# Fee-only advisors specializing in family wealth transfer

> Wealth transfer is its own multi-year practice: lifetime gifting strategy, GRATs and dynasty trusts, charitable structures, and the coordination that keeps a family aligned through the transition.

The Wellspent public graph lists 2,754 fee-only financial advisors on this list at 776 firms, most in Boston, Houston and Atlanta. 36% hold the CFP certification. Of the 2753 with fees on file, 97% charge percentage of assets.

Page: https://find.wellspent.co/lists/family-wealth-transfer-specialists/
2754 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello.md) | Di Bello Financial | Mission Viejo, California | CFP, CPA, PFS™ | Percentage of assets |
| [Anthony Syracuse](https://find.wellspent.co/advisors/anthony-syracuse.md) | Dynamic Financial Planning, LLC | Scottsdale, Arizona | CFP | One-time planning fee, Hourly, Percentage of assets, Flat fee or retainer |
| [Chris Musick](https://find.wellspent.co/advisors/chris-musick.md) | Purpose Financial Planning | Fayetteville, Georgia | CFP, CKA | Flat fee or retainer, Percentage of assets |
| [Cody Murray](https://find.wellspent.co/advisors/cody-murray.md) | Stillwater Financial | Stillwater, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Eric Johns](https://find.wellspent.co/advisors/eric-johns.md) | Equilibrium Financial Planning LLC | Kenner, Louisiana | CFP, EA, MBA | Percentage of assets, One-time planning fee, Hourly |
| [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer |
| [Garrett Chmiola](https://find.wellspent.co/advisors/garrett-chmiola.md) | Valeo Financial Advisors | Chicago, Illinois | CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Jane Mepham](https://find.wellspent.co/advisors/jane-mepham.md) | Elgon Financial Advisors | Austin, Texas | CFP, MSC | Percentage of assets, One-time planning fee, Subscription, Hourly |
| [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly, One-time planning fee |
| [Kevin Feig](https://find.wellspent.co/advisors/kevin-feig.md) | Walk You To Wealth | Dover, Massachusetts | CFP, CPA, PFS | Subscription |
| [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer |
| [Robert Jeter](https://find.wellspent.co/advisors/robert-jeter.md) | Back Bay Financial Planning & Investments | Bethany Beach, Delaware | CFP, CRPC | Percentage of assets, Flat fee or retainer, Hourly |
| [Bill Jensen](https://find.wellspent.co/advisors/bill-jensen.md) | Acadia Financial Services LLC | Burke, Virginia | CFP, EA | Ongoing planning fee, Percentage of assets |
| [Brian Sirota](https://find.wellspent.co/advisors/brian-sirota.md) | FirsTrust | Daytona Beach, Florida | CFP, ChFC, MBA, CFA, CIMA, JM, CLU, MTX | Percentage of assets |
| [Cassandra Smalley](https://find.wellspent.co/advisors/cassandra-smalley.md) | Cassandra Smalley Wealth Management | Seminole, Florida | CFP, CFA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Chad Holmes](https://find.wellspent.co/advisors/chad-holmes.md) | Formula Wealth | Fairhope, Alabama | CFP, CPA | Flat fee or retainer, One-time planning fee |
| [Christopher Kehoe](https://find.wellspent.co/advisors/christopher-kehoe.md) | R.W. Roge & Company, Inc. | Bohemia, New York | CFA, MBA, AIF, CFP, CMFC | Percentage of assets, One-time planning fee |
| [Craig Toberman](https://find.wellspent.co/advisors/craig-toberman.md) | Toberman Becker Wealth, LLC | St. Louis, Missouri | CFA, CFP, CPA, MBA | Percentage of assets |
| [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope.md) | Pope Wealth Planning | New York, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer, Percentage of assets |
| [David Lafferty](https://find.wellspent.co/advisors/david-lafferty.md) | Wescott Financial Advisory Group LLC | Philadelphia, Pennsylvania | CFP, MBA, JD, CAP, ChFC, LLM | Percentage of assets |
| [Dominic Corabi](https://find.wellspent.co/advisors/dominic-corabi.md) | Wedmont Private Capital | West Chester, Pennsylvania | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Greg Gorski](https://find.wellspent.co/advisors/greg-gorski.md) | Owl & Ore Wealth Planning | Pleasant Hill, California | CFP | Percentage of assets, Ongoing planning fee |
| [Heather Townsend](https://find.wellspent.co/advisors/heather-townsend.md) | Townsend Financial, LLC | Scottsdale, Arizona | CFP, CPA, BBA, RLP | Ongoing planning fee |
| [Helen Stephens](https://find.wellspent.co/advisors/helen-stephens.md) | Aspen Wealth Management | Fort Worth, Texas | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly, One-time planning fee |
| [Jaime Ruff](https://find.wellspent.co/advisors/jaime-ruff.md) | HB Wealth | Nashville, Tennessee | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| [Jason Branning](https://find.wellspent.co/advisors/jason-branning.md) | Branning Wealth Management | Jackson, Mississippi | CFP, RICP, ChFC, CDFA | Percentage of assets, One-time planning fee |
| [Johnson Rhett](https://find.wellspent.co/advisors/johnson-rhett.md) | Branning Wealth Management, LLC | Jackson, Mississippi | CFP, ChFC | Percentage of assets, One-time planning fee |
| [Julia Chung](https://find.wellspent.co/advisors/julia-chung.md) | Spring Financial Planning | Surrey, British Columbia | CFP, CLU, FEA | One-time planning fee, Ongoing planning fee |
| [Kathleen Connors Dowdy](https://find.wellspent.co/advisors/kathleen-connors-dowdy.md) | EP Wealth Advisors | Los Angeles, California | CFP, EA, CLU, MS, MBA, AIF, MA, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Kenneth Doll](https://find.wellspent.co/advisors/kenneth-doll.md) | Alberta Financial Planner | Calgary, Alberta | CFP, CLU, TEP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch.md) | North River Wealth Advisors | Pittsburgh, Pennsylvania | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| [Miguel Gomez](https://find.wellspent.co/advisors/miguel-gomez.md) | Sophronia Wealth Advisors, Inc. | El Paso, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| [Miguel Gomez Garcia](https://find.wellspent.co/advisors/miguel-gomez-garcia.md) | Sophronia Wealth Advisors, Inc. | El Paso, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| [Mike Davis](https://find.wellspent.co/advisors/mike-davis.md) | Legs Financial | Greensboro, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Mitchell Anderson](https://find.wellspent.co/advisors/mitchell-anderson.md) | EFinancial Alliance | Franklin, Tennessee | CFP, MBA | One-time planning fee, Percentage of assets |
| [Nate Willardson](https://find.wellspent.co/advisors/nate-willardson.md) | Currents Wealth Strategies | Chandler, Arizona | CFP | Percentage of assets, Flat fee or retainer |
| [Peter Ankeny](https://find.wellspent.co/advisors/peter-ankeny.md) | Wolf Pine Capital | Portsmouth, New Hampshire | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Rana Choubah](https://find.wellspent.co/advisors/rana-choubah.md) | Meridian Financial Advisors, LLC | Holliston, Massachusetts | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Robert Costello](https://find.wellspent.co/advisors/robert-costello.md) | Costello Financial Planning | Bend, Oregon | CFP | Percentage of assets, Fixed fees |
| [Ryan Johnson](https://find.wellspent.co/advisors/ryan-johnson.md) | Hundred Financial Planning | Grand Rapids, Michigan | CFP | One-time planning fee, Percentage of assets, Subscription, Flat fee or retainer |
| [Stephen Nelson](https://find.wellspent.co/advisors/stephen-nelson.md) | Birchwood Capital LLC | Carlsbad, California | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Troy Knighton](https://find.wellspent.co/advisors/troy-knighton.md) | Veritas Wealth Management LLC | Salt Lake City, Utah | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| [Allen Gibson](https://find.wellspent.co/advisors/allen-gibson.md) | GIBSON WEALTH ADVISORS LLC | Tyler, Texas | CFP, ChFC, CDFA, CRPC | Percentage of assets |
| [Andrew Damcevski](https://find.wellspent.co/advisors/andrew-damcevski.md) | AJD Wealth Management | Cincinnati, Ohio | CFP | Percentage of assets |
| [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell.md) | Fiduciary Financial Advisors | Grand Rapids, Michigan | CFP | Percentage of assets, Subscription |
| [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, Hourly |
| [Carolyn Masline](https://find.wellspent.co/advisors/carolyn-masline.md) | CareGen Wealth Management | San Mateo, California | CDFA, CFP, MBA | Percentage of assets, One-time planning fee, Hourly, Ongoing planning fee |
| [Gabriel Anderson](https://find.wellspent.co/advisors/gabriel-anderson.md) | Crafted Wealth Management, LLC | Los Angeles, California | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick.md) | Savant Wealth Management | Phoenix, Arizona | AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC, CLU | Percentage of assets, Flat fee or retainer |
| [Jonathan McAlister](https://find.wellspent.co/advisors/jonathan-mcalister.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee |
| [Justin Reede](https://find.wellspent.co/advisors/justin-reede.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, CKA | Percentage of assets, Ongoing planning fee |
| [Leslie Rosenberg](https://find.wellspent.co/advisors/leslie-rosenberg.md) | Humanize Wealth | Seattle, Washington | CFP | Percentage of assets |
| [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets |
| [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd.md) | Pillar Wealth | Franklin, Indiana | CFP | Hourly, One-time planning fee, Subscription, Flat fee or retainer |
| [Travis Allen](https://find.wellspent.co/advisors/travis-allen.md) | Custom Wealth Planners | Ankeny, Iowa | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| [Valerie Rivera](https://find.wellspent.co/advisors/valerie-rivera.md) | FirstGen Wealth | Chicago, Illinois | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [William Cuthbertson](https://find.wellspent.co/advisors/william-cuthbertson.md) | Fiscalis Advisory, Inc. | Mission Viejo, California | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| [Ally Jane Ayers](https://find.wellspent.co/advisors/ally-jane-ayers.md) | Brooklyn FI, LLC | Brooklyn, New York | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Andrew Hunt](https://find.wellspent.co/advisors/andrew-hunt.md) | Hiley Hunt Wealth Management, Inc. | Omaha, Nebraska | CFP, MBA, CAP | Percentage of assets, Ongoing planning fee |
| [Bill Mulvahill](https://find.wellspent.co/advisors/bill-mulvahill.md) | Trailhead Planners | Edina, Minnesota | CFP, CPA | Percentage of assets, Hourly, Fixed fees |
| [Dan Wood](https://find.wellspent.co/advisors/dan-wood.md) | Zimmerman Wealth Management, LLC | Evanston, Illinois | CFA, CFP | Percentage of assets, Fixed fees |
| [David Frisch](https://find.wellspent.co/advisors/david-frisch.md) | Frisch Financial Group, Inc. | New York, New York | CFP, CPA/PFS, CFS, CDFA, MSFS, CRPC | Percentage of assets, Fixed fees |
| [Edward B. Aufman](https://find.wellspent.co/advisors/edward-b-aufman.md) | Aufman Associates Inc. | Longboat Key, Florida | BS, CFP | Percentage of assets, Fixed fees |
| [Grant Olson](https://find.wellspent.co/advisors/grant-olson.md) | Ronald Olson, Inc. | Lehi, Utah | CFP, MBA | Percentage of assets |
| [Jake Taylor](https://find.wellspent.co/advisors/jake-taylor.md) | Astra Wealth Management | San Diego, California | CFP | Percentage of assets |
| [Jim Crider](https://find.wellspent.co/advisors/jim-crider.md) | Intentional Living FP LLC | New Braunfels, Texas | CFP | Ongoing planning fee, Percentage of assets |
| [Karen Richardsdon](https://find.wellspent.co/advisors/karen-richardsdon.md) | Spring Financial Planning | Kenora, Ontario | QAFP | One-time planning fee, Ongoing planning fee |
| [Katherine Fox](https://find.wellspent.co/advisors/katherine-fox.md) | Sunnybranch Wealth LLC | San Francisco, California | CAP, CFP | Percentage of assets, Hourly, Flat fee or retainer |
| [Kathy Longo](https://find.wellspent.co/advisors/kathy-longo.md) | Flourish Wealth Management Inc. | Edina, Minnesota | CAP, CDFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Kevin Lao](https://find.wellspent.co/advisors/kevin-lao.md) | Imagine Financial Security | Chattanooga, Tennessee | CFP, RICP | Percentage of assets |
| [Kris Draper](https://find.wellspent.co/advisors/kris-draper.md) | Northern Lights Advisors Inc | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee |
| [Lei Deng](https://find.wellspent.co/advisors/lei-deng.md) | Core Planning, LLC | Saint Louis, Missouri | CFP, CFA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren.md) | Northern Lights Advisors Inc. | Seattle, Washington | CFA, CFP | Percentage of assets, Ongoing planning fee |
| [Morgan Ranstrom](https://find.wellspent.co/advisors/morgan-ranstrom.md) | Trailhead Planners, LLC | Portland, Oregon | CEPA, CFA, CFP, RLP, CPA, MBT, MBA | Percentage of assets, Hourly, Fixed fees |
| [Raquel Hinman](https://find.wellspent.co/advisors/raquel-hinman.md) | Hinman Financial Planning, Inc. | Erie, Colorado | CFP, CDFA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [Rob Schulz](https://find.wellspent.co/advisors/rob-schulz.md) | Schulz Wealth | Irving, Texas | CFP | Percentage of assets, Fixed fees |
| [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl.md) | Endowment Wealth Management, Inc. | Chicago, Illinois | AWMA, BS, CFA, CFP, CPA, MBA | Percentage of assets |
| [Sarah Kang](https://find.wellspent.co/advisors/sarah-kang.md) | UAK Diversified Wealth Advisors | Minnetonka, Minnesota | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Shane Mason](https://find.wellspent.co/advisors/shane-mason.md) | Brooklyn FI | Brooklyn, New York | CFP, CPA/PFS, CPWA, EA, RLP, CPA, PFS | Percentage of assets, Ongoing planning fee |
| [Aaron Hector](https://find.wellspent.co/advisors/aaron-hector.md) | Doherty & Bryant Financial Strategists | Calgary, Alberta | CFP, RFP, TEP |   |
| [Allison Vanaski](https://find.wellspent.co/advisors/allison-vanaski.md) | Arcadia Wealth Management | New York, New York | CFP | Percentage of assets, Hourly |
| [Annie McQuilken](https://find.wellspent.co/advisors/annie-mcquilken.md) | Forever Financial Advisors, LLC | Worcester, Massachusetts | CFP, CFT-I, MS | Percentage of assets, Hourly, Fixed fees |
| [Brendan O'Rourke](https://find.wellspent.co/advisors/brendan-orourke.md) | Greenway Financial Advisors LLC | Burlington, Massachusetts | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [David Miller](https://find.wellspent.co/advisors/david-miller.md) | Rule72 Financial | Potomac Falls, Virginia | CFP, MSC | Percentage of assets, Hourly, Fixed fees |
| [Eric Imley](https://find.wellspent.co/advisors/eric-imley.md) | Soaring Investment Management, LLC | Portland, Oregon | CFP, MFA, CKA, CFA | Percentage of assets, Hourly |
| [Eric Stutzman](https://find.wellspent.co/advisors/eric-stutzman.md) | Selkirk Wealth Advisors | Spokane, Washington | CFP | Percentage of assets, Hourly, Fixed fees |
| [G. Christian Mauser](https://find.wellspent.co/advisors/g-christian-mauser.md) | ATLas Investment Advisors | Alpharetta, Georgia | CFP, CIMA, CRC, CRPC, Retirement Management Advisor | Percentage of assets |
| [Gerald Gasber](https://find.wellspent.co/advisors/gerald-gasber.md) | Gasber Financial Advisors, Inc. | Folsom, California | CFP, CFS, CIMA, CIMC, CPFA | Percentage of assets, Hourly, Fixed fees |
| [John Fales](https://find.wellspent.co/advisors/john-fales.md) | Searcy Financial Services, Inc. | Overland Park, Kansas | AIF, CFP, CIMA, EA | Percentage of assets, Hourly, Fixed fees |
| [Kaden Wootton](https://find.wellspent.co/advisors/kaden-wootton.md) | ENSPIRE WEALTH MANAGEMENT, LLC | Santa Rosa, California | CFP | Percentage of assets, Fixed fees |
| [Kathleen Tranovich](https://find.wellspent.co/advisors/kathleen-tranovich.md) | Elser Financial Planning | Indianapolis, Indiana | CFP, CPWA, RMA, ABFP, APMA, CDFA, ChFC | Percentage of assets, One-time planning fee |
| [Lisa Mesquit](https://find.wellspent.co/advisors/lisa-mesquit.md) | Soaring Investment Management, LLC | Portland, Oregon | CFA, CFP, ChFC | Percentage of assets, Hourly |
| [Meghan Coolbaugh](https://find.wellspent.co/advisors/meghan-coolbaugh.md) | Oak Street Advisory Group, LLC | Nevada City, California | CFP, MA | Percentage of assets, One-time planning fee, Flat fee or retainer |
| [Nick Ziarek](https://find.wellspent.co/advisors/nick-ziarek.md) | Shakespeare Wealth Management, LLC | Pewaukee, Wisconsin | CFA, CFP, BS, ChFC, CIMA, CPWA, EA | Percentage of assets |
| [Phillip Durbin](https://find.wellspent.co/advisors/phillip-durbin.md) | Generational Wealth Development | Cameron, Missouri |   | Hourly, One-time planning fee |
| [Ryan Allen](https://find.wellspent.co/advisors/ryan-allen.md) | Financial Advisory Corporation | Grand Rapids, Michigan | CFA, CFP, CKA, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Andy Silver](https://find.wellspent.co/advisors/andy-silver.md) | Concordia Wealth Planning, LLC | Columbus, Ohio | CFP | Ongoing planning fee, One-time planning fee |
| [Barry Corkern](https://find.wellspent.co/advisors/barry-corkern.md) | Barry M. Corkern & Co., Inc. | Little Rock, Arkansas | AIFA, CFP, CLU | Percentage of assets, Hourly |
| [Barry Federici](https://find.wellspent.co/advisors/barry-federici.md) | Family First Wealth Management, LLC | Sycamore, Illinois | CFP, CPA, JD | Percentage of assets, Hourly, Fixed fees |
| [Ben Poulos](https://find.wellspent.co/advisors/ben-poulos.md) | B&E Financial Services | Phoenix, Arizona | CFP, CRPC | Percentage of assets, Hourly, Fixed fees |
| [Ben Schmid](https://find.wellspent.co/advisors/ben-schmid.md) | Ketwich Capital LLC | Malvern, Pennsylvania | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Elaine Bedel](https://find.wellspent.co/advisors/elaine-bedel.md) | Bedel Financial Consulting, Inc. | Indianapolis, Indiana | BA, CFP, MBA | Percentage of assets, Fixed fees |
| [Hannah Chavez](https://find.wellspent.co/advisors/hannah-chavez.md) | Financial Strategies Inc. | Brookfield, Wisconsin | CFP | Percentage of assets |
| [James Hemphill](https://find.wellspent.co/advisors/james-hemphill.md) | TGS Financial Advisors | Radnor, Pennsylvania | CASL, CFP, ChFC, CIMA, CPWA, Retirement Management Advisor | Percentage of assets, Fixed fees |
| [Jason Howell](https://find.wellspent.co/advisors/jason-howell.md) | Jason Howell Company | Vienna, Virginia | CFP, CPWA | Percentage of assets, Hourly, Fixed fees |
| [John Sanders](https://find.wellspent.co/advisors/john-sanders.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Kurt Dupuis](https://find.wellspent.co/advisors/kurt-dupuis.md) | Root Wealth Management | Decatur, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Phil Funk](https://find.wellspent.co/advisors/phil-funk.md) | Servant Capital Advisors, LLC | Carmel, Indiana | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Rebecca Krieger](https://find.wellspent.co/advisors/rebecca-krieger.md) | Accredited Investors Wealth Management® | Edina, Minnesota | CFP, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| [Rodney James](https://find.wellspent.co/advisors/rodney-james.md) | Vineyard Family Wealth, LLC | Houston, Texas | CFP | Percentage of assets, Fixed fees |
| [Scott Monk](https://find.wellspent.co/advisors/scott-monk.md) | Charis Legacy Partners | Bryan, Texas | CFA, CFP | Percentage of assets |
| [Thomas Donnelly](https://find.wellspent.co/advisors/thomas-donnelly.md) | Donnelly Investments | West Hollywood, California | CFP, JD | Percentage of assets |
| [William Bissett](https://find.wellspent.co/advisors/william-bissett.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Agatha Johnson](https://find.wellspent.co/advisors/agatha-johnson.md) | WillKate Wealth Management, LLC | Aberdeen, South Dakota | CFP, CPWA | Percentage of assets, Fixed fees |
| [Andy Moran](https://find.wellspent.co/advisors/andy-moran.md) | Ad Astra Financial Planning | Santa Rosa, California | CFP | Flat fee or retainer, Subscription |
| [Caleb Bogia-Curles](https://find.wellspent.co/advisors/caleb-bogia-curles.md) | Focused Founders Wealth Planning | MOUNT JOY, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly |
| [Cayden McLaughlin](https://find.wellspent.co/advisors/cayden-mclaughlin.md) | WealthAdvisor365 | Fort Lauderdale, Florida | CFP | One-time planning fee, Subscription, Flat fee or retainer, Percentage of assets |
| [Dave Grant](https://find.wellspent.co/advisors/dave-grant.md) | Retirement Matters, Inc. | Barrington, Illinois | CFP | Percentage of assets, One-time planning fee |
| [Jeremy Atkinson](https://find.wellspent.co/advisors/jeremy-atkinson.md) | Kinson Wealth Group LLC | Louisville, Kentucky | CFP, CKA | Percentage of assets, Hourly, Fixed fees |
| [Katerina Minevich](https://find.wellspent.co/advisors/katerina-minevich.md) | Forward Wealth Management | Los Angeles, California | CDFA, CFP, CFA, PhD | Percentage of assets, Hourly, Fixed fees |
| [Kevin O'Hanlon](https://find.wellspent.co/advisors/kevin-ohanlon.md) | Rockford Financial Planning LLC | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Etzler](https://find.wellspent.co/advisors/matthew-etzler.md) | Etzler Financial Advisors, LLC | Red Bluff, California | CFP | Hourly, Subscription, One-time planning fee |
| [Michael Garry](https://find.wellspent.co/advisors/michael-garry.md) | Yardley Wealth Management, LLC | Yardley, Pennsylvania | AIF, CFP, JD, MBA | Percentage of assets, Fixed fees |
| [Taylor Schulte](https://find.wellspent.co/advisors/taylor-schulte.md) | Define Financial | San Diego, California | CFP | Percentage of assets, Flat fee or retainer |
| [Allen Regan](https://find.wellspent.co/advisors/allen-regan.md) | Vistica Wealth Advisors | Carlsbad, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Amanda Decesar](https://find.wellspent.co/advisors/amanda-decesar.md) | TARA Wealth | Durham, North Carolina | CFP | Percentage of assets, Flat fee or retainer |
| [Amanda Lehnert](https://find.wellspent.co/advisors/amanda-lehnert.md) | Sigma Investment Counselors | Northville, Michigan | CFP | Percentage of assets |
| [Andy Avera](https://find.wellspent.co/advisors/andy-avera.md) | Journey Beyond Wealth | Marietta, Georgia | CFP, CAP | Percentage of assets, Fixed fees |
| [Anna Witten](https://find.wellspent.co/advisors/anna-witten.md) | Aurelius Family Office | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees |
| [Benjamin Dorsey](https://find.wellspent.co/advisors/benjamin-dorsey.md) | Analog Capital Partners | Frederick, Maryland | CFP, PFS | Percentage of assets |
| [Bennett Stein](https://find.wellspent.co/advisors/bennett-stein.md) | Stein Financial LLC | Miramar Beach, Florida | CFP, CPA | Percentage of assets |
| [Beth Koonce](https://find.wellspent.co/advisors/beth-koonce.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets |
| [Brett Cicinelli](https://find.wellspent.co/advisors/brett-cicinelli.md) | Confluence Capital Advisors | Woodland Hills, California | CFP, CFA | Percentage of assets |
| [Chris McCall](https://find.wellspent.co/advisors/chris-mccall.md) | Journey Beyond Wealth | Kennesaw, Georgia | CFP | Percentage of assets, Fixed fees |
| [Christi Powell](https://find.wellspent.co/advisors/christi-powell.md) | Perissos Private Wealth Management | Bethany, Oklahoma | CFP | Percentage of assets |
| [Christine Skoczek](https://find.wellspent.co/advisors/christine-skoczek.md) | Vistica Wealth Advisors | San Diego, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Christopher Frayne](https://find.wellspent.co/advisors/christopher-frayne.md) | Sigma Investment Counselors | Northville, Michigan | CFP, CFA | Percentage of assets |
| [Christopher Laughhunn](https://find.wellspent.co/advisors/christopher-laughhunn.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets |
| [Corey Peterson](https://find.wellspent.co/advisors/corey-peterson.md) | Great Hill Advisory | Port Washington, New York | CFP, EA | Percentage of assets, Fixed fees |
| [Daniel Heiar](https://find.wellspent.co/advisors/daniel-heiar.md) | Mindful Asset Planning | Apple Valley, Minnesota |   | Hourly, Fixed fees |
| [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5169351.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [David Emery](https://find.wellspent.co/advisors/david-emery.md) | Waverly Advisors, LLC | Philadelphia, Pennsylvania | CDFA, CFP, CLU, CPA, CPA/PFS, MBA, AEP, CAP, MSFP, CKA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [David Faskas](https://find.wellspent.co/advisors/david-faskas.md) | Keller Wealth Advisors | Victoria, Texas | CFP, CFA | Percentage of assets |
| [Edward Yoon](https://find.wellspent.co/advisors/edward-yoon.md) | MQ Private Wealth | Torrance, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Gary Ferguson](https://find.wellspent.co/advisors/gary-ferguson.md) | John Moore Associates | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees |
| [Gordon Shearer](https://find.wellspent.co/advisors/gordon-shearer.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets |
| [Gregory Barishian](https://find.wellspent.co/advisors/gregory-barishian.md) | Aurelius Family Office | Chepachet, Rhode Island | CFP | Percentage of assets, Fixed fees |
| [Hannah Gohmert](https://find.wellspent.co/advisors/hannah-gohmert.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets |
| [Jacob Bartel](https://find.wellspent.co/advisors/jacob-bartel.md) | Birchcreek Wealth Management | Jacksonville, Florida | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [James Nash](https://find.wellspent.co/advisors/james-nash.md) | Clark Wealth Partners | O'Fallon, Illinois | CFP, ChFC | Percentage of assets, Fixed fees |
| [Jansen Davidson](https://find.wellspent.co/advisors/jansen-davidson.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Jeffrey Hilliard](https://find.wellspent.co/advisors/jeffrey-hilliard.md) | CRA Financial | Haddonfield, New Jersey | CFP | Percentage of assets |
| [Jeffrey Vistica](https://find.wellspent.co/advisors/jeffrey-vistica.md) | Vistica Wealth Advisors | Carlsbad, California | CFP, ChFC | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [John Carr](https://find.wellspent.co/advisors/john-carr.md) | Carr Consulting P.A. | San Antonio, Texas | CFP | Percentage of assets, Fixed fees |
| [John Onesti](https://find.wellspent.co/advisors/john-onesti.md) | John Moore Associates | Albuquerque, New Mexico | CFP | Percentage of assets, Fixed fees |
| [John Payne](https://find.wellspent.co/advisors/john-payne-6112347.md) | Birchcreek Wealth Management | Miami Township, Ohio | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Jordan Talbert](https://find.wellspent.co/advisors/jordan-talbert.md) | Creative Wealth Management | Punta Gorda, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays.md) | Bridgewater Advisors Inc. | New York, New York | CFA, CFP, EA | Percentage of assets |
| [Joseph McCaffrey](https://find.wellspent.co/advisors/joseph-mccaffrey-5427266.md) | CRA Financial | Haddonfield, New Jersey | CFP | Percentage of assets |
| [Julie Kern](https://find.wellspent.co/advisors/julie-kern.md) | Bridge Financial Strategies | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees |
| [Kyle Kuyat](https://find.wellspent.co/advisors/kyle-kuyat.md) | Defining Wealth | Franklin, Tennessee | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Hourly, Subscription |
| [Kyle Noack](https://find.wellspent.co/advisors/kyle-noack.md) | Keller Wealth Advisors | Victoria, Texas | CFP | Percentage of assets |
| [Lanita Wheetley](https://find.wellspent.co/advisors/lanita-wheetley.md) | Aurelius Family Office | Jonesboro, Arkansas | CFP | Percentage of assets, Fixed fees |
| [Lazetta Braxton](https://find.wellspent.co/advisors/lazetta-braxton.md) | The Real Wealth Coterie | New Haven, Connecticut | CFP | Ongoing planning fee, Percentage of assets |
| [Lori Chittenden](https://find.wellspent.co/advisors/lori-chittenden.md) | Buckley Wealth | Las Vegas, Nevada | CFP | Percentage of assets, Hourly, Fixed fees |
| [Marisa Bradbury](https://find.wellspent.co/advisors/marisa-bradbury.md) | Sigma Investment Counselors | Lake Mary, Florida | CFP, CFA | Percentage of assets |
| [Mark Lasseigne](https://find.wellspent.co/advisors/mark-lasseigne.md) | Financial Cornerstones | The Woodlands, Texas | CFP | Percentage of assets |
| [Mark Parrett](https://find.wellspent.co/advisors/mark-parrett.md) | Outpost Advisors | Holladay, Utah | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Barrovecchio](https://find.wellspent.co/advisors/matthew-barrovecchio.md) | Christian Financial Advisors® | Odessa, Florida | CFP | Percentage of assets |
| [Matthew Reynolds](https://find.wellspent.co/advisors/matthew-reynolds.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets |
| [Michael Clark](https://find.wellspent.co/advisors/michael-clark.md) | Clark Wealth Partners | O'Fallon, Illinois | CFP | Percentage of assets, Fixed fees |
| [Michael Hake](https://find.wellspent.co/advisors/michael-hake.md) | Boulder Wealth Advisors | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Mullenax](https://find.wellspent.co/advisors/michael-mullenax.md) | Sigma Investment Counselors | Northville, Michigan | CFP | Percentage of assets |
| [Mitchell Thompson](https://find.wellspent.co/advisors/mitchell-thompson.md) | MJT & Associates Financial Advisory Group | Montevideo, Minnesota | CFP | One-time planning fee |
| [Myra Salzer](https://find.wellspent.co/advisors/myra-salzer.md) | The Wealth Conservancy, Inc. | Boulder, Colorado | BS, CFP | Ongoing planning fee |
| [Philip Tompkins](https://find.wellspent.co/advisors/philip-tompkins.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets |
| [Rajiv Dixit](https://find.wellspent.co/advisors/rajiv-dixit.md) | Serenity Capital Advisors | Pittsford, New York | CFP | Percentage of assets |
| [Robert Martin](https://find.wellspent.co/advisors/robert-martin.md) | CRA Financial | Haddonfield, New Jersey | CFP | Percentage of assets |
| [Robin Brigham](https://find.wellspent.co/advisors/robin-brigham.md) | Hager Investment Management Services | New London, New Hampshire | CFP | Percentage of assets |
| [Sara Lovell](https://find.wellspent.co/advisors/sara-lovell.md) | 21 West Wealth Management | Tustin, California | CFP | Percentage of assets |
| [Stephen Lupkas](https://find.wellspent.co/advisors/stephen-lupkas.md) | myFinancialPro | Shelton, Connecticut | CFP | Percentage of assets, Hourly |
| [Tammy Trenta](https://find.wellspent.co/advisors/tammy-trenta.md) | Family Financial | Manhattan Beach, California | CFP | Percentage of assets, Fixed fees |
| [Thomas Keller](https://find.wellspent.co/advisors/thomas-keller.md) | Keller Wealth Advisors | Victoria, Texas | CFP, PFS | Percentage of assets |
| [Thomas Kluttz](https://find.wellspent.co/advisors/thomas-kluttz.md) | Analog Capital Partners | Houston, Texas | CFP, ChFC | Percentage of assets |
| [Tristan Jacobi](https://find.wellspent.co/advisors/tristan-jacobi.md) | Creative Wealth Management | Punta Gorda, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Wenma Gorman](https://find.wellspent.co/advisors/wenma-gorman.md) | Sigma Investment Counselors | Northville, Michigan | CFP, CFA | Percentage of assets |
| [Abigail Schmid](https://find.wellspent.co/advisors/abigail-schmid.md) | Stone Pine Financial Partners | Media, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Adam Harding](https://find.wellspent.co/advisors/adam-harding.md) | Harding Wealth | Tempe, Arizona | CFP | Percentage of assets, Fixed fees |
| [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Aidan Ryan](https://find.wellspent.co/advisors/aidan-ryan.md) | Fortress Financial Group | Rochester, Minnesota | CFP | Percentage of assets |
| [Alan Bunn](https://find.wellspent.co/advisors/alan-bunn.md) | BentOak Capital | Lubbock, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alexandra Forest](https://find.wellspent.co/advisors/alexandra-forest.md) | 44 North Capital | Palm Beach Gardens, Florida | CFP | Percentage of assets |
| [Alexis Delia](https://find.wellspent.co/advisors/alexis-delia.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Andrew Herron](https://find.wellspent.co/advisors/andrew-herron.md) | Stone Pine Financial Partners | Media, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Anthony Carrino](https://find.wellspent.co/advisors/anthony-carrino.md) | Roble Belko & Company | Newtown, Pennsylvania | CFP, ChFC | Percentage of assets, Fixed fees |
| [Bjorn Amundson](https://find.wellspent.co/advisors/bjorn-amundson.md) | Quarry Hill Advisors | St Paul, Minnesota | CFP | Percentage of assets |
| [Brandon Garrett](https://find.wellspent.co/advisors/brandon-garrett.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bryan Ward](https://find.wellspent.co/advisors/bryan-ward.md) | ProCore Advisors | Newport Beach, California | CFP | Percentage of assets, One-time planning fee |
| [Carson Kunkle](https://find.wellspent.co/advisors/carson-kunkle.md) | Harding Wealth | Tempe, Arizona | CFP, ChFC | Percentage of assets, Fixed fees |

Showing the first 200 of 2754. The full list, page by page: https://find.wellspent.co/lists/family-wealth-transfer-specialists/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).