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 |
|---|---|---|---|---|
| Cecil Staton | Arch Financial Planning, LLC | Athens | CFP | Percentage of assets |
| Celia Brugge | Dogwood Financial Planning | Memphis | CFP, MBA | Hourly, One-time planning fee |
| Chad Chase | CGN Advisors, LLC | Brooklyn | CFP, MBA, CFA, BA | Ongoing planning fee |
| Chad Gammon Advice-only planning and tax strategy for DIY pre-retirees, engineers and educators with a net worth of $2 million or less. | Custom Fit Financial LLC | Cedar Rapids | CFP, EA, MBA, RICP | Subscription, One-time planning fee |
| Chad Lawyer | Life Strategy Partners | Tucson | CFP, RICP | Percentage of assets, Ongoing planning fee |
| Chelsea Ransom-Cooper Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action. | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Chris Ferris | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Chris Merrick | Merrick Financial Inc. | Toronto | CFP, QAFP | Hourly, One-time planning fee |
| Chris Ryan | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Chris Ward | EntryPoint Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| Christopher Annello | SAGEbroadview Wealth Management, LLC | Farmington | CFP | Ongoing planning fee |
| Christopher Christiansen | Quantum Financial Planning Services, Inc. | Spokane | CFP | Flat fee or retainer, Percentage of assets |
| Christopher Congema | Landmark Wealth Management, LLC | New York | CFP | Percentage of assets |
| Clandine Schrock | Montis Financial | Waltham | CFP, CPWA | Percentage of assets, Hourly |
| Cody Cassidy | TCI Wealth Advisors, Inc. | Scottsdale | CFP, CPA, MBA, AAMS | Percentage of assets, Hourly |
| Cole Brooks | CRB Strategic Services LLC | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| Colin Page | Oakleigh Wealth Services | Crozet | CFP | Flat fee or retainer, Ongoing planning fee |
| Crystal Kelly | Amani Financial Inc. | Edmonton | CFP | Flat fee or retainer, Ongoing planning fee |
| Dallen Haws | Haws Financial Planning, LLC | Sierra Vista | CFP, MBA | Percentage of assets, Hourly |
| Dan Michaud | NPF Investment Advisors | Grand Rapids | CFP | Percentage of assets |
| Dan Wood | Zimmerman Wealth Management, LLC | Evanston | CFA, CFP | Percentage of assets, Fixed fees |
| Dana Menard | Twin Cities Wealth Strategies, Inc. | Maple Grove | CFP, RLP | Flat fee or retainer, Percentage of assets |
| Daniel Masuda Lehrman | Masuda Lehrman Wealth | Honolulu | CFP, Certified Student Loan Professional | Percentage of assets, One-time planning fee |
| David Blain | BlueSky Wealth Advisors, LLC | Acworth | CFA, CDFA, CFP, EA | Ongoing planning fee |
| David Frisch | Frisch Financial Group, Inc. | New York | CFP, CPA/PFS, CFS, CDFA | Percentage of assets, Fixed fees |
| David Marotta | Marotta Wealth Management, Inc. | Charlottesville | AAMS, AIF, CFP, APMA | Percentage of assets, Hourly |
| David Martin | Eltero Financial Partners Inc. | Halifax | FCSI, CIM, CFP (ret'd) | Flat fee or retainer, One-time planning fee |
| Dean Schuler | Schuler Wealth Planning LLC | Columbus | CFP | Flat fee or retainer, Ongoing planning fee |
| Deborah Hobart | Blue Water Capital Management, LLC | Apex | CFP, CPA | Ongoing planning fee |
| Della Stegall | Fruit of the Vine Financial | New Braunfels | CFP, CIMA, RICP | One-time planning fee, Ongoing planning fee |
| Demel Gonzalez | Heartwood Financial Services | Sanford | CFP | Percentage of assets, One-time planning fee |
| Den Murley | Belonging Wealth Management | Longview | CFP, MBA, MSFP | Percentage of assets |
| Desiree Kaul Tax preparation and financial planning that reflects each client's values, from a planner with years of counseling and teaching experience. | Kaul Financial Solutions | Satellite Beach | CFP, ChFC, EA | Subscription, One-time planning fee |
| Devon Rauth | North Haven Financial LLC | Suffield | CFP, TPCP | Percentage of assets, Flat fee or retainer |
| DJ Hunt | Moisand Fitzgerald Tamayo, LLC | Jacksonville | CFP, CPA, EA | Percentage of assets, Ongoing planning fee |
| Don Martini | Envision Financial Planning | San Francisco | CFA, CFP | Percentage of assets, Hourly |
| Douglas Marcello | Core Wealth Management, Inc. | Jupiter | CFP | Flat fee or retainer, Hourly |
| Drew Cook | Level Wealth Management | Charlotte | CFP | Flat fee or retainer, Ongoing planning fee |
| Edward B. Aufman | Aufman Associates Inc. | Longboat Key | BS, CFP | Percentage of assets, Fixed fees |
| Edward Leach | Highland Financial Advisors, LLC | Wayne | CEPA, CFP, MBA | Percentage of assets |
| Edward Mahaffy | ClientFirst Wealth Management, LLC | Little Rock | CFP, ChFC, MBA | Percentage of assets, Ongoing planning fee |
| Elizabeth Barrett | Sterling Wealth Advisors® | Plantation | CFP, CKA, MA | Percentage of assets, Ongoing planning fee |
| Elizabeth Cox | Merit Financial Partners, LLC | Westport | CFP, CPA | Percentage of assets, Hourly |
| Elizabeth Geiser | Timothy Financial Counsel, Inc. | Wheaton | CFA, CFP, CPA, BS | Hourly |
| Eric McClain | Approach Retirement Advisors, LLC | Birmingham | CFP, JD, MBA | Percentage of assets, Hourly |
| Eric Smith Hourly, advice-only reviews for DIY investors who manage their own money and want a fiduciary second opinion before retirement. | Ridge Falls Financial Planning | Bellingham | CFP, MBA | Hourly |
| Ethan Miller | Planning for Progress | Silver Spring | CFP | Ongoing planning fee |
| Evor Vattuone | Aspire Planning Associates, Inc. | Cupertino | CFP, CFS | Hourly, Flat fee or retainer |
| Gabriel Markiz | Portland Financial Advisors, Inc. | Port Washington | CFP, CPA/PFS, MSFP | Hourly, One-time planning fee |
| Gary Birdsall | True Financial, LLC | Houma | CFP, JD | 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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