W Wellspent Public advisor graph
Get matched
Wellspent public graph/Who advisors serve/Mid-life transitions
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
Annelise Sutherland BCR Wealth Strategies Vestavia Not listed Percentage of assets
Cara Whipkey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Carol Newman Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Christopher Low The Advisory Group of San Francisco San Francisco Not listed Percentage of assets, Fixed fees
Denzil Locke Locke Investment Management Palatine Not listed Percentage of assets
Gregory Patterson The Advisory Group of San Francisco San Francisco Not listed Percentage of assets, Fixed fees
Joseph Evangelista Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Kristen Hanley CMH Wealth Management Portsmouth Not listed Percentage of assets
Lianna Deprey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Lindsay Birchfield BCR Wealth Strategies Vestavia Not listed Percentage of assets
Marianna Beddard PlayBook Advizor Port Washington Not listed Ongoing planning fee
Matthew Lasker Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Peter Frailey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Timothy Jones BCR Wealth Strategies Vestavia Not listed Percentage of assets
Alexandra Kent Wealth Engagement Atlanta Not listed Percentage of assets
Alexandra Mickelson Lunea Wealth Management Cedar Rapids Not listed One-time planning fee, Ongoing planning fee
Kelsey Burke Apricity Financial Planning Whitehouse Not listed Ongoing planning fee, One-time planning fee

Guides

Specialties that serve mid-life transitions