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Who they serve

Fee-only 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.

By the numbers

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.

Advisors listed
517
Firms
259
Cities
217
Hold the CFP
60%
  • Other credentials: CFA 12% · CPA 3% · EA 2%
  • How they charge (of 515 with fees on file): percentage of assets 85% · fixed fees 43% · hourly 41% · ongoing planning fee 19%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with mid-life transitions

Fee-only advisors who work with mid-life transitions: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Allison Donaldson HTG Investment Advisors Inc. New Canaan CFP, MBA, JD Percentage of assets, Ongoing planning fee
Alvin Carlos District Capital Management Washington CFP, CFA Flat fee or retainer, Ongoing planning fee
Audrey Morrison Cairn Financial Advisors, LLC Denver CFP, MBA Percentage of assets, Ongoing planning fee
Carlie Ransom Equal Path Investments Tacoma CFP Flat fee or retainer, Ongoing planning fee
Dave Rowan Rowan Financial LLC Bethlehem CFP, MBA Percentage of assets, Flat fee or retainer
Didi Chen Everleap Financial Planning Newcastle CFP, CFA Flat fee or retainer, Ongoing planning fee
Fabian Degen FMD Wealth Advisors White Plains CFP, CFA, EA, CDFA Hourly, Percentage of assets
Hannah Szarszewski Blue Mountain Financial Planning, LLC Lubbock CFP, AFC Ongoing planning fee, One-time planning fee
Jennifer Swindler Money Illustrated Advisory Services Bluffdale AFC, CDFA, CFP Flat fee or retainer, Ongoing planning fee
John McGowan Mandala Financial Advisors Salida CFP, MBA Percentage of assets, Hourly
Lance Elrod Next Step Financial Transitions Cypress CFP, CDFA Flat fee or retainer, Ongoing planning fee
Lindsey Young Quiet Wealth LLC Baltimore CFP, MBA, TPCP, EA Flat fee or retainer, Ongoing planning fee
Matt Sheers Sheer Empowerment Financial Plymouth CFP, CFA Flat fee or retainer, Ongoing planning fee
Matthew Showley Creative Capital Management Investments LLC San Diego CFP, MBA, BFA, CeFT Percentage of assets, Hourly
Mitchell Anderson EFinancial Alliance Franklin CFP, MBA One-time planning fee, Percentage of assets
Prudence Zhu Enso Financial Phoenix CFP, CFT-I, CPA, MBA Percentage of assets, Flat fee or retainer
Rachel DeCarolis Northstar Financial Planning Windham CDFA, CeFT, CFP, MBA Percentage of assets, Ongoing planning fee
Tracy Baron Garcia TBG Investing Lake Oswego CFP, MBA Ongoing planning fee, One-time planning fee
Al Faber DIWY Financial Planning Los Angeles CFP, ChFC, CLU, MBA Hourly, Flat fee or retainer
Bill Nelson Pacesetter Planning LLC Arlington Certified Student Loan Professional, CFP, CFT-I Ongoing planning fee
Elise Huston JNBA Financial Advisors Minneapolis CFP Percentage of assets
Evan Marquis Milestone Financial Planning, LLC Bedford CFP, EA, RICP, MSFP Percentage of assets, Ongoing planning fee
Julie Quick Cultivate Financial Wellness Howell BFA, CDFA, CFP Percentage of assets, Hourly
Kaysi Gordon Kaysi Gordon Financial Planning Valley Stream CFP, CPA, MBA Percentage of assets, One-time planning fee
Laryssa Freeman Meritage Wealth Management LLC Carlsbad CFP Percentage of assets
Laura Rotter True Abundance Advisors White Plains CFP, CFA, MBA Percentage of assets, Ongoing planning fee
Leah Coleman Orchard Financial Group Austin CFP, AAMS Percentage of assets, One-time planning fee
Otto Rivera Mindful Wealth LLC St Louis CFP, EA Ongoing planning fee, Percentage of assets
Rachel Lawrence Reverie Wealth Rochester CFP, MSFP Ongoing planning fee, One-time planning fee
Sara Zuckerman Reset Financial Planning LLC Fort Collins CDFA, CFP, MBA Flat fee or retainer, Ongoing planning fee
Shar-Né Warren Financial Excavation Plano CFP, CRPC Flat fee or retainer, Hourly
Stephanie Trexler Golden Goose Wealth Planning Grand Rapids CFP, MS, MSFP Percentage of assets, Ongoing planning fee
Tim Carpenter Rhodo Wealth Management Geneva CFP One-time planning fee, Percentage of assets
Timothy Kirch Nashville Financial Planning Franklin CFP One-time planning fee, Ongoing planning fee
Allison Meers Pebble Valley Wealth Management Western Springs CFP, CFA Percentage of assets, Flat fee or retainer
Amy Rosenow Bold Vision Financial Chicago CFP, CFA One-time planning fee, Hourly
Andrew Hunt Hiley Hunt Wealth Management, Inc. Omaha CFP, MBA, CAP Percentage of assets, Ongoing planning fee
Andrew Mastro Wrought Financial Planning Haddonfield CFP, CFA Ongoing planning fee, Flat fee or retainer
Brittany Ringo Autumn Financial Advisors, LLC Plymouth CFP Percentage of assets, Hourly
Chris Ferris Ryan Lamontagne Inc. Ottawa CFP, CFA One-time planning fee, Percentage of assets
Chris Ryan Ryan Lamontagne Inc. Ottawa CFP, CFA One-time planning fee, Percentage of assets
Colin Page Oakleigh Wealth Services Crozet CFP Flat fee or retainer, Ongoing planning fee
Cynthia Jabr Brand New Day Wealth Planning Los Angeles CFP Flat fee or retainer, Hourly
Dan Wood Zimmerman Wealth Management, LLC Evanston CFA, CFP Percentage of assets, Fixed fees
Demel Gonzalez Heartwood Financial Services Sanford CFP Percentage of assets, One-time planning fee
Douglas Marcello Core Wealth Management, Inc. Jupiter CFP Flat fee or retainer, Hourly
Evor Vattuone Aspire Planning Associates, Inc. Cupertino CFP, CFS Hourly, Flat fee or retainer
Jacob Stalder Navigate Financial Planning LLC Cedar Falls CFP Flat fee or retainer, One-time planning fee
Jennifer Bush INTENTIONAL WEALTH PARTNERS Cleveland CFP Percentage of assets, Ongoing planning fee
John W. Bowen Bowen Financial Services, LLC Midlothian CFP, EA, CPA Percentage of assets, Hourly

Guides

Specialties that serve mid-life transitions