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Financial advisors for widows

How do I find fee-only advisors for widows and widowers?

Look for a fee-only advisor who works with people after a death and who will slow you down. Few decisions need making in the first months, and a good advisor will say so. Records to start with include Brandon Seibel of Oasis Wealth Planning Advisors, LLC, Michael Randall of Oak Summit Wealth Management and Mark Atherton of Apella Wealth.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Brandon Seibel Oasis Wealth Planning Advisors, LLC, Philadelphia Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
  • Michael Randall Oak Summit Wealth Management, San Diego Holds the CFP, CFA and EA. Fees on file: ongoing planning fee.
  • Mark Atherton Apella Wealth, Berwyn Holds the CFP, CFA and EA. Fees on file: one-time planning fee.
  • James Holtzman Legend Financial Advisors, Inc., Pittsburgh Holds the CFP and CPA. Fees on file: percentage of assets.
  • Helen Stephens Aspen Wealth Management, Fort Worth Holds the CFP and EA. Fees on file: percentage of assets, hourly.
  • Pamela Chen Refresh Investments LLC, Santa Monica Holds the CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.

Questions about financial advisors for widows

How many fee-only advisors for widows and widowers are there in the US?

The Wellspent public graph lists 212 fee-only advisors for widows and widowers in the US, from every advisor record that fits.

How does Wellspent decide who counts as fee-only advisors for widows and widowers?

We count an advisor here when their firm's website says it works with widows and widowers. It's what the firm says about itself, so ask how much of its work this is.

What should I ask fee-only advisors for widows and widowers in the US?

How many widowed clients do you work with? What should I not do in the first six months? How do you handle Social Security survivor benefits? Will you work with my attorney and accountant?

All 212 advisors

Financial advisors for widows: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Amy Rosenow Advice-only planning and financial education for women, families and entrepreneurs, from a former investment firm COO and angel investor. Bold Vision Financial Chicago CFP, CFA One-time planning fee, Hourly
Allison Donaldson HTG Investment Advisors Inc. New Canaan CFP, MBA, JD Percentage of assets, Ongoing planning fee
Helen Stephens Aspen Wealth Management Fort Worth CEPA, CFP, EA, ChSNC Percentage of assets, Hourly
Rana Choubah Meridian Financial Advisors, LLC Holliston CFP, CRPC, CRPS, MPAS Percentage of assets, Ongoing planning fee
Tracy Baron Garcia TBG Investing Lake Oswego CFP, MBA Ongoing planning fee, One-time planning fee
Brandon Seibel Oasis Wealth Planning Advisors, LLC Philadelphia CFP, CPA, JD, LLM Flat fee or retainer, Ongoing planning fee
Carolyn Masline CareGen Wealth Management San Mateo CDFA, CFP, MBA Percentage of assets, One-time planning fee
Jonathan Pixley Realm Financial Planning, LLC Tulsa CFP One-time planning fee, Ongoing planning fee
Kaysi Gordon Kaysi Gordon Financial Planning Valley Stream CFP, CPA, MBA Percentage of assets, One-time planning fee
Laryssa Freeman Meritage Wealth Management LLC Carlsbad CFP Percentage of assets
Otto Rivera Mindful Wealth LLC St Louis CFP, EA Ongoing planning fee, Percentage of assets
Tom Duffy Jersey Shore Financial Advisors LLC Red Bank CFP, CDFA, MBA, CRPC Flat fee or retainer, Ongoing planning fee
Dan Wood Zimmerman Wealth Management, LLC Evanston CFA, CFP Percentage of assets, Fixed fees
Douglas Marcello Core Wealth Management, Inc. Jupiter CFP Flat fee or retainer, Hourly
Huyen Nguyen Inclusive Wealth Financial Planning LLC Mechanicsburg CFP Flat fee or retainer, One-time planning fee
Jerry Broussard Broussard Financial Group, LLC Lafayette CFP One-time planning fee
Nathan Swab Alexander Financial Planning, Inc. Columbus AWMA, CFP, MSFP Flat fee or retainer, Ongoing planning fee
DeDe Smolen Innovative Financial, LLC Lakewood CFP, CPA Percentage of assets, Hourly
Gerald Gasber Gasber Financial Advisors, Inc. Folsom CFP, CFS, CIMA, CIMC Percentage of assets, Hourly
Germaine Weldon Inspired Financial Planners, LLC Gulfport CFP, CPA/PFS, Certified Student Loan Professional, CPA Percentage of assets, Hourly
Kathleen Tranovich Elser Financial Planning Indianapolis CFP, CPWA, RMA, ABFP Percentage of assets, One-time planning fee
Melinda Satterlee Marathon Wealth Management LLC Medina CFP One-time planning fee, Ongoing planning fee
Michael Randall Oak Summit Wealth Management San Diego CFP, CFA, EA Ongoing planning fee
Molly Laughter Laughter Financial, LLC Celina CFA, CFP, MA, MBA Percentage of assets, Ongoing planning fee
Myles Brandt Charleston Financial Advisors, LLC Charleston CFP, MS Percentage of assets, One-time planning fee
Tricia Kollath Inspired Financial Planners, LLC Gulfport CFP, CPA Percentage of assets, Hourly
David Rosenstrock Wharton Wealth Planning New York CFP, MBA Percentage of assets, Hourly
Debbie Levenson Levenson Wealth LLC Newtonville CFP, MBA One-time planning fee, Ongoing planning fee
Rodney James Vineyard Family Wealth, LLC Houston CFP Percentage of assets, Fixed fees
James Holtzman Legend Financial Advisors, Inc. Pittsburgh CFP, CPA Percentage of assets
Mark Atherton Apella Wealth Berwyn CFP, JD, MBA, EA One-time planning fee
Pamela Chen Refresh Investments LLC Santa Monica BS, CFA, CPA, MBA Percentage of assets, Flat fee or retainer
David Nash Magister Wealth San Antonio CFA, CFP Percentage of assets, Hourly
Jim Stanhouse Stanhouse Financial Planning & Mgt. Duluth MBA Percentage of assets, Ongoing planning fee
Jonathan Horst The Horst Group Denver CFP Percentage of assets, Ongoing planning fee
Rachel Sloan Sloan Advisory Group, Inc. Glens Falls CFP, CRPC Percentage of assets, Hourly
Rene Pochop Pochop Financial Management South Burlington CFP Percentage of assets
Danielle Gregory Albion Financial Group Salt Lake City CFP, BA, CFA, MBA Percentage of assets, Hourly
Deborah Gianelli Whole Family Financial Services Bothell CFP Hourly, Percentage of assets
Aiki Altmets Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Antonette Grimm TFC Financial Boston CFP Percentage of assets, Hourly
Bailey Thornton Kinloch Capital Glen Allen CFP Percentage of assets, Hourly
Brian McKinney Collective Wealth Partners Aurora CFP Percentage of assets, Hourly
Brooks Slaughter Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Christopher Snyder Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Claudia Bellars Bellars Harris Wealth Management Mount Pleasant CFP Percentage of assets, Fixed fees
Colin Higgins Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Connor Cox ProffittGoodson Private Wealth Knoxville CFP Percentage of assets, Hourly
Darby Armont Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
Emma Foulkes Collective Wealth Partners Atlanta CFP Percentage of assets, Hourly
James Sherrard Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
Jana Hovey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Jane Barney TFC Financial Boston CFP Percentage of assets, Hourly
Jared Haubenstock Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Jeremy Mocek Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Jordi Bakovic-Quiroga TQM Wealth Partners St. Augustine CFP Percentage of assets, Hourly
Joshua Gideon Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Kamila Elliott Collective Wealth Partners Atlanta CFP Percentage of assets, Hourly
Kyle Cote TFC Financial Boston CFP Percentage of assets, Hourly
Lafe Blobaum Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Leann Sullivan TFC Financial Boston CFP Percentage of assets, Hourly
Liam Toohey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Michael Meehan TFC Financial Boston CFP, PFS Percentage of assets, Hourly
Michelle Brow Full Bloom Financial Northville ChFC Flat fee or retainer, Ongoing planning fee
Miguel Rios Amurrio TQM Wealth Partners Marblehead CFP Percentage of assets, Hourly
Renee Kwok TFC Financial Boston CFP Percentage of assets, Hourly
Sarah Rioux TFC Financial Boston CFP Percentage of assets, Hourly
Tanner Banister Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Tracy Kasing Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Andre Fernandes Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Barbara Norman Sage Path Solutions San Diego CFP Percentage of assets, Hourly
Brian Hennessy Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
David Childs Spartan Planning Greensboro CFP Percentage of assets, Fixed fees
Iftikhar Ahmed Kaizen Financial Strategies Pleasanton CFP Percentage of assets, Hourly
James Scanlan Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Joshua Devereaux Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Maclean Barach Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Mark Hildebrand Nearside Advisors Indianapolis CFP Percentage of assets
Matthew Biggar Stage Harbor Financial Westwood CFP, CFA Percentage of assets, Fixed fees
Saadia Ahmed Kaizen Financial Strategies Pleasanton CFP Percentage of assets, Hourly
William Lefavor Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Andrew Jones Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
Brian Presti TFC Financial Boston CFA Percentage of assets, Hourly
Caitlyn Tierney Westover Capital Advisors Wilmington CFP Percentage of assets, Hourly
Charles Kreitler Kreitler Financial New Haven CFP Percentage of assets
David Goodson ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
Helen Graf Graf Financial Baton Rouge CFP Percentage of assets, Hourly
Ian Weinstein Regimen Wealth Atlanta ChFC Percentage of assets, Fixed fees
Jacob Ness Kreitler Financial New Haven CFP Percentage of assets
Jenna Israni TFC Financial Boston ChFC Percentage of assets, Hourly
Jessica Rusnock Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
Landon Buzzerd Grant Street Asset Management Williamsport CFP Percentage of assets, Fixed fees
Michael Cermak ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
Michael Giblin Dovetail Financial Wilmington CFP Ongoing planning fee
Neil Goodson ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
Rachael Burns True Worth Financial Planning Granite Bay CFP Percentage of assets, One-time planning fee
Ross Marino Dovetail Financial Wilmington CFP Ongoing planning fee
Scott Burg TFC Financial Boston CFA Percentage of assets, Hourly
Stephen Crifasi Westover Capital Advisors Wilmington CFP Percentage of assets, Hourly
David Demming Demming Financial Services Auroara CFP Percentage of assets, Ongoing planning fee
David Demming Demming Financial Services Aurora CFP Percentage of assets, Ongoing planning fee
George Waters Infiniti Wealth Management Brewster CFP Percentage of assets, Hourly
Jacob Smail Demming Financial Services Aurora CFP Percentage of assets, Ongoing planning fee
Kevin Coholan Demming Financial Services Aurora CFP Percentage of assets, Ongoing planning fee
Kristian Blom Blom Levy & Co Santa Barbara Not listed Flat fee or retainer, Ongoing planning fee
Michael Durante Infiniti Wealth Management Brewster CFP Percentage of assets, Hourly
Nicholas Vantrease Provident Wealth Knoxville CFP Percentage of assets, Hourly
Nicholas Walker Walker Financial Advisors Mission Viejo CFP Hourly, Flat fee or retainer
Scott Walker Walker Financial Advisors Mission Viejo CFP Hourly, Flat fee or retainer
Warren Isenberg Walker Financial Advisors Mission Viejo CFP Hourly, Flat fee or retainer
Ann Nowell Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Ashlie Bostick Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Axel Bellars Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Ben Loeffler Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Brad Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Caleb Graybeal Strong Retirement Solutions Bloomington Not listed Percentage of assets, Hourly
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
David Berg Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
David Budinger Kinloch Capital Glen Allen Not listed Percentage of assets, Hourly
Dwayne Tyril Kreitler Financial New Haven CFA Percentage of assets
Frederick Pryor TFC Financial Boston Not listed Percentage of assets, Hourly
Gary May May Tree Financial Planning Leander ChFC Percentage of assets, Hourly
Harold Sawyer Westover Capital Advisors Wilmington CFA Percentage of assets, Hourly
James Proffitt ProffittGoodson Private Wealth Knoxville Not listed Percentage of assets, Hourly
Jason Strough Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Jeffrey Augspurger Strong Retirement Solutions Bloomington Not listed Percentage of assets, Hourly
Jennifer Berdell Kinloch Capital Glen Allen Not listed Percentage of assets, Hourly
Jessica Grande TFC Financial Boston Not listed Percentage of assets, Hourly
Joseph Lawrence ARIA Wealth Management Huntsville Not listed Percentage of assets, Hourly
Joshua Angell Poinciana Advisors Group Palm Beach Gardens CFA Percentage of assets
Kevin Pummill Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Laura Martin Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Marcel Quiroga TQM Wealth Partners Marblehead Not listed Percentage of assets, Hourly
Matthew Augspurger Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Michael Klaiber Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Kuehn Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Nix Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Seelman ProffittGoodson Private Wealth Knoxville Not listed Percentage of assets, Hourly
Michelle Moyer Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Peter Walls Kinloch Capital Glen Allen Not listed Percentage of assets, Hourly
Russell Carlson ARIA Wealth Management Dunwoody Not listed Percentage of assets, Hourly
Sierra Merrick Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Suzue Sato MoneyCafe Advisors Denver Not listed Hourly, Fixed fees
Taylor Moody Regimen Wealth Atlanta Not listed Percentage of assets, Fixed fees
Temiloluwa Adesodun Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Timothy Bellars Bellars Harris Wealth Management Mount Pleasant Not listed Percentage of assets, Fixed fees
Trevor Martin Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Vincent Hourigan Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Zachary Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Alyssa Crews Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Dalion Welch Duncan Wealth Management Madison Not listed Ongoing planning fee
Gregory Forsythe Forsythe Wealth Management Crown Point CFA Percentage of assets, Hourly
Ira Ross Spartan Planning Greensboro Not listed Percentage of assets, Fixed fees
John Stachnick Kaizen Financial Strategies Pleasanton Not listed Percentage of assets, Hourly
Julie Dant Nearside Advisors Indianapolis Not listed Percentage of assets
Laura Robayo Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Mark Idzik Nearside Advisors Indianapolis Not listed Percentage of assets
Michelle Francis Life Story Financial Arvada Not listed Flat fee or retainer, Percentage of assets
Richard Dexter Spartan Planning Greensboro Not listed Percentage of assets, Fixed fees
Saul Greene Kaizen Financial Strategies Pleasanton Not listed Percentage of assets, Hourly
Shufan Cao Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Zaineb Sohail Kaizen Financial Strategies Pleasanton Not listed Percentage of assets, Hourly
Alyse Uzarski Kreitler Financial New Haven Not listed Percentage of assets
Ashley Chupka Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Bradley Stephens Tamalpais Asset Management Larkspur Not listed Percentage of assets
Charles Anderson Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Christopher Martin Tamalpais Asset Management Larkspur Not listed Percentage of assets
David Huber Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
David Poole Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Dennis Perdue Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Edward Taylor Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Facundo Rawson Acanto Pound Ridge Not listed Percentage of assets, Hourly
Harold Sawyer, Jr. Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Jeffrey Kirkpatrick Dovetail Financial Duluth Not listed Ongoing planning fee
John Ferraro Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Jonathan Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Joseph Fierro Tamalpais Asset Management Long Beach Not listed Percentage of assets
Keith Bosco Verity Investment Partners Bluffton Not listed Percentage of assets, Fixed fees
Kristen Jackson Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Lincoln Wells Tamalpais Asset Management Larkspur Not listed Percentage of assets
Matthew Beardwood Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Matthew Stohlman Poinciana Advisors Group Palm Beach Gardens Not listed Percentage of assets
Michael Evans Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Michael Loch Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Patrick Evans Grant Street Asset Management Charlotte Not listed Percentage of assets, Fixed fees
Paula Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Robert Williams Poinciana Advisors Group Palm Beach Gardens Not listed Percentage of assets
Steven Singer Retirement Solutions Los Angeles Not listed Percentage of assets, One-time planning fee
Wayne Best Tamalpais Asset Management La Conner Not listed Percentage of assets
William Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Eric Bright Pennyfarthing Investment Management Belchertown CFA Percentage of assets, Hourly
James Lubin Infiniti Wealth Management Brewster Not listed Percentage of assets, Hourly
James Walter Founders Capital Management Houston Not listed Percentage of assets
Laurel Buckalew Insignia Wealth Advisory Opelika Not listed Percentage of assets
Lucinda Buce Founders Capital Management Houston Not listed Percentage of assets
Matthew Hudgins Mosaic Wealth Management Atlanta CFA Percentage of assets, Fixed fees
Ryan Coulter Demming Financial Services Aurora Not listed Percentage of assets, Ongoing planning fee
Ryan Forsythe Forsythe Wealth Management Crown Point Not listed Percentage of assets, Hourly
Stephen Seo L&S Advisors Los Angeles CFA Percentage of assets, Hourly
Will Oliver Founders Capital Management Houston Not listed Percentage of assets
Craig Weston L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Debora Nunez L&S Advisors Centennial Not listed Percentage of assets, Hourly
Edlyn Ruiz L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Ian Manongdo L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Jason Scott L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Leanne Sindell L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Lin-Chun Liu L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Ofer Ben-Menahem L&S Advisors Irvine Not listed Percentage of assets, Hourly
Ralph Scott L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Ryan Brouillette L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Sy Lippman L&S Advisors Los Angeles Not listed Percentage of assets, Hourly

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