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 |
|---|---|---|---|---|
| Kyle Cote | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Lafe Blobaum | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Leann Sullivan | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Liam Toohey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Mary Storjohann | Allora Wealth | Chula Vista | CFP | Percentage of assets, Hourly |
| Matthew Kunnen | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Michael Kothakota | WolfBridge Wealth | Durham | CFP | Percentage of assets, Hourly |
| Michael Meehan | TFC Financial | Boston | CFP, PFS | Percentage of assets, Hourly |
| Michael Yang | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Michelle Brow | Full Bloom Financial | Northville | ChFC | Flat fee or retainer, Ongoing planning fee |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |
| Miguel Rios Amurrio | TQM Wealth Partners | Marblehead | CFP | Percentage of assets, Hourly |
| Nathan Lowe | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Peter D'Agati | Stembrook Asset Management | Jersey City | CFA | Percentage of assets |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Richard Jackson | Jackson & Associates | Albuquerque | CFP | Percentage of assets |
| Robert Bilkie | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Samuel Graham | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Shane Holcomb | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Shawn Landis | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stacey Panenhanouvong | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Steven Nelson | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| Tanner Banister | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Tara Hefty | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Thomas Cooney | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Curti | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Schiller | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Timothy Burt | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Allison De Graaf | Peak Planning Group | Centennial | CFP | Percentage of assets, Hourly |
| Andre Fernandes | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Barbara Norman | Sage Path Solutions | San Diego | CFP | Percentage of assets, Hourly |
| Brian Berkenhoff | Birch Investment Management | Brookings | CFA | Percentage of assets, One-time planning fee |
| Brian Hennessy | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Bryan Anderson | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Charles Crouch | CMC Wealth Management | Lexington | CFP | Percentage of assets |
| Cherie Putman | Women's Wellness and Wealth | Torrance | CFP | Percentage of assets, Hourly |
| Christa Hudak | CoCreate Financial | Bozeman | CFP, ChFC | Percentage of assets, Hourly |
| Christopher Dyson | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Erin Martin | MRP Advisors | Milton | CFP | Percentage of assets, Hourly |
| Gerrond McKee | Lifeway Financial | Plano | CFP | Percentage of assets, Fixed fees |
| Harrison McQuaig | Rothschild Capital Partners | Washington | CFP | Percentage of assets, Hourly |
| James Scanlan | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Jennifer Kramer | Jayco Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Jesse Deason | Serene Wealth Planning | Everett | CFP | Percentage of assets, One-time planning fee |
| Jessica Demler | Oxler Private Wealth | Rye Brook | CFP | Percentage of assets, Hourly |
| Jessie Hale | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |