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 |
|---|---|---|---|---|
| Michael Saenz | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Nathaniel Sems | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Neal Carlson | Forthright Family Wealth | Houston | Not listed | Percentage of assets, Fixed fees |
| Nicole Bogert | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Nily Levy | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Noel Knox | Solve Consulting Group | Fort Wayne | Not listed | Percentage of assets |
| Norma Peralta Morales | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| Orest Saikevych | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Patrick Terrion | Founders Capital Management | Hartford | Not listed | Percentage of assets |
| Paul Holthe | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Paul Simons | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Peter Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Robert Bond | Bright Vision Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Robert Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Robert Longsworth | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Ryan Fulmer | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Ryan Mahoney | Cypress Asset Management | Peoria Heights | Not listed | Percentage of assets, Fixed fees |
| Ryan Mason | Argos Wealth Advisors | Sacramento | Not listed | Percentage of assets, Hourly |
| Ryan McLaughlin | Westward Investment Advisory | Mission | Not listed | Percentage of assets, Hourly |
| Ryan Ritchie | 7Two | Denver | Not listed | Percentage of assets, Fixed fees |
| Sandra Swanson | Potentia Wealth | San Jose | Not listed | Percentage of assets, Fixed fees |
| Sandy Galuppo | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Sarah Bredhoff | The Rice Partnership | Kahului, Maui | Not listed | Percentage of assets, Fixed fees |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Sarah Shalala | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Shannon Yarbrough | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Sheldon Steuer | Equinum | New York | Not listed | Percentage of assets |
| Soren Schwan | Atlas Financial | Lincoln | Not listed | Percentage of assets, Fixed fees |
| Steven Feeman | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Steven Schoenfeld | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Steven Thompson | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Terrance Cook | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Thomas Brennecke | Timber Creek Capital Management | Boston | Not listed | Percentage of assets |
| Thomas Leland | Southeast Asset Advisors | Mobile | Not listed | Percentage of assets, Hourly |
| Thomas Roth | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Timothy Griffin | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Timothy Jones | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Timothy Molloy | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Timothy Whitmoyer | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Tyler Cohen | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Tyler Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Tyler Rockwell | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Tyler Sanchez | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Wade Hoffman | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Wayne Goldstein | Atlas Financial | Wellington | Not listed | Percentage of assets, Fixed fees |
| William Camp | Beese Fulmer | Canton | Not listed | Percentage of assets |
| William Enoch | Zuckerman Investment Group | Chicago | Not listed | Percentage of assets |
| William Nichols | PUREfi Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| William Pusey | CrossGrain Family Investments | Henrico | Not listed | Percentage of assets, Hourly |
| William Wieters | Colonial Trust Company | Charleston | 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.