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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
Samantha Vicchiarelli Alexis Advisors Richmond ChFC Percentage of assets, Hourly
Scott North Clearpath Legacy Planning Denver Not listed Percentage of assets
Sophia Daigle Gen Y Planning Austin CFP Percentage of assets
Spencer Cooper RZH Advisors Stamford CFP Percentage of assets, Hourly
Stephen Adell Adell, Harriman, & Carpenter Houston CFP Percentage of assets
Steven Lind Navigate Wealth Management Birmingham CFP Percentage of assets
Suresh Raghavan MBR Financial Houston CFA Percentage of assets, Flat fee or retainer
Terrie Austin Milestone Wealth Strategies Columbus CFP Percentage of assets, Hourly
Trey Touchstone Lifeway Financial Plano CFA Percentage of assets, Fixed fees
Albert Von Holt Von Holt Financial Advisors Palatine CFP Percentage of assets
Andrew Davainis Breen Wealth Management Petaluma Not listed Percentage of assets
Anthony Borba Jr Breen Wealth Management Petaluma Not listed Percentage of assets
Brendan Koors Athyra Financial Partners Cincinnati Not listed Percentage of assets, Ongoing planning fee
Brock Von Holt Von Holt Financial Advisors Palatine CFP Percentage of assets
Carol Khouri Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Carolyn Larsen-Wieber CLW Financial Planning Raleigh PFS Percentage of assets, One-time planning fee
Carrie Carr ARIA Wealth Management Little Rock Not listed Percentage of assets, Hourly
Charles McAteer ARIA Wealth Management Saratoga Not listed Percentage of assets, Hourly
Christian Paterok Noesis Capital Management Boca Raton CFA Percentage of assets, Fixed fees
Christopher Bekel Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Christopher Douglass Stage 2 Planning Partners S Burlington ChFC Percentage of assets, Hourly
Collin Day Farris Capital Management Carrollton Not listed Percentage of assets
Dave Valdez Alaska Wealth Advisors Anchorage ChFC Percentage of assets, One-time planning fee
David Khouri Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
David Klepeisz Accruent Wealth Advisors Winston-Salem Not listed Percentage of assets, Hourly
David Peppard Baldwin Management West Conshohocken Not listed Percentage of assets
Derek Stross CORE Wealth Advisors Lakeland PFS Percentage of assets, Hourly
Diana Apostolova Rochester Investments Rochester Not listed Percentage of assets, Hourly
Dianne Hively Hivest Financial Tampa Not listed Percentage of assets, Hourly
Dwayne Tyril Kreitler Financial New Haven CFA Percentage of assets
Elizabeth Jones Third Eye Associates Red Hook Not listed Percentage of assets
Gabriel Newhof JVL Wealth Strategies Wyoming Not listed Percentage of assets, Hourly
Gary Pomerantz Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Harold Sasnowitz BCR Wealth Strategies Clifton CFP Percentage of assets
Jared Quereau Baldwin Management West Conshohocken Not listed Percentage of assets
Jason Sikorski Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Jeffrey Shiffra ARQ Wealth Advisors Scottsdale CFA Percentage of assets, Fixed fees
Jeffrey White Wingate Wealth Advisors Lexington CFP, ChFC Percentage of assets, Fixed fees
Jill Schum Third Eye Associates Red Hook Not listed Percentage of assets
John Merrill Tanglewood Total Wealth Management Houston Not listed Percentage of assets
John Slupski Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Joseph Lawrence ARIA Wealth Management Huntsville Not listed Percentage of assets, Hourly
Kanaka Szabo-Cummings Gates Pass Advisors Los Altos CFP Percentage of assets, Fixed fees
Karen McCloskey CMH Wealth Management Portsmouth CFP Percentage of assets
Kirsten Halpin Alaska Wealth Advisors Anchorage CFA Percentage of assets, One-time planning fee
Kyle Dodson The Advisory Group of San Francisco San Francisco CFP Percentage of assets, Fixed fees
Laleeta Hill Noesis Capital Management Boca Raton CFA Percentage of assets, Fixed fees
Lisette Smith The Advisory Group of San Francisco San Francisco CFP Percentage of assets, Fixed fees
Louise Alexander Gates Pass Advisors Los Altos CFP Percentage of assets, Fixed fees
Maia Babbs Lariat Wealth Management Denver CFA Percentage of assets

Guides

Specialties that serve mid-life transitions