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 |
|---|---|---|---|---|
| Alexander Alba | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Lippitt | Lakewood Financial Group | Evanston | CFA | Percentage of assets |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Amandeep Bhangu | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Amber Schiffert | TARA Wealth | Durham | Not listed | Percentage of assets, Flat fee or retainer |
| Amy Qiu | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Andrew Branz | Clark Wealth Partners | O'Fallon | Not listed | Percentage of assets, Fixed fees |
| Andrew Bucksner | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Andrew Doepker | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Andrew Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Andrew Siciliano | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Anna Vitale | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Anthony Digiovanni | White Pine Investment Co | Livonia | CFA | Percentage of assets |
| Benjamin Beck | Beck Bode | Dedham | CFP | Percentage of assets, Fixed fees |
| Benjamin Hartings | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| Benjamin Nostrand | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Benjamin Tuscai | Sunpointe Investments | St. Louis | CFP | Percentage of assets, Fixed fees |
| Beth Verdoorn | C.H. Dean | Beavercreek | CFP | Percentage of assets |
| Bixby Gilbertson | Petros Family Wealth | Bloomington | CFP | Percentage of assets, Fixed fees |
| Blair Shein | Compass Financial Group | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Blake Hedrick | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Brad Williams | WS Wealth Management | Sandpoint | PFS | Percentage of assets, Hourly |
| Brandon Vanlandingham | Perissos Private Wealth Management | Bethany | Not listed | Percentage of assets |
| Breanna Jensen | Petros Family Wealth | Bloomington | CFP | Percentage of assets, Fixed fees |
| Brian Baum | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Brian Boswell | Newbridge Wealth Management | Malden | CFP | Percentage of assets, Hourly |
| Brian Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Brian Cochran | John Moore Associates | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Brianna Ferguson | Cerro Pacific Wealth Advisors | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Brooke Bees | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Bryan Molinar | Atlas Legacy Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Bryan Vowels | TrueNorth Wealth & Impact | Joplin | CFP, CFA | Percentage of assets, Hourly |
| Bryce Schuler | Tableaux Wealth | Great Barrington | CFP | Percentage of assets, Hourly |
| Caitlin Sharp | Gentry Private Wealth | Wichita | CFP | Percentage of assets, Hourly |
| Cameron Bond | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| Cameron Dunaway | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Charles Kreitler | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Cheryl Deknatel | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Christina Larkin | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Christopher Brittingham | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Christopher Hughes | Financial Cornerstones | The Woodlands | Not listed | Percentage of assets |
| Christopher Stevenson | Telos Partners | Avon | CFA | Percentage of assets, Hourly |
| Claire Craighill | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Coco Lorenzo | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Cole Leonida | John Moore Associates | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Colin Exelby | Celestial Wealth Management | Towson | CFP | Percentage of assets, Subscription |
| Connor Hughes | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Damanjit Minhas | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
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.