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 |
|---|---|---|---|---|
| Cooper Segars | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cortnie Rodriguez | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cory Lyon | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Craig Jensen | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Craig Jordan | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Craig Silberg | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Cynthia Rozelle | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Daniel Capozzo | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Daniel Mauser | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Daniel Rosales | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Daniel Rowe | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Danielle Wauchope | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Daric Olson | PCM Encore | Denver | Not listed | Percentage of assets, Fixed fees |
| Darren Graff | Guardant Wealth Advisors | Southampton | Not listed | Percentage of assets |
| David Blair | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| David Ellis | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| David Hall | Peak Planning Group | Hilo | Not listed | Percentage of assets, Hourly |
| David Stuyck | Tanglewood Legacy Advisors | Houston | Not listed | Percentage of assets, Hourly |
| David Swift | Second 50 Financial | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| David Tsikman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| David Wrench | Peak Planning Group | Fishtail | Not listed | Percentage of assets, Hourly |
| David Wulfert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| David Yoshioka | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Davis Bean | Private Advisory Group | Draper | Not listed | Percentage of assets, Performance-based fees |
| Delonte Harrell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Derrick Smith | Privatus Wealth | Roseville | Not listed | Percentage of assets, Hourly |
| Donald McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Donna McConnell | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Douglas Delong | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| Douglas Johnson | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
| Douglas Rothermich | Fidelis Capital | Saint Charles | Not listed | Percentage of assets, Fixed fees |
| Drew Kunde | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Eddy Park | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
| Eden Morimoto | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Eduardo Ciuffo | Ariston Services Group | San Diego | CFA | Percentage of assets |
| Edward Cronin | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Elaine Biersack | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Eleanor Quarles | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Baldassari | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Elsa Allmendinger | Kelman-Lazarov | Memphis | Not listed | Percentage of assets, Hourly |
| Emily Slama | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Emma Fabiano | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
| Ephimia Coumanakos | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Eric Dieckhoff | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Eric Penz | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Evan McMordie | Golden Spread Wealth | Canadian | Not listed | Percentage of assets, Hourly |
| Evelyn Ovando-Flores | Omega Wealth Management | Arlington | Not listed | Percentage of assets, Hourly |
| Francis Jackson | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Francisco Salaverry | Tanglewood Legacy Advisors | Houston | Not listed | Percentage of assets, Hourly |
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.