Financial Advisors for Retirement Planning
38 financial advisors list Retirement Planning · 83 client reviews
Browse related profiles
Calculated Wealth
Financial Advisor
- 5.0 (1 review)
- 0.5%–1% of AUM
- Serves nationwide
Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan.
Services: 401(k) & IRA Management, Asset Allocation, Business Succession Planning +14 more
Bull Oak
Financial Advisor
- No reviews yet
- Serves nationwide
Bull Oak is a fee-only fiduciary advisor, helping high-net-worth individuals and families navigate the transition into retirement through financial planning, investing, and tax planning and filing.
Services: Executive Compensation, Exit Planning, Financial Planning +6 more
Ian Weiner, CFP®, CEPA®
Financial Advisor
- 5.0 (1 review)
- $1,500–$12,500 one-time
- Serves nationwide
Personal CFO for owners, executives, and families. One quarterback for planning, tax, estate, and investment decisions. Built for irreversible calls: sales, exits, equity comp, inheritance.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +25 more
Ryan Johnson, CFP®, BFA™
Financial Advisor
- 5.0 (12 reviews)
- $2,500–$5,000 one-time
- Serves nationwide
We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live.
Services: 401(k) & IRA Management, Asset Allocation, Cash Flow Management +22 more
Pillar Wealth
Financial Advisor · Fractional CFO
- 5.0 (10 reviews)
- $11,400–$60,000 one-time
- Serves nationwide
"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products…
Industries: Advertising & Marketing, Biotechnology & Pharmaceuticals, Construction +4 more
VDB Wealth
Financial Advisor
- 5.0 (8 reviews)
- 0.35%–1% of AUM
- Serves nationwide
A boutique wealth management firm focused on holistic support for business owners and entrepreneurs.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +14 more
Reliant Wealth Advisory
Financial Advisor
- 5.0 (3 reviews)
- Serves nationwide
Fee-only wealth management for young professionals, entrepreneurs, and business owners who want to invest smarter and stop leaving money on the table.
Services: 401(k) & IRA Management, Executive Compensation, Financial Planning +5 more
Steven Evensen - Gerber Kawasaki Wealth & Investment Management
Financial Advisor
- 5.0 (3 reviews)
- 0.25%–1.5% of AUM
- Serves nationwide
Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +21 more
Alex Jankowski, CPA, CFP®
Accountant · Financial Advisor
- 5.0 (3 reviews)
- 0.3%–1% of AUM
- Serves nationwide
Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® based in PA but serving clients nationwide. I provide tax prep & advisory, as well as holistic financial planning services.
Industries: Dental, E-commerce, Education +7 more
Manetta Wealth Management
Financial Advisor
- 4.8 (2 reviews)
- 1% of AUM
- Serves nationwide
I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +13 more
Drew Feldman, APMA® | WideFrame Wealth
Financial Advisor
Drew Feldman, APMA®
- 5.0 (1 review)
- $4,000 one-time
- Serves nationwide
We help creative professionals turn career breakthroughs into lasting financial stability. Flat-fee, full-service with a tax-aware investment and planning approach tailored to your unique goals.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +15 more
Emory Wealth LLC
Financial Advisor
- 5.0 (1 review)
- 0.5%–1.5% of AUM
- Serves nationwide
Emory Wealth is an Austin-based independent wealth firm helping families, business owners, and retirees simplify investments, tax planning, retirement, estate, and financial decisions.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +17 more
Bone Fide Wealth
Financial Advisor
- No reviews yet
- Serves nationwide
Nationally recognized firm helping millennials, next-gen investors, and their families plan first, then invest. Real, relatable advice that meets you where you are. Couples and money is our specialty.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +16 more
CMH Advisors
Accountant · Bookkeeper · Financial Advisor · Fractional CFO
- No reviews yet
- $750–$10,000/mo
- Serves nationwide
- Min revenue $500K+
We’re a full service accounting, advisory, payroll and tax strategy CPA firm.
Industries: Advertising & Marketing, Architecture & Engineering, Automotive +28 more
Concert Financial Planning
Financial Advisor
- No reviews yet
- $1,000–$3,000/qtr
- Serves nationwide
Financial Advice for BigLaw Attorneys
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +13 more
Concierge Wealth
Financial Advisor
Christian Amsberry
- No reviews yet
- Serves nationwide
Financial planner for wealthy widows: one point of contact to untangle and coordinate everything after the loss of a spouse.
Services: 401(k) & IRA Management, Cash Flow Planning, Estate Planning +11 more
About Retirement Planning on Sam's List
What to know
- 61% of workers and 73% of retirees feel confident they'll have enough to live comfortably in retirement, both down from 2025.[1]
- Only 35% of non-retired adults think their retirement savings are on track.[2]
- The median retiree stopped working at 62, and nearly half retired earlier than they planned.[3]
Sources
Looking for help with retirement planning? It comes down to planning income and savings for retirement. The Financial Advisors here provide this as part of financial planning and wealth management, with real client reviews on every profile.
What a retirement planning financial advisor should handle
- Retirement income plan
- Social Security timing
- Account withdrawal order and taxes
- Healthcare and long-term care costs
Questions to ask before you hire
- How are you paid?
- Are you a fiduciary at all times for me?
- What's in your Form CRS?
- How often do we meet?
Credentials on this page
- 6 of 38 list CPA
- 5 of 38 list EA
- 25 of 38 list CFP®
- 3 of 38 list CEPA
As listed by the firms on this page. Verify before you hire:
Frequently asked questions
- When should you start retirement planning?
- The time to start retirement planning is as early as possible, so compounding works in your favor — but it's never too late to build or adjust a plan. Compare retirement-planning advisors by verified reviews on Sam's List.
- What are the first steps of retirement planning?
- Start by defining your target retirement age and income, tallying current savings and accounts, estimating the gap, and choosing tax-advantaged vehicles to close it. A advisor on Sam's List can build the plan — compare reviews and connect directly.
- Why is retirement planning important?
- Retirement planning ensures you don't outlive your money — it turns savings into reliable income while accounting for taxes, healthcare, and inflation. Find experienced retirement planners on Sam's List and compare verified client reviews.
- What do retirement planning services include?
- Retirement planning services usually cover setting a retirement age and income goal, projecting savings, choosing accounts such as 401(k)s and IRAs, planning when to claim Social Security, managing taxes on withdrawals, and planning for healthcare and long-term care costs.
- How much do retirement planning services cost?
- Advisors charge in different ways: a percentage of assets they manage, a flat fee for a plan, an ongoing subscription, or an hourly rate. Many profiles on Sam's List show pricing packages so you can compare before you reach out.
- Should my retirement planner be a fiduciary?
- A fiduciary is required to act in your best interest. Registered investment advisers owe a fiduciary duty to clients, so ask any advisor whether they act as a fiduciary for all of the advice they give you.