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 |
|---|---|---|---|---|
| Cooper Segars | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cortnie Rodriguez | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cory Lyon | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Craig Jensen | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Craig Jordan | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Craig Silberg | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Cynthia Rozelle | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Daniel Capozzo | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Daniel Mauser | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Daniel Rosales | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Daniel Rowe | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Danielle Wauchope | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Daric Olson | PCM Encore | Denver | Not listed | Percentage of assets, Fixed fees |
| Darren Graff | Guardant Wealth Advisors | Southampton | Not listed | Percentage of assets |
| David Blair | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| David Ellis | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| David Hall | Peak Planning Group | Hilo | Not listed | Percentage of assets, Hourly |
| David Stuyck | Tanglewood Legacy Advisors | Houston | Not listed | Percentage of assets, Hourly |
| David Swift | Second 50 Financial | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| David Tsikman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| David Wrench | Peak Planning Group | Fishtail | Not listed | Percentage of assets, Hourly |
| David Wulfert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| David Yoshioka | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Davis Bean | Private Advisory Group | Draper | Not listed | Percentage of assets, Performance-based fees |
| Delonte Harrell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Derrick Smith | Privatus Wealth | Roseville | Not listed | Percentage of assets, Hourly |
| Donald McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Donna McConnell | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Douglas Delong | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| Douglas Johnson | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
| Douglas Rothermich | Fidelis Capital | Saint Charles | Not listed | Percentage of assets, Fixed fees |
| Drew Kunde | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Eddy Park | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Eden Morimoto | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Eduardo Ciuffo | Ariston Services Group | San Diego | CFA | Percentage of assets |
| Edward Cronin | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Elaine Biersack | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Eleanor Quarles | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Baldassari | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Elsa Allmendinger | Kelman-Lazarov | Memphis | Not listed | Percentage of assets, Hourly |
| Emily Slama | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Emma Fabiano | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
| Ephimia Coumanakos | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Eric Dieckhoff | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Eric Penz | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Evan McMordie | Golden Spread Wealth | Canadian | Not listed | Percentage of assets, Hourly |
| Evelyn Ovando-Flores | Omega Wealth Management | Arlington | Not listed | Percentage of assets, Hourly |
| Francis Jackson | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Francisco Salaverry | Tanglewood Legacy Advisors | Houston | Not listed | 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.