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 |
|---|---|---|---|---|
| Scott Hampton | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Sean Sevey | Sevey Wealth Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sean Shannon | Monograph Wealth | Manhattan Beach | CFP, CFA | Percentage of assets, Hourly |
| Shawn Peters | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Stephanie Sandle | Bluestone Private Wealth | Cleveland | CFP | Percentage of assets |
| Stephanie Stumpf | WealthCrossing | Richmond | CFP, PFS | Percentage of assets, Fixed fees |
| Stephen Paul | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Stephen Troutman | Troutman Wealth Management | Malvern | CFP | Percentage of assets |
| Steven Aycock | Austin Money Management | Austin | CFP | Percentage of assets, Hourly |
| Steven Pickard | Carswell Investments | Daniel Island | CFP | Percentage of assets, Fixed fees |
| Stuart Strasner | Defiant Capital Group | Warrendale | CFA | Percentage of assets, Fixed fees |
| Susan Winchester | Mascoma Wealth Management | Hanover | ChFC | Percentage of assets |
| Teresa Joelson | Christian Financial Advisors® | New Braunfels | Not listed | Percentage of assets |
| Thomas Brady | Brady Family Wealth | Saint Louis | CFP, CFA | Percentage of assets, Hourly |
| Thomas Holloway | Pacifica Partners | Calgary | CFA | Percentage of assets, Hourly |
| Thomas Kosinski | Stembrook Asset Management | Red Bank | Not listed | Percentage of assets |
| Thomas Mott | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Thomas Post | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Thomas Reynolds | CRA Financial | Northfield | Not listed | Percentage of assets |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Timothy Reyna | Cerro Pacific Wealth Advisors | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Troy Stovern | TrueNorth Wealth & Impact | Joplin | CFP | Percentage of assets, Hourly |
| Tyler Baker | Baker Wealth Group | Lagrange | CFP | Percentage of assets, Fixed fees |
| Vincent Barbera | Newbridge Wealth Management | Bryn Mawr | CFP | Percentage of assets, Hourly |
| Wesley Shifrin | NorthFork Advisors | Bozeman | CFA | Percentage of assets, Hourly |
| William Ambrogio | Wellspring Family Office | Cleveland | CFP | Percentage of assets, Fixed fees |
| Zachary Cole | Arrowstone Wealth | Malaga | CFP | Percentage of assets |
| Zachary Erskine | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Zachary Matarazzo | Main Line Retirement Advisors | Whitefish | CFP | Percentage of assets, Hourly |
| Zachary Zimmer | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Aaron Wall | Fidelis Capital | Bethesda | CFA | Percentage of assets, Fixed fees |
| Abigail Williams | Naviant Partners | Longview | CFP | Percentage of assets, Hourly |
| Adam Spiegelman | Spiegelman Wealth Management | Walnut Creek | CFP | Percentage of assets |
| Adam Strahan | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Amanda Phillips | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Amber Pennycoff | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Andrea Brashears-Sampson | Wise Financial Counsel | Fort Washington | CFP | Hourly, Fixed fees |
| Andrew Buzan | Kelman-Lazarov | Memphis | CFA | Percentage of assets, Hourly |
| Andrew Osborne | Windward Private Wealth Management | Overland Park | CFP | Percentage of assets, Fixed fees |
| Andy Chong | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Anne McPhail | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Anthony Craun | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Austin Scott | Andina Advisors | Draper | CFP | Percentage of assets, Hourly |
| Benjamin Wallace | CM Wealth | Beachwood | CFA | Percentage of assets, Hourly |
| Bernadette Mashas | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Billy Williams | Williams Financial Group | Mobile | CFP, ChFC | Percentage of assets, Hourly |
| Brenda Vingiello | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Brendan Moody | Watershed Private Wealth | Oak Brook | Not listed | 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.