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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
James Gallagher Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
James Robinson ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jeffrey McHale Wealth Effects Pembroke Not listed Percentage of assets
Jerad Rosburg ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
John Fredette CMH Wealth Management Rye CFA Percentage of assets
Jonathan Smith Smith Partners Wealth Management Greensboro Not listed Percentage of assets, Hourly
Joseph Gilligan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Katherine Malone Malone Financial Planning Mckinney Not listed Percentage of assets, Hourly
Kenneth Moore CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Leah Levingston Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Mark Castonguay American Financial Planning Yorktown Not listed Flat fee or retainer, One-time planning fee
Mason Ning BirdRock Wealth Management Austin Not listed Percentage of assets
N Alexander Alard Eiger Wealth Management San Diego Not listed Percentage of assets, Fixed fees
Nicole Squires Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Paul Weaver CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Phillip McGrath Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
Shihfang Chuang Noesis Capital Management Boca Raton Not listed Percentage of assets, Fixed fees
Simon Kasbari Noesis Capital Management Boca Raton Not listed Percentage of assets, Fixed fees
Stephanie Boeke BirdRock Wealth Management Austin Not listed Percentage of assets
Stephen Levy BirdRock Wealth Management Austin Not listed Percentage of assets
Steven Singer Retirement Solutions Los Angeles Not listed Percentage of assets, One-time planning fee
Thiago Glieger RMG Advisors Rockville Not listed Percentage of assets, Hourly
Tracy Riordan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Tracy Shackelford Tenzing Financial Williamsburg Not listed Percentage of assets, Fixed fees
Warner Wayne Wealth Effects Boston Not listed Percentage of assets
William Liberti Wealth Effects Boston Not listed Percentage of assets
William Lynn ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
David Gibbs Successful Wealth Strategies Farmington Not listed Hourly, Ongoing planning fee
Donna Chaney Chaney Financial Services Pasadena PFS One-time planning fee, Ongoing planning fee
Garrett Peterson Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Holly Breeden Fort Vancouver Investment Management Vancouver Not listed Percentage of assets
Ivy Alexander RZH Advisors Stamford Not listed Percentage of assets, Hourly
Jared Rasmussen Serene Point Advisors Ridgefield Not listed Percentage of assets, Hourly
Jean-Paul Atallah RZH Advisors Stamford Not listed Percentage of assets, Hourly
Jennifer Barron Adell, Harriman, & Carpenter Houston Not listed Percentage of assets
John Cingolani Holy City Prosperity Fayetteville Not listed Percentage of assets, Hourly
John Mallozzi Bourgeon Capital Management Darien Not listed Percentage of assets, Fixed fees
Jordan Curtis Curtis Wealth Management Henderson Not listed Percentage of assets, Hourly
Marcus Berry Adell, Harriman, & Carpenter Houston Not listed Percentage of assets
Michelle Rey Lutein Resnick Wealth Alliance Palm Beach Gardens Not listed Percentage of assets, Fixed fees
Monte Resnick Resnick Wealth Alliance Palm Beach Gardens Not listed Percentage of assets, Fixed fees
Nancy Wakefield Serene Point Advisors Lake Oswego Not listed Percentage of assets, Hourly
Paula Fleming Next Chapter Financial Denver CFA Percentage of assets, Hourly
Reuben Stewart Navigate Wealth Management Birmingham Not listed Percentage of assets
Richard Hall Bourgeon Capital Management Darien Not listed Percentage of assets, Fixed fees
Roy Hsu Evoke Financial Services Seattle Not listed Percentage of assets, Hourly
Ryan Kelly Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Tony Jung Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Ty Neubauer Spectrum Asset Management Newport Beach Not listed Percentage of assets, Hourly
Abigail Kotarski BCR Wealth Strategies Vestavia Not listed Percentage of assets

Guides

Specialties that serve mid-life transitions