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 |
|---|---|---|---|---|
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Benjamin Hunter | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Besart Beluli | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Bhagwati Sangani | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Blake Farmer | asendo wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Brailyn Robertson | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Brandon Baker | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Brandon Lew | Kera Capital | Los Angeles | Not listed | Percentage of assets, Hourly |
| Brendan King | Wavvest | Chicago | Not listed | Percentage of assets |
| Brendon Yi | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Brett Miller | Birchbrook | Bangor | CFA | Percentage of assets, Hourly |
| Brian Grimditch | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Brian Quintana Guzman | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Brian Rudisill | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Brian Seay | Mill Capital Management | Concord | CFA | Percentage of assets |
| Brian Vogler | Highview Capital Management | Buffalo Grove | CFA | Percentage of assets |
| Bridget Johanson | Main Street Research | Greenwich | Not listed | Percentage of assets |
| Bridgette Hodge | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Bruce Mason | Harvest Financial Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Bryan Kocen | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Caleb Kelso | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Cameron Clemens | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
| Cameron Simonds | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Candice Genrich | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Canyon Burton-Murphy | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Carl Bader | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Carl Drury | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Carson Rich | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Cary Allison | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Cassidy Fisher | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Charles Clapp | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Charles Gillespie | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Charles Mussallem | Birchbrook | Bangor | CFA | Percentage of assets, Hourly |
| Charlotte Bell | Trio Wealth Management® | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Chase Guerrette | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Cheung Chan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Chloe Silva | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Christine Book | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Christopher Baxter | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher Champion | Holden Family Office | Dallas | Not listed | Percentage of assets, Hourly |
| Christopher Conmy | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher McIntosh | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Christopher Pierce | HFM Wealth Management | West Hartford | CFA | Percentage of assets, Hourly |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Christopher Williams | Capital Fiduciary Advisors | Ashburn | Not listed | Percentage of assets, Hourly |
| Clark Evans | Highline Wealth Partners | Solana Beach | Not listed | Percentage of assets, Hourly |
| Cole Kliphouse | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Cole McClellan | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Colleen Nesslar | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
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.