# Dorie Fain

> Dorie Fain is a fee-only financial advisor at &Wealth in New York, New York, who holds the CFP credential. Dorie focuses on divorce financial planning. &Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dorie-fain/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** &Wealth
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $508.2M across 254 accounts
- **Credentials:** CFP
- **Specialties:** Divorce financial planning
- **Works with:** Divorced individuals, Mid-life transitions
- **CRD:** 2871080 (https://adviserinfo.sec.gov/individual/summary/2871080)
- **SEC registration:** Investment adviser representative in MD, NY
- **Exams passed:** Series 65 (1997), Series 63 (1997)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://andwealth.com

## Frequently asked questions

### Is Dorie Fain a fee-only financial advisor?

Yes. Dorie Fain is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dorie's firm.

### How does Dorie charge for financial advice?

Dorie's firm, &Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dorie Fain based?

Dorie Fain is based in New York, New York.

### What does Dorie specialize in?

Dorie's specialties include divorce financial planning. Dorie works with divorced individuals and mid-life transitions.

### What credentials does Dorie Fain hold?

Dorie Fain holds the CFP credential.

### Is Dorie Fain registered with the SEC?

Yes. Dorie Fain is registered as an investment adviser representative in MD and NY (CRD 2871080), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does &Wealth manage?

&Wealth reports $508.2M across 254 accounts in assets under management.

### How do I contact Dorie Fain?

Through Dorie's website, andwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6948): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://andwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.