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 |
|---|---|---|---|---|
| Yvonne Darby | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Adam Suwyn | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Alexander Collins | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Allison Meier | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Bailey Thornton | Kinloch Capital | Glen Allen | CFP | Percentage of assets, Hourly |
| Brad Tinnon | B.E.S.T. Wealth Management | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Brian McKinney | Collective Wealth Partners | Aurora | CFP | Percentage of assets, Hourly |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Carol Dixon | Your Planning Partner | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Catherine Atwood | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Chad Soukup | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Christopher Gauthier | Proactive Financial Solutions 360 | North Attleboro | CFP | Percentage of assets |
| Christopher June | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Claudia Bellars | Bellars Harris Wealth Management | Mount Pleasant | CFP | Percentage of assets, Fixed fees |
| Cody Makela | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Connor Cox | ProffittGoodson Private Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| David Cunningham | LW Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| David Snyder | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Denise Farkas | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Dianne Duva | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Genadi Slavov | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Gerald Vanderlugt | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Haley DeHaan | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Heath Hamrick | H Cubed Financial Solutions | Granbury | CFP | Flat fee or retainer |
| James Sherrard | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| Jana Hovey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jennifer Strong | Kate Capital Group | Westlake Village | CFP | Percentage of assets, Hourly |
| Jeremiah Winters | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Jeremy Mocek | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| John Heldman | Triad Investment Management | Laguna Niguel | CFA | Percentage of assets |
| John McCorvie | Peak Asset Management | Louisville | CFA | Percentage of assets |
| John Rowley | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| John Russell | Peak Asset Management | Needham | CFA | Percentage of assets |
| Jordi Bakovic-Quiroga | TQM Wealth Partners | St. Augustine | CFP | Percentage of assets, Hourly |
| Joseph Weiland | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Joshua Gideon | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Julie Pribble | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Kamila Elliott | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |