Financial advisors for women
How do I find fee-only advisors for women?
Look for a fee-only advisor whose firm says it focuses on women, and ask what that means in practice. Common reasons include longer retirements, career breaks, and divorce or widowhood. Records to start with include Kerry Prazak of The Mather Group, Otto Rivera of Mindful Wealth LLC and Matthew Showley of Creative Capital Management Investments LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Kerry Prazak The Mather Group, Chicago Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Otto Rivera Mindful Wealth LLC, St Louis Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
- Matthew Showley Creative Capital Management Investments LLC, San Diego Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Madison Sharick Madi Manages Money LLC, Pittsburgh Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Patrick Cote AssetGrade, Boston Holds the CFP and CFA. Fees on file: percentage of assets.
- Molly Laughter Laughter Financial, LLC, Celina Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
Questions about financial advisors for women
How many fee-only advisors for women are there in the US?
The Wellspent public graph lists 152 fee-only advisors for women in the US, from every advisor record that fits.
How does Wellspent decide who counts as fee-only advisors for women?
We count an advisor here when their firm's website says it works with women. 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 women in the US?
What does focusing on women mean in your work? How do you plan for a longer retirement? How do you handle career breaks or caregiving? How many of your clients are women?
All 152 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Audrey Morrison | Cairn Financial Advisors, LLC | Denver | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Hazel Secco | Align Financial Solutions | Hoboken | CDFA, CFP | Ongoing planning fee |
| Helen Stephens | Aspen Wealth Management | Fort Worth | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly |
| Kathryn Kubiak-Rizzone | About Time Financial Planning | Rochester | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Showley | Creative Capital Management Investments LLC | San Diego | CFP, MBA, BFA, CeFT | Percentage of assets, Hourly |
| Prudence Zhu | Enso Financial | Phoenix | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Rachel DeCarolis | Northstar Financial Planning | Windham | CDFA, CeFT, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Tracy Baron Garcia | TBG Investing | Lake Oswego | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Angela Dorsey | Dorsey Wealth Management | Torrance | CFP, MBA | Percentage of assets, Hourly |
| Betsy Ratashak-Vogel | R&V Personal Finance | Decorah | CFP | Percentage of assets, Ongoing planning fee |
| Carolyn Masline | CareGen Wealth Management | San Mateo | CDFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Chris Mullis | NorthStar Capital Advisors | Charlotte | CFP, PhD | Percentage of assets, Hourly |
| Elise Huston | JNBA Financial Advisors | Minneapolis | CFP | Percentage of assets |
| Jessica Merino | Merino Wealth Management | Chicago | CFP | Percentage of assets, Ongoing planning fee |
| Jonathan McAlister | Integrity Road Wealth Partners LLC | Houston | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee |
| Julie Quick | Cultivate Financial Wellness | Howell | BFA, CDFA, CFP | Percentage of assets, Hourly |
| Justin Reede | Integrity Road Wealth Partners LLC | Houston | CFP, CKA | Percentage of assets, 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 |
| Rachel Lawrence | Reverie Wealth | Rochester | CFP, MSFP | Ongoing planning fee, One-time planning fee |
| Andrew Hunt | Hiley Hunt Wealth Management, Inc. | Omaha | CFP, MBA, CAP | Percentage of assets, Ongoing planning fee |
| Betsy Hutchins | Forward Financial Planning | Germantown | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Kelly Klingaman | Kelly Klingaman Financial Planning | Austin | CFP, RLP | Ongoing planning fee, Flat fee or retainer |
| Kerry Prazak | The Mather Group | Chicago | CFP, CRPC, MBA, RFC | Percentage of assets, Hourly |
| Michelle Vargas | Waymaker Financial Planning | Fort Worth | CFP | Hourly, One-time planning fee |
| Carla Adams | Ametrine Wealth | Lake Orion | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Cathy Curtis | Curtis Financial Planning, LLC | Oakland | CFP | Percentage of assets, Flat fee or retainer |
| Charles Parker | Parker Financial Advisors, LLC | Houston | AEP, BBA, CFP | Percentage of assets |
| DeDe Smolen | Innovative Financial, LLC | Lakewood | CFP, CPA | Percentage of assets, Hourly |
| Katy Cook | Abacus Financial Planning | Kirkland | CFP, PhD | Percentage of assets, Hourly |
| Kimberly Keesler Herrera | Tessara Wealth | Burlingame | MBA, CFP, ChFC, RICP | Percentage of assets, Hourly |
| Madison Sharick | Madi Manages Money LLC | Pittsburgh | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Maria Castillo Dominguez | Valoria Wealth Management | Cooper City | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Melinda Satterlee | Marathon Wealth Management LLC | Medina | CFP | One-time planning fee, Ongoing planning fee |
| Molly Laughter | Laughter Financial, LLC | Celina | CFA, CFP, MA, MBA | Percentage of assets, Ongoing planning fee |
| Philip Weiss | Apprise Wealth Management LLC | Phoenix | CFA, CPA | Percentage of assets, Flat fee or retainer |
| Wilson Li | Abacus Wealth Partners | Sebastopol | FPQP, CFP, MBA, CDFA | Percentage of assets, Fixed fees |
| Bridget Grimes | WealthChoice LLC | Coronado | CFP | Percentage of assets, Hourly |
| Debbie Levenson | Levenson Wealth LLC | Newtonville | CFP, MBA | One-time planning fee, Ongoing planning fee |
| Erin O'Brien | Purposeful Money LLC | Naples | CFP, EA | Percentage of assets, Ongoing planning fee |
| James Hindes | Xena Financial Planning | Seattle | CFP, MBA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Jennifer Rupp | Hendershott Wealth Management | Fishers | CFP, MBA | Ongoing planning fee |
| S. Alexis Grason | Spark Financial Advisors, LLC | Richmond | CFP, RICP, CIMA | Percentage of assets, Hourly |
| Uchechi Kalu | Greenlight Financial Planning | Los Angeles | CFP | Ongoing planning fee |
| Elizabeth Remick | Ithaka Financial Planning | Bethesda | CFP, MBA | Percentage of assets |
| Jennifer Macedo | Front Street Financial | Lahaina | CFP | Percentage of assets, Fixed fees |
| Michelle Crumm | Present Value, LLC DBA Belle Eve Financial, LLC | Dexter | CFP, CPA, MBA | Ongoing planning fee |
| Amanda Decesar | TARA Wealth | Durham | CFP | Percentage of assets, Flat fee or retainer |
| Brad Cougill | Deerfield Financial Advisors, Inc. | Park Ridge | CFP, CPA, CEPA | Percentage of assets, Hourly |
| Jacki Farrar | Integrity Financial Strategies LLC | Tacoma | CFP, CDFA | Percentage of assets, Hourly |
| Jonathan Horst | The Horst Group | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Joseph Limond | Clerestory Advisors, Inc. | Bloomington | Not listed | Flat fee or retainer, Ongoing planning fee |
| Julie Kern | Bridge Financial Strategies | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Kyle Eaton | Counterbalance Divorce Solutions | Denton | CDFA, CFP | Not listed |
| Stacy Francis | Francis Financial, Inc. | New York | CDFA, CFP | Percentage of assets, Hourly |
| Danielle Gregory | Albion Financial Group | Salt Lake City | CFP, BA, CFA, MBA | Percentage of assets, Hourly |
| Eryn Schultz | Her Personal Finance | Austin | CFP | Hourly, Fixed fees |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Bailey Thornton | Kinloch Capital | Glen Allen | CFP | Percentage of assets, Hourly |
| Brandon Cabaniss | Telos Partners | Greenville | CFP | Percentage of assets, Hourly |
| Christine Parker | Parker Financial | La Plata | CFP | Percentage of assets, Ongoing planning fee |
| David Cunningham | LW Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Mary Storjohann | Allora Wealth | Chula Vista | CFP | Percentage of assets, Hourly |
| Michelle Brow | Full Bloom Financial | Northville | ChFC | Flat fee or retainer, Ongoing planning fee |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Barbara Norman | Sage Path Solutions | San Diego | CFP | Percentage of assets, Hourly |
| Cherie Putman | Women's Wellness and Wealth | Torrance | CFP | Percentage of assets, Hourly |
| Katherine Hennessy | AssetGrade | Chicago | CFP | Percentage of assets |
| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Meera Meyer | Full Body Finance | Boulder | CFP | Ongoing planning fee |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Patrick Cote | AssetGrade | Boston | CFP, CFA | Percentage of assets |
| Susan Powers | AssetGrade | Greensboro | CFP, CFA | Percentage of assets |
| Alicia Martinez | Divergent Financial Advisory Services (DiFi Advisory) | Salem | Not listed | One-time planning fee, Hourly |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Blaise Stevens | Strategic Advisory Partners | Greensboro | CFP, ChFC | Percentage of assets, Hourly |
| Christopher Stevenson | Telos Partners | Avon | CFA | Percentage of assets, Hourly |
| Danielle Miura | Spark Financials | Elk Grove | CFP | Percentage of assets, Ongoing planning fee |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Eric Johnson | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Erica Lyall | Strategic Advisory Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| James Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Peter Hughes | Telos Partners | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Peter Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Caleb Hopkins | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Casey Fitchett | Pine Haven Investment Counsel | Fairhaven | CFP | Percentage of assets |
| James Burnett | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Janet Larsen | Step Financial | Seal Beach | CFP | Percentage of assets, Hourly |
| Jonathan Fargason | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Mary Livingston | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Matthew Slaney | FinArc Investments | Norwood | CFA | Percentage of assets |
| Samantha Vicchiarelli | Alexis Advisors | Richmond | ChFC | Percentage of assets, Hourly |
| Steven Lind | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Terrie Austin | Milestone Wealth Strategies | Columbus | CFP | Percentage of assets, Hourly |
| 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 |
| Dalton McIlrath | Fortress Wealth Planning | Jacksonville Beach | CFP | Percentage of assets, Fixed fees |
| David Budinger | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| Jennifer Berdell | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| Joseph Lawrence | ARIA Wealth Management | Huntsville | Not listed | Percentage of assets, Hourly |
| Joshua Ali | Fortress Wealth Planning | Jacksonville Beach | CFP, CFA | Percentage of assets, Fixed fees |
| Joshua Angell | Poinciana Advisors Group | Palm Beach Gardens | CFA | Percentage of assets |
| Lisa Clements | Clear Springs Wealth | Bucyrus | Not listed | One-time planning fee, Ongoing planning fee |
| Peter Walls | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| Robin Giles | Apex Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Russell Carlson | ARIA Wealth Management | Dunwoody | 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 |
| Alyssa Crews | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Carl Grahs | Navigate Wealth Management | Birmingham | CFA | Percentage of assets |
| Dalion Welch | Duncan Wealth Management | Madison | Not listed | Ongoing planning fee |
| John Choe | FinArc Investments | Norwood | Not listed | Percentage of assets |
| Kaya Ladejobi | Earn Into Wealth | Atlanta | Not listed | Ongoing planning fee |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Laura Robayo | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Paige Roth | Pine Haven Investment Counsel | Fairhaven | CFA | Percentage of assets |
| Roberta Keller | Alexis Advisors | Richmond | Not listed | Percentage of assets, Hourly |
| Shufan Cao | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Tiffany Kent | Wealth Engagement | Atlanta | CFP | Percentage of assets |
| Christopher Harris | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| David Berkowitz | VAP Wealth Advisors | Red Bank | Not listed | Percentage of assets |
| Facundo Rawson | Acanto | Pound Ridge | Not listed | Percentage of assets, Hourly |
| Katherine Malone | Malone Financial Planning | Mckinney | Not listed | Percentage of assets, Hourly |
| Matthew Stohlman | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Robert Williams | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Roy Hyde | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Steven Singer | Retirement Solutions | Los Angeles | Not listed | Percentage of assets, One-time planning fee |
| Gregory Pierce | Windward Wealth Strategies | Oshkosh | Not listed | Percentage of assets, Hourly |
| Kim Molitor | Windward Wealth Strategies | Oshkosh | Not listed | Percentage of assets, Hourly |
| Paula Fleming | Next Chapter Financial | Denver | CFA | Percentage of assets, Hourly |
| Reuben Stewart | Navigate Wealth Management | Birmingham | Not listed | Percentage of assets |
| Annette Sun | SW Private Wealth | Needham | Not listed | Percentage of assets, Hourly |
| Eileen Ortega | Fortress Wealth Planning | Jacksonville Beach | Not listed | Percentage of assets, Fixed fees |
| Jay Rolfe | Fortress Wealth Planning | Jacksonville Beach | Not listed | Percentage of assets, Fixed fees |
| John O'Neill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| John Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| Michael Skowfoe | Fortress Wealth Planning | Jacksonville Beach | Not listed | Percentage of assets, Fixed fees |
| Oisin Thompson | Fortress Wealth Planning | Jacksonville Beach | Not listed | Percentage of assets, Fixed fees |
| Yvonne Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| Alexandra Kent | Wealth Engagement | Atlanta | Not listed | Percentage of assets |
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