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 |
|---|---|---|---|---|
| Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. | Northwestern Mutual Investment Services, LLC | Sioux Falls | CFP | Percentage of assets, Flat fee or retainer |
| Scott Anderson | GW Financial | Reno | CFP | Ongoing planning fee |
| Shawn Brunner | Coastal Wealth Advisors | Johns Island | CFP | One-time planning fee |
| Tanner Castle | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Timothy Macarak | Members' Wealth | Media | CFP | Percentage of assets, Fixed fees |
| Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently | Gevers Wealth Management | Issaquah | CFA | Percentage of assets, One-time planning fee |
| Tyler Peterson | Runey & Associates Wealth Management | Mount Pleasant | CFP | Percentage of assets |
| Walker Abney | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| William Belko | Roble Belko & Company | Sewickley | CFP, CFA | Percentage of assets, Fixed fees |
| Yvonne Darby | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Zach Ungerott We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life. | Hightower Wealth Advisors | St. Louis | CFP | Percentage of assets, One-time planning fee |
| Aaron Pierce | TrueVine Family Wealth | Naples | CFP | Percentage of assets, Hourly |
| Abigail Gunderson | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Abigail Waddell | BMSS Wesson Wealth Solutions | California | CFP | Percentage of assets, Hourly |
| Adam Lawrence | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Adrianne Yamaki | Strategic Wealth Capital | San Francisco | CFP | Percentage of assets, Fixed fees |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Alex Graham | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Alexander Collins | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Allison Meier | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Allyson Mangine | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Amy Stuber | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Andrew McDowell | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| Andrew Randisi | Pennsylvania Capital Management | Pennsauken | CFP | Percentage of assets, Hourly |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Ashley Israel | Vandalia Wealth | Charleston | CFP | Percentage of assets, Hourly |
| Benjamin Anderson | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Billy Desai | Analog Capital Partners | Houston | CFA | Percentage of assets |
| Bradley Sayre | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Brandon Cabaniss | Telos Partners | Greenville | CFP | Percentage of assets, Hourly |
| Brett Carleton | Heritage Wealth Management | Houston | CFP, ChFC | Percentage of assets, Hourly |
| Brian Breen | Breen Wealth Management | Petaluma | CFP | Percentage of assets |
| Brian Carney | RiversEdge Advisors | Wilmington | CFP, ChFC | Percentage of assets, Hourly |
| Brian Merrill | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Brian Seay | Capital Stewards | Huntsville | CFA | Flat fee or retainer, Ongoing planning fee |
| Brock Alvord | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Bryan Theall | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Caleb Casto | Vandalia Wealth | Charleston | CFP | Percentage of assets, Hourly |
| Calvin Chanski | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Calvin Lo | Keystone Global Partners | Monrovia | CFP, CFA | Percentage of assets |
| Carolina Ortiz | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Catherine Atwood | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Celeste Pryor | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Christian Doyle | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Christine Parker | Parker Financial | La Plata | CFP | Percentage of assets, Ongoing planning fee |
| Christine Sakraida | White Aspen Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| Christopher Mallon | Pennsylvania Capital Management | Huntingdon Valley | CFP | 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.