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 |
|---|---|---|---|---|
| Griffin Sivret | Manchester Capital Management | Manchester | CFP | Percentage of assets, Fixed fees |
| Haley Schwartz | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Harrison McQuaig | Rothschild Capital Partners | Washington | CFP | Percentage of assets, Hourly |
| Heidi Yoshida | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Hillary Knotts | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| Isao Shoji | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. | Financial Planning Hawaii | Honolulu | Not listed | One-time planning fee, Percentage of assets |
| Jackson Boyer | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Jacob Samuels | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Jamel Gordon | Rose Capital Advisors | Miami Beach | CFP | Percentage of assets, Hourly |
| James Beenders | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| James Hofman | Hofman Wealth Management | Chesterfield | CFP | Percentage of assets |
| James Johnson | Blue Ocean Capital | West Palm Beach | CFP | Percentage of assets, Hourly |
| James Kaffenbarger | BCK Partners | Corning | CFP | Percentage of assets |
| James Pechin | McLaughlin Asset Management | Lafayette | CFP | Percentage of assets, Fixed fees |
| James Runey | Runey & Associates Wealth Management | Mount Pleasant | CFA | Percentage of assets |
| James Scanlan | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| James Warner | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Janet Hoffmann | Sand Hill Global Advisors | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Jared Jones | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Jason Bonn | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Jason Hyrne | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Jason Mardinly | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Jeffrey Abadie | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Jeffrey Hoang | Paulson Wealth Management | West Palm Beach | CFP | Percentage of assets, Hourly |
| Jeffrey Prunier | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Jeffrey Starkey | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| Jeffrey Williams | Grand Wealth Management | Grand Rapids | CFP, PFS | Ongoing planning fee |
| Jennifer Odom | Chastain Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Jennifer Weber | Weber Asset Management | Lake Success | CFP | Percentage of assets |
| Jessica Demler | Oxler Private Wealth | Rye Brook | CFP | Percentage of assets, Hourly |
| Jessica McCain | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Jessica Perkins | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Jessie Hale | Vita Wealth Advisors | Manhattan Beach | CFP | Percentage of assets, Hourly |
| John Desimone | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| John Gullo | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| John Loveday | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| John Napolitano | Napier Financial | Braintree | CFP, PFS | Percentage of assets, Hourly |
| John Planell | Round Rock Advisors | Wilton | CFP | Percentage of assets, Fixed fees |
| John Schniepp | Cascade Financial Strategies | Bend | CFP, ChFC | Percentage of assets, Hourly |
| John Sion | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Johnathan Krueger | Krueger Asset Management | Rogers | CFA | Percentage of assets |
| Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. | Truvize Financial Planning | El Paso | Not listed | Percentage of assets, Subscription |
| Jonathan Roby | asendo wealth | Columbus | CFP | Percentage of assets, Hourly |
| Joseph Hendrickson | PCM Encore | Folsom | CFP | Percentage of assets, Fixed fees |
| Joseph Kirby | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Joshua Devereaux | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Joshua Glenn | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Joshua Moklestad | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
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.