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 |
|---|---|---|---|---|
| Nicholas Michels | Michels Family Financial | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Noah Shidlofsky | Riverpoint Wealth Management | Chicago | Not listed | Percentage of assets, Fixed fees |
| Paige Ryan | NorthStar Asset Management | Charlottesville | CFP | Percentage of assets |
| Panos Grivakis | Lakewood Financial Group | Newport Beach | Not listed | Percentage of assets |
| Patricia Slocum | ArborFi Advisors | Ann Arbor | CFP | Percentage of assets |
| Paul Babij | Sundial Wealth | Delray Beach | CFA | Percentage of assets, Hourly |
| Paul Broomell | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Paula Allgood | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Perrin Jones | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Peter Besel | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Peter Boyle | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Peter Dizdar | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| Peter Sowden | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| R. Christopher Wiegand | Newbridge Wealth Management | Bryn Mawr | CFA | Percentage of assets, Hourly |
| Randall Zaharia | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Rankin Starkey | SSB&T Wealth | Fredericksburg | Not listed | Percentage of assets, Fixed fees |
| Raul Sonza | Cabildo Capital | Washington | Not listed | Percentage of assets |
| Reuben Moldowan | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Rhonda Carter | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Richard Hughes | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Richard Morgan | SSB&T Wealth | Bee Cave | Not listed | Percentage of assets, Fixed fees |
| Richard Turgeon | Wellspring Family Office | Cleveland | CFA | Percentage of assets, Fixed fees |
| Robert Burke | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Robert Cardenas | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Robert Nistendirk | WNA Wealth Management | Charleston | Not listed | Percentage of assets, Hourly |
| Robert Rizarri | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Roger Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Ronald Skalberg | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Ronald Whitley | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Ronald Yolles | Diversified Portfolios | Bloomfield Hills | CFA | Percentage of assets |
| Russell Carlson | ARIA Wealth Management | Dunwoody | Not listed | Percentage of assets, Hourly |
| Ryan Bellis | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Ryan Kotys | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Ryan Redmond | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Ryan Tyler | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Samuel Liebman | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Samuel Starks | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Samuelson Drumond | Drumond Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Sarah Contino | CAM Investor Solutions | Austin | Not listed | Percentage of assets, Hourly |
| Sarah Smith | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Scott Lefebre | Seneca Financial Advisors | Rochester | PFS | Percentage of assets, Hourly |
| Scott Miller | Linch Financial | Plano | Not listed | Percentage of assets |
| Sean Green | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sean Tyll | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Shannon Schulz | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Shannon Ware | Acorn Financial Services | Harrisonburg | Not listed | Percentage of assets, Hourly |
| Shanon Tate | CapTrust Wealth Advisors | Holland | Not listed | 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.
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