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 |
|---|---|---|---|---|
| Alexandra McConnell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Alfred Cerrati | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Allen Wagner | Wagner Wealth Management | Conyngham | Not listed | Percentage of assets |
| Allisha Curtis | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Allison Costas | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Alvin Asiamah | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Amanda Bassford | Hill Island Financial | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Amanda Dixon | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Amir Monsefi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Amy Delauter | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Amy Mastromonaco | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Amy McGinnis | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Amy White | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Andre Laplante | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Andre Luiz Paiva | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Andrea Darden | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Andrea Russo | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Andrew Farinelli | Wavvest | Chicago | Not listed | Percentage of assets |
| Andrew Huber | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Andrew Krout | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Andrew Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Angela Simmons | ABS Legacy Partners | Hickory | CFA | Percentage of assets, Hourly |
| Angelina Bulbotka | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Angelo D'Amato Goodenough | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Anita Bustos | OAC Capital Advisors | Cumming | Not listed | Percentage of assets, Hourly |
| Ann Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| Anna Byrne | Kendall Wealth | Randolph | Not listed | Percentage of assets, Hourly |
| Anna Hibbitt | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Anne Lee | Church Organizers Foundation | Mason | Not listed | Percentage of assets |
| Anne Robinson | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Anthony Caputo | Pallas Capital Advisors | Park Ridge | Not listed | Percentage of assets, Hourly |
| Anthony Gargano | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Anthony Ortale | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Antoine Lena | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Anuj Patel | Truvestor | Suwanee | CFA | Percentage of assets, Hourly |
| Ariel Acuna | LTG Capital | Framingham | Not listed | Percentage of assets |
| Ariel Jasso | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Arthur Hall | StrategicGlobal | South Riding | Not listed | Percentage of assets, Hourly |
| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Ashley Gardiner | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Aspen Townley | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| August Pye | Integrated Wealthcare | Durham | Not listed | Percentage of assets, Hourly |
| Austin Nelson | Atticus Wealth Management | Palm Beach Gardens | Not listed | Percentage of assets |
| Balfoure Brenes | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Barry Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Benjamin Armellini | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Benjamin Bjork | Navista Wealth Management | Naples | Not listed | Percentage of assets, Hourly |
| Benjamin Clark | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Benjamin Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
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.