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 |
|---|---|---|---|---|
| Fawzi Jaber Hyder | Mike Adams Financial Advisors | Mooresville | CFA | Percentage of assets, Hourly |
| Frank Alvarez | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Frank Brannon | KMR Financial Advisory | Atlanta | CFP | Percentage of assets, Hourly |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Gabriel Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Gage Houser | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Garrett Dastrup | Opportunus Wealth Management | Gig Harbor | CFA | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Gary Gragg | Gragg Financial | Shelby | PFS | Percentage of assets, Hourly |
| Gary Harris | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Gary May | May Tree Financial Planning | Leander | ChFC | Percentage of assets, Hourly |
| Gary Pomerantz | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Gary Steer | OxenFree Financial | Melbourne | CFP | Percentage of assets |
| Gene Hamstra | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| George Boudreau | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Gerald Skalsky | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Gerwin de Haan | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Gina Reeves | KEB – Kerber, Eck & Braeckel | St. Louis | PFS | Percentage of assets, Hourly |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Gracelyn Snider | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Grant Ball | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Grant Germscheid | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Grant Hamstra | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Greg Rutherford | Sound Asset Management | Yorkville | CFP | Percentage of assets, Hourly |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Gregory Brown | G&S Capital | Denver | CFA | Percentage of assets, Hourly |
| Gregory Legorreta | Loam Advisory | Los Angeles | Not listed | One-time planning fee, Flat fee or retainer |
| Gregory Reeder | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Harley Evans | Successful Portfolios | Clearwater | CFP, CFA | Percentage of assets, Hourly |
| Harold Sasnowitz | BCR Wealth Strategies | Clifton | CFP | Percentage of assets |
| Harold Sawyer | Westover Capital Advisors | Wilmington | CFA | Percentage of assets, Hourly |
| Harris Hanson | Texas Family Wealth | Friendswood | CFP | Percentage of assets, Fixed fees |
| Harry Winston | Winston & Company | Edmond | CFP | Percentage of assets, Fixed fees |
| Heather Rivas | River Wealth Advisors | Camp Hill | CFP | Percentage of assets, Hourly |
| Herbert Kraus | Teamwork Financial Group | Laredo | Not listed | Percentage of assets |
| Herman Hugo | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Honna Li | KCM Investment Advisors | Greenbrae | CFP | Percentage of assets |
| Hossameldin Abdelkarim | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Howard Holmes | Holmes Investment Management | Brockton | CFA | Percentage of assets, Fixed fees |
| Howard Jordan | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| Hoy Grimm | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Huaiyu Chen | MEV Value | Hudson | CFP | Percentage of assets, Hourly |
| Hugh Quinn | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Hunter Adams | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Ian McGinnis | Dental Wealth Partners | Jackson | Not listed | Percentage of assets, Hourly |
| Ian McIlvaine | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Jack Johnson | Sierra Financial Planning & Asset Management | Roseville | CFP | Flat fee or retainer, Ongoing planning fee |
| Jackson Mazzei | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Jacob Drum | Strauss Financial Group | Hoover | CFP, PFS | Percentage of assets, Hourly |
| Jacob Millican | 9M Investments | Grapevine | Not listed | Ongoing planning fee, 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.
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