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 |
|---|---|---|---|---|
| Jacob Parsons | Statherós Financial Solutions | El Dorado Hills | CFP, ChFC | Percentage of assets |
| Jacob Sheaf | LRC Aviation Advisors | Milwaukee | ChFC | Percentage of assets |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jaime Cutter | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Jake Johnson | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| Jake Larson | Multnomah Group | Portland | CFP | Percentage of assets, Hourly |
| Jake Mossing We provide unbiased annuity guidance with no fees, no obligations. | Annuity Answers | Toledo | CFA | Percentage of assets, One-time planning fee |
| Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. | TrueClarity Wealth | Wayne | Not listed | One-time planning fee, Subscription |
| Jakhongir Mirtalipov | Dream Life Wealth Management | Charlotte | Not listed | Percentage of assets, Ongoing planning fee |
| James Armstrong | Henry H. Armstrong Associates | Pittsburgh | Not listed | Percentage of assets |
| James Baccarini | Aggregate Financial Services | Navarre | CFP | Percentage of assets, Hourly |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| James Bertram | Baynes Investment Counsel | Franklin | Not listed | Percentage of assets, Hourly |
| James Blackwelder | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| James Bowie | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| James Carr | Keystone Global Partners | Denver | Not listed | Percentage of assets |
| James Cornehlsen | Capstone Investment Financial Group | Webster | CFA | Percentage of assets, Hourly |
| James Curran | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| James Dickson | Paul Winkler | Franklin | CFP | Percentage of assets, Hourly |
| James Ferrin | Asset One | Draper | CFP | Percentage of assets |
| James Franklin | Asset One | Draper | CFP | Percentage of assets |
| James Joseph | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Lawson | Heritage Financial Network | Concord | Not listed | Percentage of assets, Hourly |
| James Mills | Sara-Bay Financial | Sarasota | CFP | Percentage of assets |
| James Potter | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| James Proffitt | ProffittGoodson Private Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| James Tarkenton | Townsend Asset Management | Raleigh | CFA | Percentage of assets, Hourly |
| James Thomason | Matt Calcagno | San Diego | CFP | Percentage of assets |
| James Vitiello | Fifth Avenue Wealth Advisors | New York | Not listed | Percentage of assets |
| James Werner | Snider & Talbot | Liberty | CFP | Percentage of assets, Hourly |
| James Wood | Paul Winkler | Goodlettsville | CFP | Percentage of assets, Hourly |
| Jamie Bigsby | Glassy Mountain Advisors | Bethesda | CFP | Percentage of assets |
| Janice Thompson | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jared Redfield | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Jason Abruzere | Weyhill Investment Counsel | Bethlehem | Not listed | Hourly, One-time planning fee |
| Jason Bruxvoort | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jason Gragg | Gragg Financial | Shelby | PFS | Percentage of assets, Hourly |
| Jason Kooyer | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jason Lunsford | Vandalia Wealth | Charleston | Not listed | Percentage of assets, Hourly |
| Jason Sikorski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Jason Strough | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Jason Traff | Bisonwood Investments | Austin | CFA | Percentage of assets |
| Jason Vavra | VCM Wealth | Collegeville | PFS | Percentage of assets, Hourly |
| Jeff Poole | Wealth Analytics | San Clemente | Not listed | Percentage of assets, Hourly |
| Jeffery Margolf | Tangent Financial | Honolulu | CFA | Percentage of assets, Hourly |
| Jeffrey Augspurger | Strong Retirement Solutions | Bloomington | Not listed | Percentage of assets, Hourly |
| Jeffrey Borman | Vandalia Wealth | Charleston | Not listed | 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.
More in the methodology.