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 |
|---|---|---|---|---|
| Virginia Baker | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Wesley Kotys | Kotys Wealth Professionals | Valparaiso | CFP | Percentage of assets, Hourly |
| William Allen | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| William Bunch | Maze Financial Planning | Chapel Hill | CFP | Percentage of assets, Hourly |
| William Johnson | White Pine Investment Co | Livonia | CFP | Percentage of assets |
| Wing-Yin Kong | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Zachary Greiner | Kirr, Marbach & Company | Columbus | CFP | Percentage of assets |
| Zuzana Brochu | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Aaron Tice | Delphi Wealth Partners | Grand Junction | CFP | Percentage of assets, Hourly |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Adam Greene | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Aileen Bost | CM Wealth | Beachwood | CFP | Percentage of assets, Hourly |
| Alan Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Alek Wyatt | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Alexander Briggs | Oldfield Wealth Partners | Bangor | CFP | Percentage of assets, Fixed fees |
| Alexander Weiss | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Alexandra Rooney | Main Street Research | Lakeville | CFP | Percentage of assets |
| Alison Dorsman | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Alison Pyott | Veris Wealth Partners | Portsmouth | CFP | Percentage of assets, Hourly |
| Alixandria Tucci | PCM Encore | Charlotte | CFP | Percentage of assets, Fixed fees |
| Allison De Graaf | Peak Planning Group | Centennial | CFP | Percentage of assets, Hourly |
| Alyssa Schuster | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Amy Alpert | Gray Private Wealth | Canton | CFP | Percentage of assets, Hourly |
| Amy Jones | Barlow Wealth Partners | Louisville | CFP | Percentage of assets, Hourly |
| Amy Lorius | CM Wealth | Beachwood | CFP | Percentage of assets, Hourly |
| Andre Fernandes | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Andrew Beil | StrongBox Wealth | Lee'S Summit | CFP | Percentage of assets, Hourly |
| Andrew Brown | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Andrew Gardener | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Andrew Marchionni | Main Street Research | Lakeville | CFP | Percentage of assets |
| Andrew Peapos | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Andrew Russell | Dean Roland Russell Family Wealth Management | San Diego | CFP | Percentage of assets |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Angel Brown | asendo wealth | San Diego | CFP | Percentage of assets, Hourly |
| Ann Taylor Knotts | Woodmont Investment Counsel | Nashville | CFP, CFA | Percentage of assets |
| Anne Chernish | Anchor Capital Management | Ithaca | CFP | Percentage of assets, Hourly |
| Anne Gouthro | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Anne Petty | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| April Lowery | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Austin Russell | Gray Private Wealth | Canton | CFP | Percentage of assets, Hourly |
| Barry Taylor | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Bartholomew Earley | Manchester Capital Management | Manchester | CFP, CFA | Percentage of assets, Fixed fees |
| Benjamin Hein | OAC Capital Advisors | Miami Beach | CFP, CFA | Percentage of assets, Hourly |
| Benjamin Kogan | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Bert Bowler | Round Rock Advisors | Wilton | CFP | Percentage of assets, Fixed fees |
| Bethany Evans | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Brian Hennessy | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Brittany Kalsky | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Bryan Buchert | Kera Capital | Sacramento | CFP | Percentage of assets, Hourly |
| Bryan Vancura | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
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.