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 |
|---|---|---|---|---|
| Shawn Pacanowski | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Shengde Liu | Access Wealth Group | Powell | CFA | Percentage of assets, Hourly |
| Sheree Bollinger | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Sherif Othman | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Sidney King | Retirement Planning Blueprint | Charlotte | CFP | Percentage of assets, Hourly |
| Sierra Merrick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Siria Terry | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Spencer Henderson | Aequitas Investment Advisors | Hingham | ChFC | Percentage of assets, Hourly |
| Spencer Lawson | BCR Wealth Strategies | Vestavia | CFP | Percentage of assets |
| Stacey Young | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Stelianos Elenis | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Stephanie Nehmens | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Stephen Chambers | Linch Financial | Southlake | Not listed | Percentage of assets |
| Stephen Chang | Acts Financial Advisors | Mclean | Not listed | Percentage of assets, Hourly |
| Stephen Dreiling | Capital Investment Counsel | Denver | CFP | Percentage of assets |
| Stephen Engel | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| Stephen Erken | Maxele Advisors | Webster Groves | CFP | Percentage of assets, Hourly |
| Stephen Hyde | HFM Investment Advisors | Newark | CFP | Percentage of assets, Hourly |
| Stephen Islander | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Stephen Kriha | Tenere Financial | Sammamish | Not listed | Percentage of assets |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Stephen Ross | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Steven Brandt | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Steven Campeas | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Steven Dumstorff | KEB – Kerber, Eck & Braeckel | St. Louis | PFS | Percentage of assets, Hourly |
| Steven Fox-Middleton | SFM Financial Advisors | Vancouver | CFP | Percentage of assets |
| Steven Hooyman | Copper Harbor Investment Advisors | Appleton | CFP | Percentage of assets, Hourly |
| Steven Hutchison | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Steven Wilkes | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Steven Zangmeister | Aspire Growth Partners | Medina | ChFC | Percentage of assets, Hourly |
| Stuart Herzog | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Stuart Quint | Ambassador Wealth Management | Vancouver | CFA | Percentage of assets, Hourly |
| Sunandan Clerk | Dhamma Capital | Walnut Creek | CFP, CFA | Percentage of assets, Hourly |
| Suzue Sato | MoneyCafe Advisors | Denver | Not listed | Hourly, Fixed fees |
| Svetlana Kot | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Sydney Kovacs | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Sydney Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Tami McDonald | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Tanya Nichols | Retire Agile | Hermantown | CFP | Percentage of assets, Fixed fees |
| Taylor Bennett | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Taylor Moody | Regimen Wealth | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Temiloluwa Adesodun | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Teofilo Ferreira | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Theodore Hughes | Hughes Warren | Edmond | CFP | Percentage of assets, Hourly |
| Theodore Parrish | Parrish Capital | Kennesaw | CFA | Percentage of assets |
| Theron Weimer | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Thomas Bailey | Broadview Wealth Management | Kirkland | Not listed | Percentage of assets, One-time planning fee |
| Thomas Bruce | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
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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