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 |
|---|---|---|---|---|
| Matthew Kirr | Kirr, Marbach & Company | Columbus | Not listed | Percentage of assets |
| Matthew Little | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew McNally | Glassman Wealth | North Bethesda | Not listed | Percentage of assets, Fixed fees |
| Matthew Oberdorfer | Oberdorfer Financial | Gahanan | Not listed | Flat fee or retainer, Ongoing planning fee |
| Matthew Sassani | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Matthew Swendiman | Crew Capital | Cincinnati | ChFC, CFA | Percentage of assets |
| Matthew Vallebo | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Maxwell Pray | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Megan Beaufays | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Megan Cline | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Megan Dant | Saling Wealth Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Megan Sperry | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Melinda Agosta | Farnam Financial | Molalla | Not listed | Percentage of assets |
| Melinda Warren | Hughes Warren | Edmond | CFP | Percentage of assets, Hourly |
| Melissa Johnson | Prentice Financial Planning | Olympia | Not listed | Percentage of assets, Fixed fees |
| Melissa Lowther | Alturas Wealth Management | Eagle | PFS | Percentage of assets, Hourly |
| Micah Reish | Crestone Financial Advisors | Broadway | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Ball | Ball Wealth Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Michael Baltzell | Columbia River Financial Group | Vancouver | CFP | Percentage of assets |
| Michael Bridgman | Cambridge Advisors | Omaha | ChFC | Percentage of assets, One-time planning fee |
| Michael Canet | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Michael Cavendish | Vandalia Wealth | Beckley | Not listed | Percentage of assets, Hourly |
| Michael Claveau | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Michael Crew | Flax Pond Capital | Merion Station | Not listed | Percentage of assets, Hourly |
| Michael De Guzman | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| Michael Gore | Polaris Investment Advisors, LLC. | Framingham | PFS | Percentage of assets, Hourly |
| Michael Graham | Mayport | Newton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Grennan | Charter Research & Investment Group | Southport | CFA | Percentage of assets, Fixed fees |
| Michael Grossman | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Michael Hemingway | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Michael Hengehold | HCM Wealth Advisors | Cincinnati | PFS | Percentage of assets, Fixed fees |
| Michael Kasianko | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Klaiber | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Kuehn | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Marietti | Riverbend Planning Group | Chicago | Not listed | Percentage of assets, Hourly |
| Michael Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| Michael McGill | Summit Investments & Financial Planning | Uniontown | CFA | Percentage of assets |
| Michael Mezheritskiy | Milestone Asset Management Group | Avon | Not listed | Flat fee or retainer |
| Michael Miles | Variplan | Vienna | CFP | Hourly, Fixed fees |
| Michael Nix | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Olafsson | IWR Advisors | Denver | Not listed | Percentage of assets |
| Michael Scott | CORE Wealth Advisors | Lakeland | CFA | Percentage of assets, Hourly |
| Michael Seelman | ProffittGoodson Private Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| Michael Serchen | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Michael Simcock | Liberty Atlantic Advisors | Florence, Italy | CFA | Percentage of assets, Hourly |
| Michael Stern | Arlington Investment Advisors | Arlington | Not listed | Percentage of assets, One-time planning fee |
| Michael Stevenson | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
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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