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 |
|---|---|---|---|---|
| Katherine Hardin | Columbia River Financial Group | Vancouver | CFP | Percentage of assets |
| Katherine Letsos | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Kathleen Campbell | Campbell Financial Partners | Fort Myers | Not listed | Percentage of assets, One-time planning fee |
| Kathleen Cefalu | Downtown Wealth Studios | Ipswich | Not listed | Percentage of assets, Fixed fees |
| Kathryn Lester | Vandalia Wealth | Indianapolis | Not listed | Percentage of assets, Hourly |
| Kathryn Putek | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Keaton Schnell | Schnell Financial Group | Sedalia | Not listed | Percentage of assets, Hourly |
| Keegan Denn | FIDELIS iM | Medford | CFP | Percentage of assets, Fixed fees |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kenneth Auman | Mariner Financial Group | Palm Beach Gardens | CFP | Percentage of assets, Fixed fees |
| Kenneth Gillespie | Hermosa Wealth Management | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Kerry Pennington | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Kevin Caldwell | Islands East Advisors | Chester | Not listed | Flat fee or retainer, Hourly |
| Kevin Deans | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Kevin Dodgson | Shetland Financial | Center Valley | CFA | Flat fee or retainer |
| Kevin Hoyle | Kaiyo Wealth | Couer D Alene | Not listed | Percentage of assets |
| Kevin Lindley | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kevin Londergan | BayRock Financial | Friendswood | Not listed | Percentage of assets, Hourly |
| Kevin McCutcheon | BlueDoor Private Wealth | Beverly | CFA | Percentage of assets, Hourly |
| Kevin Painter | LeConte Wealth | Maryville | Not listed | Percentage of assets |
| Kevin Pummill | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Khristopher Torres | RiversEdge Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Kilburn Sherman | Maclendon Wealth Management | Jensen Beach | PFS | Percentage of assets, Hourly |
| Kim Berger | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Kimberly Ball | Ball Wealth Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kimberly Basenback | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Kimberly Overby | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Kloe' Schnell | Schnell Financial Group | Sedalia | Not listed | Percentage of assets, Hourly |
| Kody Williams | Saling Wealth Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kristen Euretig | Brooklyn Plans | Beacon | CFP | Ongoing planning fee |
| Kristin Rasmussen | KMR Wealth Advisory | San Luis Obispo | CFP | Percentage of assets, Hourly |
| Kristine Pattison | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Kurt Gunter | Lake Hills Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| Kyle Abrahamovich | Poulos Advisors | South Burlington | Not listed | Percentage of assets, Hourly |
| Kyle Long | Long Planning | Geneva | Not listed | Percentage of assets |
| Kyle Roney | Troika Capital Advisors | Athens | Not listed | Percentage of assets |
| Kyle Whittington | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Kyler Stephens | Brown | Miller Wealth Management | Mclean | CFP | Percentage of assets, Hourly |
| Laird Hepburn | BSG Advisers | Apex | CFP | Percentage of assets, Hourly |
| Larry Bell | Trinity Legacy Partners | Houston | CFP | Percentage of assets, Hourly |
| Laura Brown | Addington Financial Group | Cypress Springs Village | Not listed | Percentage of assets |
| Laura Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Laura Redfern | Shadowridge Asset Management | Austin | CFP | Hourly, One-time planning fee |
| Lauren Simpson | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Lauren Truer | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Lawrence Barnard | Paul Winkler | Franklin | CFP | Percentage of assets, Hourly |
| Lawrence Kiely | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Lee Jones | Tangent Retirement | Irvine | Not listed | Percentage of assets, Flat fee or retainer |
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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