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 |
|---|---|---|---|---|
| Daniel Adams | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Daniel DeSouza | Not listed | Honolulu | CFA | Percentage of assets |
| Daniel Sciortino | Fig Tree Wealth Management | Mountainside | ChFC | Percentage of assets, Hourly |
| Daniel Sigmon | Collegiate Capital Management | Raleigh | CFP | Percentage of assets |
| Daniel Smith | Piedmont Trust | Greenboro | CFP, CFA | Percentage of assets, Fixed fees |
| Daniel Vistica | Vistica Wealth Advisors | Carlsbad | Not listed | Percentage of assets, Flat fee or retainer |
| David Clark | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| David Faulkner | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| David Foster | Foster & Wood | Lake Oswego | CFP | Percentage of assets, Fixed fees |
| David Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| David Kirr | Kirr, Marbach & Company | Columbus | CFA | Percentage of assets |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | ChFC | Percentage of assets, Hourly |
| Devereaux Williams | Blalock Williams | Alexander City | CFP | Percentage of assets, Fixed fees |
| Devin Blodgett | Blodgett Wealth Advisors | Brentwood | CFP | Percentage of assets, Hourly |
| Devin Rainone | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Diego Luna Y Parra Diaz | Berlin Wealth Group Advisors | Tomball | Not listed | Flat fee or retainer, Hourly |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Donald VandeVanter | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Donna Savastani | CRA Financial | Northfield | Not listed | Percentage of assets |
| Dustin Irish | Irish Capital | Olathe | Not listed | Percentage of assets |
| Edwin Knowles | The Knowles Company | Oakton | CFP | Percentage of assets, Hourly |
| Elaine King Fuentes | Family and Money Matters | Coral Gables | CFP | Ongoing planning fee |
| Elizabeth Raabe | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Eric Hallman | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Eric Hanna | Wellspring Family Office | Fairview Park | CFP | Percentage of assets, Fixed fees |
| Eric Larson | Sigma Investment Counselors | Northville | Not listed | Percentage of assets |
| Eric Story | Cooper Norman Wealth | Idaho Falls | PFS | Percentage of assets |
| Evan Grey | Grey Private Capital | Charlotte | CFP | Flat fee or retainer, Percentage of assets |
| Frances Spurry | Tred Avon Family Wealth | Easton | CFP | Percentage of assets, Hourly |
| Gary Hess | Baldwin Management | West Conshohocken | CFA | Percentage of assets |
| Geoffrey Biehn | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| George Hasbun | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| George Townsend | Consilium Wealth Advisory | Frisco | CFP | Percentage of assets, Fixed fees |
| Greg Hartenbower | John Moore Associates | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Gregory Johnson | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Gregory Nelson | Soulence Wealth Management | Pleasant Grove | ChFC | Percentage of assets |
| Harold Carmean | Creative Wealth Management | Punta Gorda | Not listed | Percentage of assets, Ongoing planning fee |
| Harold Philipsen | Tenzing Financial | Williamsburg | CFP, ChFC | Percentage of assets, Fixed fees |
| Hollyn Sekiguchi | Pasadena Private Wealth | Pasadena | CFP | Percentage of assets, Hourly |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Ivan Hernandez | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| Jacob Alden | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Jacob McKinney | Clark Wealth Partners | O'Fallon | Not listed | Percentage of assets, Fixed fees |
| Jacob Ness | Kreitler Financial | New Haven | CFP | Percentage of assets |
| James Brown | Meritis Wealth Management | Potomac | CFP | Percentage of assets, Hourly |
| James Harrington | Bluesphere Advisors | East Norriton | CFA | Flat fee or retainer, Ongoing planning fee |
| Janine Guenther | Promus Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Jarman Reilly | CRA Financial | Northfield | Not listed | Percentage of assets |
| Jason Cohen | Moment Partners | San Francisco | 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.