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 |
|---|---|---|---|---|
| James Nash | Clark Wealth Partners | O'Fallon | CFP, ChFC | Percentage of assets, Fixed fees |
| Jansen Davidson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey Hilliard | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Jeffrey Vistica | Vistica Wealth Advisors | Carlsbad | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| John Carr | Carr Consulting P.A. | San Antonio | CFP | Percentage of assets, Fixed fees |
| John Onesti | John Moore Associates | Albuquerque | CFP | Percentage of assets, Fixed fees |
| John Payne | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Jordan Talbert | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Josefine Cays | Bridgewater Advisors Inc. | New York | CFA, CFP, EA | Percentage of assets |
| Joseph McCaffrey | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Julie Kern | Bridge Financial Strategies | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Kyle Kuyat | Defining Wealth | Franklin | CFP | Flat fee or retainer, One-time planning fee |
| Kyle Noack | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Lanita Wheetley | Aurelius Family Office | Jonesboro | CFP | Percentage of assets, Fixed fees |
| Lazetta Braxton | The Real Wealth Coterie | New Haven | CFP | Ongoing planning fee, Percentage of assets |
| Lori Chittenden | Buckley Wealth | Las Vegas | CFP | Percentage of assets, Hourly |
| Marisa Bradbury | Sigma Investment Counselors | Lake Mary | CFP, CFA | Percentage of assets |
| Mark Lasseigne | Financial Cornerstones | The Woodlands | CFP | Percentage of assets |
| Mark Parrett | Outpost Advisors | Holladay | CFP | Percentage of assets, Hourly |
| Matthew Barrovecchio | Christian Financial Advisors® | Odessa | CFP | Percentage of assets |
| Matthew Reynolds | CRA Financial | Northfield | CFP | Percentage of assets |
| Michael Clark | Clark Wealth Partners | O'Fallon | CFP | Percentage of assets, Fixed fees |
| Michael Hake | Boulder Wealth Advisors | Boulder | CFP | Percentage of assets, Hourly |
| Michael Mullenax | Sigma Investment Counselors | Northville | CFP | Percentage of assets |
| Mitchell Thompson | MJT & Associates Financial Advisory Group | Montevideo | CFP | One-time planning fee |
| Myra Salzer | The Wealth Conservancy, Inc. | Boulder | BS, CFP | Ongoing planning fee |
| Philip Tompkins | CRA Financial | Northfield | CFP | Percentage of assets |
| Rajiv Dixit | Serenity Capital Advisors | Pittsford | CFP | Percentage of assets |
| Robert Martin | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Robin Brigham | Hager Investment Management Services | New London | CFP | Percentage of assets |
| Sara Lovell | 21 West Wealth Management | Tustin | CFP | Percentage of assets |
| Stephen Lupkas | myFinancialPro | Shelton | CFP | Percentage of assets, Hourly |
| Tammy Trenta | Family Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Thomas Keller | Keller Wealth Advisors | Victoria | CFP, PFS | Percentage of assets |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Tristan Jacobi | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Wenma Gorman | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Abigail Schmid | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Adam Harding | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Aidan Ryan | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Alan Bunn | BentOak Capital | Lubbock | CFP | Percentage of assets, Hourly |
| Alexandra Forest | 44 North Capital | Palm Beach Gardens | CFP | Percentage of assets |
| Alexis Delia | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Andrew Herron | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Anthony Carrino | Roble Belko & Company | Newtown | CFP, ChFC | Percentage of assets, Fixed fees |
| Bjorn Amundson A systematic approach to financial planning and investment overview | Quarry Hill Advisors | St Paul | CFP | Percentage of assets |
| Brandon Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Bryan Ward | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Carson Kunkle | Harding Wealth | Tempe | CFP, ChFC | 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.