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 |
|---|---|---|---|---|
| Joy Schlie | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Justin Best | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Justin Clark | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Justin Neuwirt | Neu Wealth Group | New Albany | CFP | Percentage of assets, Hourly |
| Justin Sanderson | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Katelyn Mahon | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Katherine Donaldson | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Katherine Hollenbeck | Keen Capital | Chapin | CFP, CFA | Percentage of assets, Hourly |
| Kathleen Adams | Second 50 Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Kathryn Starkey | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Keith Wander | Roble Belko & Company | Sewickley | CFA | Percentage of assets, Fixed fees |
| Kelley Schubert | Corus Family Wealth Advisors | Mckinney | CFP | Percentage of assets, Hourly |
| Kelsey Doren | Barlow Wealth Partners | Louisville | CFP | Percentage of assets, Hourly |
| Kelsey Spresser | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Kenneth Petrashek | EverPar Advisors | Tulsa | CFP | Percentage of assets, Fixed fees |
| Kevin McLoughlin | Trio Wealth Management® | Sterling | CFP | Percentage of assets, Fixed fees |
| Kevin Nelson | Corus Family Wealth Advisors | Mckinney | CFP | Percentage of assets, Hourly |
| Kevin Roth | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Kimberleigh Williams | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Kristin Balon | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Kyle Boucher | PCM Encore | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Kyle Goupille | Oldfield Wealth Partners | Bangor | CFP | Percentage of assets, Fixed fees |
| Kyle Moerschbacher | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Kyle Wagner | Wagner Wealth Management | Conyngham | CFP | Percentage of assets |
| Larren Odom | Chastain Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Larry Sprung Bringing JOY to Your Money Journey™ | Mitlin Financial, Inc | Hauppauge | CFP | Percentage of assets, Flat fee or retainer |
| Linda Yeager | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Lindsay Youngbauer | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Lisa Kirchenbauer | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Lisa More | Concord Financial Group | Allen | CFP | Percentage of assets, Hourly |
| Lisa Quadrini | Brandywine Oak Private Wealth | Kiawah Island | CFP | Percentage of assets |
| Logan Bennett | Brexton Family Financial | Grapevine | CFP | Fixed fees |
| Lori Ong | Whelan Financial | Fresno | CFP | Percentage of assets, Fixed fees |
| Louis Patierno | Peak Planning Group | Centennial | CFP, ChFC | Percentage of assets, Hourly |
| Lucile Steitz | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Lukas McCalla | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Maclean Barach | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Maggie Fisher | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Marc Henn | Harvest Financial Advisors | Cincinnati | CFP | Percentage of assets, Hourly |
| Marc Roland | Dean Roland Russell Family Wealth Management | San Diego | CFP, PFS | Percentage of assets |
| Marguerite Cook | Rothschild Capital Partners | Hollywood | CFP | Percentage of assets, Hourly |
| Mariette Campbell | Osprey Private Wealth | New York | CFP | Percentage of assets |
| Mark Chemtob | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Mark Farrelly | Cairn Wealth Management | Vancouver | CFP, ChFC | Percentage of assets, Hourly |
| Mark Hildebrand | Nearside Advisors | Indianapolis | CFP | Percentage of assets |
| Mark Jackson | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Mark Rougas | Grand Wealth Management | Grand Rapids | CFP | Ongoing planning fee |
| Mark Stephens | Pendulum Partners | Itasca | CFP | Percentage of assets, Fixed fees |
| Marshall Chambers | Heritage Wealth Advisors | Richmond | CFP, CFA | Percentage of assets, Fixed fees |
| Martin Day | Brexton Family Financial | Grapevine | CFP | 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.