Dorie Fain
&Wealth · New York, New York
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.
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Specialties
Who they serve
- Divorced individuals
- Mid-life transitions
Facts
| Firm | &Wealth |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $508.2M across 254 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, NY · CRD 2871080 |
| Exams passed | Series 65 (1997) · Series 63 (1997) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | andwealth.com |
How Dorie's firm compares
- &Wealth's average account is about $2.0 million, from its Form ADV (assets managed divided by 254 accounts).
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Questions about Dorie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- &Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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