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 |
|---|---|---|---|---|
| Adrian Lyles | Lyles Wealth Management | Calhoun | Not listed | Percentage of assets |
| Alan Glassman | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Alan Tocman | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Alexander Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Alexandra Ong | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Alfred Matarazzo | Main Line Retirement Advisors | Whitefish | Not listed | Percentage of assets, Hourly |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Alon Ozer | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Alyse Uzarski | Kreitler Financial | New Haven | Not listed | Percentage of assets |
| Andrea Broughton | WealthCrossing | Richmond | Not listed | Percentage of assets, Fixed fees |
| Andrew Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Andrew Martone | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Andrew Rexroat | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Andrew Schenker | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Angel Costanza | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Angela Pompian | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Anna Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Anthony Calvino | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Anthony Mitrano | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Aron Pinson | Equinum | Brooklyn | CFA | Percentage of assets |
| Arturo Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Ashley Chupka | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Audrey Soza | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Austin Brockenbrough III | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Benjamin Cannon | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Bernard Katz | Wealth Effects | Boynton Beach | Not listed | Percentage of assets |
| Bert Barre | Colonial Trust Company | Spartanburg | CFA | Percentage of assets, Fixed fees |
| Beth Price | Beck Bode | Traverse City | Not listed | Percentage of assets, Fixed fees |
| Billy Yeh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Bonnie Rice | The Rice Partnership | Honolulu | ChFC | Percentage of assets, Fixed fees |
| Boston Harris | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Bradford Yamada | Argos Wealth Advisors | Las Vegas | CFA | Percentage of assets, Hourly |
| Bradley Sorenson | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Bradley Totherow | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Brandon Hagerla | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Brian Burkhart | Wealth Effects | Boston | Not listed | Percentage of assets |
| Brian Curtin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Brian Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Brian Tokuuke | The Rice Partnership | Honolulu | CFA | Percentage of assets, Fixed fees |
| Brian Wickett | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Bridget Wiltse | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Bruce Petrie | Petrie Capital Management | Seattle | Not listed | Percentage of assets, Performance-based fees |
| Cameron Marzi | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Camie Quigley | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Camp Wynn | Colonial Trust Company | Spartanburg | CFA | Percentage of assets, Fixed fees |
| Carl Lymangood | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Carmen Laster | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Caroline Caldwell | Balentine Wealth Advisors | Atlanta | 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.