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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
Jonathan Lopez Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Katherine Donaldson Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Katherine Hennessy AssetGrade Chicago CFP Percentage of assets
Kelsey Spresser Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Kraig Mickelsen KRM Financial Services St. Charles CFP Percentage of assets, Hourly
Kristin Balon Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Mary Allvine Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Mary Margolis MBR Financial Houston CFP Percentage of assets, Flat fee or retainer
Maureen Miller Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Patrick Cote AssetGrade Boston CFP, CFA Percentage of assets
Phoebe Stefani Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Rebecca Blevins Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Saadia Ahmed Kaizen Financial Strategies Pleasanton CFP Percentage of assets, Hourly
Sarah Irving Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Sarah Yakel Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Susan Powers AssetGrade Greensboro CFP, CFA Percentage of assets
Tesa Williamson Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Tyler Caveness Caveness Wealth Advisory Roanoke CFP Percentage of assets, Hourly
Abraham Amador-Lindner Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Adam Wojtkowski Copper Beech Wealth Management Mansfield CFP Percentage of assets, Flat fee or retainer
Alicia Martinez Divergent Financial Advisory Services (DiFi Advisory) Salem Not listed One-time planning fee, Hourly
Andrew Hager Hager Investment Management Services New London Not listed Percentage of assets
Ashley Perlmutter Sherman Wealth Gaithersburg Not listed Percentage of assets, Hourly
Benjamin Amos RMG Advisors Nashville CFP Percentage of assets, Hourly
Benjamin Greenman CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Bradley Sherman Sherman Wealth Gaithersburg Not listed Percentage of assets, Hourly
Brent Woolsey Red Crane Wealth Palo Alto CFP Percentage of assets, Hourly
Brian Boswell Newbridge Wealth Management Malden CFP Percentage of assets, Hourly
Bryan Laube Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Carl Mariner ARQ Wealth Advisors Scottsdale CFP, ChFC, CFA Percentage of assets, Fixed fees
Charles Kreitler Kreitler Financial New Haven CFP Percentage of assets
Cheryl Deknatel Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Christopher Stevenson Telos Partners Avon CFA Percentage of assets, Hourly
Cody Columna Ducere Wealth Management Newport Beach Not listed Percentage of assets
Connor Michael Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Danielle Miura Spark Financials Elk Grove CFP Percentage of assets, Ongoing planning fee
Donald Dority Narrow Path Financial Fort Collins CFP, PFS Percentage of assets
Elizabeth Schneider WHealthy Empowerment Network Kildeer CFP Percentage of assets, Fixed fees
Erin Zylka WHealthy Empowerment Network Kildeer CFP Percentage of assets, Fixed fees
Gary Hess Baldwin Management West Conshohocken CFA Percentage of assets
Gavin Distasi Topel & DiStasi Wealth Management Berkeley Not listed Percentage of assets, Flat fee or retainer
Harold Philipsen Tenzing Financial Williamsburg CFP, ChFC Percentage of assets, Fixed fees
Jacob Ness Kreitler Financial New Haven CFP Percentage of assets
James Grace Modern Financial Wellness Portsmouth CFP Flat fee or retainer, Ongoing planning fee
Jamie Lapin RMG Advisors Rockville CFP Percentage of assets, Hourly
Jeffrey Wu Red Crane Wealth Palo Alto CFP Percentage of assets, Hourly
Jennifer De Thomas Birch Elliott Financial Portland CFP One-time planning fee
Joel Bonnema Bonnema Wealth Management Scottsdale CFP Percentage of assets, Hourly
John Harrington Ducere Wealth Management Newport Beach Not listed Percentage of assets
Jon Matlock American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee

Guides

Specialties that serve mid-life transitions