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 |
|---|---|---|---|---|
| Adam Underwood | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Aidan Banner | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Aimee Hatlestad | The Hatlestad Group | Edina | CFP | Percentage of assets, Hourly |
| Alajahwon Ridgeway | A.B. Ridgeway Wealth Management | Lafayette | Not listed | Percentage of assets, One-time planning fee |
| Alan Myers | Aerie Capital Management | Baltimore | CFA | Percentage of assets, Hourly |
| Albert Von Holt | Von Holt Financial Advisors | Palatine | CFP | Percentage of assets |
| Aleksandar Kelly | Life UnLocked Partners | Venice | Not listed | Percentage of assets |
| Alex D'Attilio | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Alex Soderberg | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Alexander Amundson | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Alexander Burke | Sustainable Investment Solutions, LLC d/b/a Financial Solutions Associates | Dedham | CFP | Percentage of assets, Hourly |
| Alexander Hoover | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Alexander Koynoff | ATK Financial Prosperity | Oswego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Alexander Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Okugawa | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Alexander Rasmussen | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Alexander Thompson | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Alexander Wasiunec | Mendel Money Management | Northbrook | Not listed | Percentage of assets, Hourly |
| Alexander Willard | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Alexis Cunningham | McClarren Financial Advisors | St. Mary'S | CFP | Ongoing planning fee |
| Ali Saltagi | Zaki Financial | Indianapolis | Not listed | One-time planning fee, Hourly |
| Alison Goodrich | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Alison Mills | Trinity Legacy Partners | Houston | CFP | Percentage of assets, Hourly |
| Allen Carr | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Allen Tyndall | Seaside Wealth Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Amanda Farrar | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| Amanda Sletmoe | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Amanda Spencer | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Amy Hoffman | Advisors Financial | Mclean | CFP | Percentage of assets, Hourly |
| Amy White | Prairie Ridge Asset Management LCC | Overland Park | CFP | Percentage of assets, Hourly |
| Anastasia Melbrod | Melbrod Wealth Management | San Diego | CFP | Ongoing planning fee |
| Andrew Aran | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Andrew Ashton | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Andrew Brady | Brady Family Wealth | Miami | CFA | Percentage of assets, Hourly |
| Andrew Cooper | Cooper Eagle | King Of Prussia | CFP | Percentage of assets, Hourly |
| Andrew Davainis | Breen Wealth Management | Petaluma | Not listed | Percentage of assets |
| Andrew Duckworth | Prostatis Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Andrew Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Andrew Knachel | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Andrew Lee | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Andrew O'Gorman | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Andrew Redlick | Investment Growth Management | Clayton | CFP | Percentage of assets, Hourly |
| Andrew Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Andrew Stolz | Stolz & Associates, P.S. | Tacoma | CFA | Percentage of assets |
| Andrew Yashin | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |
| Ann Moore | Martel Wealth Advisors | Vancouver | CFA | Percentage of assets |
| Ann Nowell | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Anna Brewer | Financial Avenues, LLC. | Kearney | Not listed | Hourly, Fixed fees |
| Anna Kiser | Feeney Financial | Leawood | CFP | One-time planning fee |
| Anne Claire Nornhold | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
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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