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 |
|---|---|---|---|---|
| Harry Figgie | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Henry Barre | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Henry Batts | Colonial Trust Company | Columbia | Not listed | Percentage of assets, Fixed fees |
| Howard Case | Founders Capital Management | Hartford | Not listed | Percentage of assets |
| J. Pappas | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Jackson Kleinert | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Jacob Halberstam | Equinum | Lakewood | Not listed | Percentage of assets |
| Jake Gigliotti | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| James Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| James Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| James Fields | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| James Holcomb | Westward Investment Advisory | Mission | Not listed | Percentage of assets, Hourly |
| James Merrill | Binnacle Financial Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Jeffrey Kauffman | Summit Family Office Services | Woodinville | Not listed | Percentage of assets, Hourly |
| Jeffrey Kirwood | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| Jennifer Nagai | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Jeremiah Gallington | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| Jesus Duran | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| Joel Hussey | Truvista Advisors | Redmond | Not listed | Percentage of assets |
| John Jeffries | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| John Platt | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| John Stetter | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| John Sullivan | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Jonathan Treussard | Treussard Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Jordan Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Joseph Griffin | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Joseph Grupp | Grupp Financial | Chandler | Not listed | Percentage of assets |
| Joseph Strancar | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Joshua Ireland | Jefferson Bridge Capital | Nashville | Not listed | Percentage of assets |
| Joshua Perlmutter | Atlas Financial | Chicago | Not listed | Percentage of assets, Fixed fees |
| Julie Goodridge | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| Kalena Laurent | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Kenneth Pollinger | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Kristian Mtetwa | Atlas Financial | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Kyle Haesler | FarrCrest Capital | Reston | Not listed | Percentage of assets, Hourly |
| Laura McAree | Heritage Investors Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Lauren Hall | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Lucas Drumond | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Marie Palmer-Kamprath | Generational Legacies Wealth Management | Coeur D'Alene | Not listed | Percentage of assets, Fixed fees |
| Mark Scionti | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| Mary Hicks | Bright Vision Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Matthew Grupp | Grupp Financial | Jackson | Not listed | Percentage of assets |
| Matthew Stevens | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Menachem Lerman | Equinum | Ft. Lauderdale | Not listed | Percentage of assets |
| Michael Barondess | Aspen Grove Capital | Denver | Not listed | Percentage of assets, Fixed fees |
| Michael Estrada | Grupp Financial | Jackson | Not listed | Percentage of assets |
| Michael Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Michael Freeburg | Greenwich Wealth Management | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Michael Herr | Summit Family Office Services | Bellevue | Not listed | Percentage of assets, Hourly |
| Michael Russo | Argos Wealth Advisors | San Francisco | 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.