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 |
|---|---|---|---|---|
| Jonathan Dockery | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Jonathan Glaser | Iowa Wealth Management | West Des Moines | CFP | Percentage of assets, Hourly |
| Jonathan Moore | Financial Avenues, LLC. | Nixa | Not listed | Hourly, Fixed fees |
| Jonathan Nagy | Alpine Road Financial | Bend | Not listed | Percentage of assets, Flat fee or retainer |
| Jonathan Smith | DT Investment Partners | Chadds Ford | CFA | Percentage of assets, Fixed fees |
| Jonathan Stambaugh | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Jonathan Walker | Paul Winkler | Gallatin | CFP | Percentage of assets, Hourly |
| Joplin Wallace | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Jordan Bieber | Professional Advisory Services | Vero Beach | ChFC | Percentage of assets |
| Jordan Bryant | Coastline Complete Wealth | Bluffton | Not listed | Percentage of assets, Hourly |
| Jordan Shaw | Hixon Zuercher Capital Management | Findlay | CFP | Percentage of assets, Hourly |
| Joseph Bailey | Integrity Capital Management | Kingsport | CFP | Percentage of assets, Hourly |
| Joseph Bakaysa | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Joseph Charles | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Joseph Lawrence | ARIA Wealth Management | Huntsville | Not listed | Percentage of assets, Hourly |
| Joseph McFaddin | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Joseph Plume | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Joseph Schmitt | Incline Financial Planning | Mars | Not listed | Percentage of assets, Ongoing planning fee |
| Joseph Van Name | Advisors Financial | Mclean | CFP | Percentage of assets, Hourly |
| Joshua Angell | Poinciana Advisors Group | Palm Beach Gardens | CFA | Percentage of assets |
| Joshua Clifford | Wealth Management | Tallahassee | CFP | Percentage of assets |
| Joshua Graham | Westview Investment Advisors | Burlington | CFA | Percentage of assets, Hourly |
| Joshua Purdy | McClarren Financial Advisors | State College | CFP | Ongoing planning fee |
| Joshua Stipcich | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Julia Peloso-Barnes | Prism Planning & Solutions Group | White Plains | CFP | Percentage of assets, Fixed fees |
| Julie Purcell | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Juliette Cooke | Cooke Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| Justin Garritt | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Krane | Krane Financial Solutions | Calabasas | CFP | Percentage of assets, Hourly |
| Justin Smallwood | The Financial Resource Center | Covington | Not listed | Percentage of assets, Hourly |
| Justin Souder | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Justin Struble | BSG Advisers | Apex | CFP | Percentage of assets, Hourly |
| Justin Vargas | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Kaitlin Jordan | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Kaleen Anderson | Skyline Financial NW | Portland | Not listed | Percentage of assets, One-time planning fee |
| Kaleigh Prentice | Prentice Financial Planning | Olympia | Not listed | Percentage of assets, Fixed fees |
| Kara Branson | Singer Wealth Management | Seattle | Not listed | Hourly |
| Karen Monborne | Advisors Financial | Mclean | CFP | Percentage of assets, Hourly |
| Kari Haanstad | Modus Advisors | Excelsior | CFA | Percentage of assets, Hourly |
| Karl Kohne | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Karla Saez | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Karmi Gutman | Lifestyle Planning | Chandler | CFP | Ongoing planning fee |
| Karrie Thomas | Nautilus Financial Group | Virginia Beach | CFP | Hourly |
| Karsten Walker | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Katelyn Goepferich | Jarvis Global Investments | Loveland | CFP | Percentage of assets |
| Katherine Davis | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Katherine Fonville | Covenant Wealth Advisors | Richmond | Not listed | Percentage of assets |
| Katherine Groce | Prostatis Group | Hanover | 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.
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