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 |
|---|---|---|---|---|
| Joel Meyer | Meyer Financial Advisors | Los Altos | CFA | One-time planning fee |
| John Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| John Dame | Rothschild Capital Partners | Washington Dc | Not listed | Percentage of assets, Hourly |
| John Zaro | Bourgeon Capital Management | Darien | CFA | Percentage of assets, Fixed fees |
| Jonathan Nadler | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Jonathan Weatherly | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Julie Dant | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Justin Lopez | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Kelly McDermott | Serene Point Advisors | Lake Oswego | CFA | Percentage of assets, Hourly |
| Kendal Fordham | Privileged Planning | Green Cove Springs | Not listed | Percentage of assets, Flat fee or retainer |
| Laura Robayo | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Leonard Rodman | Rothschild Capital Partners | Potomac | Not listed | Percentage of assets, Hourly |
| Mark Idzik | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Martha Raghunauth | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Masahiro Yamazaki | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Matthew Savoti | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Melissa Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Michael George | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Paul Burgdorf | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Ryan Motsinger | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Sandra Turner | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Shawn Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Shufan Cao | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Thomas Balcom | 1650 Wealth Management | Lighthouse Point | CFP | Percentage of assets |
| Trevor Scheid | Luminescent Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Ty Buckelew | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Victoria Dorgan | Barrett Wealth Connection | Spring Grove | CFP, CFA | Hourly |
| Aaron Soderberg | BirdRock Wealth Management | Minneapolis | Not listed | Percentage of assets |
| Adele Canetti | Divorce financial consulting | Rancho Santa Fe | Not listed | Hourly, One-time planning fee |
| Aidan Schultz | Capstone Investment Financial Group | Webster | Not listed | Percentage of assets, Hourly |
| Alec Medlin | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Alyse Uzarski | Kreitler Financial | New Haven | Not listed | Percentage of assets |
| Andrew Aldrett | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Aracelis Bell | Alaska Wealth Advisors | Anchorage | Not listed | Percentage of assets, One-time planning fee |
| Ashley Chupka | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Ashley Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Benjamin Atwater | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Bernard Katz | Wealth Effects | Boynton Beach | Not listed | Percentage of assets |
| Bradley Stephens | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Brian Burkhart | Wealth Effects | Boston | Not listed | Percentage of assets |
| Brian Carter | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| Carly Denial | ARQ Wealth Advisors | Scottsdale, Az 85260 | Not listed | Percentage of assets, Fixed fees |
| Carmen Laster | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Casey Martens | investgro | Brentwood | Not listed | Percentage of assets, Hourly |
| Charles Anderson | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Charles Pouliot | Wealth Effects | West New York | Not listed | Percentage of assets |
| Christina Borger | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Christopher Angle | Heritage Capital | Redding | Not listed | Percentage of assets |