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 |
|---|---|---|---|---|
| Hallie Peyton | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Hans Blake | Intelligent Investing | Greenville | CFA | Percentage of assets, Hourly |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| Ian Browning | Peddock Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Isaac Martin | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Jack Dupuy | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Jacob Hagen-Erickson | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Jacob Levy | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| James Langer | Wavvest | Chicago | CFA | Percentage of assets |
| James Reynolds | HFM Wealth Management | West Hartford | CFP, CFA | Percentage of assets, Hourly |
| Jane Swan | Veris Wealth Partners | Oakland | CFA | Percentage of assets, Hourly |
| Jared Uribe-Sullivan | Legacy Advisors | Plymouth Meeting | CFP | Percentage of assets, Hourly |
| Jason Barbera | Heritage Wealth Advisors | Durham | CFA | Percentage of assets, Fixed fees |
| Jason Brooks | Indelible Wealth Group | Berthoud | CFP | Percentage of assets, Hourly |
| Jean Deighan | Birchbrook | Bangor | CFP | Percentage of assets, Hourly |
| Jeffrey Buck | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Jenifer Butler | Birchbrook | Bangor | CFP, CFA | Percentage of assets, Hourly |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Jessica Pariser | Galvin, Gaustad & Stein | Scottsdale | CFP | Percentage of assets, Hourly |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| John Biebel | Ridley Cove Financial Advisors | Newton | CFP | Percentage of assets, Fixed fees |
| John Boyd | Boyd Financial Strategies | Worcester | CFP | Percentage of assets, Hourly |
| John Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| John Garmhausen | First Look Capital Management | Crested Butte | CFP, CFA | Percentage of assets, Hourly |
| John Jordan | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| John Menser | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| John Robertson | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| John Roscoe | Osprey Private Wealth | New York | CFA | Percentage of assets |
| John Ryan | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| John Trujillo | West End Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| John Wilks | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Jonas Rohde | Rohde Wealth Management | Broadway | Not listed | Percentage of assets |
| Jonathan Farrell | Highmark | Brentwood | CFP | Percentage of assets, Hourly |
| Jonathan Rhoney | Mill Capital Management | Concord | CFP | Percentage of assets |
| Jonathan Rugg | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Jonathan Solo | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| Jordan Salim | Corus Family Wealth Advisors | Mckinney | ChFC | Percentage of assets, Hourly |
| Joseph Fabrizio | Legacy Advisors | Plymouth Meeting | CFP | Percentage of assets, Hourly |
| Joseph Gallagher | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Joseph Nicholas | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Joshua Betts | Aletheian Wealth Advisors | Bellevue | CFP, CFA | Percentage of assets, Fixed fees |
| Joshua Yoder | Hudock Capital | Williamsport | Not listed | Percentage of assets, Hourly |
| Justin Ajimine | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Justin Ellsesser | Matthias | Winter Park | CFA | Percentage of assets, Hourly |
| Justin Klunder | Gray Private Wealth | Canton | CFA | Percentage of assets, Hourly |
| Katherine Simmonds | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| Katie Reichart | Doyenne Wealth Advisors | Chicago | CFA | Percentage of assets, Fixed fees |
| Keith Hays | Creative Capitalists | Glendale | Not listed | Hourly, Flat fee or retainer |
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.