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 |
|---|---|---|---|---|
| Robert McDonald | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Robert Mooney | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Robert Stuermer | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Robert Szeles | Beese Fulmer | Canton | CFA | Percentage of assets |
| Robyn Macy | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Ryan Bolanos | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Ryan Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ryan Knight | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Ryan Stephen | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Sam Namiri | Ridgewood Investments | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Samuel Komitor | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| Samuel Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Sara Daly | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Scott Bondurant | Bondurant Investment Advisory | Evanston | Not listed | Percentage of assets, Fixed fees |
| Scott Koch | Monograph Wealth | Truckee | Not listed | Percentage of assets, Hourly |
| Scott Shelton | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| Scott Shlecter | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Scott Wardrop | SCW Wealth Management | Carolina Beach | Not listed | Percentage of assets |
| Scott Wilson | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Sharese Abbadessa | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Shaun Mutch | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Shihfang Chuang | Noesis Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Simon Kasbari | Noesis Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Simon Reeves | Pasadena Private Wealth | Irvine | Not listed | Percentage of assets, Hourly |
| Skyler Keate | Cadinha & Co | Park City | Not listed | Percentage of assets, Hourly |
| Solomon Cohen | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Spencer Aufenthie | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Stacey Beverley | Compass Financial Group | Deerfield Beach | Not listed | Percentage of assets, Hourly |
| Stefan Karlsson | Aureus Asset Management | Boston | CFA | Percentage of assets, Fixed fees |
| Stephanie Poche | Onyx Bridge Wealth Group | Lakeside | Not listed | Percentage of assets, Hourly |
| Stephen Green | Seneca Financial Advisors | Rochester | Not listed | Percentage of assets, Hourly |
| Stephen Miller | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Steven Franke | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Steven Miller | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Steven Palmer | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Steven Price | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Steven Sansom | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Steven Wagner | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Susan Maxey | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Susan Shoemaker | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Tammy Stoerkel | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Tanya Gilliam | Berry Wealth Group | Granbury | Not listed | Percentage of assets |
| Tarun Mehta | Onyx Bridge Wealth Group | Rockville | Not listed | Percentage of assets, Hourly |
| Taylor Fucci | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Tenzing Tashishar | NorthStar Asset Management | Boston | CFA | Percentage of assets |
| Terrance McGuire | Ridgewood Investments | Springfield | Not listed | Percentage of assets, Hourly |
| Thaddeus Davis | Aureus Asset Management | Boston | CFA | Percentage of assets, Fixed fees |
| Thomas Abbood | Veritas Wealth Management | North Kingstown | Not listed | Percentage of assets, Hourly |
| Thomas Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Thomas Jenkins | Petros Family Wealth | Bloomington | 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.