List
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.
Fee-only onlyFamily wealth transfer
By the numbers
The Wellspent public graph lists 2,754 fee-only financial advisors focused on family wealth transfer 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.
- Advisors listed
- 2,754
- Firms
- 776
- Cities
- 576
- Hold the CFP
- 36%
- Other credentials: CFA 13% · CPA 1% · EA 1%
- How they charge (of 2753 with fees on file): percentage of assets 97% · fixed fees 65% · hourly 43% · performance-based fees 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
2754 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Annette Di Bello Member | Di Bello Financial | Mission Viejo | CFP, CPA, PFS™ | Percentage of assets |
| Anthony Syracuse Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s. | Dynamic Financial Planning, LLC | Scottsdale | CFP | One-time planning fee, Hourly |
| Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. | Purpose Financial Planning | Fayetteville | CFP, CKA | Flat fee or retainer, Percentage of assets |
| Cody Murray Fee only fiduciary financial planning firm working with business owners. | Stillwater Financial | Stillwater | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Eric Johns We specialize in tax planning for those nearing retirement. | Equilibrium Financial Planning LLC | Kenner | CFP, EA, MBA | Percentage of assets, One-time planning fee |
| Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. | F2 Wealth | Cincinnati | CFP | Percentage of assets, Flat fee or retainer |
| Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee | Valeo Financial Advisors | Chicago | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Justin May Tax-focused wealth management for executives & founders | Old Peak Finance | Chapel Hill | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. | Scaled Finance, LLC | Bellevue | CFP, MBA | Hourly, One-time planning fee |
| Kevin Feig Rewrite Your Money Story. Build Real Wealth. | Walk You To Wealth | Dover | CFP, CPA, PFS | Subscription |
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Robert Jeter Modern Tax & Retirement Expertise | Back Bay Financial Planning & Investments | Bethany Beach | CFP, CRPC | Percentage of assets, Flat fee or retainer |
| Bill Jensen | Acadia Financial Services LLC | Burke | CFP, EA | Ongoing planning fee, Percentage of assets |
| 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 |
| Chad Holmes Flat fee - fee only - fiduciary - Life Audit Creator | Formula Wealth | Fairhope | CFP, CPA | Flat fee or retainer, One-time planning fee |
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time planning fee |
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | Percentage of assets |
| Curtis Pope | Pope Wealth Planning | New York | CFP | One-time planning fee, Ongoing planning fee |
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| Dominic Corabi | Wedmont Private Capital | West Chester | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Greg Gorski | Owl & Ore Wealth Planning | Pleasant Hill | CFP | Percentage of assets, Ongoing planning fee |
| Heather Townsend | Townsend Financial, LLC | Scottsdale | CFP, CPA, BBA, RLP | Ongoing planning fee |
| Helen Stephens | Aspen Wealth Management | Fort Worth | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly |
| Jaime Ruff | HB Wealth | Nashville | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| Jason Branning | Branning Wealth Management | Jackson | CFP, RICP, ChFC, CDFA | Percentage of assets, One-time planning fee |
| Johnson Rhett | Branning Wealth Management, LLC | Jackson | CFP, ChFC | Percentage of assets, One-time planning fee |
| Julia Chung | Spring Financial Planning | Surrey | CFP, CLU, FEA | One-time planning fee, Ongoing planning fee |
| Kathleen Connors Dowdy | EP Wealth Advisors | Los Angeles | CFP, EA, CLU, MS | Percentage of assets, Hourly |
| Kenneth Doll | Alberta Financial Planner | Calgary | CFP, CLU, TEP | Flat fee or retainer, Ongoing planning fee |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Miguel Gomez | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Miguel Gomez Garcia | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Mike Davis | Legs Financial | Greensboro | CFP | Flat fee or retainer, Ongoing planning fee |
| Mitchell Anderson | EFinancial Alliance | Franklin | CFP, MBA | One-time planning fee, Percentage of assets |
| Nate Willardson | Currents Wealth Strategies | Chandler | CFP | Percentage of assets, Flat fee or retainer |
| Peter Ankeny | Wolf Pine Capital | Portsmouth | CFP | Percentage of assets, Flat fee or retainer |
| Rana Choubah | Meridian Financial Advisors, LLC | Holliston | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee |
| Robert Costello | Costello Financial Planning | Bend | CFP | Percentage of assets, Fixed fees |
| Ryan Johnson We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live. | Hundred Financial Planning | Grand Rapids | CFP | One-time planning fee, Percentage of assets |
| Stephen Nelson | Birchwood Capital LLC | Carlsbad | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Troy Knighton | Veritas Wealth Management LLC | Salt Lake City | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Allen Gibson | GIBSON WEALTH ADVISORS LLC | Tyler | CFP, ChFC, CDFA, CRPC | Percentage of assets |
| Andrew Damcevski | AJD Wealth Management | Cincinnati | CFP | Percentage of assets |
| Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. | Fiduciary Financial Advisors | Grand Rapids | CFP | Percentage of assets, Subscription |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Carolyn Masline | CareGen Wealth Management | San Mateo | CDFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Gabriel Anderson | Crafted Wealth Management, LLC | Los Angeles | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. | Savant Wealth Management | Phoenix | AIF, CFP, CPA/PFS, CFA | Percentage of assets, Flat fee or retainer |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
More in the methodology.