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 |
|---|---|---|---|---|
| Gavin Distasi | Topel & DiStasi Wealth Management | Berkeley | Not listed | Percentage of assets, Flat fee or retainer |
| Glenn Sweeney | Sweeney Financial Advisors | Manchester | CFA | Percentage of assets |
| Helen Graf | Graf Financial | Baton Rouge | CFP | Percentage of assets, Hourly |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Isabel Biondi | Greatdane Investment | Franklin | CFP | Percentage of assets, Hourly |
| Jacob Ness | Kreitler Financial | New Haven | CFP | Percentage of assets |
| James Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Jamie Lapin | RMG Advisors | Rockville | CFP | Percentage of assets, Hourly |
| Jarman Reilly | CRA Financial | Northfield | Not listed | Percentage of assets |
| Jason Foster | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Jeanni Harrison | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Jennifer Colon | CRA Financial | Northfield | Not listed | Percentage of assets |
| Jessica Rusnock | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| John Hughes | CRA Financial | Northfield | Not listed | Percentage of assets |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| John Schmidt | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Jose Barbosa | Singer Wealth Management | Seattle | ChFC | Hourly |
| Joseph Eschleman | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Kameron Barzegar | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Kevin Howard | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Kevin Manning | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Landon Buzzerd | Grant Street Asset Management | Williamsport | CFP | Percentage of assets, Fixed fees |
| Laura Bruce | Alaska Wealth Advisors | Anchorage | CFP, ChFC | Percentage of assets, One-time planning fee |
| Malek Hage Hassan | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Marnie Baird | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Matthew Dellovo | BFA Wealth Management | Delray Beach | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Knell | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Matthew Malick | Atwater Malick | Lancaster | CFP, CFA | Percentage of assets, Hourly |
| Megan Miller | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Meghan Muñoz | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Michael Cermak | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Michael Dixon | Your Planning Partner | Palm Beach Gardens | PFS | Percentage of assets, Hourly |
| Michael Giblin | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Michael Sly | Strategic Financial Alliance | Canton | CFP | Percentage of assets, Hourly |
| Michelle Robinson | Stolz & Associates, P.S. | Tacoma | CFP | Percentage of assets |
| Nancy Cooper | Topel & DiStasi Wealth Management | Santa Fe | Not listed | Percentage of assets, Flat fee or retainer |
| Nathan Billigmeier | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Nathan Hoyt | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Neil Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Nicholas Cohen | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Noel Bennett | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Paul Warholak Jr | Sigma Investment Counselors | Northville | Not listed | Percentage of assets |
| Peter Hedberg | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Peter Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Rachael Burns | True Worth Financial Planning | Granite Bay | CFP | Percentage of assets, One-time planning fee |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Rene De Charon | Divorce financial consulting | Rancho Santa Fe | CFP | Hourly, One-time planning fee |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |