Estate & legacy planning
Estate and legacy planning covers the coordination of wills, trusts, beneficiary designations, lifetime gifting, generation-skipping and dynasty planning, and the implementation work that sits between the attorney's documents and the household balance sheet. Advisors listed here coordinate closely with trusts-and-estates counsel and carry the plan forward through life events.
By the numbers
The Wellspent public graph lists 6,173 fee-only financial advisors focused on estate & legacy planning at 2,325 firms, most in Houston, San Diego and Austin. 44% hold the CFP certification. Of the 6162 with fees on file, 91% charge percentage of assets.
- Advisors listed
- 6,173
- Firms
- 2,325
- Cities
- 1,184
- Hold the CFP
- 44%
- Other credentials: CFA 9% · CPA 2% · EA 1%
- How they charge (of 6162 with fees on file): percentage of assets 91% · fixed fees 54% · hourly 44% · ongoing planning fee 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors with depth in estate & legacy planning
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Suzue Sato | MoneyCafe Advisors | Denver | Not listed | Hourly, Fixed fees |
| Svetlana Kot | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Sydney Kovacs | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Sydney Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Taro Taguchi | MZ Capital | Washington | Not listed | Percentage of assets, Hourly |
| Taylor Bennett | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Taylor Moody | Regimen Wealth | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Temiloluwa Adesodun | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Tera Probst | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| Teresa Wagner | Knightsbridge Wealth Management | Newport Beach | CFP | Percentage of assets, Performance-based fees |
| Theodore Parrish | Parrish Capital | Kennesaw | CFA | Percentage of assets |
| Theron Weimer | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Thomas Bailey | Broadview Wealth Management | Kirkland | Not listed | Percentage of assets, One-time planning fee |
| Thomas Bruce | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Fletcher | GenSphere Private Wealth | Gig Harbor | CFA | Percentage of assets, One-time planning fee |
| Thomas Herlihy | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Huber | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Thomas Walsh | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Thomas Waring | Note Advisors | Buffalo | ChFC | Percentage of assets, Hourly |
| Timothy Bellars | Bellars Harris Wealth Management | Mount Pleasant | Not listed | Percentage of assets, Fixed fees |
| Timothy Garcia-Prats | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Timothy Miller | Quaker Wealth Management | Moorestown | CFP | Percentage of assets, Fixed fees |
| Timothy Parker | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Timothy Schwiebert | Topsail Wealth Management | Cincinnati | Not listed | Percentage of assets |
| Todd Shand | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Tony Tran | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Tracey Nobles | TradeWinds | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Tracy St. John | Financial Avenues, LLC. | Kansas City | Not listed | Hourly, Fixed fees |
| Travis Broadhurst | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Travis Shepherd | Prostatis Group | Greenwell Springs | Not listed | Percentage of assets, Hourly |
| Travis Tsukayama | Andrews Advisory Associates | Honolulu | Not listed | Percentage of assets, Hourly |
| Trent Dysert | James Investment | Xenia | CFA | Percentage of assets, Hourly |
| Trent Tarnstrom | Selective Wealth Management | Forest | CFP | Percentage of assets |
| Trent Woodcock | Adams Brown Wealth Consultants | Mcpherson | CFP | Percentage of assets, Hourly |
| Trevor Bruno | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Trevor Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Trevor O'Connor | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Trevor Reece | Waypoint Financial Planning | Marietta | Not listed | Ongoing planning fee, Hourly |
| Tricia Lepofsky | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Triton Lee | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Troy Veldkamp | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Trystan Cleaver | Seek First | Campbell | Not listed | Percentage of assets, Fixed fees |
| Tyler Trahan | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Valerie Lemmon | Ridgewood Investments | Springfield | CFA | Percentage of assets, Hourly |
| Valerie Tucker | Summa Global Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Vanessa Pruett-Urie | Prostatis Group | Hanover | Not listed | Percentage of assets, Hourly |
| Vannak Sao | Proactive Financial Solutions 360 | North Attleboro | Not listed | Percentage of assets |
Guides
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Estate attorney vs financial planner: who does what in an estate plan
An estate attorney drafts and signs the legal documents: wills, trusts, powers of attorney. A financial planner works out what those documents should do and keeps beneficiaries, accounts and taxes lined up. Most people need the attorney for the documents and a planner for the rest.
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Estate planning in Canada: what you need and what it costs
A Canadian estate plan is a will, two powers of attorney, up-to-date beneficiary designations and a plan for the tax due at death. The documents come from a lawyer or notary; a one-time plan from a fee-only planner costs a median C$1,900.
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Setting up an estate plan: the documents and the order
A basic estate plan is a will, a durable financial power of attorney, a healthcare directive and up-to-date beneficiary forms, plus a revocable trust for many families. Federal estate tax starts at $15 million in 2026, but some states tax estates from $1 million. A one-time plan from a fee-only planner costs a median $2,000.
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After a death in the family: the first 90 days
In the first 90 days, get death certificates, secure the home and accounts, find the will and let the deadlines set the order. Most money decisions can wait. A few can't, including Social Security paid for the month of death and, for estates that need one, an estate tax return due 9 months after the death.
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How to review your beneficiary designations
Beneficiary forms decide who receives your retirement accounts, life insurance and transfer-on-death accounts, whatever your will says. Check every form after a marriage, divorce, birth or death. A divorce doesn't reliably remove an ex from a workplace plan, and a 401(k) generally goes to your spouse unless they sign a witnessed waiver.
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Financial planning for a blended family
In a second marriage, the default rules often leave everything to the new spouse and nothing to children from before. Beneficiary forms, trusts and a written agreement fix that. A one-time plan from a fee-only planner costs a median $2,000.