Financial advisors for divorce in Florida
Which financial advisor should I talk to about divorce in Florida?
For divorce in Florida, talk to a fee-only planner who has modeled divorce settlements, ideally before you agree to one. They can show what each option leaves you with after tax and in ten years, which a lawyer usually won't. Records to start with include Deana Brown of Contemporary Financial Planning, Douglas Marcello of Core Wealth Management, Inc. and Marisa Bradbury of Sigma Investment Counselors.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Deana Brown Contemporary Financial Planning, Jacksonville Holds the CDFA and CFP. Fees on file: ongoing planning fee.
- Douglas Marcello Core Wealth Management, Inc., Jupiter Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Marisa Bradbury Sigma Investment Counselors, Lake Mary Holds the CFP. Fees on file: percentage of assets.
- Cassandra Smalley Cassandra Smalley Wealth Management, Seminole Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Scott Schatzle Mutual Trust Advisory Group, Estero Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Otto Rivera Mindful Wealth LLC, St Louis Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
How many fee-only financial advisors in Florida work on divorce?
The Wellspent public graph lists 26 fee-only advisors for divorce in Florida, at 22 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for divorce in Florida located?
Of the 26 fee-only advisors for divorce in Florida, 4 are in Palm Beach Gardens, followed by 2 in Jupiter and 2 in Jacksonville.
Plus 14 in other cities.
How do fee-only advisors for divorce in Florida charge?
The most common fee among fee-only advisors for divorce in Florida is a percentage of assets, used by 92% of the 26 with fees on file. Many use more than one: 46% charge by the hour and 38% charge fixed fees.
How much do fee-only financial advisors charge in Florida?
Fee-only financial advisors in Florida charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 48 Florida firms.
How much does a one-time financial plan cost in Florida?
A one-time financial plan from a fee-only firm in Florida has a median price of $2,500. We found this across the published prices of 43 Florida firms.
What credentials should a financial advisor for divorce have?
For divorce, look for the CDFA and CFP. In Florida, 65% of the 26 advisors listed hold the CFP.
- CDFA4% in Florida
- The CDFA is the designation built for divorce finances.
- CFP65% in Florida
- The CFP covers the plan you'll live on afterward.
How do Florida advisors for divorce compare with the rest of the US?
65% of fee-only advisors for divorce in Florida hold the CFP, compared with 48% of the 949 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Florida. Light bars are all US advisors for divorce.
How does Florida divide property in a divorce?
Florida divides marital property by equitable distribution, which means what's fair rather than automatically half.
What should I ask a financial advisor about divorce in Florida?
- How many divorces have you worked on, and at what stage do you get involved?
- Will you compare settlement options after tax?
- How do you handle dividing retirement accounts?
- Do you work with my attorney, or only with me?
- How do Florida's property rules change what I should ask for?
How current is this list of fee-only advisors for divorce in Florida?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Otto Rivera | Mindful Wealth LLC | St Louis | CFP, EA | Ongoing planning fee, Percentage of assets |
| Douglas Marcello | Core Wealth Management, Inc. | Jupiter | CFP | Flat fee or retainer, Hourly |
| Deana Brown | Contemporary Financial Planning | Jacksonville | CFP, CDFA | Ongoing planning fee |
| Jacob Bartel | Birchcreek Wealth Management | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Marisa Bradbury | Sigma Investment Counselors | Lake Mary | CFP, CFA | Percentage of assets |
| Ryan Rocuant | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| Scott Schatzle | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| Carol Dixon | Your Planning Partner | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Dale Hershman Hourly or ongoing investment advice on biotech, healthcare and dividend stocks for FIRE seekers, expats and entrepreneurs. | Sick Advisory Services | Boca Raton | Not listed | Subscription, One-time planning fee |
| Jordi Bakovic-Quiroga | TQM Wealth Partners | St. Augustine | CFP | Percentage of assets, Hourly |
| Brian Pope | Pope Wealth Management | Lakewood Ranch | CFP | Percentage of assets |
| Genevieve George | Pelican Financial Planning & Wealth | Jupiter | CFP | Percentage of assets, Fixed fees |
| Joseph Fernandez | Invenio Wealth Partners | Coral Gables | CFP | Percentage of assets, Hourly |
| Marguerite Cook | Rothschild Capital Partners | Hollywood | CFP | Percentage of assets, Hourly |
| Matthew Dellovo | BFA Wealth Management | Delray Beach | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Dixon | Your Planning Partner | Palm Beach Gardens | PFS | Percentage of assets, Hourly |
| Dianne Hively | Hivest Financial | Tampa | Not listed | Percentage of assets, Hourly |
| Tina Tenret | The Tenret Company | Tampa | CFP | Percentage of assets, Hourly |
| Christina Hudson | Invenio Wealth Partners | Coral Gables | Not listed | Percentage of assets, Hourly |
| Kendal Fordham | Privileged Planning | Green Cove Springs | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Balcom | 1650 Wealth Management | Lighthouse Point | CFP | Percentage of assets |
| Bernard Katz | Wealth Effects | Boynton Beach | Not listed | Percentage of assets |
| 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 |
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