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 |
|---|---|---|---|---|
| Thomas Challis | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Thomas DaMour | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Fenn | T. Fenn Financial Planning | Chapel Hll | CFP | Hourly |
| Thomas Knightly | American Family Legacy Group | Clearwater | CFP, ChFC | Percentage of assets, Hourly |
| Timothy Pope | 360 Aviation Advisors | Concord | CFP | Percentage of assets, Fixed fees |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Todd Gambit | Gambit Asset Management | Northbrook | CFP | Percentage of assets |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Tor Benson | Streamline Advisory | Bellingham | CFP | One-time planning fee |
| Tracy Gibbs | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Trent Bowers | Narus Financial Partners | Salt Lake City | CFP | Percentage of assets, Hourly |
| Trey Touchstone | Lifeway Financial | Plano | CFA | Percentage of assets, Fixed fees |
| Tron Welch | Welch Financial Planning | Boulder | CFP | Percentage of assets, Hourly |
| Troy Davis | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Troy Wirth | InGen Strategies | Irvine | CFP | Percentage of assets, Hourly |
| Tuvshinjargal Odeh | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Ty Kopke | Silver Oak Leaf Financial Services | Bluffton | Not listed | Ongoing planning fee |
| Ty Williams | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Tyler Batts | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Tyler Nichols | Peak Retirement Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| Tyler Townsend | Townsend Wealth Management | Columbus | CFP, CFA | Flat fee or retainer |
| Vaughn Heydel | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Vijay Patel | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Vincent Parrack | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Vipin Sahijwani | Lynx Investment Advisory | Washington | CFA | Percentage of assets, Fixed fees |
| Wendiguiata Ouedraogo | McIlrath | Eck | Arlington | ChFC | Percentage of assets, Hourly |
| William Adelmann | Adelmann Financial | Colorado Springs | CFP | Percentage of assets |
| William Barton | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| William Lewis | W.H. Lewis Financial | Eugene | CFP | Percentage of assets, Hourly |
| William Morrison | Inverlochy Capital | Bobcaygeon | CFA | Percentage of assets |
| William Morrison | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| William Sempolinski | Five Corners Financial Services | Easton | CFP, ChFC | Percentage of assets, Fixed fees |
| William Snider | ONE Advisory Partners | Highlands Ranch | Not listed | Ongoing planning fee, Percentage of assets |
| William Turner | Turner Wealth Advisory | Woodstock | CFP, ChFC | Percentage of assets, Hourly |
| William Walsh | Quantum Leap Capital | South Burlington | CFP | Percentage of assets, Flat fee or retainer |
| William Walsh | Emissary Wealth | White Plain | Not listed | Percentage of assets, Ongoing planning fee |
| Zachary Swenson | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Aaron Beeson | Seek First | Ellensburg | Not listed | Percentage of assets, Fixed fees |
| Aaron Hardy | S.E.E.D. Planning Group | Knoxville | CFA | Percentage of assets, Hourly |
| Aaron Marks | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Aaron Sams | PYA Waltman Capital | Knoxville | CFA | Percentage of assets, Hourly |
| Aaron Terwedo | TFS Advisors | Edmonds | ChFC | Percentage of assets, Hourly |
| Aaron Weston | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Abigail Demirovic | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Adam Corrie | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Adam Cress | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Adam Skousen | Harvard Avenue | Gilbert | 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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