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
Paul Pfeiffer NorthPoint Financial Planning LLC Maineville CFP, MBA Percentage of assets, Hourly
Uchechi Kalu Greenlight Financial Planning Los Angeles CFP Ongoing planning fee
Carleton McHenry McHenry Capital, LLC Houston CFP Percentage of assets, Flat fee or retainer
David Carlson Sound Investment Management, LLC Newport Beach CFP, ChFC, CKA, MBA Percentage of assets
Jacob Sadler Curio Wealth, LLC Annapolis CFP, JD, CPA, CPA/PFS Ongoing planning fee
Jenna VanLeeuwen Aligning Wealth Jersey City CEPA, CFP Percentage of assets, Hourly
Kimberly Helm Quantum Financial Advisors, LLC Pasadena CFP, CDFA, CFA, MBA Percentage of assets, Hourly
Laura Corbiani Astraea Wealth Management, LLC Grand Rapids CFP Percentage of assets, Flat fee or retainer
Mark Stempel Encore Wealth Advisors, LLC Nevada City CFP, EA Ongoing planning fee
Matthew Hawk Cambridge Capital Management, LLC O Fallon CFP Percentage of assets, Hourly
Megan Kopka Kopka Financial, LLC Wilmington CFP, RLP Percentage of assets, Hourly
Patrick Andrews WWA Planning & Investments Columbus CFP, CeFT, MBA Percentage of assets
Philip Olson Solstice Wealth Austin CFP Percentage of assets, Ongoing planning fee
Sally Boyle SJ Boyle Wealth Planning HANOVER CDFA, CFP, ChFC Percentage of assets, Fixed fees
Sarah Ponder Real Wealth Planning Sunset Valley CFP, MBA Ongoing planning fee
Susan Pack Pomeroy Financial Planning, LLC Cincinnati CFP, CKA, CPA/PFS, CPA Hourly, Fixed fees
Alexis Miranda Ducere Wealth Management Las Vegas CFP Percentage of assets
Christopher Flis Resilient Asset Management Memphis CFP Percentage of assets, Flat fee or retainer
David Fernandez Wealth Engineering, LLC Scottsdale BS, CFP Ongoing planning fee
Deana Brown Contemporary Financial Planning Jacksonville CFP, CDFA Ongoing planning fee
Dorie Fain &Wealth New York CFP Percentage of assets, Hourly
Ginger Ames Whisper Financial LLC Cobb CFP, EA Percentage of assets, Hourly
Jack Stemper Ducere Wealth Management Newport Beach CFP Percentage of assets
Jarrett Topel Topel & DiStasi Wealth Management Berkeley CFP Percentage of assets, Flat fee or retainer
Josefine Cays Bridgewater Advisors Inc. New York CFA, CFP, EA Percentage of assets
Luisa Pamela Mendoza Ducere Wealth Management Las Vegas CFP Percentage of assets
Mitchell Thompson MJT & Associates Financial Advisory Group Montevideo CFP One-time planning fee
Robert Friedman Central Park Financial Planning LLC Rye Brook BS, CDFA, CFP, MBA Ongoing planning fee
Robert Maloney Squam Lakes Financial Advisors, LLC Holderness AEP, MSFS Ongoing planning fee, Hourly
Robin Brigham Hager Investment Management Services New London CFP Percentage of assets
Thao Truong Anora Wealth San Marcos CFP, CDFA Percentage of assets, Fixed fees
Trevor Van Nest Niagara Region Money Coaches St. Catharines CFP Not listed
Ulrich Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Zane Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Bridget Harkins Wheels Up Wealth, Inc. Benicia CFP One-time planning fee
Christopher Dale Life After Grief, LLC Orlando CFP Percentage of assets, Hourly
Danielle Gregory Albion Financial Group Salt Lake City CFP, BA, CFA, MBA Percentage of assets, Hourly
Deborah Gianelli Whole Family Financial Services Bothell CFP Hourly, Percentage of assets
Hannah Boundy Sherwood Financial Partners Broomfield CFP, CFA Percentage of assets, Hourly
Laura Lynch The Tiny House Adviser LLC Abiquiu AAMS, CDFA, CFP Fixed fees
Lavina Nagar Maya Advisors, Inc. Palo Alto CFP Percentage of assets, Hourly
Maria Erickson Freedom Financial & Business Planning Saint Petersburg CFP Hourly, Flat fee or retainer
Matthew Davis Sherwood Financial Partners Westlake Village CFP Percentage of assets, Hourly
Michael Hunter Clearpath Legacy Planning Arvada CFP Percentage of assets
Michael Palazzolo Fintentional LLC Birmingham CFP Fixed fees
Scott Swartz AndersonLane Associates Needham CFP Percentage of assets
Vered Frank StackWealth New York CFP, MBA Percentage of assets, Ongoing planning fee
Yvonne Darby Sherwood Financial Partners Westlake Village CFP Percentage of assets, Hourly
Abigail Gunderson Tanglewood Total Wealth Management Houston CFP Percentage of assets
Adam Lawrence Tanglewood Total Wealth Management Houston CFP Percentage of assets

Guides

Specialties that serve mid-life transitions