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 |
|---|---|---|---|---|
| Stacy Anderson | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Stephanie Andersen | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Stephen Cohn | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Stephen Reeves | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Steve Maconi | Brandywine Oak Private Wealth | Kennett Square | Not listed | Percentage of assets |
| Steven Hillstead | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Steven Kleyn | Aletheian Wealth Advisors | Bellevue | CFA | Percentage of assets, Fixed fees |
| Steven Rosenberg | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Susan Sofronas | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Suzanne Wetzel | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Tamara Surratt | Legacy Family Office | Bonita Springs | Not listed | Fixed fees |
| Tanner Dance | Andina Advisors | Logan | CFA | Percentage of assets, Hourly |
| Theodore Brooks | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| Theodore Hellman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| Thomas Holt | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Thomas Kowalczyk | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Thomas Marrollo | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Thomas Parker | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
| Thomas Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Thomas White | Mountain Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Timothy Foster | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Timothy Koski | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Timothy Mosier | Cairn Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Todd Berger | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Tom O'Neill We are a multi generational wealth management team. | Not listed | Mount Laurel | Not listed | Percentage of assets |
| Tor Peery | Anchor Capital Management | Ithaca | Not listed | Percentage of assets, Hourly |
| Trevor Johnson | Dream Weaver Financial Planning | Richmond | Not listed | Percentage of assets, Hourly |
| Tricia Eliason | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Tyler Kiepke | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Veronica Fox | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Vincci Ma | Kera Capital | Daly City | Not listed | Percentage of assets, Hourly |
| Wallace Hope | Legacy Wealth Management | Memphis | CFA | Percentage of assets, Fixed fees |
| Wesley Cullinane | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Wesley Jensen | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Wesley Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Westley Schubert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Weston Howland | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Will Holdren | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| William Berger | Fortiter Wealth Management | Houston | CFA | Percentage of assets |
| William Coughlin | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Zachary Sirota | IRON Financial | Cresskill | Not listed | Percentage of assets, Performance-based fees |
| Zachary Wolf | Boltwood Capital Management | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Zaheer Poptani | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Zealan Hoover | Torrey Growth & Income Advisors | Washington | Not listed | Percentage of assets, Hourly |
| Zuzanna Kaczmarek | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Aaron Haase | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Adam Glassman | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Adam Minor | RBS Wealth Management | Alto | 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.