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 |
|---|---|---|---|---|
| Matthew Civello | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Matthew Komer | Kera Capital | Mokena | Not listed | Percentage of assets, Hourly |
| Matthew Savoti | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Matthew Sullivan | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Matthew Theil | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Maureen Quigley | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| McKenna Rice | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Meagan Roberts | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Megan Breslin | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Meghan Daters | Sand Hill Global Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Melissa Storch | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Micah Wakefield | TrueHaven Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Michael Dieschbourg | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Michael Flanagan | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Michael Horwath | Lansing Street Advisors | Ambler | CFA | Percentage of assets, Fixed fees |
| Michael Lent | Veris Wealth Partners | Oakland | Not listed | Percentage of assets, Hourly |
| Michael McCabe | Kera Capital | Bend | Not listed | Percentage of assets, Hourly |
| Michael Paulus | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Michael Roy | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Michael Sondag | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Michael Stock | Boltwood Capital Management | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Miguel Rundstrom-Holguin | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Miguel Sosa | Rose Capital Advisors | Miami Beach | Not listed | Percentage of assets, Hourly |
| Mikai Thomas | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Milton Brown | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Mitchell Bednoff | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Mohammed Khalid | Nabata Investment Group | Mountlake Terrace | Not listed | Percentage of assets, Hourly |
| Morgan Roberts | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Nathan Freeman | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Ngoc Thuy Vy Nguyen | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Nicholas Crocker | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Nicholas Evans | CM Wealth | Beachwood | Not listed | Percentage of assets, Hourly |
| Nicholas Hoffman | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Nicholas Lloyd | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Nicholas Oldham | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Odette Thurston | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Osman Arain | Evansbrook Capital Management | Bolingbrook | CFA | Percentage of assets |
| Paige Roth | Pine Haven Investment Counsel | Fairhaven | CFA | Percentage of assets |
| Parker Anderson | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Partick Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Paul Burgdorf | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Paul Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Paulette Greenwell | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Penny Houseman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Peter Boyd | Boyd Financial Strategies | Auburn | ChFC | 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.
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