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 |
|---|---|---|---|---|
| Philip Reuer | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Phillip Christenson | Phillip James Financial | Plymouth | CFA | Percentage of assets |
| R. Christopher Wiegand | Newbridge Wealth Management | Bryn Mawr | CFA | Percentage of assets, Hourly |
| Rachel Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Ralston Turner | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Randall Zaharia | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Randy Immeker | Compass Lighthouse Capital | Orange City | CFP, ChFC | Percentage of assets, Fixed fees |
| Rankin Starkey | SSB&T Wealth | Fredericksburg | Not listed | Percentage of assets, Fixed fees |
| Raul Sonza | Cabildo Capital | Washington | Not listed | Percentage of assets |
| Raymond Tan | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| Rebecca Drexler-Bleivik | Cooper Eagle | King Of Prussia | CFP | Percentage of assets, Hourly |
| Reid Trego | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Rhonda Carter | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Richard Czechowski | WS Wealth Management | Washington | CFP | Percentage of assets, Fixed fees |
| Richard Harris | Aspire Growth Partners | Miromar Lakes | CFA | Percentage of assets, Hourly |
| Richard Hughes | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Richard Keil | William Mack & Associates | Southfield | PFS | Percentage of assets, Ongoing planning fee |
| Richard McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Richard Morgan | SSB&T Wealth | Bee Cave | Not listed | Percentage of assets, Fixed fees |
| Richard Schiller | Pavlic Investment Advisors | Delafield | CFA | Percentage of assets |
| Richard Speers | Private Wealth Management of NC | Henderson | ChFC | Percentage of assets, Hourly |
| Robert Alonso | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Robert Auclair | Balanced Wealth Management | West Warwick | CFP | Percentage of assets |
| Robert Barron | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |
| Robert Basile | Basile Financial Group | Palm Harbor | CFP | Percentage of assets, Hourly |
| Robert Cramer | Sherrill & Hutchins | Atlanta | Not listed | Percentage of assets, Hourly |
| Robert DiLegge | Hemsley Advisors | Chicago | Not listed | Percentage of assets, Hourly |
| Robert Filosa | Atlantic Edge Wealth | Jacksonville | Not listed | Percentage of assets |
| Robert Heintz | Planning Associates Wealth Management | Metairie | CFA | Percentage of assets, Hourly |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Robert Jung | Crew Capital | Cincinnati | CFA | Percentage of assets |
| Robert Nistendirk | WNA Wealth Management | Charleston | Not listed | Percentage of assets, Hourly |
| Robert Norman | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| Robert Pascarella | Peerless Wealth | Spring | Not listed | Percentage of assets, Hourly |
| Robert Pickels | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Robert Polackwich | Professional Advisory Services | Vero Beach | CFA | Percentage of assets |
| Robert Rizarri | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Robert Whitney | Polaris Investment Advisors, LLC. | Framingham | ChFC | Percentage of assets, Hourly |
| Robert Wojcik | W Wealth Advisors | Gilbert | Not listed | Percentage of assets, Hourly |
| Roberta Newhouse | Alturas Wealth Management | Eagle | PFS | Percentage of assets, Hourly |
| Robin Giles | Apex Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Robine Van Doorn | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Robyn Clarke | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Robyn Cohen | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Roger Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Roger Whitney | Retire Agile | Mansfield | CFP | Percentage of assets, Fixed fees |
| Romy Brown | Beta Wealth Group | San Diego | Not listed | Percentage of assets |
| Ronald Leavitt | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Ronald Peck | Fearless Wealth | Kirkland | CFP | Percentage of assets |
| Ronald Skalberg | Beaird Harris | Dallas | 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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