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 Saenz | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Nathaniel Sems | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Neal Carlson | Forthright Family Wealth | Houston | Not listed | Percentage of assets, Fixed fees |
| Nicole Bogert | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Nily Levy | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Noel Knox | Solve Consulting Group | Fort Wayne | Not listed | Percentage of assets |
| Norma Peralta Morales | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| Orest Saikevych | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Patrick Terrion | Founders Capital Management | Hartford | Not listed | Percentage of assets |
| Paul Holthe | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Paul Simons | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Peter Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Robert Bond | Bright Vision Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Robert Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Robert Longsworth | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Ryan Fulmer | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Ryan Mahoney | Cypress Asset Management | Peoria Heights | Not listed | Percentage of assets, Fixed fees |
| Ryan Mason | Argos Wealth Advisors | Sacramento | Not listed | Percentage of assets, Hourly |
| Ryan McLaughlin | Westward Investment Advisory | Mission | Not listed | Percentage of assets, Hourly |
| Ryan Ritchie | 7Two | Denver | Not listed | Percentage of assets, Fixed fees |
| Sandra Swanson | Potentia Wealth | San Jose | Not listed | Percentage of assets, Fixed fees |
| Sandy Galuppo | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Sarah Bredhoff | The Rice Partnership | Kahului, Maui | Not listed | Percentage of assets, Fixed fees |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Sarah Shalala | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Shannon Yarbrough | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Sheldon Steuer | Equinum | New York | Not listed | Percentage of assets |
| Soren Schwan | Atlas Financial | Lincoln | Not listed | Percentage of assets, Fixed fees |
| Steven Feeman | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Steven Schoenfeld | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Steven Thompson | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Terrance Cook | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Thomas Brennecke | Timber Creek Capital Management | Boston | Not listed | Percentage of assets |
| Thomas Leland | Southeast Asset Advisors | Mobile | Not listed | Percentage of assets, Hourly |
| Thomas Roth | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Timothy Griffin | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Timothy Jones | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Timothy Molloy | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Timothy Whitmoyer | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Tyler Cohen | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Tyler Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Tyler Rockwell | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Tyler Sanchez | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Wade Hoffman | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Wayne Goldstein | Atlas Financial | Wellington | Not listed | Percentage of assets, Fixed fees |
| William Camp | Beese Fulmer | Canton | Not listed | Percentage of assets |
| William Enoch | Zuckerman Investment Group | Chicago | Not listed | Percentage of assets |
| William Nichols | PUREfi Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| William Pusey | CrossGrain Family Investments | Henrico | Not listed | Percentage of assets, Hourly |
| William Wieters | Colonial Trust Company | Charleston | Not listed | Percentage of assets, Fixed fees |
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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