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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
Mariame Pierce The Advisory Group of San Francisco San Francisco CFP Percentage of assets, Fixed fees
Marshall Rathmell BCR Wealth Strategies Vestavia CFP, PFS Percentage of assets
Matthew Dunn ARQ Wealth Advisors Hudson CFA Percentage of assets, Fixed fees
Michael Claveau Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Michael Leclerc CMH Wealth Management Portsmouth CFP Percentage of assets
Michael Scott CORE Wealth Advisors Lakeland CFA Percentage of assets, Hourly
Michele Haguewood Jackson & Associates Albuquerque Not listed Percentage of assets
R. Christopher Wiegand Newbridge Wealth Management Bryn Mawr CFA Percentage of assets, Hourly
Robert Alonso Third Eye Associates Red Hook Not listed Percentage of assets
Russell Carlson ARIA Wealth Management Dunwoody Not listed Percentage of assets, Hourly
Sandra Cleveland BCR Wealth Strategies Vestavia CFP Percentage of assets
Sandra Maynard Stage 2 Planning Partners S Burlington ChFC Percentage of assets, Hourly
Scott Bramwell Eiger Wealth Management San Diego PFS Percentage of assets, Fixed fees
Spencer Lawson BCR Wealth Strategies Vestavia CFP Percentage of assets
Steven Nassoura CMH Wealth Management Portsmouth CFP Percentage of assets
Suzue Sato MoneyCafe Advisors Denver Not listed Hourly, Fixed fees
Tanya Rapacz The Advisory Group of San Francisco Ellicott City CFP Percentage of assets, Fixed fees
Teofilo Ferreira Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Thomas Bruce Tanglewood Total Wealth Management Houston Not listed Percentage of assets
Vannak Sao Proactive Financial Solutions 360 North Attleboro Not listed Percentage of assets
Weston Bryan Accruent Wealth Advisors Winston-Salem Not listed Percentage of assets, Hourly
Adam Waitkevich Caveness Wealth Advisory Worcester Not listed Percentage of assets, Hourly
Alan Anderson Yavapai Financial Planning Prescott CFP Percentage of assets, Hourly
Alfred Brady MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
Alychandra McFarlane WealthFolio Advisors Sonoma Not listed Percentage of assets, Hourly
Alyssa Crews Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Amy Mastromonaco Flying Point Financial North Andover Not listed Percentage of assets, Hourly
Austin Doebler RZH Advisors Stamford CFA Percentage of assets, Hourly
Brian Sawyer Larchmont Wealth Advisors Lunenburg Not listed Hourly
Caleb Kelso Paradiem Covington Not listed Percentage of assets, Hourly
Carl Drury Paradiem Covington Not listed Percentage of assets, Hourly
Carl Grahs Navigate Wealth Management Birmingham CFA Percentage of assets
Carson Rich Paradiem Covington Not listed Percentage of assets, Hourly
Chad Young Young Financial Planning Lafayette Not listed Flat fee or retainer, Percentage of assets
Dalion Welch Duncan Wealth Management Madison Not listed Ongoing planning fee
Daniel Bender MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
Daniel Thornton Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Danielle Wauchope Paradiem Covington Not listed Percentage of assets, Hourly
Edward Zywien Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Gary Aiken Caveness Wealth Advisory Rockville Not listed Percentage of assets, Hourly
George Chang Pillar Point Wealth Management San Francisco Not listed Percentage of assets, Ongoing planning fee
Heinz Brisske KRM Financial Services St. Charles Not listed Percentage of assets, Hourly
Jacob Beck Doyenne Wealth Advisors Chicago Not listed Percentage of assets, Fixed fees
John Brady MBR Financial Houston Not listed Percentage of assets, Flat fee or retainer
John Stachnick Kaizen Financial Strategies Pleasanton Not listed Percentage of assets, Hourly
John Zaro Bourgeon Capital Management Darien CFA Percentage of assets, Fixed fees
Jonathan Nadler Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Jonathan Weatherly Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Justin Lopez Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Kelly McDermott Serene Point Advisors Lake Oswego CFA Percentage of assets, Hourly

Guides

Specialties that serve mid-life transitions