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 |
|---|---|---|---|---|
| Lucinda Buce | Founders Capital Management | Houston | Not listed | Percentage of assets |
| Malissa McNanna | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Marvin Riddle | Rev Capital | Marietta | Not listed | Percentage of assets |
| Matthew Bitter | Phoenix Rising Wealth Management | St. Charles | Not listed | Percentage of assets, Hourly |
| Matthew Hudgins | Mosaic Wealth Management | Atlanta | CFA | Percentage of assets, Fixed fees |
| Michael Christians | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Michael Robinson | Narus Financial Partners | Topock | Not listed | Percentage of assets, Hourly |
| Michelle Rey Lutein | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Monte Resnick | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Nancy Wakefield | Serene Point Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Paul Bradley | Piedmont Wealth Advisory | Charlotte | Not listed | Flat fee or retainer |
| Richard Hall | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Richard Kagy | Phoenix Rising Wealth Management | Overland Park | Not listed | Percentage of assets, Hourly |
| Ryan Coulter | Demming Financial Services | Aurora | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
| Scott Letson | Letson Investment Management | Atlanta | Not listed | Percentage of assets |
| Shane Boddington | Boddington Capital | Stockton | Not listed | Percentage of assets |
| Stephen Seo | L&S Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Tanner Dallas | Phoenix Rising Wealth Management | St. Charles | Not listed | Percentage of assets, Hourly |
| Will Oliver | Founders Capital Management | Houston | Not listed | Percentage of assets |
| William Downey | Rev Capital | Marietta | Not listed | Percentage of assets |
| Abigail Kotarski | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Annelise Sutherland | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Lindsay Birchfield | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Stephen McNaughton | Rede Wealth | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Timothy Jones | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Alexandra Mickelson | Lunea Wealth Management | Cedar Rapids | Not listed | One-time planning fee, Ongoing planning fee |
| Caitlin Borland | Aria Wealth Partners | Charlottesville | Not listed | Percentage of assets |
| Craig Simmons | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Craig Weston | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Debora Nunez | L&S Advisors | Centennial | Not listed | Percentage of assets, Hourly |
| Don Gill III | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Edlyn Ruiz | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ian Manongdo | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jason Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jeremy Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Kelsey Burke | Apricity Financial Planning | Whitehouse | Not listed | Ongoing planning fee, One-time planning fee |
| Kenneth Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Leanne Sindell | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lin-Chun Liu | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ofer Ben-Menahem | L&S Advisors | Irvine | Not listed | Percentage of assets, Hourly |
| Paula Gunter | Aria Wealth Partners | Charlottesville | Not listed | Percentage of assets |
| Rachel Barrett | Barrett Wealth Connection | Golden | Not listed | Hourly |
| Ralph Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Roger Denha | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Ryan Brouillette | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sy Lippman | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Valerie Mihailovic | Intrinsic Value Partners | Peoria | Not listed | Percentage of assets, Hourly |