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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
Kevin Kennedy Flying Point Financial North Andover Not listed Percentage of assets, Hourly
Kira Topeka Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Laura Robayo Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Leia Carpenter Adell, Harriman, & Carpenter Houston CFA Percentage of assets
Lisa Whitley MoneyByLisa Washington Not listed One-time planning fee
Martha Raghunauth Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Masahiro Yamazaki Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Matthew Sullivan Paradiem Covington Not listed Percentage of assets, Hourly
Michael Ripski Skipjack Financial New Orleans Not listed Ongoing planning fee, One-time planning fee
Michele Holton WealthFolio Advisors Sonoma Not listed Percentage of assets, Hourly
Michelle Francis Life Story Financial Arvada Not listed Flat fee or retainer, Percentage of assets
Milton Brown Paradiem Covington Not listed Percentage of assets, Hourly
Mitchel Needelman Spectrum Asset Management Newport Beach CFA Percentage of assets, Hourly
Nathaniel Gilbert Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Reilly Skorupski Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Roberta Keller Alexis Advisors Richmond Not listed Percentage of assets, Hourly
Sandra Tackett Paradiem Covington Not listed Percentage of assets, Hourly
Saul Greene Kaizen Financial Strategies Pleasanton Not listed Percentage of assets, Hourly
Scot Johnson Adell, Harriman, & Carpenter Houston CFA Percentage of assets
Shufan Cao Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Suzanne Wetzel Doyenne Wealth Advisors Chicago Not listed Percentage of assets, Fixed fees
Thomas Balcom 1650 Wealth Management Lighthouse Point CFP Percentage of assets
Thomas Bustamante Bustamante Financial Planning Santa Fe CFP Hourly
Tiffany Kent Wealth Engagement Atlanta CFP Percentage of assets
Zaineb Sohail Kaizen Financial Strategies Pleasanton Not listed Percentage of assets, Hourly
Aaron Soderberg BirdRock Wealth Management Minneapolis Not listed Percentage of assets
Adam Daniels Waterstone Financial Advisory Fort Myers Not listed Percentage of assets, Fixed fees
Alyse Uzarski Kreitler Financial New Haven Not listed Percentage of assets
Andrew Foss CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Aracelis Bell Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Bernard Katz Wealth Effects Boynton Beach Not listed Percentage of assets
Brian Burkhart Wealth Effects Boston Not listed Percentage of assets
Brian Carolan CMH Wealth Management Portsmouth CFA Percentage of assets
Bruce Herbert Newground Social Investment Seattle Not listed Percentage of assets, Hourly
Carly Denial ARQ Wealth Advisors Scottsdale, Az 85260 Not listed Percentage of assets, Fixed fees
Charles Foss CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Charles Pouliot Wealth Effects West New York Not listed Percentage of assets
Christina Borger BirdRock Wealth Management Austin Not listed Percentage of assets
David Hall Stride Financial Planning Madera Not listed Flat fee or retainer, Ongoing planning fee
Denise Sarkor Sarkor Financial Advisors Bloomfield Not listed Hourly, One-time planning fee
Derek Liberti Wealth Effects Boston Not listed Percentage of assets
Derek Stone Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Erik Schei Gates Pass Advisors Los Altos CFA Percentage of assets, Fixed fees
Fabian Waldner Eiger Wealth Management San Diego Not listed Percentage of assets, Fixed fees
Facundo Rawson Acanto Pound Ridge Not listed Percentage of assets, Hourly
Haley Tonge CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Heath Clevenger CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Jack Tamez BirdRock Wealth Management Austin Not listed Percentage of assets
Jacob Mardian American Financial Planning Roanoke Not listed Flat fee or retainer, One-time planning fee
Jake Crosby ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees

Guides

Specialties that serve mid-life transitions