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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
Adam Suwyn JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Austin McLaughlin Retirement Planning Services Knoxville CFP Percentage of assets, Hourly
Bradley Sayre Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Brandon Cabaniss Telos Partners Greenville CFP Percentage of assets, Hourly
Brian Breen Breen Wealth Management Petaluma CFP Percentage of assets
Brian McKinney Collective Wealth Partners Aurora CFP Percentage of assets, Hourly
Brian Merrill Tanglewood Total Wealth Management Houston CFP Percentage of assets
Bryan Theall Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Carolina Ortiz Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Chad Soukup JVL Wealth Strategies Wyoming CFP, CFA Percentage of assets, Hourly
Christopher Gauthier Proactive Financial Solutions 360 North Attleboro CFP Percentage of assets
David Cunningham LW Advisors Des Moines CFP Percentage of assets, Hourly
David Hutchison Triad Investment Management Newport Beach CFA Percentage of assets
Emma Foulkes Collective Wealth Partners Atlanta CFP Percentage of assets, Hourly
Gerald Vanderlugt JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Haley DeHaan JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Hannah Santa Cruz Pathfinder Financial Planning Missoula CFP Percentage of assets, Hourly
Heath Hamrick H Cubed Financial Solutions Granbury CFP Flat fee or retainer
Jill Tripp Pathfinder Financial Planning Missoula CFP Percentage of assets, Hourly
John Heldman Triad Investment Management Laguna Niguel CFA Percentage of assets
Justin Farris Farris Capital Management Carrollton CFP Percentage of assets
Kamila Elliott Collective Wealth Partners Atlanta CFP Percentage of assets, Hourly
Keith Fenstad Tanglewood Total Wealth Management Houston CFP Percentage of assets
Mary Storjohann Allora Wealth Chula Vista CFP Percentage of assets, Hourly
Matthew Kunnen JVL Wealth Strategies Wyoming CFP, CFA Percentage of assets, Hourly
Michael Pumphrey Tanglewood Total Wealth Management Houston CFP Percentage of assets
Nathan Lowe JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Nathan Snow Accruent Wealth Advisors Winston-Salem CFP Percentage of assets, Hourly
Nicholas Bzovi Ducere Wealth Management Newport Beach CFA Percentage of assets
Nicholas Stecklein Telos Partners Lehi CFP Percentage of assets, Hourly
Pamela Bergeson Tailwind Financial Planning Madeira Beach CFP Ongoing planning fee, One-time planning fee
Peter Faust Tanglewood Total Wealth Management Houston CFP Percentage of assets
Richard Jackson Jackson & Associates Albuquerque CFP Percentage of assets
Shane Holcomb JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Spencer Hall Retirement Planning Services Knoxville CFP Percentage of assets, Hourly
Tina Yang Tanglewood Total Wealth Management Houston CFP Percentage of assets
Alyssa Schuster Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Anne Petty Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Brian Berkenhoff Birch Investment Management Brookings CFA Percentage of assets, One-time planning fee
Bryan Anderson Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Cherie Putman Women's Wellness and Wealth Torrance CFP Percentage of assets, Hourly
Christopher Dyson MBR Financial Houston CFP Percentage of assets, Flat fee or retainer
Daniel Fortunato Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Debra Neiman Neiman & Associates Financial Services Watertown CFP Percentage of assets, One-time planning fee
Elaine Morgillo Flying Point Financial Portsmouth CFP Percentage of assets, Hourly
Eric Dunavant Paradiem Covington CFP Percentage of assets, Hourly
Erin Martin MRP Advisors Milton CFP Percentage of assets, Hourly
Gerrond McKee Lifeway Financial Plano CFP Percentage of assets, Fixed fees
Iftikhar Ahmed Kaizen Financial Strategies Pleasanton CFP Percentage of assets, Hourly
Jessica Demler Oxler Private Wealth Rye Brook CFP Percentage of assets, Hourly

Guides

Specialties that serve mid-life transitions