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 |
|---|---|---|---|---|
| Shawn Pacanowski | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Sheree Bollinger | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Sierra Merrick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Sohrab Mirzabeigifini | Atlas Financial | Frisco | CFP | Percentage of assets, Fixed fees |
| Spencer Jones | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| Stacee Kratovil | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Stephen Chambers | Linch Financial | Southlake | Not listed | Percentage of assets |
| Stephen Engel | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Steven Brandt | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Steven Campeas | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Steven Hutchison | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Stuart Herzog | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Sydney Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Taro Taguchi | MZ Capital | Washington | Not listed | Percentage of assets, Hourly |
| Taylor Moody | Regimen Wealth | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Ted Terrion | Founders Capital Management | Hartford | CFP | Percentage of assets |
| Temiloluwa Adesodun | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Tera Probst | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| Theresa Sommerdyke | Three Seasons Wealth | Draper | Not listed | Percentage of assets, Fixed fees |
| Thomas Bruce | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Costigan | ArborFi Advisors | Ann Arbor | CFP | Percentage of assets |
| Thomas Huber | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Thomas McGahan | Eamon Capital Management | Wexford | CFA | Percentage of assets, Hourly |
| Timothy Bellars | Bellars Harris Wealth Management | Mount Pleasant | Not listed | Percentage of assets, Fixed fees |
| Timothy Schwiebert | Topsail Wealth Management | Cincinnati | Not listed | Percentage of assets |
| Tony Tran | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Tory Parke | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Trevor Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Troy Veldkamp | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Tyler Trahan | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Valerie Lemmon | Ridgewood Investments | Springfield | CFA | Percentage of assets, Hourly |
| Vincent Hourigan | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Wendell Hill | Three Seasons Wealth | Kaysville | Not listed | Percentage of assets, Fixed fees |
| William Blake | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| William Claiborne | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| William Grant | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| William Hiatt | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| William Kennedy | RiskBridge Advisors | Norwalk | CFA | Percentage of assets, Hourly |
| William Martin | Steel Grove | Memphis | CFA | Percentage of assets, Fixed fees |
| William Scorpio | Diamond Client Group | Fair Oaks Ranch | Not listed | Percentage of assets, Hourly |
| William Taylor | Kirk Capital Advisors | Vienna | Not listed | Percentage of assets, Hourly |
| William Velgersdyk | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Zachary Gutermuth | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Zachary Harris | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Aaron Izenstark | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Aaron Jeffries | Nicholas Hoffman & Company | Atlanta | 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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