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 |
|---|---|---|---|---|
| Donna Zanetti | Pennsylvania Capital Management | Huntingdon Valley | Not listed | Percentage of assets, Hourly |
| Dorsey Tyndall | Vandalia Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| Douglas Jackson | Jackson Wealth | Franklin | CFP | Percentage of assets, Hourly |
| Douglas Johnson | HCM Wealth Advisors | Cincinnati | CFA | Percentage of assets, Fixed fees |
| Douglas Moe | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Douglas Schmitz | Financial Strategies Group | Fargo | Not listed | Percentage of assets, Hourly |
| Douglas Whitten | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Drew Vesling | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Dustin Hunter | SunRift Capital Partners | Plainfield | Not listed | Percentage of assets, Hourly |
| Dustin Rinaldi | Rinaldi Wealth Management | Bonita Springs | CFP | Percentage of assets, Hourly |
| Dustin Terry | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Dwayne Tyril | Kreitler Financial | New Haven | CFA | Percentage of assets |
| Dyllin Moulton | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Edgar Heissler | Heissler Financial | Gresham | CFP, ChFC | Percentage of assets |
| Edmund Lesage | Integrity Financial Planning | Houston | Not listed | Percentage of assets |
| Edward Hartley | Milestone Investments Columbus | Columbus | CFP | Percentage of assets, Hourly |
| Edward Kolanko | Baynes Investment Counsel | Mason | Not listed | Percentage of assets, Hourly |
| Edwin Ryu | Legacy Wealth Advisors | San Jose | PFS | Percentage of assets, Hourly |
| Elena Sargent | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Elizabeth Brady | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Jones | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Elizabeth Sharp | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Emilie Andres | Statherós Financial Solutions | El Dorado Hills | CFP | Percentage of assets |
| Emily DeBlase | Organic Wealth | Columbus | ChFC | Ongoing planning fee, One-time planning fee |
| Emily Goodman | Foronjy Financial | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Emily Zinn | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Emma Schneider | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Emmanuel Afolayan | Lindsey & Lindsey Wealth Management | San Jose | Not listed | Percentage of assets, Hourly |
| Eric Baker | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Eric Diandrea | WealthUnite Advisors | Manhasset | Not listed | Percentage of assets |
| Eric McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Eric Montemaggi | Aurora Pointe Capital | Mclean | CFP, CFA | Percentage of assets, Fixed fees |
| Eric Sorenson | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Eric Stats | Brighton Wealth Management | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Eric Wiegand | River Wealth Advisors | Allentown | CFP | Percentage of assets, Hourly |
| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |
| Erik Black | Calrivan Wealth Management | Randolph | Not listed | Hourly |
| Erik Giard-Chase | Blue Slate Investment Management | Shelburne | CFA | Percentage of assets, Hourly |
| Erik Margetts | Prostatis Group | Winter Park | Not listed | Percentage of assets, Hourly |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Erin Barry | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Erin Eliason | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Erin McMenemon | BCM Advisors | Lafayette | CFA | Percentage of assets |
| Ernest Garrett | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Ethan Braid | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Ethan Caldarelli | Atlantic Edge Wealth | Jacksonville | Not listed | Percentage of assets |
| Eugene Binunsky | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Evan Mills | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Evan Moog | Wills Financial Group | Richmond | CFA | Percentage of assets, Hourly |
| Evgeniy Yashin | Signet Financial Management of Southwest Florida | Sterling | 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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