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 |
|---|---|---|---|---|
| Jason Stuber | Saling Wealth Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| Jay Freeberg | Onyx Bridge Wealth Group | Boca Raton | CFP | Percentage of assets, Hourly |
| Jay Shein | Compass Financial Group | Deerfield Beach | CFP | Percentage of assets, Hourly |
| Jeff Pomerantz | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jeffrey Vincent | Vincent Wealth Advisors | Norwell | CFP | Percentage of assets, Fixed fees |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Jennifer Colon | CRA Financial | Northfield | Not listed | Percentage of assets |
| Jennifer Pcholinsky | Balentine Wealth Advisors | Raleigh | CFP | Percentage of assets, Fixed fees |
| Jennifer Staton | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Jessica Welch | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| John Blalock | Blalock Williams | Alexander City | CFP | Percentage of assets, Fixed fees |
| John Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| John Christensen | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| John Hughes | CRA Financial | Northfield | Not listed | Percentage of assets |
| John King | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| John Maddison | Balentine Wealth Advisors | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| John Ramshaw | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| John Williams | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Jon Reppert | Spectrum Advisors | Plano | CFP | Percentage of assets, Hourly |
| Jonathan Bailey | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Jonathan Gillett | Wilco Financial | College Grove | Not listed | Percentage of assets |
| Jonathan White | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Joseph Dimaio | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Justin Koress | Bondurant Investment Advisory | Evanston | CFP | Percentage of assets, Fixed fees |
| Justin Ramirez Business appraisals to help owners plan their next move | Insight Valuations, LLC | Houston | CFA | Flat fee or retainer, Hourly |
| Juwon Hill | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Kameron Barzegar | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Katharine Wagner | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Kathleen Gilmore | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Kathryn Madzsar | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Kevin Manning | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Kevin Tucker | ProActive Capital Management | Topeka | CFP | Percentage of assets, Hourly |
| Kyle McGrath | Riverpoint Wealth Management | Chicago | CFA | Percentage of assets, Fixed fees |
| Landon Buzzerd | Grant Street Asset Management | Williamsport | CFP | Percentage of assets, Fixed fees |
| Lauren Mance | RiversEdge Advisors | Wilmington | CFA | Percentage of assets, Hourly |
| Lisa Isaacson | Canyon Creek Investment Advisors | Montrose | CFP, PFS | Percentage of assets, Hourly |
| Luke Delorme | Tableaux Wealth | Great Barrington | CFP, ChFC | Percentage of assets, Hourly |
| Madeline Bayne | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| Malek Hage Hassan | RJ Patterson Group | San Diego | Not listed | Percentage of assets, Hourly |
| Margaret Bilby | Gen² Advisors | Maitland | CFP | Percentage of assets, Fixed fees |
| Margaret Quinn | Paradigm Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| Mariah Champness | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Mark Foster | Kirr, Marbach & Company | Columbus | CFA | Percentage of assets |
| Mark Witaschek | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Marnie Randel | Paradigm Wealth Management | Westlake | CFP | Percentage of assets, Hourly |
| Marshall Brannock | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Matt Morizio We help high capacity families align money with purpose so it fuels their mission.” | Reconstructing Wealth | Daniel Island | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Brunelle | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
Guides
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.