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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 Smith Smith Partners Wealth Management Greensboro CFP, CFA Percentage of assets, Hourly
Laura Bruce Alaska Wealth Advisors Anchorage CFP, ChFC Percentage of assets, One-time planning fee
Lucy Valandra Copper Beech Wealth Management Mansfield CFP Percentage of assets, Flat fee or retainer
Matthew Knell Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Maynard Keller American Financial Planning Roanoke CFP Flat fee or retainer, One-time planning fee
Meghan Muñoz Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Michael Bechtold Hager Investment Management Services New London Not listed Percentage of assets
Michael Ehlenbeck CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Michael Power Power Investing Danville CFP Percentage of assets, Hourly
Nancy Cooper Topel & DiStasi Wealth Management Santa Fe Not listed Percentage of assets, Flat fee or retainer
Nathan Dunham CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Nicholas Cohen Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Nicolaas Letschert Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Paul Henley Farris Capital Management Carrollton CFA Percentage of assets
Peter Hager Hager Investment Management Services New London Not listed Percentage of assets
Peter Hughes Telos Partners Cottonwood Heights CFA Percentage of assets, Hourly
Rebecca Wagner ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Richard Siegel ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Robert Kohn Tenzing Financial Williamsburg CFP Percentage of assets, Fixed fees
Ryan Melnyk Manzanita Wealth Management West Sacramento Not listed Flat fee or retainer, Ongoing planning fee
Sean Sevey Sevey Wealth Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee
Taylor Bell Aequitas Financial Santa Ana Not listed Percentage of assets, Ongoing planning fee
Tristen Sheffler ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Vincent Barbera Newbridge Wealth Management Bryn Mawr CFP Percentage of assets, Hourly
William Lee ARQ Wealth Advisors Scottsdale CFP, CFA Percentage of assets, Fixed fees
Zachary Potter ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Andrea Silbernagel Fort Vancouver Investment Management Vancouver CFP Percentage of assets
Brendan McEwan RZH Advisors Stamford CFP Percentage of assets, Hourly
Caleb Hopkins Navigate Wealth Management Birmingham CFP, CFA Percentage of assets
Candace Duecker Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Carl Zuckerberg RZH Advisors Stamford CFP Percentage of assets, Hourly
Chad Glover Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Corrin Burke Successful Wealth Strategies Canton CFP Hourly, Ongoing planning fee
James Burnett Navigate Wealth Management Birmingham CFP Percentage of assets
James Darby Adell, Harriman, & Carpenter Houston CFP Percentage of assets
Jeffrey Lang Seneschal Family Office Tacoma CFP Percentage of assets, Fixed fees
Jonathan Fargason Navigate Wealth Management Birmingham CFP Percentage of assets
Katie Reichart Doyenne Wealth Advisors Chicago CFA Percentage of assets, Fixed fees
Kristian Blom Blom Levy & Co Santa Barbara Not listed Flat fee or retainer, Ongoing planning fee
Lauren Rowland RZH Advisors Stamford CFP Percentage of assets, Hourly
Linda Gillespie Real World Financial Planning Chestnut Hill Not listed Hourly, One-time planning fee
Lisa Sharp Spectrum Asset Management Newport Beach CFP Percentage of assets, Hourly
Mary Livingston Navigate Wealth Management Birmingham CFP, CFA Percentage of assets
Matthew Ebeling Fort Vancouver Investment Management Vancouver CFP Percentage of assets
Michael Kelly Canopy Financial Solutions Sanford ChFC Percentage of assets, Hourly
Michael Ottman Spectrum Asset Management Newport Beach CFP Percentage of assets, Hourly
Nancy Howard Spectrum Asset Management Newport Beach CFP Percentage of assets, Hourly
Nia Saville Gen Y Planning Austin CFP Percentage of assets
Robert Helgeland Curtis Wealth Management Henderson CFP Percentage of assets, Hourly
Robert Pool Fort Vancouver Investment Management Vancouver CFP Percentage of assets

Guides

Specialties that serve mid-life transitions