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Wellspent public graph/Specialties/Retirement planning
Specialty

Retirement planning

Retirement planning covers the transition from accumulation to distribution: income strategy, withdrawal order, Social Security timing, bridge income before Medicare, Roth conversion runway, sequence-of-returns risk, long-term-care planning, and the tax coordination that determines whether a retirement plan actually survives 30+ years of drawdown.

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

Advisors with depth in retirement planning

Fee-only advisors focused on retirement planning: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Skyler Denny Legacy Financial Designs, LLC The Woodlands CFP Percentage of assets, Fixed fees
Stephanie Sammons Sammons Wealth Management LLC Dallas CFP Percentage of assets
Stephen McDade Foundation Wealth Management, LLC Media CFP, CPA, ChFC, MSFS Flat fee or retainer, Ongoing planning fee
Steve Bridge Money Coaches Canada North Vancouver CFP One-time planning fee, Ongoing planning fee
Steven Medland TABR Capital Management, LLC Orange CFP, MBA Percentage of assets, Ongoing planning fee
Susan Stefura Bespoke Financial Consulting Inc. Toronto CFP, RFP, TEP, FCSI Hourly, Ongoing planning fee
Taylor Anderson Middleton & Company Vancouver CFP Percentage of assets, One-time planning fee
Thomas Mullooly Mullooly Asset Management, Inc. Wall Township CFP Percentage of assets, Ongoing planning fee
Timothy LaPean Thoughtful Financial Planning Minneapolis CFP Percentage of assets, Ongoing planning fee
Timothy Murray Gladwyn Financial Advisors, Inc. Chantilly CDFA, CFP Percentage of assets, Hourly
Tom Feigs Money Coaches Canada Calgary CFP One-time planning fee, Ongoing planning fee
Tom Kaminski Twin Robins Capital, LLC Kansas City CFP, CRPC Percentage of assets, Fixed fees
Travis Hughes Downshift Financial Erie CFP, EA Flat fee or retainer, Ongoing planning fee
Trent Templer Templer Wealth Management, LLC Tysons Corner CFP Percentage of assets
Tricia Kollath Inspired Financial Planners, LLC Gulfport CFP, CPA Percentage of assets, Hourly
Tripp Yates Eaglestrong Financial Memphis CFP, CPA/PFS, CPA, PFS Percentage of assets, Fixed fees
Wakefield Hare Greater Than Financial LLC Savannah CFP Percentage of assets, Ongoing planning fee
Zach Hidden Hourly, fee-only advice for everyone from new professionals to high-net-worth families, including comprehensive and student loan planning. Perk Planning Milwaukee CFP One-time planning fee, Hourly
Aaron Wieand Integrated Financial Planning Solutions, LLC Goshen CFP, CPA Ongoing planning fee, One-time planning fee
Adam Cmejla Integrated Planning & Wealth Management, LLC Carmel CFP Percentage of assets, Fixed fees
Albi Kacani HFS Wealth Management Dallas CFP, CPA, CDFA Percentage of assets, Hourly
Alfred McIntosh McIntosh Capital Advisors, Inc. Los Angeles CFP Percentage of assets, Flat fee or retainer
Allen Osgood, Jr. Financial Freedom, LLC Sarasota CFP Hourly, Ongoing planning fee
Amy Goan Prism Financial Planning, LLC Issaquah CFP, MBA Hourly, One-time planning fee
Andrew Chan Locker Financial Services, LLC Needham BS, CFP, CIMA One-time planning fee, Hourly
Andrew Polzin Behl Wealth Management Delafield CFP Ongoing planning fee
Anil Chacko Ark Alliance Financial Missouri City CFP, CKA Hourly
Anthony Benante Baron Financial Group, LLC Morristown CFA, CFP, ChFC, FPQP Percentage of assets, Fixed fees
Anthony Reynolds CoreTegic Capital Wealth Management Arlington CFP, ChFC, MBA Percentage of assets, Hourly
Austin Boyce SoundView Advisors Seattle CFP, CLU, CPA/PFS, CPA Percentage of assets
Barron Gray Gray Financial Planning LLC McKinney CFP, MBA Percentage of assets, Hourly
Barry Federici Family First Wealth Management, LLC Sycamore CFP, CPA, JD Percentage of assets, Hourly
Ben Gajardo Gajardo Wealth Management American Fork CFP Percentage of assets, Hourly
Ben Poulos B&E Financial Services Phoenix CFP, CRPC Percentage of assets, Hourly
Benjamin Barnhart Barnhart Wealth Management Washington CFP, EA Percentage of assets, Fixed fees
Bill Holliday AIO Financial, LLC Los Angeles Not listed Percentage of assets, Ongoing planning fee
Bily Xiao Mobius Planning Richmond CFP, CKA Not listed
Brendan Roath Money Matters, Inc. Minnetonka CFP, EA, CPA Percentage of assets
Brian Behl Behl Wealth Management Delafield CFP, CRPC Ongoing planning fee
Bruce Dzieza Willow Creek Wealth Management, Inc. Sebastopol CFP, CAIA Percentage of assets, Hourly
Bryan Lee Strategic Financial Planning, Inc. Plano CFP, MBA Percentage of assets, Hourly
Carol Alexander Retirement Investment Advisors, Inc. Frisco AIF, CDFA, CFP, CPA/PFS Percentage of assets, Hourly
Chad Arrington The Kelly Group Bel Air CFP Percentage of assets, Hourly
Chad Wiebe Pathway Wealth Inc. Winnipeg CFP Percentage of assets, One-time planning fee
Christopher Perry CJ Perry Financial Berwyn CFA, CFP, MBA, RICP Percentage of assets, Flat fee or retainer
Clayton Phillips Clarity Financial Beaverton CFP Percentage of assets, Hourly
Clayton Quamme AP Wealth Management Columbia CFP Percentage of assets, Hourly
Colleen Soares Soares Financial, Inc. Napa CFP, CPA Hourly, Flat fee or retainer
Daniel Granucci Iron Path Wealth Management, Inc. Sandy Hook CFA, CFP Percentage of assets, Hourly
Danny Michael Satori Wealth Management Inc. San Diego CFP, RLP Percentage of assets, Fixed fees

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