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 |
|---|---|---|---|---|
| Kevin Cooke | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Kevin Erwert | Aletheian Wealth Advisors | Bellevue | CFP | Percentage of assets, Fixed fees |
| Kevin Jordan | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Kimberly Cushman | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Kyle Dandurand | Chemistry Wealth Management, LLC. | New York | CFA | Ongoing planning fee |
| Kyle Sabdo | Stillwater Capital Management | Carmel-By-The-Sea | CFP | Percentage of assets |
| Laura Kido | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Leonard Golub | New Capital Management | Houston | CFA | Percentage of assets, Fixed fees |
| Lily Taft | Main Street Research | Lakeville | CFA | Percentage of assets |
| Linda Walden | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Lindsay Fitzpatrick | Old Mission Investment | Traverse City | CFP | Percentage of assets, Hourly |
| Lindsey Mazzola | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Lloyd Flood | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Luke Kroeplin | Fortress Financial Group | Horace | Not listed | Percentage of assets |
| Lynda Kommel-Browne | Round Rock Advisors | Wilton | CFA | Percentage of assets, Fixed fees |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Mark Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Mark Stein | Galvin, Gaustad & Stein | Boise | CFP | Percentage of assets, Hourly |
| Martin Moyers | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Matthew Davis | Financial Planning for Generations | Encino | CFP | Hourly |
| Matthew Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Maximilian Neumayer | Formation Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Michael Christian | EverPar Advisors | Tulsa | CFA | Percentage of assets, Fixed fees |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Michael Gibbons | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Michael McNitt | Highview Capital Management | Buffalo Grove | CFP | Percentage of assets |
| Michael Rollauer | Highbrook Capital Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Michael Topley | Lansing Street Advisors | Ambler | CFP | Percentage of assets, Fixed fees |
| Michaelyn Andress | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. | Calculated Wealth | Madison | CPA | Percentage of assets, Hourly |
| Nathan Powell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Nicholas Cavanaugh | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Nicholas Hartley | Windward Private Wealth Management | Overland Park | CFP | Percentage of assets, Fixed fees |
| Nicholas Sowell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Nicholette Hamel | Dougherty Investment Advisors | Pinson | Not listed | Percentage of assets, Hourly |
| Nicklaus Streit | Highview Capital Management | Buffalo Grove | CFP | Percentage of assets |
| Nicole Heavern | Riverview Capital Advisers | Boston | CFP | Percentage of assets, Hourly |
| Olivian Pitis | CSJ Wealth Management | San Diego | CFP, CFA | Percentage of assets |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Ona Vredenburg | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Parker Mayo | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Patrick Manconi | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Paul Bush | Steadfast Financial Services | Green Cove Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Paul Clark | Mill Capital Management | Concord | CFP | Percentage of assets |
| Peter Gaertner | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Peter Kim | Brandywine Oak Private Wealth | Kennett Square | CFA | 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.
More in the methodology.