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 |
|---|---|---|---|---|
| Beatrice Tiberii | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Benjamin Seaman | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Beth Smyth | MWS Capital Consultants | Chicago | Not listed | Percentage of assets |
| Blake Harris | Windward Private Wealth Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Bradley Price | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Braiden Miller | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Brandy Ward | Windward Private Wealth Management | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Brett Feldman | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Brian Caine | CSJ Wealth Management | Solana Beach | Not listed | Percentage of assets |
| Cameron O'Neill | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Carlton Bradshaw | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Carshon Rodgers | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Catherine Fraga | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Christopher Boyle | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Christopher Covato | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Christopher Lamb | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Christopher Patton | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Cole Hofmann | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Connor Martin | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Courtney Mimmo | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Courtney Wages | Legacy Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Dan Jessop | Andina Advisors | Logan | Not listed | Percentage of assets, Hourly |
| Daniel Hall | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| David Beach | Mill Capital Management | Concord | Not listed | Percentage of assets |
| David Gordon | Gordon Asset Management | West Palm Beach | Not listed | Percentage of assets, Performance-based fees |
| David Grey | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| David Millet | Galvin, Gaustad & Stein | Sagamore Hills | Not listed | Percentage of assets, Hourly |
| Dawn Correia | Stillwater Capital Management | Carmel-By-The-Sea | Not listed | Percentage of assets |
| Debra Meyer | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Diego Reyes | Stillwater Capital Management | Carmel-By-The-Sea | Not listed | Percentage of assets |
| Earl Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Edward Moody | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| Emily Weimer | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Enoch Morris | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Eric Anderson | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Eric Barlow | Andina Advisors | Logan | Not listed | Percentage of assets, Hourly |
| Eric Lockerman | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Erol Gokbora | Park Miller | Walnut Creek | Not listed | Percentage of assets |
| Gerald Kane | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Ginger Harris | Andina Advisors | Logan | Not listed | Percentage of assets, Hourly |
| Henry Beukema | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Henry Kincaid | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Hunter Davis | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Isai Juarez | Journey Equity Wealth Management | Downey | Not listed | Percentage of assets, Hourly |
| Jack Boyd | Boyd Financial Strategies | Round Rock | Not listed | Percentage of assets, Hourly |
| Jack Kazickas | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| Jacob Dentler | Dentler Capital | New Cumberland | Not listed | Percentage of assets, Hourly |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| James Martin | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Johnson | Old Mission Investment | Traverse City | 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.