Who they serve
Fee-only advisors for divorced individuals
Divorced individuals frequently arrive needing a full re-plan after a decade or more of joint planning. The work spans rebuilding cash-flow assumptions, revisiting retirement timelines, coordinating new beneficiaries, untangling support-payment tax treatment, and getting back to a household plan that reflects the new shape of life. Many specialty advisors here hold the CDFA designation.
By the numbers
The Wellspent public graph lists 698 fee-only financial advisors who work with divorced individuals at 271 firms, most in Houston, Los Angeles and Austin. 48% hold the CFP certification. Of the 694 with fees on file, 90% charge percentage of assets.
- Advisors listed
- 698
- Firms
- 271
- Cities
- 241
- Hold the CFP
- 48%
- Other credentials: CFA 12% · CPA 2% · EA 1%
- How they charge (of 694 with fees on file): percentage of assets 90% · hourly 52% · fixed fees 46% · one-time planning fee 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors who work with divorced individuals
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Allison Donaldson | HTG Investment Advisors Inc. | New Canaan | CFP, MBA, JD | Percentage of assets, Ongoing planning fee |
| Audrey Morrison | Cairn Financial Advisors, LLC | Denver | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Daniel Yerger | MY Wealth Planners | Longmont | AIF, CFP, ChFC, MBA | Ongoing planning fee, Percentage of assets |
| Fabian Degen | FMD Wealth Advisors | White Plains | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| Helen Stephens | Aspen Wealth Management | Fort Worth | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly |
| Jaime Ruff | HB Wealth | Nashville | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| Jason Branning | Branning Wealth Management | Jackson | CFP, RICP, ChFC, CDFA | Percentage of assets, One-time planning fee |
| Jennifer Swindler | Money Illustrated Advisory Services | Bluffdale | AFC, CDFA, CFP | Flat fee or retainer, Ongoing planning fee |
| John Gugle | Gugle Wealth Advisory LLC | Indian Land | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee |
| Johnson Rhett | Branning Wealth Management, LLC | Jackson | CFP, ChFC | Percentage of assets, One-time planning fee |
| Kathleen Connors Dowdy | EP Wealth Advisors | Los Angeles | CFP, EA, CLU, MS | Percentage of assets, Hourly |
| Lance Elrod | Next Step Financial Transitions | Cypress | CFP, CDFA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Rana Choubah | Meridian Financial Advisors, LLC | Holliston | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee |
| Tracy Baron Garcia | TBG Investing | Lake Oswego | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. | Fiduciary Financial Advisors | Grand Rapids | CFP | Percentage of assets, Subscription |
| 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 |
| Chuck Clifton | Sycamore Financial Planning, LLC | Charlotte | CDFA, CFP, MBA | Hourly |
| Dan Reiter | Prosperity Planning, Inc. | North Kansas City | CFP, CPA | Percentage of assets |
| Gabriel Anderson | Crafted Wealth Management, LLC | Los Angeles | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| Jonathan Pixley | Realm Financial Planning, LLC | Tulsa | CFP | One-time planning fee, Ongoing planning fee |
| Julie Quick | Cultivate Financial Wellness | Howell | BFA, CDFA, CFP | Percentage of assets, Hourly |
| 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 |
| Laura Rotter | True Abundance Advisors | White Plains | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| Leah Coleman | Orchard Financial Group | Austin | CFP, AAMS | Percentage of assets, One-time planning fee |
| Otto Rivera | Mindful Wealth LLC | St Louis | CFP, EA | Ongoing planning fee, Percentage of assets |
| Sara Zuckerman | Reset Financial Planning LLC | Fort Collins | CDFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Stephanie Trexler | Golden Goose Wealth Planning | Grand Rapids | CFP, MS, MSFP | Percentage of assets, Ongoing planning fee |
| Susan Peck | Evolution Financial LLC | Madison | CFP, RLP | Percentage of assets |
| Tom Duffy | Jersey Shore Financial Advisors LLC | Red Bank | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee |
| Amy Rosenow | Bold Vision Financial | Chicago | CFP, CFA | One-time planning fee, Hourly |
| Arielle Bittoni | Good Balance Financial Planning | Los Angeles | BA, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Brandon Davies | Objective Financial Partners Inc. | Markham | CFP (Canada), CFP (U.S.), CIM, CLU | Flat fee or retainer, Hourly |
| Clandine Schrock | Montis Financial | Waltham | CFP, CPWA | Percentage of assets, Hourly |
| Crystal Kelly | Amani Financial Inc. | Edmonton | CFP | Flat fee or retainer, Ongoing planning fee |
| Cynthia Jabr | Brand New Day Wealth Planning | Los Angeles | CFP | Flat fee or retainer, Hourly |
| Dan Wood | Zimmerman Wealth Management, LLC | Evanston | CFA, CFP | Percentage of assets, Fixed fees |
| Douglas Marcello | Core Wealth Management, Inc. | Jupiter | CFP | Flat fee or retainer, Hourly |
| Edward Leach | Highland Financial Advisors, LLC | Wayne | CEPA, CFP, MBA | Percentage of assets |
| Elizabeth Cox | Merit Financial Partners, LLC | Westport | CFP, CPA | Percentage of assets, Hourly |
| Evor Vattuone | Aspire Planning Associates, Inc. | Cupertino | CFP, CFS | Hourly, Flat fee or retainer |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Jennifer Bush | INTENTIONAL WEALTH PARTNERS | Cleveland | CFP | Percentage of assets, Ongoing planning fee |
| Jerry Broussard | Broussard Financial Group, LLC | Lafayette | CFP | One-time planning fee |