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 |
|---|---|---|---|---|
| Ryan Stout | Theory Financial | Fort Collins | CFP | Percentage of assets |
| Ryan Vance | Pendulum Partners | Itasca | CFA | Percentage of assets, Fixed fees |
| Sally Kennedy | Real Financial Planning | Guilford | CFP | Hourly, Fixed fees |
| Samantha Vicchiarelli | Alexis Advisors | Richmond | ChFC | Percentage of assets, Hourly |
| Samuel Heveroh | Stonebridge Financial Group | St. Louis | CFP | Percentage of assets, Hourly |
| Samuel Nordquist | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Sarah Green | Farm Girl Capital | Albany | CFP | Percentage of assets, Hourly |
| Sarah Lane | CLS Financial Advisors | Portland | PFS | Percentage of assets, Ongoing planning fee |
| Sarah Pierce | Watershed Private Wealth | Oak Brook | Not listed | Percentage of assets |
| Sasha Childers | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Scott Heath | Heath Capital Management | Bloomfield Hills | CFP | Percentage of assets, Fixed fees |
| Scott Marx | SMP Financial Planning | Falls Church | CFP | Percentage of assets, Hourly |
| Scott Muhlestein | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Scott Schlegel | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Scott Whytock | August Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Sean Gilsenan | Whitener Capital Management | Cary | CFP | Percentage of assets, Hourly |
| Seann Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Sergio De La Torre | Pandora Wealth | Roswell | Not listed | Percentage of assets |
| Seth Deal | LifeFocus Financial Advisors | Walla Walla | Not listed | Percentage of assets, Ongoing planning fee |
| Sevak Khachatoorian | Up&Up Capital | Glendale | Not listed | Percentage of assets |
| Shane Riley | Pittenger & Anderson | Lincoln | CFA | Percentage of assets |
| Shawn Hudspeth | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Sheldon Goldman | Goldman Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Stephanie Kelly | Renaissance Advisors | Ridgeland | CFP | Percentage of assets, Fixed fees |
| Stephanie Schultz | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Stephen Adell | Adell, Harriman, & Carpenter | Houston | CFP | Percentage of assets |
| Stephen Forrest | Forrest Financial Services | Des Moines | CFP | Percentage of assets, Hourly |
| Stephen Greco | Pandora Wealth | Las Vegas | Not listed | Percentage of assets |
| Stephen McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Steven Bokoff | Thames Financial Management | Norwich | CFP | Percentage of assets, Hourly |
| Steven Lind | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Steven Longa | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Steven Schlegel | SchlegelDunn | Plano | CFP | Percentage of assets, Fixed fees |
| Steven Underriter | Freedom Financial Planning Solutions | Grand Rapids | Not listed | Flat fee or retainer |
| Stoyan Panayotov | Babylon Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| Stuart Caplan | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Sunni Allen | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Susan Wipperman | Old Mission Investment | Traverse City | CFP | Percentage of assets, Hourly |
| Tabitha Daly | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Taj Pereira | Aspen Capital Management | Boise | CFP | Percentage of assets, Fixed fees |
| Taunya Abaya | Abaya Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Taylor Sohns | LifeGoal Investments | Saratoga Springs | CFP | Percentage of assets, Hourly |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. | Taylor Turner Wealth Management LLC | Richmond | Not listed | Percentage of assets, Flat fee or retainer |
| Terrie Austin | Milestone Wealth Strategies | Columbus | CFP | Percentage of assets, Hourly |
| Theodore Spinardi | Integrated Wealth Solutions | Tulsa | CFP | Percentage of assets, Hourly |
| Theodore Winders | Yarger Wealth Strategies | Westerville | CFP, CFA | Percentage of assets, Fixed fees |
| Theodore Zamerski | Prosperity Path Advisers | Vero Beach | PFS, CFA | Percentage of assets, Hourly |
| Thomas Braun | Theory Financial | Fort Collins | CFP, ChFC | 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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