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 |
|---|---|---|---|---|
| Annie Klopstock | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Annika Mitchell | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Anthony Borba Jr | Breen Wealth Management | Petaluma | Not listed | Percentage of assets |
| Anthony Castaldi | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Anthony Farella | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Anthony Lopiccolo | Custos Family Office | Greenwood Village | CFA | Percentage of assets, Hourly |
| Anthony McLean | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Anthony Saffer | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Anthony Wall | Upper Left Wealth Management | Tampa | Not listed | Percentage of assets |
| Anthony Wright | Twin Rivers Wealth Management | Sacramento | CFP | Percentage of assets, Hourly |
| Arnold Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Arthur McKee | McKee Investment Planning | Clermont | CFP | Percentage of assets, Hourly |
| Arthur Swalley | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ashley Crawford | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Ashley Ketchum | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Ashley Michelli | Prostatis Group | Baton Rouge | Not listed | Percentage of assets, Hourly |
| Ashley Owens | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Ashlie Bostick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Austin Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Austin Miller | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Axel Bellars | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Barbara Villard | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Barry Pflueger | Pflueger Wealth | Churchville | CFP | Percentage of assets, Hourly |
| Beau Bushong | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Becky Farrant | Pacific Global Investment Management Company | Ocoee | CFP | Percentage of assets, Hourly |
| Ben Loeffler | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Benjamin Cohen | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Benjamin Dum | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Benjamin Hard | Sara-Bay Financial | Sarasota | CFP | Percentage of assets |
| Benjamin Peters | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Benjamin Stewart | Stewart Wealth Management | San Rafael | Not listed | Percentage of assets |
| Beth Wilson | Poulos Advisors | South Burlington | Not listed | Percentage of assets, Hourly |
| Bethany Dubuque | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Beverly Patton | Syrios Wealth Management Group | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Blake Eiermann | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Blake May | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Bonnie Chadwick | Paratus Financial | Dallas | Not listed | Hourly, Fixed fees |
| Brad Duerks | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Brad Harris | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Brad Metz | Ark Advisors | Bloomington | ChFC | Percentage of assets, Fixed fees |
| Bradford Houchins | River Wealth Advisors | Allentown | CFP | Percentage of assets, Hourly |
| Bradley Linch | Linch Financial | Southlake | Not listed | Percentage of assets |
| Brandon Montoya | Montoya Wealth Management | Prescott | Not listed | Percentage of assets, Hourly |
| Brandon Oliver | Oliver Wealth Management | St. Louis | Not listed | Ongoing planning fee |
| Brandon Redmond | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Braxton Leicht | Beta Wealth Group | Park City | Not listed | Percentage of assets |
| Brendan Koors | Athyra Financial Partners | Cincinnati | Not listed | Percentage of assets, Ongoing planning fee |
| Brendon Johnson | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Brent Casto | AdviceOne | Medina | CFP | Percentage of assets, Fixed fees |
| Brenton Bersin | Linkside Financial | Charlotte | 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.
More in the methodology.