# Fee-only financial advisors for mid-life transitions

> Mid-life transitions, including divorce, remarriage, inheritance, and a deliberate second-act career, reshape the plan enough that continuity with the old plan isn't the right starting point. Planning here is re-planning, often under time pressure, and the right specialty fit matters.

The Wellspent public graph lists 517 fee-only financial advisors who work with mid-life transitions at 259 firms, most in Houston, Chicago and Newport Beach. 60% hold the CFP certification. Of the 515 with fees on file, 85% charge percentage of assets.

Page: https://find.wellspent.co/audiences/mid-life-transitions/
517 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Allison Donaldson](https://find.wellspent.co/advisors/allison-donaldson.md) | HTG Investment Advisors Inc. | New Canaan, Connecticut | CFP, MBA, JD | Percentage of assets, Ongoing planning fee |
| [Alvin Carlos](https://find.wellspent.co/advisors/alvin-carlos.md) | District Capital Management | Washington, District of Columbia | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Audrey Morrison](https://find.wellspent.co/advisors/audrey-morrison.md) | Cairn Financial Advisors, LLC | Denver, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Carlie Ransom](https://find.wellspent.co/advisors/carlie-ransom.md) | Equal Path Investments | Tacoma, Washington | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Dave Rowan](https://find.wellspent.co/advisors/dave-rowan.md) | Rowan Financial LLC | Bethlehem, Pennsylvania | CFP, MBA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Didi Chen](https://find.wellspent.co/advisors/didi-chen.md) | Everleap Financial Planning | Newcastle, Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Fabian Degen](https://find.wellspent.co/advisors/fabian-degen.md) | FMD Wealth Advisors | White Plains, New York | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| [Hannah Szarszewski](https://find.wellspent.co/advisors/hannah-szarszewski.md) | Blue Mountain Financial Planning, LLC | Lubbock, Texas | CFP, AFC | Ongoing planning fee, One-time planning fee |
| [Jennifer Swindler](https://find.wellspent.co/advisors/jennifer-swindler.md) | Money Illustrated Advisory Services | Bluffdale, Utah | AFC, CDFA, CFP | Flat fee or retainer, Ongoing planning fee, Hourly, Percentage of assets, One-time planning fee |
| [John McGowan](https://find.wellspent.co/advisors/john-mcgowan.md) | Mandala Financial Advisors | Salida, Colorado | CFP, MBA | Percentage of assets, Hourly, One-time planning fee |
| [Lance Elrod](https://find.wellspent.co/advisors/lance-elrod.md) | Next Step Financial Transitions | Cypress, Texas | CFP, CDFA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Lindsey Young](https://find.wellspent.co/advisors/lindsey-young.md) | Quiet Wealth LLC | Baltimore, Maryland | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Matt Sheers](https://find.wellspent.co/advisors/matt-sheers.md) | Sheer Empowerment Financial | Plymouth, New Hampshire | CFP, CFA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly |
| [Mitchell Anderson](https://find.wellspent.co/advisors/mitchell-anderson.md) | EFinancial Alliance | Franklin, Tennessee | CFP, MBA | One-time planning fee, Percentage of assets |
| [Prudence Zhu](https://find.wellspent.co/advisors/prudence-zhu.md) | Enso Financial | Phoenix, Arizona | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly |
| [Rachel DeCarolis](https://find.wellspent.co/advisors/rachel-decarolis.md) | Northstar Financial Planning | Windham, New Hampshire | CDFA, CeFT, CFP, MBA, RLP | Percentage of assets, Ongoing planning fee |
| [Tracy Baron Garcia](https://find.wellspent.co/advisors/tracy-baron-garcia.md) | TBG Investing | Lake Oswego, Oregon | CFP, MBA | Ongoing planning fee, One-time planning fee |
| [Al Faber](https://find.wellspent.co/advisors/al-faber.md) | DIWY Financial Planning | Los Angeles, California | CFP, ChFC, CLU, MBA | Hourly, Flat fee or retainer |
| [Bill Nelson](https://find.wellspent.co/advisors/bill-nelson.md) | Pacesetter Planning LLC | Arlington, Virginia | Certified Student Loan Professional, CFP, CFT-I | Ongoing planning fee |
| [Elise Huston](https://find.wellspent.co/advisors/elise-huston.md) | JNBA Financial Advisors | Minneapolis, Minnesota | CFP | Percentage of assets |
| [Evan Marquis](https://find.wellspent.co/advisors/evan-marquis.md) | Milestone Financial Planning, LLC | Bedford, New Hampshire | CFP, EA, RICP, MSFP, MST, MS, CPA | Percentage of assets, Ongoing planning fee |
| [Julie Quick](https://find.wellspent.co/advisors/julie-quick.md) | Cultivate Financial Wellness | Howell, Michigan | BFA, CDFA, CFP | Percentage of assets, Hourly, Ongoing planning fee |
| [Kaysi Gordon](https://find.wellspent.co/advisors/kaysi-gordon.md) | Kaysi Gordon Financial Planning | Valley Stream, New York | CFP, CPA, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Laryssa Freeman](https://find.wellspent.co/advisors/laryssa-freeman.md) | Meritage Wealth Management LLC | Carlsbad, California | CFP | Percentage of assets |
| [Laura Rotter](https://find.wellspent.co/advisors/laura-rotter.md) | True Abundance Advisors | White Plains, New York | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| [Leah Coleman](https://find.wellspent.co/advisors/leah-coleman.md) | Orchard Financial Group | Austin, Texas | CFP, AAMS | Percentage of assets, One-time planning fee, Flat fee or retainer |
| [Otto Rivera](https://find.wellspent.co/advisors/otto-rivera.md) | Mindful Wealth LLC | St Louis, Florida | CFP, EA | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Rachel Lawrence](https://find.wellspent.co/advisors/rachel-lawrence.md) | Reverie Wealth | Rochester, New Hampshire | CFP, MSFP | Ongoing planning fee, One-time planning fee, Hourly |
| [Sara Zuckerman](https://find.wellspent.co/advisors/sara-zuckerman.md) | Reset Financial Planning LLC | Fort Collins, Colorado | CDFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Shar-Né Warren](https://find.wellspent.co/advisors/shar-ne-warren.md) | Financial Excavation | Plano, Texas | CFP, CRPC | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Stephanie Trexler](https://find.wellspent.co/advisors/stephanie-trexler.md) | Golden Goose Wealth Planning | Grand Rapids, Michigan | CFP, MS, MSFP | Percentage of assets, Ongoing planning fee |
| [Tim Carpenter](https://find.wellspent.co/advisors/tim-carpenter.md) | Rhodo Wealth Management | Geneva, Illinois | CFP | One-time planning fee, Percentage of assets |
| [Timothy Kirch](https://find.wellspent.co/advisors/timothy-kirch.md) | Nashville Financial Planning | Franklin, Tennessee | CFP | One-time planning fee, Ongoing planning fee |
| [Allison Meers](https://find.wellspent.co/advisors/allison-meers.md) | Pebble Valley Wealth Management | Western Springs, Illinois | CFP, CFA | Percentage of assets, Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Amy Rosenow](https://find.wellspent.co/advisors/amy-rosenow.md) | Bold Vision Financial | Chicago, Illinois | CFP, CFA | One-time planning fee, Hourly |
| [Andrew Hunt](https://find.wellspent.co/advisors/andrew-hunt.md) | Hiley Hunt Wealth Management, Inc. | Omaha, Nebraska | CFP, MBA, CAP | Percentage of assets, Ongoing planning fee |
| [Andrew Mastro](https://find.wellspent.co/advisors/andrew-mastro.md) | Wrought Financial Planning | Haddonfield, New Jersey | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| [Brittany Ringo](https://find.wellspent.co/advisors/brittany-ringo.md) | Autumn Financial Advisors, LLC | Plymouth, Michigan | CFP | Percentage of assets, Hourly, Fixed fees |
| [Chris Ferris](https://find.wellspent.co/advisors/chris-ferris.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Chris Ryan](https://find.wellspent.co/advisors/chris-ryan.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Colin Page](https://find.wellspent.co/advisors/colin-page.md) | Oakleigh Wealth Services | Crozet, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Cynthia Jabr](https://find.wellspent.co/advisors/cynthia-jabr.md) | Brand New Day Wealth Planning | Los Angeles, California | CFP | Flat fee or retainer, Hourly, One-time planning fee |
| [Dan Wood](https://find.wellspent.co/advisors/dan-wood.md) | Zimmerman Wealth Management, LLC | Evanston, Illinois | CFA, CFP | Percentage of assets, Fixed fees |
| [Demel Gonzalez](https://find.wellspent.co/advisors/demel-gonzalez.md) | Heartwood Financial Services | Sanford, Florida | CFP | Percentage of assets, One-time planning fee |
| [Douglas Marcello](https://find.wellspent.co/advisors/douglas-marcello.md) | Core Wealth Management, Inc. | Jupiter, Florida | CFP | Flat fee or retainer, Hourly, Percentage of assets |
| [Evor Vattuone](https://find.wellspent.co/advisors/evor-vattuone.md) | Aspire Planning Associates, Inc. | Cupertino, California | CFP, CFS | Hourly, Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [Jacob Stalder](https://find.wellspent.co/advisors/jacob-stalder.md) | Navigate Financial Planning LLC | Cedar Falls, Iowa | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Jennifer Bush](https://find.wellspent.co/advisors/jennifer-bush.md) | INTENTIONAL WEALTH PARTNERS | Cleveland, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [John W. Bowen](https://find.wellspent.co/advisors/john-w-bowen.md) | Bowen Financial Services, LLC | Midlothian, Virginia | CFP, EA, CPA | Percentage of assets, Hourly, Fixed fees |
| [Justin Belkin](https://find.wellspent.co/advisors/justin-belkin.md) | Financial Boss | Plainview, New York | CFP, EA, MBA | Flat fee or retainer, Percentage of assets, Ongoing planning fee |
| [Kathy Longo](https://find.wellspent.co/advisors/kathy-longo.md) | Flourish Wealth Management Inc. | Edina, Minnesota | CAP, CDFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Liz Griffiths](https://find.wellspent.co/advisors/liz-griffiths.md) | Intera Financial Planners LLC | Avon Lake, Ohio | CFP | Percentage of assets, Ongoing planning fee |
| [Nannette Belt](https://find.wellspent.co/advisors/nannette-belt.md) | Inspiration Financial Planning LLC | Carlsbad, California | CFP, RICP, MBA | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Neil Portus](https://find.wellspent.co/advisors/neil-portus.md) | Olivehurst Advisors LLC | Roseville, California | CFP, CFA, MBA, TPCP | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee |
| [Raquel Hinman](https://find.wellspent.co/advisors/raquel-hinman.md) | Hinman Financial Planning, Inc. | Erie, Colorado | CFP, CDFA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [Ross Miller](https://find.wellspent.co/advisors/ross-miller.md) | ClearPoint Wealth Management | Colleyville, Texas | CFP, CPA | Percentage of assets |
| [Sarah Gerber](https://find.wellspent.co/advisors/sarah-gerber.md) | Momentum Financial Planning LLC | Longmont, Colorado | CFP, AFC | Ongoing planning fee, One-time planning fee |
| [Steve Heinemann](https://find.wellspent.co/advisors/steve-heinemann.md) | Recalibrating Wealth | Fountain Valley, California | CFP, CPA | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Todd Moritz](https://find.wellspent.co/advisors/todd-moritz.md) | White Turf Financial | St Paul, Minnesota | BBA, CFP, CPA/PFS, CPA, PFS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Allison Vanaski](https://find.wellspent.co/advisors/allison-vanaski.md) | Arcadia Wealth Management | New York, New York | CFP | Percentage of assets, Hourly |
| [Amy Riddell](https://find.wellspent.co/advisors/amy-riddell.md) | AFT Financial Planning | Tampa, Florida | CFA, CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Andy Baxley](https://find.wellspent.co/advisors/andy-baxley.md) | Two Trails Financial Planning | Oak Park, Illinois | CFP, MSFP | Ongoing planning fee, One-time planning fee |
| [Ann Shubert](https://find.wellspent.co/advisors/ann-shubert.md) | Equila Financial, LLC | Albuquerque, New Mexico | CFP, MBA | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Brandy Branstetter](https://find.wellspent.co/advisors/brandy-branstetter.md) | Beyond Wealth | Overland Park, Kansas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cathy Curtis](https://find.wellspent.co/advisors/cathy-curtis.md) | Curtis Financial Planning, LLC | Oakland, California | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Charles Parker](https://find.wellspent.co/advisors/charles-parker.md) | Parker Financial Advisors, LLC | Houston, Texas | AEP, BBA, CFP | Percentage of assets |
| [Corey Beal](https://find.wellspent.co/advisors/corey-beal.md) | Empowering Finance, LLC | Portland, Oregon | CFP | Flat fee or retainer, Hourly, Ongoing planning fee |
| [Eaton Miller](https://find.wellspent.co/advisors/eaton-miller.md) | PlanWell Financial Guidance | Hayfield, Minnesota | CFP | Flat fee or retainer, Ongoing planning fee |
| [Eddie Liang](https://find.wellspent.co/advisors/eddie-liang.md) | Downshift Financial | Boulder, Colorado | CFP | Flat fee or retainer, Ongoing planning fee |
| [Eric Stutzman](https://find.wellspent.co/advisors/eric-stutzman.md) | Selkirk Wealth Advisors | Spokane, Washington | CFP | Percentage of assets, Hourly, Fixed fees |
| [Erin Campbell](https://find.wellspent.co/advisors/erin-campbell.md) | Beacon Financial Strategies | Raleigh, North Carolina | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| [Gerald Gasber](https://find.wellspent.co/advisors/gerald-gasber.md) | Gasber Financial Advisors, Inc. | Folsom, California | CFP, CFS, CIMA, CIMC, CPFA | Percentage of assets, Hourly, Fixed fees |
| [Heather Holjevac](https://find.wellspent.co/advisors/heather-holjevac.md) | Heather Holjevac, The Holjevac Group | Mississauga, Ontario | CFP, CDFA, EPC, FP Canada Fellow Distinction |   |
| [Jamie Clark](https://find.wellspent.co/advisors/jamie-clark.md) | Ruby Pebble Financial Planning LLC | Seattle, Washington | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Jason Co](https://find.wellspent.co/advisors/jason-co.md) | CoPlanning Financial | Overland Park, Kansas | CFP | Flat fee or retainer, Ongoing planning fee |
| [Jason Gunkel](https://find.wellspent.co/advisors/jason-gunkel.md) | Syverson Strege | West Des Moines, Iowa | CAP, CFA, CFP, AEP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Kailie Abascal](https://find.wellspent.co/advisors/kailie-abascal.md) | Middleton & Company | Vancouver, Washington | CFP | Percentage of assets, One-time planning fee |
| [Katy Cook](https://find.wellspent.co/advisors/katy-cook.md) | Abacus Financial Planning | Kirkland, Washington | CFP, PhD | Percentage of assets, Hourly |
| [Michael Randall](https://find.wellspent.co/advisors/michael-randall.md) | Oak Summit Wealth Management | San Diego, California | CFP, CFA, EA | Ongoing planning fee |
| [Molly Laughter](https://find.wellspent.co/advisors/molly-laughter.md) | Laughter Financial, LLC | Celina, Texas | CFA, CFP, MA, MBA | Percentage of assets, Ongoing planning fee, Flat fee or retainer, One-time planning fee |
| [Omen Quelvog](https://find.wellspent.co/advisors/omen-quelvog.md) | Formynder Wealth Management, LLC | Fredericksburg, Virginia | CFP | Flat fee or retainer, Ongoing planning fee |
| [Philip Weiss](https://find.wellspent.co/advisors/philip-weiss.md) | Apprise Wealth Management LLC | Phoenix, Maryland | CFA, CPA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Ryan Frailich](https://find.wellspent.co/advisors/ryan-frailich.md) | Deliberate Finances, LLC | New Orleans, Louisiana | CFP, Certified Student Loan Professional | Ongoing planning fee |
| [Sara Stanich](https://find.wellspent.co/advisors/sara-stanich.md) | Cultivating Wealth | Brooklyn, New York | CFP, CDFA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Sarah Maitre](https://find.wellspent.co/advisors/sarah-maitre.md) | Camriel Advisors | Mount Shasta, California | CFP, CFA | Ongoing planning fee |
| [Scott Blaesing](https://find.wellspent.co/advisors/scott-blaesing.md) | Cascade Wealth Advisors, Inc. | Wenatchee, Washington | CFP, CPA | Ongoing planning fee |
| [Steven Medland](https://find.wellspent.co/advisors/steven-medland.md) | TABR Capital Management, LLC | Orange, California | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Taylor Anderson](https://find.wellspent.co/advisors/taylor-anderson.md) | Middleton & Company | Vancouver, Washington | CFP | Percentage of assets, One-time planning fee |
| [Travis Hughes](https://find.wellspent.co/advisors/travis-hughes.md) | Downshift Financial | Erie, Colorado | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| [Aaron Wieand](https://find.wellspent.co/advisors/aaron-wieand.md) | Integrated Financial Planning Solutions, LLC | Goshen, Indiana | CFP, CPA | Ongoing planning fee, One-time planning fee |
| [Anne Marie Webster](https://find.wellspent.co/advisors/anne-marie-webster.md) | Curated Capital & Planning LLC | Lewisville, North Carolina | CFP | Percentage of assets, Hourly, One-time planning fee |
| [Colin Chase](https://find.wellspent.co/advisors/colin-chase.md) | Mindful Money Financial Counsel | Chicago, Illinois | CFP, MBA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [David Rosenstrock](https://find.wellspent.co/advisors/david-rosenstrock.md) | Wharton Wealth Planning | New York, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Dedrick Curtis](https://find.wellspent.co/advisors/dedrick-curtis.md) | Penny Earned Financial | San Antonio, Texas | CFP, AFC, ChFC | Ongoing planning fee, One-time planning fee |
| [Dennis O'Brien](https://find.wellspent.co/advisors/dennis-obrien.md) | Coastal Financial Advisors, Inc. | Philadelphia, Pennsylvania | BS, MS, RTRP | Flat fee or retainer, Hourly, Ongoing planning fee |
| [Elise Stevenson](https://find.wellspent.co/advisors/elise-stevenson.md) | Clearvue Advisors | Milton, Massachusetts | CFP, MBA | Percentage of assets |
| [Matthew Knoll](https://find.wellspent.co/advisors/matthew-knoll.md) | The Planning Center | Chicago, Illinois | CFP, MBA, CAP | Percentage of assets, Hourly, Fixed fees |
| [Michael Fuhr](https://find.wellspent.co/advisors/michael-fuhr.md) | Evergreen Wealth Services | Mooresville, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee |
| [Niamh Douglas](https://find.wellspent.co/advisors/niamh-douglas.md) | Financial Symmetry, Inc. | Raleigh, North Carolina | CFP, BS, CEPA, BBA, CPWA, CRPC, MBA | Percentage of assets, Hourly, Fixed fees |
| [Paul Pfeiffer](https://find.wellspent.co/advisors/paul-pfeiffer.md) | NorthPoint Financial Planning LLC | Maineville, Ohio | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Uchechi Kalu](https://find.wellspent.co/advisors/uchechi-kalu.md) | Greenlight Financial Planning | Los Angeles, California | CFP | Ongoing planning fee |
| [Carleton McHenry](https://find.wellspent.co/advisors/carleton-mchenry.md) | McHenry Capital, LLC | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [David Carlson](https://find.wellspent.co/advisors/david-carlson.md) | Sound Investment Management, LLC | Newport Beach, California | CFP, ChFC, CKA, MBA | Percentage of assets |
| [Jacob Sadler](https://find.wellspent.co/advisors/jacob-sadler.md) | Curio Wealth, LLC | Annapolis, Maryland | CFP, JD, CPA, CPA/PFS | Ongoing planning fee |
| [Jenna VanLeeuwen](https://find.wellspent.co/advisors/jenna-vanleeuwen.md) | Aligning Wealth | Jersey City, New Jersey | CEPA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Kimberly Helm](https://find.wellspent.co/advisors/kimberly-helm.md) | Quantum Financial Advisors, LLC | Pasadena, California | CFP, CDFA, CFA, MBA, CPA | Percentage of assets, Hourly, Fixed fees |
| [Laura Corbiani](https://find.wellspent.co/advisors/laura-corbiani.md) | Astraea Wealth Management, LLC | Grand Rapids, Michigan | CFP | Percentage of assets, Flat fee or retainer |
| [Mark Stempel](https://find.wellspent.co/advisors/mark-stempel.md) | Encore Wealth Advisors, LLC | Nevada City, California | CFP, EA | Ongoing planning fee |
| [Matthew Hawk](https://find.wellspent.co/advisors/matthew-hawk.md) | Cambridge Capital Management, LLC | O Fallon, Illinois | CFP | Percentage of assets, Hourly, Fixed fees |
| [Megan Kopka](https://find.wellspent.co/advisors/megan-kopka.md) | Kopka Financial, LLC | Wilmington, North Carolina | CFP, RLP | Percentage of assets, Hourly, Fixed fees |
| [Patrick Andrews](https://find.wellspent.co/advisors/patrick-andrews.md) | WWA Planning & Investments | Columbus, Indiana | CFP, CeFT, MBA | Percentage of assets |
| [Philip Olson](https://find.wellspent.co/advisors/philip-olson.md) | Solstice Wealth | Austin, Texas | CFP | Percentage of assets, Ongoing planning fee |
| [Sally Boyle](https://find.wellspent.co/advisors/sally-boyle.md) | SJ Boyle Wealth Planning | HANOVER, New Hampshire | CDFA, CFP, ChFC | Percentage of assets, Fixed fees |
| [Sarah Ponder](https://find.wellspent.co/advisors/sarah-ponder.md) | Real Wealth Planning | Sunset Valley, Texas | CFP, MBA | Ongoing planning fee |
| [Susan Pack](https://find.wellspent.co/advisors/susan-pack.md) | Pomeroy Financial Planning, LLC | Cincinnati, Ohio | CFP, CKA, CPA/PFS, CPA, PFS | Hourly, Fixed fees |
| [Alexis Miranda](https://find.wellspent.co/advisors/alexis-miranda.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets |
| [Christopher Flis](https://find.wellspent.co/advisors/christopher-flis.md) | Resilient Asset Management | Memphis, Tennessee | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [David Fernandez](https://find.wellspent.co/advisors/david-fernandez.md) | Wealth Engineering, LLC | Scottsdale, Arizona | BS, CFP | Ongoing planning fee |
| [Deana Brown](https://find.wellspent.co/advisors/deana-brown.md) | Contemporary Financial Planning | Jacksonville, Florida | CFP, CDFA | Ongoing planning fee |
| [Dorie Fain](https://find.wellspent.co/advisors/dorie-fain.md) | &Wealth | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ginger Ames](https://find.wellspent.co/advisors/ginger-ames.md) | Whisper Financial LLC | Cobb, California | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Jack Stemper](https://find.wellspent.co/advisors/jack-stemper.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [Jarrett Topel](https://find.wellspent.co/advisors/jarrett-topel.md) | Topel & DiStasi Wealth Management | Berkeley, California | CFP | Percentage of assets, Flat fee or retainer, Hourly |
| [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays.md) | Bridgewater Advisors Inc. | New York, New York | CFA, CFP, EA | Percentage of assets |
| [Luisa Pamela Mendoza](https://find.wellspent.co/advisors/luisa-pamela-mendoza.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets |
| [Mitchell Thompson](https://find.wellspent.co/advisors/mitchell-thompson.md) | MJT & Associates Financial Advisory Group | Montevideo, Minnesota | CFP | One-time planning fee |
| [Robert Friedman](https://find.wellspent.co/advisors/robert-friedman.md) | Central Park Financial Planning LLC | Rye Brook, New York | BS, CDFA, CFP, MBA | Ongoing planning fee |
| [Robert Maloney](https://find.wellspent.co/advisors/robert-maloney.md) | Squam Lakes Financial Advisors, LLC | Holderness, New Hampshire | AEP, MSFS | Ongoing planning fee, Hourly, One-time planning fee |
| [Robin Brigham](https://find.wellspent.co/advisors/robin-brigham.md) | Hager Investment Management Services | New London, New Hampshire | CFP | Percentage of assets |
| [Thao Truong](https://find.wellspent.co/advisors/thao-truong.md) | Anora Wealth | San Marcos, California | CFP, CDFA | Percentage of assets, Fixed fees |
| [Trevor Van Nest](https://find.wellspent.co/advisors/trevor-van-nest.md) | Niagara Region Money Coaches | St. Catharines, Ontario | CFP |   |
| [Ulrich Keller](https://find.wellspent.co/advisors/ulrich-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [Zane Keller](https://find.wellspent.co/advisors/zane-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [Bridget Harkins](https://find.wellspent.co/advisors/bridget-harkins.md) | Wheels Up Wealth, Inc. | Benicia, California | CFP | One-time planning fee |
| [Christopher Dale](https://find.wellspent.co/advisors/christopher-dale.md) | Life After Grief, LLC | Orlando, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Danielle Gregory](https://find.wellspent.co/advisors/danielle-gregory.md) | Albion Financial Group | Salt Lake City, Utah | CFP, BA, CFA, MBA, AFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Deborah Gianelli](https://find.wellspent.co/advisors/deborah-gianelli.md) | Whole Family Financial Services | Bothell, Washington | CFP | Hourly, Percentage of assets |
| [Hannah Boundy](https://find.wellspent.co/advisors/hannah-boundy.md) | Sherwood Financial Partners | Broomfield, Colorado | CFP, CFA | Percentage of assets, Hourly |
| [Laura Lynch](https://find.wellspent.co/advisors/laura-lynch.md) | The Tiny House Adviser LLC | Abiquiu, New Mexico | AAMS, CDFA, CFP | Fixed fees |
| [Lavina Nagar](https://find.wellspent.co/advisors/lavina-nagar.md) | Maya Advisors, Inc. | Palo Alto, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Maria Erickson](https://find.wellspent.co/advisors/maria-erickson.md) | Freedom Financial & Business Planning | Saint Petersburg, Florida | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Matthew Davis](https://find.wellspent.co/advisors/matthew-davis-5853796.md) | Sherwood Financial Partners | Westlake Village, California | CFP | Percentage of assets, Hourly |
| [Michael Hunter](https://find.wellspent.co/advisors/michael-hunter.md) | Clearpath Legacy Planning | Arvada, Colorado | CFP | Percentage of assets |
| [Michael Palazzolo](https://find.wellspent.co/advisors/michael-palazzolo.md) | Fintentional LLC | Birmingham, Michigan | CFP | Fixed fees |
| [Scott Swartz](https://find.wellspent.co/advisors/scott-swartz.md) | AndersonLane Associates | Needham, Massachusetts | CFP | Percentage of assets |
| [Vered Frank](https://find.wellspent.co/advisors/vered-frank.md) | StackWealth | New York, New York | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Yvonne Darby](https://find.wellspent.co/advisors/yvonne-darby.md) | Sherwood Financial Partners | Westlake Village, California | CFP | Percentage of assets, Hourly |
| [Abigail Gunderson](https://find.wellspent.co/advisors/abigail-gunderson.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Adam Lawrence](https://find.wellspent.co/advisors/adam-lawrence.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Adam Suwyn](https://find.wellspent.co/advisors/adam-suwyn.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees |
| [Austin McLaughlin](https://find.wellspent.co/advisors/austin-mclaughlin.md) | Retirement Planning Services | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bradley Sayre](https://find.wellspent.co/advisors/bradley-sayre.md) | Shared Vision Wealth Group | Carlsbad, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brandon Cabaniss](https://find.wellspent.co/advisors/brandon-cabaniss.md) | Telos Partners | Greenville, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brian Breen](https://find.wellspent.co/advisors/brian-breen.md) | Breen Wealth Management | Petaluma, California | CFP | Percentage of assets |
| [Brian McKinney](https://find.wellspent.co/advisors/brian-mckinney.md) | Collective Wealth Partners | Aurora, Colorado | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brian Merrill](https://find.wellspent.co/advisors/brian-merrill.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Bryan Theall](https://find.wellspent.co/advisors/bryan-theall.md) | Shared Vision Wealth Group | Carlsbad, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Carolina Ortiz](https://find.wellspent.co/advisors/carolina-ortiz.md) | Shared Vision Wealth Group | Carlsbad, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Chad Soukup](https://find.wellspent.co/advisors/chad-soukup.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Christopher Gauthier](https://find.wellspent.co/advisors/christopher-gauthier-4861803.md) | Proactive Financial Solutions 360 | North Attleboro, Massachusetts | CFP | Percentage of assets |
| [David Cunningham](https://find.wellspent.co/advisors/david-cunningham.md) | LW Advisors | Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Hutchison](https://find.wellspent.co/advisors/david-hutchison.md) | Triad Investment Management | Newport Beach, California | CFA | Percentage of assets |
| [Emma Foulkes](https://find.wellspent.co/advisors/emma-foulkes.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Gerald Vanderlugt](https://find.wellspent.co/advisors/gerald-vanderlugt.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees |
| [Haley DeHaan](https://find.wellspent.co/advisors/haley-dehaan.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees |
| [Hannah Santa Cruz](https://find.wellspent.co/advisors/hannah-santa-cruz.md) | Pathfinder Financial Planning | Missoula, Montana | CFP | Percentage of assets, Hourly |
| [Heath Hamrick](https://find.wellspent.co/advisors/heath-hamrick.md) | H Cubed Financial Solutions | Granbury, Texas | CFP | Flat fee or retainer |
| [Jill Tripp](https://find.wellspent.co/advisors/jill-tripp.md) | Pathfinder Financial Planning | Missoula, Montana | CFP | Percentage of assets, Hourly |
| [John Heldman](https://find.wellspent.co/advisors/john-heldman.md) | Triad Investment Management | Laguna Niguel, California | CFA | Percentage of assets |
| [Justin Farris](https://find.wellspent.co/advisors/justin-farris.md) | Farris Capital Management | Carrollton, Texas | CFP | Percentage of assets |
| [Kamila Elliott](https://find.wellspent.co/advisors/kamila-elliott.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Keith Fenstad](https://find.wellspent.co/advisors/keith-fenstad.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Mary Storjohann](https://find.wellspent.co/advisors/mary-storjohann.md) | Allora Wealth | Chula Vista, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Kunnen](https://find.wellspent.co/advisors/matthew-kunnen.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Michael Pumphrey](https://find.wellspent.co/advisors/michael-pumphrey.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Nathan Lowe](https://find.wellspent.co/advisors/nathan-lowe.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nathan Snow](https://find.wellspent.co/advisors/nathan-snow.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nicholas Bzovi](https://find.wellspent.co/advisors/nicholas-bzovi.md) | Ducere Wealth Management | Newport Beach, California | CFA | Percentage of assets |
| [Nicholas Stecklein](https://find.wellspent.co/advisors/nicholas-stecklein.md) | Telos Partners | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees |
| [Pamela Bergeson](https://find.wellspent.co/advisors/pamela-bergeson.md) | Tailwind Financial Planning | Madeira Beach, Florida | CFP | Ongoing planning fee, One-time planning fee |
| [Peter Faust](https://find.wellspent.co/advisors/peter-faust.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Richard Jackson](https://find.wellspent.co/advisors/richard-jackson.md) | Jackson & Associates | Albuquerque, New Mexico | CFP | Percentage of assets |
| [Shane Holcomb](https://find.wellspent.co/advisors/shane-holcomb.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees |
| [Spencer Hall](https://find.wellspent.co/advisors/spencer-hall.md) | Retirement Planning Services | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees |
| [Tina Yang](https://find.wellspent.co/advisors/tina-yang.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Alyssa Schuster](https://find.wellspent.co/advisors/alyssa-schuster.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees |
| [Anne Petty](https://find.wellspent.co/advisors/anne-petty.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees |
| [Brian Berkenhoff](https://find.wellspent.co/advisors/brian-berkenhoff.md) | Birch Investment Management | Brookings, South Dakota | CFA | Percentage of assets, One-time planning fee |
| [Bryan Anderson](https://find.wellspent.co/advisors/bryan-anderson.md) | Caveness Wealth Advisory | Abingdon, Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cherie Putman](https://find.wellspent.co/advisors/cherie-putman.md) | Women's Wellness and Wealth | Torrance, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Dyson](https://find.wellspent.co/advisors/christopher-dyson.md) | MBR Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly |
| [Daniel Fortunato](https://find.wellspent.co/advisors/daniel-fortunato.md) | Meridian Financial Partners | Warrenton, Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Debra Neiman](https://find.wellspent.co/advisors/debra-neiman.md) | Neiman & Associates Financial Services | Watertown, Massachusetts | CFP | Percentage of assets, One-time planning fee |
| [Elaine Morgillo](https://find.wellspent.co/advisors/elaine-morgillo.md) | Flying Point Financial | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eric Dunavant](https://find.wellspent.co/advisors/eric-dunavant.md) | Paradiem | Covington, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Erin Martin](https://find.wellspent.co/advisors/erin-martin.md) | MRP Advisors | Milton, Georgia | CFP | Percentage of assets, Hourly |
| [Gerrond McKee](https://find.wellspent.co/advisors/gerrond-mckee.md) | Lifeway Financial | Plano, Texas | CFP | Percentage of assets, Fixed fees |
| [Iftikhar Ahmed](https://find.wellspent.co/advisors/iftikhar-ahmed.md) | Kaizen Financial Strategies | Pleasanton, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jessica Demler](https://find.wellspent.co/advisors/jessica-demler.md) | Oxler Private Wealth | Rye Brook, New York | CFP | Percentage of assets, Hourly |

Showing the first 200 of 517. The full list, page by page: https://find.wellspent.co/audiences/mid-life-transitions/?page=2

## Related

- [Divorce financial planning](https://find.wellspent.co/specialties/divorce-planning.md)

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).