Top financial coaching / therapy financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial coaching or therapy advisor if you feel overwhelmed by money stress or find your financial habits are holding you back. Without guidance tailored to your emotional relationship with money, it's easy to miss how feelings influence your financial decisions.
- Emotional insight. Look for advisors who explore your money mindset and emotional triggers, not just numbers.
- Behavioral strategies. Ask how they help you build new habits that support your financial goals over time.
- Holistic approach. Confirm they consider life events and personal values alongside your financial situation.
- Collaboration style. Find out how they work with you to set realistic goals and keep you motivated through challenges.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Darrin C
Series 66
Burlingame, CA
Fidelity
Darrin Chow specializes in financial coaching and therapy, helping clients address emotional money challenges and develop healthier financial habits. With 15 years of industry experience and a Series 66 designation, he works at Fidelity, a large firm, offering customized strategies focused on long-term goals, which may appeal to those seeking structured support within a well-established institution.
Experience: 16 years
Avg account: $234,793
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David G
Series 66
Pleasanton, CA
Merrill
David Gilchrist specializes in financial coaching and therapy, focusing on high-net-worth families and professionals, including executives and entrepreneurs, which suits those seeking guidance on the emotional aspects of money management. Based in Palo Alto and affiliated with Merrill, a large firm, he offers a disciplined, tax-aware investment approach with a 1.10% AUM fee, differentiating him through his extensive experience and comprehensive wealth-planning strategies.
Experience: 10 years
Avg account: $860,085
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Abel S
CFP®, CPA, PFS™
Waianae, HI
Hui Malama Financial Advisors LLC
Abel Soares III specializes in financial coaching and therapy, integrating emotional insight with financial planning to address money mindset and behavioral strategies. His firm combines technical advising with psychological coaching, offering a holistic approach tailored to Millennials and minorities. With CFP®, CPA, and PFS™ credentials, plus a flat-fee structure starting at $900 per engagement, Abel's independent practice emphasizes personalized guidance and collaboration, distinguishing him from advisors focused solely on numbers.
Experience: 7 years
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John F
CFP®
Summit, NJ
Grand Life Financial LLC
John Foligno is well-suited for clients seeking financial coaching or therapy, especially high-net-worth individuals and business owners, given his CFP® certification and 6 years of industry experience. His background as a business owner and his focus on business exit and succession planning differentiate him by combining financial coaching with practical business insights, supported by a fee structure of 0.90% AUM and hourly consulting rates up to $350.
Experience: 7 years
Avg account: $1,713,136
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Charles F
CFP®
Raleigh, NC
XYPN Sapphire
Charlie Feehely Jr. specializes in financial coaching and therapy, particularly for Gen X clients and government employees, offering a flat-fee structure that can reach up to $75,000 annually. Based in Raleigh, NC, he brings two years of industry experience and CFP® certification, focusing on personalized strategies for federal agents. His approach emphasizes collaboration and clarity amid financial confusion, distinguishing him from advisors with broader wealth management practices.
Experience: 3 years
Avg account: $1,302,587
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