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 |
|---|---|---|---|---|
| Derek Robinett | Amicus Financial Advisors | Midland | PFS, CFA | Percentage of assets, Hourly |
| Derek Wulff | Navista Wealth Management | Minnetonka | Not listed | Percentage of assets, Hourly |
| Derrick Smith | Privatus Wealth | Roseville | Not listed | Percentage of assets, Hourly |
| Dillon Quintana | Financial Plan | Bellingham | Not listed | Percentage of assets, Ongoing planning fee |
| Donald Button | Button & Button Wealth Management | Greensboro | Not listed | Percentage of assets, One-time planning fee |
| Donald Drummond | Financial Independence Advisors | Jacksonville | PFS | Percentage of assets |
| Donald McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Donna McConnell | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Douglas Bartolf | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Drew Phillips | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Dushyant Pandit | Dorchester Advisors | Short Hills | Not listed | Percentage of assets |
| Eddy Park | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Eduardo Ciuffo | Ariston Services Group | San Diego | CFA | Percentage of assets |
| Edward Parolisi | Ironwood Wealth Management | Rye | Not listed | Percentage of assets, Fixed fees |
| Edward Zywien | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Edwin Ashton | Arete Financial and Legal Solutions | Goodyear | Not listed | Percentage of assets, Hourly |
| Edwin Bennett | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Elaine Biersack | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Eleanor Quarles | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Alamillo | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Elizabeth Stroup | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Elizabeth Sydzyik | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Elsa Allmendinger | Kelman-Lazarov | Memphis | Not listed | Percentage of assets, Hourly |
| Emma Shaw | CoCreate Financial | Bozeman | Not listed | Percentage of assets, Hourly |
| Emmett Gustafson | HighMark Wealth Management | St. Paul | Not listed | Percentage of assets, Hourly |
| Eric Cortez | Verus Capital Partners | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Eric Greenberg | ESG Wealth Advisors | Lansdale | Not listed | Flat fee or retainer, Percentage of assets |
| Erik Boehm | Stone Bridge Asset Management | Chattanooga | CFA | Percentage of assets, Fixed fees |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
| Erin Maynard | Shuttleworth & Company | Powell | ChFC | Percentage of assets, Fixed fees |
| Evan Barnes | Traction Financial Partners | Encampment | Not listed | Percentage of assets, Hourly |
| Evan Carey | Beacon Hill Wealth Management | Victoria | Not listed | Percentage of assets |
| Evan McMordie | Golden Spread Wealth | Canadian | Not listed | Percentage of assets, Hourly |
| Evan Teeple | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Eve Gaiser | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Fadi Issa | Boardwalk Wealth Management | Ann Arbor | Not listed | Percentage of assets, Ongoing planning fee |
| Fadoua Arif | Lynx Investment Advisory | Washington | Not listed | Percentage of assets, Fixed fees |
| Fetzer Crockett | 4-C Wealth | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Forrest Knopps | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Francis Jackson | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Frank Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Frank Jolley | Live Oak Private Wealth | Rocky Mount | CFA | Percentage of assets, Hourly |
| Frank Montes | Torrey Pines Financial | San Diego | Not listed | Percentage of assets |
| Franklin Parker | WholeHuman Wealth Management | Lewisville | CFA | Percentage of assets |
| Fred Goodman | Verus Capital Partners | Chandler | Not listed | Percentage of assets, Hourly |
| Gabriel Trasatti | Trasatti Wealth Planning | Baltimore | PFS | Percentage of assets, Hourly |
| Garrett Edson | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Garrett Thompson | Sky Vision Wealth | Columbus | Not listed | Percentage of assets |
| Garry Bishop | ProFocus | Phoenix | Not listed | Percentage of assets, Hourly |
| Gary Aiken | Caveness Wealth Advisory | Rockville | Not listed | Percentage of assets, Hourly |
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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