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 |
|---|---|---|---|---|
| Drew Kittey | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Dustin Fadenrecht | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Eduardo Gandara | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| Elise Henderson | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Elizabeth Flores | Legacy Wealth Advisors | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Elizabeth Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Elizabeth Meeks | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Mott | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Ella Anderson | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Elliott Hollingsworth | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Emily Raymond | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Erik Beck | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Ethan Call | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ethan Pollard | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Ethan Rush | Sigma Advisors | St. Louis | Not listed | Flat fee or retainer |
| Forbes Watson | Legacy Wealth Management | Ridgeland | Not listed | Percentage of assets |
| Frank Cooper | Grand Central Investment Group | Montreat | Not listed | Percentage of assets, Hourly |
| Gabriella Puaa | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Gary Martinelli | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Geert Criel | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| George Greer | Sheeley & Partners Wealth Management | Providence | Not listed | Percentage of assets |
| George Kaluhiokalani | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| George Seybolt | Eagle Bay Family Office | Boca Grande | Not listed | Percentage of assets, Hourly |
| Gladys Chow | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Grant Kerger | Peregrine Asset Advisers | Portland | Not listed | Percentage of assets |
| Gregory Desroches | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Gregory Johnson | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Gretchen Straczewski | Tred Avon Family Wealth | Easton | Not listed | Percentage of assets, Hourly |
| Gunnar Marino | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Harlan Cadinha | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Harlan Cadinha | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Harrison Newmark | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Hayden Hawkey | Beck Bode | Parker | Not listed | Percentage of assets, Fixed fees |
| Heather Dean | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Heather McGolerick | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Hideyoshi Watanabe | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Hubert Lenczowski | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Ian Skurdal | RiskBridge Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| Jack Dolan | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Jacob Wandel | Plan Group | Fayetteville | Not listed | Percentage of assets, Fixed fees |
| James "Tripp" Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| James Billingsley | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| James Bode | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| James Demarest | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| James Leopold | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| James Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| James Montgomery | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jason Saxon | Private Wealth Partners | Mill Valley | 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.
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