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 |
|---|---|---|---|---|
| Andrew Taylor | Jefferson Bridge Capital | Wildwood | Not listed | Percentage of assets |
| Apostolos Paul Lountzis | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| April Pica | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Barbara Spicer | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Barrington Gist | Heritage Private Wealth | Nashville | Not listed | Percentage of assets, Hourly |
| Barry Wynn | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Benjamin White | Sestante Family Office | Coronado | Not listed | Percentage of assets, Fixed fees |
| Bennett Wood | Surience Private Wealth | Yakima | Not listed | Percentage of assets, Hourly |
| Bernard Lanigan | Southeast Asset Advisors | Thomasville | Not listed | Percentage of assets, Hourly |
| Bradley Fergason | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Bradley Riccardi | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Brady Hogan | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Brendan Clune | Timber Creek Capital Management | Boston | Not listed | Percentage of assets |
| Brett Sherman | Madrona Wealth Management | Happy Valley | Not listed | Percentage of assets, Hourly |
| Brittany Bynum | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Brittney Della Torre | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Bryan Gould | Ultra Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Burton Wiand | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| Cathy Tajiri | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Charles Clementson | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Charles Roehrer | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Christen Dusselier | Mitchell Capital Management | Leawood | Not listed | Percentage of assets |
| Christian Dursteler | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Christopher Hays | Chris Hays Wealth Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Christopher Parker | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Cody Terrion | Atlas Financial | Wynnewood | Not listed | Percentage of assets, Fixed fees |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Courtney Ringlein | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| Craig Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Cullen Coxe | Colonial Trust Company | Greenville | Not listed | Percentage of assets, Fixed fees |
| Dale Pfeifer | Westward Investment Advisory | Mission | Not listed | Percentage of assets, Hourly |
| Daniel Green | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Daniel Hayes | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Daniel Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Daniel Sullivan | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| David Fletcher | Southeast Asset Advisors | Tallahassee | Not listed | Percentage of assets, Hourly |
| David Giannini | Truvista Advisors | Redmond | Not listed | Percentage of assets |
| David Raphael | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Davide Accomazzo | Thalassa Capital | Thousand Oaks | Not listed | Percentage of assets |
| Dawneen Oehlerich | KilterHowling | Whitefish | Not listed | Percentage of assets |
| Denton Jones | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Diego Arias | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Eugene Pal | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Evan Finkel | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Francis Gilbride | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Gary Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| George Ferrel | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Granger Osborne | Southeast Asset Advisors | Charleston | Not listed | Percentage of assets, Hourly |
| Gregory Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Harriet Parker | Greenwich Wealth Management | Greenwich | 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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