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 |
|---|---|---|---|---|
| Alexander Tucker | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Alexander Vetrano | Pugh Wealth Management | Knoxville | Not listed | Percentage of assets, Hourly |
| Alexandra Ong | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Alfred Matarazzo | Main Line Retirement Advisors | Whitefish | Not listed | Percentage of assets, Hourly |
| Ali Alsari | AWM Global Advisors | San Diego | Not listed | Percentage of assets |
| Alicia Borghi | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Alon Ozer | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Althea Maravelas | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Amanda Kelley | Plan2Thrive Financial Services | Eldridge | Not listed | Percentage of assets, Hourly |
| Amir Alamir | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Andrea Broughton | WealthCrossing | Richmond | Not listed | Percentage of assets, Fixed fees |
| Andrew Aldrett | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Andrew Arkfeld | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Andrew Canter | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Andrew Foss | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Andrew Green | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Andrew Lemay | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Andrew Martone | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Andrew Picchietti | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Andrew Rexroat | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Andrew Skinner | Treehouse Wealth Advisors | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Andrew Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Andrew Wacker | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Angel Costanza | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Angela Pompian | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Anke Parpart | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| Annette Quinter | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Anthony Calvino | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Anthony Chalmers | FSG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| Anthony Mitrano | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Ari Nadler | Nadler Financial Group | Deerfield | Not listed | Percentage of assets |
| Arne Morris | Townsend Asset Management | Raleigh | Not listed | Percentage of assets, Hourly |
| Arthur Doglione | Alpha Fiduciary Wealth Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Asa Graves | Graves Light Lenhart Private Wealth Management | Harrisonburg | Not listed | Percentage of assets |
| Ashley Heck | Campbell Asset Management | Chattanooga | Not listed | Percentage of assets, Hourly |
| Ashley Vann | Cogent Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Athena Stone | Attentive Investments | Stockton | Not listed | Percentage of assets, Hourly |
| Audrey Soza | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Austin Brockenbrough III | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Austin Koplan | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Autumn Armbruster | MSP Wealth Management | Klamath Falls | Not listed | Percentage of assets, Hourly |
| Bao Ly | Opal Advisors | Bellevue | Not listed | Percentage of assets, Performance-based fees |
| Ben Sedillo | Sonoma Allocations | Santa Rosa | Not listed | Percentage of assets, Fixed fees |
| Benjamin Cannon | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Benjamin Kebbekus | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Benjamin Lies | Delphi Advisers | Vancouver | Not listed | Percentage of assets, One-time planning fee |
| Benjamin Newell | Miller Financial Group | Portland | Not listed | Percentage of assets |
| Benjamin Warren | Tumwater Wealth Management | Boise | CFA | Percentage of assets, Fixed fees |
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.