Family wealth transfer
Family-wealth-transfer planning sits one layer beyond estate documents: it's the ongoing intra-family work of governance, education, gifting strategy, family meetings, dynasty trusts, and the relationships between three or four generations of a household. Advisors here treat the family system as the client, not just the senior generation.
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
Advisors with depth in family wealth transfer
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Cade Schacher | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Caleb Jennings | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Calvin Wiersma | Grand Wealth Management | Grand Rapids | CFP | Ongoing planning fee |
| Cameron Ressetar | Concord Financial Group | Allen | CFP | Percentage of assets, Hourly |
| Caroline Curts | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Charles Angle | Rssic | San Francisco | CFP | Percentage of assets, Hourly |
| Charles Cooper | StrongBox Wealth | Lee'S Summit | CFP | Percentage of assets, Hourly |
| Charles Crouch | CMC Wealth Management | Lexington | CFP | Percentage of assets |
| Charles Hill | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Charles Weidman | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Charles Wood | Cardea Capital Advisors | Vero Beach | CFP | Percentage of assets, Fixed fees |
| Cherie Putman | Women's Wellness and Wealth | Torrance | CFP | Percentage of assets, Hourly |
| Christian Patterson | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Christopher Purcell | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Christopher Schumacher | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Cody Beaumont | HFG Trust | Gilroy | CFP | Percentage of assets, Hourly |
| Cody Kirk | Wild Rye Financial | Bigfork | CFP | Percentage of assets |
| Colleen Echausse | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. | Baskets Capital | Austin | Not listed | Percentage of assets |
| Connor Knox | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Cort Haber | Xception Family Office | Atlanta | CFP | Percentage of assets, Fixed fees |
| Cory Smith Financial life planning for business owners and the childfree community. | Discretionary Inc. | Reno | Not listed | Percentage of assets, Flat fee or retainer |
| Courtney Hoffman | EverPar Advisors | Tulsa | CFP | Percentage of assets, Fixed fees |
| Cynthia Farnsworth | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Dane Czaplicki | Members' Wealth | Media | CFA | Percentage of assets, Fixed fees |
| Daniel Michalk | Waterway Wealth Management | The Woodlands | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Dante Coppola | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Daphne Richards | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| David Chong | Oaktree Wealth Group | Brea | CFP, CFA | Percentage of assets, One-time planning fee |
| David Maley | 1102 Partners | Chicago | CFP | Percentage of assets |
| David Meucci | Phase Change Wealth Management | Sebastopol | CFP | Percentage of assets, Hourly |
| David Rabinowitz | Equilibrium Wealth | Jerusalem, Israel | CFP | Percentage of assets, Hourly |
| Davis Gardner | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Delores Remo | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Dionna Poluch | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Donald Sienkiewicz | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Douglas Bean | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Drew Waterbury | Ocean Advisors | Charlotte | CFP | Hourly, Percentage of assets |
| Elaine Morgillo | Flying Point Financial | Portsmouth | CFP | Percentage of assets, Hourly |
| Elena Ladygina | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Elizabeth Cody | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Elizabeth Lohmeier | Fidelis Capital | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Erandathi Shaw | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Eric Dunavant | Paradiem | Covington | CFP | Percentage of assets, Hourly |
| Eric Moleski | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Evan Kraft | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Gino Poli | Pendulum Partners | Itasca | CFP | Percentage of assets, Fixed fees |
| Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives | LourdMurray | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Gregory Rice | Enduring Wealth Management | Meridian | CFP | Percentage of assets |
Guides
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Family office vs wealth manager: what's the difference?
A single family office works for one family and is exempt from SEC adviser registration; the ones in UBS's 2025 survey managed an average of $1.1 billion. A multi-family office is a registered wealth manager with more household services. Fee-only wealth managers charge a median 1% of assets.
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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.
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Financial advisor for an inheritance: what to do first
Don't rush. Park the money, learn the tax rules for what you inherited, then get a plan. A one-time plan from a fee-only planner costs a median $2,000; most inheritances owe no federal tax at all.
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Inheriting money in Canada: tax, RRSPs and what to do first
Canada has no inheritance tax. The estate settles the tax on the final return before you're paid, and most inheritances aren't income to you. A one-time plan from a Canadian fee-only planner costs a median C$1,900.
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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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Charitable giving strategy: stock, donor-advised funds and QCDs
In 2026, giving appreciated stock avoids the capital gains tax, a donor-advised fund lets you bunch several years of gifts to clear the $32,200 standard deduction, and from 70½ an IRA gift of up to $111,000 stays out of income entirely.