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 |
|---|---|---|---|---|
| Robert Pierson | Pierson Wealth Management | Atlanta | CFP | Percentage of assets |
| Ronald Milone | Heritage Capital | New Haven | CFP | Percentage of assets |
| Ross Marino | Dovetail Financial | Wilmington | CFP | Ongoing planning fee |
| Samantha Swiderski | CRA Financial | Northfield | Not listed | Percentage of assets |
| Sarah Nix | Keller Wealth Advisors | Victoria | Not listed | Percentage of assets |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Sean Sevey | Sevey Wealth Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sophia Berglund | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Stuart Crandall | Hutchinson Capital Management | San Rafael | CFP | Percentage of assets, Hourly |
| Terry Robinette | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Thomas Kosinski | Stembrook Asset Management | Red Bank | Not listed | Percentage of assets |
| Thomas Reynolds | CRA Financial | Northfield | Not listed | Percentage of assets |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Tristen Sheffler | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| William Lee | ARQ Wealth Advisors | Scottsdale | CFP, CFA | Percentage of assets, Fixed fees |
| Zachary Guffy | Blue Anchor Wealth Advisors | Bend | CFP | Percentage of assets, Hourly |
| Zachary Potter | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Brendan McEwan | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Candace Duecker | Seneschal Family Office | Tacoma | CFP | Percentage of assets, Fixed fees |
| Carl Zuckerberg | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Chad Glover | Seneschal Family Office | Tacoma | CFP | Percentage of assets, Fixed fees |
| Corrin Burke | Successful Wealth Strategies | Canton | CFP | Hourly, Ongoing planning fee |
| Damon Wykrent | Divorce Financial Expert | Flower Mound | CFP | Percentage of assets, Hourly |
| David Demming | Demming Financial Services | Auroara | CFP | Percentage of assets, Ongoing planning fee |
| David Demming | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| George Waters | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Jacob Smail | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| James Sexton | Piedmont Wealth Advisory | Reston | CFP | Flat fee or retainer |
| Jeffrey Lang | Seneschal Family Office | Tacoma | CFP | Percentage of assets, Fixed fees |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Katherine Then | Laurel Wealth Planning | Edina | Not listed | Ongoing planning fee |
| Kevin Coholan | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| Kristian Blom | Blom Levy & Co | Santa Barbara | Not listed | Flat fee or retainer, Ongoing planning fee |
| Lance Purcell | Phoenix Rising Wealth Management | Frisco | CFP | Percentage of assets, Hourly |
| Lauren Rowland | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Michael Bernard | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Michael Durante | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Molly McCarthy | LD Lowe Wealth Advisory | Richardson | ChFC | Percentage of assets, Hourly |
| Nicholas Vantrease | Provident Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Rachael Johnson | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Scott North | Clearpath Legacy Planning | Denver | Not listed | Percentage of assets |
| Spencer Cooper | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Terrie Austin | Milestone Wealth Strategies | Columbus | CFP | Percentage of assets, Hourly |
| Thomas Watts | Watts Capital | New York | CFA | Percentage of assets, Performance-based fees |
| Trent Bowers | Narus Financial Partners | Salt Lake City | CFP | Percentage of assets, Hourly |
| Trey Touchstone | Lifeway Financial | Plano | CFA | Percentage of assets, Fixed fees |
| Andrew Stolz | Stolz & Associates, P.S. | Tacoma | CFA | Percentage of assets |