton | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Paul Bush | Steadfast Financial Services | Green Cove Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Paul Saunders | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Pedro Gomez | Brickell Financial Group | Miami | CFP | Percentage of assets, Hourly |
| Peter Deacon | Forrest Financial Services | Windsor Heights | CFP | Percentage of assets, Hourly |
| Peter Gaertner | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Peter Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| Peter Landini | RBP Investment Advisors | Alamo | CFP | Percentage of assets, Hourly |
| Peter Messina | ABG Consultants | Cottonwood Heights | CFP | Percentage of assets, Hourly |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Peter Shenas | Ariston Services Group | San Diego | CFP | Percentage of assets |
| Peter Thoms | Sierra Wealth Strategies | Coronado | CFA | Percentage of assets, Hourly |
| Peter Tomassi | Tomassi Financial Planning | Derby | CFP | Percentage of assets, Hourly |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Phillip Frattali | Sanderson Wealth Management | Buffalo | CFA | Percentage of assets |
| Phillip Mitchell | Kroon & Mitchell | Grand Rapids | CFA | Percentage of assets, Hourly |
| Phillip Rademacher | Rademacher Financial | Lawrence | CFP | Percentage of assets, Hourly |
| Rachael Johnson | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Rainier Trinidad | Parabolic Asset Management | Coronado | CFA | Percentage of assets, Hourly |
| Randy Garcia | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Rebecca Stapp | Stapp Financial | Olympia | Not listed | Percentage of assets |
| Richard Connett | Integrity Wealth Partners | Walnut Creek | CFP | Percentage of assets, Hourly |
| Richard Moldenhauer | Moldenhauer & Associates | Orchard Park | ChFC | Percentage of assets, Hourly |
| Robert Deal | LifeFocus Financial Advisors | Walla Walla | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Fezekas | Elevate Wealth Advisory | Athens | CFA | Percentage of assets, Hourly |
| Robert Helgeland | Curtis Wealth Management | Henderson | CFP | Percentage of assets, Hourly |
| Robert Heykoop | Traction Financial Partners | Encampment | ChFC | Percentage of assets, Hourly |
| Robert Hofmann | Roffman Miller Wealth Management | Phialdelphia | CFP | Percentage of assets |
| Robert Riegen | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Robert Shappee | Harris Wealth Management | Meridian | PFS | Percentage of assets, Hourly |
| Robyn Turner | Retirement Plan Fiduciaries | Austin | CFP | Percentage of assets, Hourly |
| Roger Roble | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Ronald Cantlay | Financial Independence Advisors | Deland | CFP | Percentage of assets |
| Ronald Sanders | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Ronan Sramek | Rademacher Financial | Lawrence | CFP | Percentage of assets, Hourly |
| Russell Adelmann | Adelmann Financial | Colorado Springs | CFP | Percentage of assets |
| Ryan Briggs | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Ryan Cooper | Verticus Advisors | Sandy | PFS | Percentage of assets, Hourly |
| Ryan Genor | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| Ryan Key | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
| Ryan McCarthy | McCarthy Asset Management | Redwood Shores | 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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