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 |
|---|---|---|---|---|
| Amy Mastromonaco | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Amy McGinnis | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Ana Abreu | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Anders Storvik | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Andre Laplante | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Andre Luiz Paiva | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Andrew Damico | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Andrew Donoghue | AMD Wealth Management | Northfield | Not listed | Percentage of assets, One-time planning fee |
| Andrew Farinelli | Wavvest | Chicago | Not listed | Percentage of assets |
| Andrew Huber | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Andrew Krout | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Andrew Northcutt | PracticeCFO | Pflugerville | Not listed | Percentage of assets, Fixed fees |
| Andrew Perri | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Andrew Sawyer | Thames Financial Management | Norwich | CFA | Percentage of assets, Hourly |
| Andrew Straton | Westhollow Wealth Management | Milton | Not listed | Percentage of assets |
| Andrew Wong | FinCop Financial Planning | Dublin | Not listed | Hourly, Flat fee or retainer |
| Angelo D'Amato Goodenough | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Anita Bustos | OAC Capital Advisors | Cumming | Not listed | Percentage of assets, Hourly |
| Anna Byrne | Kendall Wealth | Randolph | Not listed | Percentage of assets, Hourly |
| Anna Hibbitt | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Anna Thornburg | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Anne Lee | Church Organizers Foundation | Mason | Not listed | Percentage of assets |
| Anne Robinson | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Anthony Caputo | Pallas Capital Advisors | Park Ridge | Not listed | Percentage of assets, Hourly |
| Anthony Moeller | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Anthony Ortale | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Anuj Patel | Truvestor | Suwanee | CFA | Percentage of assets, Hourly |
| Ariel Acuna | LTG Capital | Framingham | Not listed | Percentage of assets |
| Ariel Hartounian | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Arthur Hall | StrategicGlobal | South Riding | Not listed | Percentage of assets, Hourly |
| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Ashley Gardiner | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Aspen Townley | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| August Pye | Integrated Wealthcare | Durham | Not listed | Percentage of assets, Hourly |
| Austin Mangold | Seaside Wealth Management | Carlsbad | Not listed | Ongoing planning fee |
| Austin Nelson | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Balfoure Brenes | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Barry Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Benjamin Bjork | Navista Wealth Management | Naples | Not listed | Percentage of assets, Hourly |
| Benjamin Clark | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Benjamin Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Benjamin Hall | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Benjamin House | Stonehearth Capital Management | Danvers | Not listed | Percentage of assets, Hourly |
| Benjamin Hunter | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Benjamin Wood | BDC Capital Management | Glen Allen | Not listed | Percentage of assets, Hourly |
| Besart Beluli | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Bhagwati Sangani | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Blake Anderson | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Blake Welch | Arete Financial and Legal Solutions | Goodyear | Not listed | Percentage of assets, Hourly |
| Bogdan Niciu | 4-C Wealth | Creve Coeur | 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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