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 |
|---|---|---|---|---|
| Scott Hampton | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Sean Sevey | Sevey Wealth Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sean Shannon | Monograph Wealth | Manhattan Beach | CFP, CFA | Percentage of assets, Hourly |
| Shawn Peters | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Stephanie Sandle | Bluestone Private Wealth | Cleveland | CFP | Percentage of assets |
| Stephanie Stumpf | WealthCrossing | Richmond | CFP, PFS | Percentage of assets, Fixed fees |
| Stephen Paul | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Stephen Troutman | Troutman Wealth Management | Malvern | CFP | Percentage of assets |
| Steven Aycock | Austin Money Management | Austin | CFP | Percentage of assets, Hourly |
| Steven Pickard | Carswell Investments | Daniel Island | CFP | Percentage of assets, Fixed fees |
| Stuart Strasner | Defiant Capital Group | Warrendale | CFA | Percentage of assets, Fixed fees |
| Susan Winchester | Mascoma Wealth Management | Hanover | ChFC | Percentage of assets |
| Teresa Joelson | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Thomas Brady | Brady Family Wealth | Saint Louis | CFP, CFA | Percentage of assets, Hourly |
| Thomas Holloway | Pacifica Partners | Calgary | CFA | Percentage of assets, Hourly |
| Thomas Kosinski | Stembrook Asset Management | Red Bank | Not listed | Percentage of assets |
| Thomas Mott | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Thomas Post | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Thomas Reynolds | CRA Financial | Northfield | Not listed | Percentage of assets |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Timothy Reyna | Cerro Pacific Wealth Advisors | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Troy Stovern | TrueNorth Wealth & Impact | Joplin | CFP | Percentage of assets, Hourly |
| Tyler Baker | Baker Wealth Group | Lagrange | CFP | Percentage of assets, Fixed fees |
| Vincent Barbera | Newbridge Wealth Management | Bryn Mawr | CFP | Percentage of assets, Hourly |
| Wesley Shifrin | NorthFork Advisors | Bozeman | CFA | Percentage of assets, Hourly |
| William Ambrogio | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Zachary Cole | Arrowstone Wealth | Malaga | CFP | Percentage of assets |
| Zachary Erskine | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Zachary Matarazzo | Main Line Retirement Advisors | Whitefish | CFP | Percentage of assets, Hourly |
| Zachary Zimmer | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Aaron Wall | Fidelis Capital | Bethesda | CFA | Percentage of assets, Fixed fees |
| Abigail Williams | Naviant Partners | Longview | CFP | Percentage of assets, Hourly |
| Adam Spiegelman | Spiegelman Wealth Management | Walnut Creek | CFP | Percentage of assets |
| Adam Strahan | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Amanda Phillips | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Amber Pennycoff | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Andrea Brashears-Sampson | Wise Financial Counsel | Fort Washington | CFP | Hourly, Fixed fees |
| Andrew Buzan | Kelman-Lazarov | Memphis | CFA | Percentage of assets, Hourly |
| Andrew Osborne | Windward Private Wealth Management | Overland Park | CFP | Percentage of assets, Fixed fees |
| Andy Chong | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Anne McPhail | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Anthony Craun | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Austin Scott | Andina Advisors | Draper | CFP | Percentage of assets, Hourly |
| Benjamin Wallace | CM Wealth | Beachwood | CFA | Percentage of assets, Hourly |
| Bernadette Mashas | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Billy Williams | Williams Financial Group | Mobile | CFP, ChFC | Percentage of assets, Hourly |
| Brenda Vingiello | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Brendan Moody | Watershed Private Wealth | Oak Brook | Not listed | Percentage of assets |
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.
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