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 |
|---|---|---|---|---|
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| William Jobes | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| William Malloy | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| William Reynolds | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Aaron Marks | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Adam Joice | Aspen Grove Capital | Avon | CFP | Percentage of assets, Fixed fees |
| Adam Meyers | GoTo Financial | Ventura | Not listed | Percentage of assets, Hourly |
| Adam Roberts | Potentia Wealth | San Jose | CFP | Percentage of assets, Fixed fees |
| Alberto Crespo | Crespo Capital | Jacksonville | Not listed | Percentage of assets, Hourly |
| Aleksandar Kelly | Life UnLocked Partners | Venice | Not listed | Percentage of assets |
| Alex D'Attilio | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Alexander Thompson | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Alexander Yaftali | Monograph Wealth | Manhattan Beach | CFA | Percentage of assets, Hourly |
| Allen Carr | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Allen LeMay | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Allen Tyndall | Seaside Wealth Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Amanda Farrar | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| Amanda Spencer | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Andre Baldanza | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Andrew Backenstoss | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Andrew Brady | Brady Family Wealth | Miami | CFA | Percentage of assets, Hourly |
| Andrew Davainis | Breen Wealth Management | Petaluma | Not listed | Percentage of assets |
| Andrew Lee | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Andrew Sachais | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Andrew Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Ann Nowell | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Anna Case | Founders Capital Management | Hartford | CFP | Percentage of assets |
| Anthony Borba Jr | Breen Wealth Management | Petaluma | Not listed | Percentage of assets |
| Anthony Lopiccolo | Custos Family Office | Greenwood Village | CFA | Percentage of assets, Hourly |
| Arijeet Singh | Willow Grove Advisors | Brier | Not listed | Percentage of assets, Hourly |
| Armand Doucette | Surience Private Wealth | Yakima | CFP, ChFC | Percentage of assets, Hourly |
| Arthur Swalley | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ashley Ketchum | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Ashley Wilken | The Rice Partnership | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Ashlie Bostick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Ashton Green | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Aureliana Lopes Monteiro | Strategic Wealth Capital | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Austin Brockenbrough IV | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Austin Cua | Potentia Wealth | San Jose | CFP | Percentage of assets, Fixed fees |
| Austin Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Axel Bellars | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Barclay Nelson | Birch Capital Management | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Ben Loeffler | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Bethany Dubuque | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Beverly Patton | Syrios Wealth Management Group | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Brad Harris | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Bradley Linch | Linch Financial | Southlake | Not listed | Percentage of assets |
| Braeden Mischke | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Brendon Johnson | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Brenton Bersin | Linkside Financial | Charlotte | 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.