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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
Justin Belkin Financial Boss Plainview CFP, EA, MBA Flat fee or retainer, Percentage of assets
Kathy Longo Flourish Wealth Management Inc. Edina CAP, CDFA, CFP Percentage of assets, Hourly
Liz Griffiths Intera Financial Planners LLC Avon Lake CFP Percentage of assets, Ongoing planning fee
Nannette Belt Inspiration Financial Planning LLC Carlsbad CFP, RICP, MBA Ongoing planning fee, Percentage of assets
Neil Portus Olivehurst Advisors LLC Roseville CFP, CFA, MBA, TPCP Percentage of assets, Hourly
Raquel Hinman Hinman Financial Planning, Inc. Erie CFP, CDFA Percentage of assets, Ongoing planning fee
Ross Miller ClearPoint Wealth Management Colleyville CFP, CPA Percentage of assets
Sarah Gerber Momentum Financial Planning LLC Longmont CFP, AFC Ongoing planning fee, One-time planning fee
Steve Heinemann Recalibrating Wealth Fountain Valley CFP, CPA Percentage of assets, Flat fee or retainer
Todd Moritz White Turf Financial St Paul BBA, CFP, CPA/PFS, CPA Percentage of assets, Ongoing planning fee
Allison Vanaski Arcadia Wealth Management New York CFP Percentage of assets, Hourly
Amy Riddell AFT Financial Planning Tampa CFA, CFP Hourly, One-time planning fee
Andy Baxley Two Trails Financial Planning Oak Park CFP, MSFP Ongoing planning fee, One-time planning fee
Ann Shubert Equila Financial, LLC Albuquerque CFP, MBA Flat fee or retainer, One-time planning fee
Brandy Branstetter Beyond Wealth Overland Park CFP Percentage of assets, Hourly
Cathy Curtis Curtis Financial Planning, LLC Oakland CFP Percentage of assets, Flat fee or retainer
Charles Parker Parker Financial Advisors, LLC Houston AEP, BBA, CFP Percentage of assets
Corey Beal Empowering Finance, LLC Portland CFP Flat fee or retainer, Hourly
Eaton Miller PlanWell Financial Guidance Hayfield CFP Flat fee or retainer, Ongoing planning fee
Eddie Liang Downshift Financial Boulder CFP Flat fee or retainer, Ongoing planning fee
Eric Stutzman Selkirk Wealth Advisors Spokane CFP Percentage of assets, Hourly
Erin Campbell Beacon Financial Strategies Raleigh CFP, CPA/PFS, MBA Percentage of assets, Ongoing planning fee
Gerald Gasber Gasber Financial Advisors, Inc. Folsom CFP, CFS, CIMA, CIMC Percentage of assets, Hourly
Heather Holjevac Heather Holjevac, The Holjevac Group Mississauga CFP, CDFA, EPC, FP Canada Fellow Distinction Not listed
Jamie Clark Ruby Pebble Financial Planning LLC Seattle CFP Flat fee or retainer, Hourly
Jason Co CoPlanning Financial Overland Park CFP Flat fee or retainer, Ongoing planning fee
Jason Gunkel Syverson Strege West Des Moines CAP, CFA, CFP, AEP Percentage of assets, Hourly
Kailie Abascal Middleton & Company Vancouver CFP Percentage of assets, One-time planning fee
Katy Cook Abacus Financial Planning Kirkland CFP, PhD Percentage of assets, Hourly
Michael Randall Oak Summit Wealth Management San Diego CFP, CFA, EA Ongoing planning fee
Molly Laughter Laughter Financial, LLC Celina CFA, CFP, MA, MBA Percentage of assets, Ongoing planning fee
Omen Quelvog Formynder Wealth Management, LLC Fredericksburg CFP Flat fee or retainer, Ongoing planning fee
Philip Weiss Apprise Wealth Management LLC Phoenix CFA, CPA Percentage of assets, Flat fee or retainer
Ryan Frailich Deliberate Finances, LLC New Orleans CFP, Certified Student Loan Professional Ongoing planning fee
Sara Stanich Cultivating Wealth Brooklyn CFP, CDFA, MBA Percentage of assets, Flat fee or retainer
Sarah Maitre Camriel Advisors Mount Shasta CFP, CFA Ongoing planning fee
Scott Blaesing Cascade Wealth Advisors, Inc. Wenatchee CFP, CPA Ongoing planning fee
Steven Medland TABR Capital Management, LLC Orange CFP, MBA Percentage of assets, Ongoing planning fee
Taylor Anderson Middleton & Company Vancouver CFP Percentage of assets, One-time planning fee
Travis Hughes Downshift Financial Erie CFP, EA Flat fee or retainer, Ongoing planning fee
Aaron Wieand Integrated Financial Planning Solutions, LLC Goshen CFP, CPA Ongoing planning fee, One-time planning fee
Anne Marie Webster Curated Capital & Planning LLC Lewisville CFP Percentage of assets, Hourly
Colin Chase Mindful Money Financial Counsel Chicago CFP, MBA Flat fee or retainer, Hourly
David Rosenstrock Wharton Wealth Planning New York CFP, MBA Percentage of assets, Hourly
Dedrick Curtis Penny Earned Financial San Antonio CFP, AFC, ChFC Ongoing planning fee, One-time planning fee
Dennis O'Brien Coastal Financial Advisors, Inc. Philadelphia BS, MS, RTRP Flat fee or retainer, Hourly
Elise Stevenson Clearvue Advisors Milton CFP, MBA Percentage of assets
Matthew Knoll The Planning Center Chicago CFP, MBA, CAP Percentage of assets, Hourly
Michael Fuhr Evergreen Wealth Services Mooresville CFP Flat fee or retainer, Ongoing planning fee
Niamh Douglas Financial Symmetry, Inc. Raleigh CFP, BS, CEPA, BBA Percentage of assets, Hourly

Guides

Specialties that serve mid-life transitions