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 |
|---|---|---|---|---|
| Kevin Cooke | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Kevin Erwert | Aletheian Wealth Advisors | Bellevue | CFP | Percentage of assets, Fixed fees |
| Kevin Jordan | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Kimberly Cushman | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Kyle Dandurand | Chemistry Wealth Management, LLC. | New York | CFA | Ongoing planning fee |
| Kyle Sabdo | Stillwater Capital Management | Carmel-By-The-Sea | CFP | Percentage of assets |
| Laura Kido | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Leonard Golub | New Capital Management | Houston | CFA | Percentage of assets, Fixed fees |
| Lily Taft | Main Street Research | Lakeville | CFA | Percentage of assets |
| Linda Walden | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Lindsay Fitzpatrick | Old Mission Investment | Traverse City | CFP | Percentage of assets, Hourly |
| Lindsey Mazzola | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Lloyd Flood | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Luke Kroeplin | Fortress Financial Group | Horace | Not listed | Percentage of assets |
| Lynda Kommel-Browne | Round Rock Advisors | Wilton | CFA | Percentage of assets, Fixed fees |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Mark Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Mark Stein | Galvin, Gaustad & Stein | Boise | CFP | Percentage of assets, Hourly |
| Martin Moyers | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Matthew Davis | Financial Planning for Generations | Encino | CFP | Hourly |
| Matthew Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Maximilian Neumayer | Formation Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Michael Christian | EverPar Advisors | Tulsa | CFA | Percentage of assets, Fixed fees |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Michael Gibbons | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Michael McNitt | Highview Capital Management | Buffalo Grove | CFP | Percentage of assets |
| Michael Rollauer | Highbrook Capital Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Michael Topley | Lansing Street Advisors | Ambler | CFP | Percentage of assets, Fixed fees |
| Michaelyn Andress | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. | Calculated Wealth | Madison | CPA | Percentage of assets, Hourly |
| Nathan Powell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Nicholas Cavanaugh | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Nicholas Hartley | Windward Private Wealth Management | Overland Park | CFP | Percentage of assets, Fixed fees |
| Nicholas Sowell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Nicholette Hamel | Dougherty Investment Advisors | Pinson | Not listed | Percentage of assets, Hourly |
| Nicklaus Streit | Highview Capital Management | Buffalo Grove | CFP | Percentage of assets |
| Nicole Heavern | Riverview Capital Advisers | Boston | CFP | Percentage of assets, Hourly |
| Olivian Pitis | CSJ Wealth Management | San Diego | CFP, CFA | Percentage of assets |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Ona Vredenburg | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Parker Mayo | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Patrick Manconi | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Paul Bush | Steadfast Financial Services | Green Cove Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Paul Clark | Mill Capital Management | Concord | CFP | Percentage of assets |
| Peter Gaertner | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Peter Kim | Brandywine Oak Private Wealth | Kennett Square | CFA | 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.