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 |
|---|---|---|---|---|
| William George | Luminary Financial Advisors | Cocoa Beach | Not listed | Ongoing planning fee |
| William Hiatt | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| William Kennedy | RiskBridge Advisors | Norwalk | CFA | Percentage of assets, Hourly |
| William Larson | William B. Larson, CPA | Dallas | Not listed | Hourly |
| William McCaffrey | Glassy Mountain Advisors | Arlington | CFP | Percentage of assets |
| William McDavid | Flavin, Nooney & Person | Gainesville | PFS | Percentage of assets, Hourly |
| William Moore | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| William Stone | 46 and 2 Investment Advisors, LLC. | Traverse City | CFP | Percentage of assets, Hourly |
| William Taylor | Kirk Capital Advisors | Vienna | Not listed | Percentage of assets, Hourly |
| William Warnke | Pavlic Investment Advisors | Delafield | CFA | Percentage of assets |
| Yehoshua Sternbach | Yields4U | Melville | ChFC | Percentage of assets, Hourly |
| Yvonne Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| Zachary DeBottis | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Zachary Gutermuth | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Zachary Harris | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Zachary Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Zachary Morris | Paces Ferry Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Zachary Robinson | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Zachary Willie | Oakridge Financial Planning (OFP) | San Antonio | Not listed | Ongoing planning fee, One-time planning fee |
| Aaron Downs | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Aaron Gardiner | Gardiner Financial | Wellesley | Not listed | Hourly, Ongoing planning fee |
| Aaron Jeffries | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Abigail Chao | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Adam Brown | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Adam Waitkevich | Caveness Wealth Advisory | Worcester | Not listed | Percentage of assets, Hourly |
| Adenikke Soremekun | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Adrian Kutko | Lynx Investment Advisory | Washington | Not listed | Percentage of assets, Fixed fees |
| Aina Moliner I Serra | Lynx Investment Advisory | Washington | Not listed | Percentage of assets, Fixed fees |
| Albert Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Alexander Bateh | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Alexander Gambrell | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Alexander Marek | Ironwood Wealth Management | Chandler | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexander Potenza | Skyview Financial Group | Ponte Vedra Beach | Not listed | Percentage of assets, Fixed fees |
| Alexandra Day | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| Alexandra McConnell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Alexis Buchholz | BFG Wealth Management | Dallas | Not listed | Percentage of assets |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Alfred Cerrati | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Aliredha Walji | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Alison Brandt | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
| Allan Paull | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Allen Wagner | Wagner Wealth Management | Conyngham | Not listed | Percentage of assets |
| Allisha Curtis | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Allison Costas | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Alychandra McFarlane | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Amanda Blake | Intelligent Investing | Greenville | Not listed | Percentage of assets, Hourly |
| Amir Monsefi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Amy Delauter | Kooman & Associates | Altoona | 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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