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 |
|---|---|---|---|---|
| Jean-Andre Corpuz | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Jeanne Hill | Harvest Portfolio Management | North Fort Myers | Not listed | Percentage of assets |
| Jeffrey McHale | Wealth Effects | Pembroke | Not listed | Percentage of assets |
| Jeffrey Stuermer | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Jeffrey Thomas | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Wetta | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Jerald Betts | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Jeremy Schlanger | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Jeremy Six | Foster & Wood | Lake Oswego | Not listed | Percentage of assets, Fixed fees |
| Jesse Poznikowich | Aspen Grove Capital | Avon | CFA | Percentage of assets, Fixed fees |
| Ji Mi Kim | Pasadena Private Wealth | Honolulu | Not listed | Percentage of assets, Hourly |
| Jill Wood | FreeWood Private Wealth Management | Powell | Not listed | Percentage of assets, Hourly |
| Jim Gibbons | High Pines Wealth Management | Duxbury | Not listed | Percentage of assets |
| Joel Regier | Bondurant Investment Advisory | Evanston | Not listed | Percentage of assets, Fixed fees |
| John Brennecke | Timber Creek Capital Management | Boston | CFA | Percentage of assets |
| John Crawford | Tranquility Partners | Brentwood | CFA | Percentage of assets |
| John Ferraro | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| John Fulmer | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| John Haubert | Zeches Wealth Management | Tucson | Not listed | Percentage of assets, Hourly |
| John Kingery | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| John Krolikowski | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| John Park | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| John Slater | CUBIC Advisors | Wayne | Not listed | Percentage of assets |
| Jonathan Martin | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Jonathan Roberts | Klingenstein Fields Advisors | New York | CFA, CIC | Percentage of assets, Fixed fees |
| Jonn Wullschleger | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Jordan Bailey | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Joseph Polidoro | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Joseph Shea | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Joshua Beckerman | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Joshua Kaufman | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Joshua Plosker | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Julie Shah | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Kaleialoha Cadinha-Pua'A | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Karen O'Donoghue | Beck Bode | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Karina Kingman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Karo Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Katherine Battey | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Katherine Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Kaushal Majmudar | Ridgewood Investments | Springfield | Not listed | Percentage of assets, Hourly |
| Kawika Shoji | Regency Capital Management | Honolulu | Not listed | Percentage of assets |
| Keith Schicker | Zuckerman Investment Group | Chicago | CFA | Percentage of assets |
| Kenneth Green | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Kenneth Long | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Kevin Cavanaugh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Kevin Cooney | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Kevin Kaleta | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Kevin Murdock | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kreighton Bieger | KilterHowling | Boulder | CFA | Percentage of assets |
| Kristen Jackson | Grant Street Asset Management | Canonsburg | 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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