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 |
|---|---|---|---|---|
| Jeffrey Todd | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Jen Nowitzke | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Jennifer Eastman | Birchbrook | Bangor | Not listed | Percentage of assets, Hourly |
| Jeremy Garskof | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Jessica Rickert | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Jill Johnson | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Jimil Wilson | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| John Gutierrez | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| John Pennington | Andina Advisors | Lehi | Not listed | Percentage of assets, Hourly |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Jordan Galvin | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Joseph Birch | Legacy Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Joseph Foley | Fortiter Wealth Management | Houston | Not listed | Percentage of assets |
| Joseph Pendenza | Greater Gifts Family Office | Fort Myers | Not listed | Percentage of assets, Hourly |
| Joshua Barnes | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Julie Brim | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Justin Leveille | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Karen Natkin | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Katherine Brabenec | Firethorn Wealth Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Keith Olshove | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Kelly Hansen | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Kenneth Simpson | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| Kenneth Templeton | Ulta Wealth Management | Las Vegas | Not listed | Percentage of assets |
| Kevin Bonacci | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Kevin Quiros | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Kevin Sweeney | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| Kimberli Marino | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Kurt Schuler | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Lawrence Gale | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Lawrence Miller | Family Fiduciary Services | Newton | Not listed | Percentage of assets |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Lisa MacEwen | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Lori Hartman | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Lucie Estabrook | Birchbrook | Bangor | Not listed | Percentage of assets, Hourly |
| Lynn Elliott | Fortiter Wealth Management | Houston | Not listed | Percentage of assets |
| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Mark Scott | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Mark Wendell | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Marti Brust | West End Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Matt Williams | Williams Financial Group | Mobile | Not listed | Percentage of assets, Hourly |
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Shapiro | MWS Capital Consultants | Glenview | Not listed | Percentage of assets |
| Matthew Soucy | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Matthew Topley | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |
| Megan Keenan | Lansing Street Advisors | Yardley | Not listed | Percentage of assets, Fixed fees |
| Melissa Starr | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Meredith Nowell | Williams Financial Group | Mobile | Not listed | Percentage of assets, Hourly |
| Michel Bethea | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Mitchell Poirier | SMP Financial Planning | New York | Not listed | Percentage of assets, Hourly |
| Morgan Freund | Family Office Research | Bethesda | 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.