Dana Grigg
Divorce Analysis · San Francisco, California
Dana Grigg is a fee-only financial advisor at Divorce Analysis in San Francisco, California. Dana focuses on divorce financial planning. Divorce Analysis reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Divorce Analysis |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $234.9M across 290 accounts |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 4705924 |
| Exams passed | Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.divorceanalysis.com |
| Profile |
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Questions about Dana
Is Dana Grigg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dana holds no broker registration, and Divorce Analysis reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dana charge for financial advice?
Dana's firm, Divorce Analysis, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Dana charge?
According to Divorce Analysis's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Dana Grigg based?
Dana Grigg is based in San Francisco, California.
What does Dana specialize in?
Dana's specialties include divorce financial planning. Dana works with divorced individuals.
Is Dana Grigg registered with the SEC?
Yes. Dana Grigg is registered as an investment adviser representative in CA, TX and WA (CRD 4705924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Divorce Analysis manage?
Divorce Analysis reports $234.9M across 290 accounts in assets under management.
How do I contact Dana Grigg?
Through Dana's website, www.divorceanalysis.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Divorce Analysis website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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