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 |
|---|---|---|---|---|
| Michael Loch | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Michael Pearson | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Michael Richter | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Michael White | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Michelle Halpin | Grand Central Investment Group | Tampa | Not listed | Percentage of assets, Hourly |
| Michelle Stallsworth | Harfst and Associates | Sheridan | Not listed | Percentage of assets, Hourly |
| Miles Green | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Mitchell Herr | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Nancy Tolli | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Natalie Gallo | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Natalie Miller | Aspen Grove Capital | Denver | CFA | Percentage of assets, Fixed fees |
| Nathan Mumford | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Nicholas Lehman | Spectrum Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Nicholas Perini | Beese Fulmer | Canton | CFA | Percentage of assets |
| Nicholas Rotello | 7Two | Denver | CFA | Percentage of assets, Fixed fees |
| Nicholas Sutro | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Nicole Vong | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Nimrit Kang | NorthStar Asset Management | Berwyn | CFA | Percentage of assets |
| Orville Igharas | Piedmont Trust | Greenboro | Not listed | Percentage of assets, Fixed fees |
| Parker Taylor | Paradigm Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Patrick Clark | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Evans | Grant Street Asset Management | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Patrick Haley | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Patrick Hitchcock | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Patrick Knowles | The Knowles Company | Oakton | Not listed | Percentage of assets, Hourly |
| Paul Furcinito | Florek Financial | Duxbury | Not listed | Percentage of assets, Hourly |
| Paul Lynch | Greenwich Wealth Management | Greenwich | CFA | Percentage of assets, Hourly |
| Paul Maynor | Onyx Bridge Wealth Group | Dover | Not listed | Percentage of assets, Hourly |
| Paula Luciani | Charter Research & Investment Group | Southport | Not listed | Percentage of assets, Fixed fees |
| Peter Christakos | Christakos Financial | Westfield | Not listed | Percentage of assets, Hourly |
| Peter Kalianiotis | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Philip Devries | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Philip Kernen | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Quinn Dippel | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Raymond Morris | High Pines Wealth Management | Duxbury | Not listed | Percentage of assets |
| Raymond Wilson | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Raymundo Flores | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Reed Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Richard Crawford | Highline Private Wealth | Jacksonville | Not listed | Percentage of assets |
| Richard Fruth | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Richard Heidemann | Paragon Capital Management | Overland Park | CFA | Percentage of assets |
| Richard Kuchen | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Richard Leimgruber | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Richard Skeppstrom | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Riley Gessner | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Robert Armour | Zeches Wealth Management | Mesa | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Bolivia | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Dallas | 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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