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 |
|---|---|---|---|---|
| Brett Grossman | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Bria Comer | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Brian Beckman | Hermosa Wealth Management | Torrance | Not listed | Percentage of assets, Hourly |
| Brian Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Brian Jones | NextGen Financial Advice | Elko New Market | Not listed | Percentage of assets, Hourly |
| Brian Koonce | Paul Winkler | Goodlettsville | CFP | Percentage of assets, Hourly |
| Brian Rettig | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Brian Shepardson | James Investment | Xenia | CFA, CIC | Percentage of assets, Hourly |
| Brian Tumpane | Cedar Capital Advisors | Glen Ellyn | Not listed | Percentage of assets, Fixed fees |
| Brian Vandenbrink | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Brian Williams | Northshire Consulting | Southington | Not listed | Ongoing planning fee, Percentage of assets |
| Brian Yates | Asset One | Bridgeville | CFP | Percentage of assets |
| Brianna Melahn | Prism Planning & Solutions Group | White Plains | CFP | Percentage of assets, Fixed fees |
| Brianna Pradia | SSB&T Wealth | Fredericksburg | Not listed | Percentage of assets, Fixed fees |
| Brittany Anderson | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Brock Von Holt | Von Holt Financial Advisors | Palatine | CFP | Percentage of assets |
| Brooks Rarden | Gilpin Wealth Management | Las Vegas | CFA | Percentage of assets, Hourly |
| Bruce McCrea | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Bryan Belew | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Bryan Foronjy | Foronjy Financial | Santa Barbara | CFP | Percentage of assets, Hourly |
| Bryan Linn | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Bryan McCrea | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Cade Johnson | Petros Family Wealth | Bloomington | CFA | Percentage of assets, Fixed fees |
| Cagatay Koc | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Caleb Graybeal | Strong Retirement Solutions | Bloomington | Not listed | Percentage of assets, Hourly |
| Caleb Smoes | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
| Callum Raymick | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Cameron Jensen | Cross Financial | Fulshear | CFP | Percentage of assets, Hourly |
| Cameron Malekuti | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Carl Christensen | Avion Wealth | Columbus | Not listed | Percentage of assets, Fixed fees |
| Carlo Magno Santos-Ocampo | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| Carlos Henriques | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Carlos Ortega | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Carol Clark | OnCenter Financial Advisors | Beachwood | CFA | Percentage of assets, Hourly |
| Carol Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Carolyn Larsen-Wieber | CLW Financial Planning | Raleigh | PFS | Percentage of assets, One-time planning fee |
| Carrie Carr | ARIA Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Carson Strom | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Catherine Richmond | Ballast | Lexington | Not listed | Percentage of assets, Hourly |
| Chace Cannon | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Chad Evans | Altere Financial | Austin | Not listed | Percentage of assets, Hourly |
| Chad Kunc | CPK Wealth Management | Fort Myers | Not listed | Percentage of assets |
| Chad Peterson | Columbia River Financial Group | Vancouver | CFP | Percentage of assets |
| Charles Gibbons | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Charles Manih | Xpand Investment | Chula Vista | CFA | Percentage of assets, Hourly |
| Charles McAteer | ARIA Wealth Management | Saratoga | Not listed | Percentage of assets, Hourly |
| Charles Meeder | Sound Asset Management | Yorkville | CFP | Percentage of assets, Hourly |
| Charles Poe | Grand Central Investment Group | Tampa | CFA | Percentage of assets, Hourly |
| Charlotte Anten | Clifford Swan | Pasadena | CFA | 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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