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 |
|---|---|---|---|---|
| Wade Brittingham | Stock Plan Advisory Group LLC | Alexandria | CFP | Percentage of assets, Ongoing planning fee |
| Warren McIntyre | VisionQuest Financial Planning LLC | Troy | CFP, MBA | Fixed fees |
| Will Steinberger | Think Different Financial Planning | Menlo Park | CFP | Ongoing planning fee |
| William Cuthbertson | Fiscalis Advisory, Inc. | Mission Viejo | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| Zach Reyes | Circadia Financial Planning | Westlake | CFP | Percentage of assets, Ongoing planning fee |
| Zachary Zwillinger | ZZ Planning LLC | New York | CFP, JD | Flat fee or retainer, Ongoing planning fee |
| Aaron Brickley | Brickley Wealth Management | San Mateo | CFP, CPWA | Percentage of assets |
| Aaron Parrish | Level Wealth Management LLC | Charlotte | CFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Alex Perkins | Perkins Wealth Advantage, LLC. | Fishers | CFP | Percentage of assets, Fixed fees |
| Alissa Maizes | Amplify My Wealth | Boca Raton | CFP, JD | Ongoing planning fee, One-time planning fee |
| Allen Mueller | 7 Saturdays Financial | Richardson | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Allison Meers | Pebble Valley Wealth Management | Western Springs | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Ally Ecklund | Zestiny Wealth | Denver | CFP, CPA, CPWA | Percentage of assets, Hourly |
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| Anandi Krishnamurthy | AKrish Financial Advisory | Cupertino | CFP | Hourly, One-time planning fee |
| Andrew Dressel Comprehensive, transparent planning for individuals and families nationwide, with fees that aren't tied to net worth. | Abundo Wealth | Minneapolis | CFP, CRPC | Subscription |
| Andrew Hunt | Hiley Hunt Wealth Management, Inc. | Omaha | CFP, MBA, CAP | Percentage of assets, Ongoing planning fee |
| Andrew Katz-Moses | Katz-Moses Financial, LLC | Washington | CFP, M.Ed. | Ongoing planning fee, Percentage of assets |
| Andy Panko | Tenon Financial | Metuchen | CFP, RICP, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Angela Wetzig | Sage Wealth Consulting, LLC | Sarasota | CFP | Percentage of assets |
| Ann Minnium | Concierge Financial Planning, LLC | Margate City | CFP | Hourly, One-time planning fee |
| Anthony Watson | Thrive Retirement Specialists | Dearborn | CFP, CFA, RICP, MBA | Flat fee or retainer |
| Arielle Bittoni | Good Balance Financial Planning | Los Angeles | BA, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Arun Soni | Avenue 90 Financial | Chicago | CFA, CFP | Percentage of assets, Hourly |
| Ayana Forward | Retirement in View | Ottawa | CFP | One-time planning fee, Ongoing planning fee |
| Barbara Clemons Personal financial planning and money education workshops that address both the technical and emotional sides of financial decisions. | Clemons Financial Education Company | Fairport | CFP, CLU, ChFC, CASL | One-time planning fee, Hourly |
| Ben Jacobs-Nichelson | Fully Financial | Athens | CFP, EA, MSFP | Percentage of assets, Hourly |
| Ben Raikes | Mason & Associates, LLC | Newport News | CFP, CPA, CPA/PFS, Master of Science Accounting | Ongoing planning fee |
| Ben Smith | Cove Financial Planning, LLC | Milwaukee | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| Ben Wacek | Guide Financial Planning, LLC | Shoreview | CFP, CKA | One-time planning fee, Ongoing planning fee |
| Benjamin Geiger | Simplified Planning | Johnston | CFP | Ongoing planning fee, Percentage of assets |
| Betsy Hutchins | Forward Financial Planning | Germantown | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Bill Mulvahill | Trailhead Planners | Edina | CFP, CPA | Percentage of assets, Hourly |
| Bradley Clark | Clark Asset Management, LLC | Radnor | CFP, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Brandon Davies | Objective Financial Partners Inc. | Markham | CFP (Canada), CFP (U.S.), CIM, CLU | Flat fee or retainer, Hourly |
| Brandon Renfro | Belonging Wealth Management | Longview | CFP, EA, RICP | Percentage of assets |
| Brent Hoskins | Focal Point Financial Group | Prairie Village | CFP, RICP, CKA | Ongoing planning fee, One-time planning fee |
| Brett Croft | Croft Financial Planning | Newbury | CFA, CFP, CTFA | Hourly, One-time planning fee |
| Brett Koeppel | Eudaimonia Wealth LLC | Buffalo | CFP | Percentage of assets |
| Brett Polzin | Eight Peaks Wealth Management | Parker | CFP, EA | Percentage of assets, Flat fee or retainer |
| Brian Face | Face 2 Face Financial Planning | Portage | CFP | Percentage of assets, Hourly |
| Brian Rood | Artisan Financial Planning LLC | Overland Park | CFP | Flat fee or retainer, Ongoing planning fee |
| Brittany Ringo | Autumn Financial Advisors, LLC | Plymouth | CFP | Percentage of assets, Hourly |
| Brittany Wolff | Wolff Financial | Greenville | CFP, AAMS | Ongoing planning fee, Percentage of assets |
| Caleb Pepperday | Advanced Practice Planning, LLC | Missoula | CFP, ChFC | Ongoing planning fee |
| Cameron Brady | Michael Brady & Co., LLC | Westlake | CFP, MBA | Percentage of assets |
| Carol Somoano | Asset Planning | Los Alamitos | CFP, MBA | Percentage of assets, One-time planning fee |
| Caroline Nalbantoglu | CNal Financial Planning Inc. | Montreal | C.Adm.F.P., CFP, RFP | Not listed |
| Carrie Houchins-Witt | Carrie Houchins-Witt Tax & Financial Services LLC | Coralville | CFP, EA, RICP | Hourly, Flat fee or retainer |
| Case Belger | rebel Financial | Groveport | AIF, CFP, ChFC, CLU | 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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