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 |
|---|---|---|---|---|
| Jeffrey Williams | Fairscale Capital | Nashua | CFP | Percentage of assets, Hourly |
| Jeremiah Winters | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Jeremy Mocek | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. | Rodriquez Wealth Management | Newport Beach | CFP | Percentage of assets |
| John Fleming | Vandalia Wealth | Greenville | CFP | Percentage of assets, Hourly |
| John Foley | LifeWise Wealth Advisors | Champaign | CFP, ChFC | Flat fee or retainer |
| John Heldman | Triad Investment Management | Laguna Niguel | CFA | Percentage of assets |
| John Kennedy | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| John Phillips | Red Door Wealth Management | Memphis | CFP, CFA | Percentage of assets, Fixed fees |
| Jonathan Brooks | BMSS Wesson Wealth Solutions | Birmingham | CFP, ChFC | Percentage of assets, Hourly |
| Jonathan Dane | Defiant Capital Group | Warrendale | CFP, CFA | Percentage of assets, Fixed fees |
| Jonathan Dorsey | Vandalia Wealth | Beckley | CFP | Percentage of assets, Hourly |
| Jonathan Dursteler | Soulence Wealth Management | North Logan | CFP | Percentage of assets |
| Jonathan Klett | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Jonathan Salvato | Diamond Client Group | The Woodlands | CFP | Percentage of assets, Hourly |
| Jonathon Jordan | Stone Pillars Wealth Management | Franklin | CFP | Percentage of assets, Hourly |
| Jordi Bakovic-Quiroga | TQM Wealth Partners | St. Augustine | CFP | Percentage of assets, Hourly |
| Joseph Dunn | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joseph Maddux | Cooper Norman Wealth | Idaho Falls | CFP | Percentage of assets |
| Joseph Purcell | Wissahickon Wealth Management | Philadelphia | CFP | Percentage of assets |
| Joseph Rodriguez | Matriarch Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Joseph Weiland | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Joshua Coniglio | Pacific Capital | Corona | CFP | Percentage of assets, Fixed fees |
| Joshua Gideon | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Joshua Nuss | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| Joshua Prince | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Julie Hupp | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Justin Watson | Beaird Harris | Dallas | CFP, PFS | Percentage of assets, Fixed fees |
| Katarzyna Marczyk | Anchor Wealth Management Group | West Palm Beach | CFP | Percentage of assets, Hourly |
| Kay Kidwell | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Keith Fenstad | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Kevin Kolson | Family Wealth Leadership | Irvine | CFP | Percentage of assets, Hourly |
| Kyle Cote | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Kyle Jones | Lindsey & Lindsey Wealth Management | Culver City | CFP | Percentage of assets, Hourly |
| Lafe Blobaum | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Leann Sullivan | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Liam Toohey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Lisa Bowers | RPO Wealth Partners | Charlotte | CFP | Fixed fees |
| Madalyn Dow | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Marc Jimenez | CAM Investor Solutions | Austin | CFP, CFA | Percentage of assets, Hourly |
| Margaret Kamman | Kirr, Marbach & Company | Columbus | CFP | Percentage of assets |
| Maria Kelly | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Mario Zumbo | Preserve Private Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Mark Eggleston | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Mark Schiller | WS Wealth Management | Fargo | CFP | Percentage of assets, Hourly |
| Mark Wesson | BMSS Wesson Wealth Solutions | Birmingham | CFP | Percentage of assets, Hourly |
| Matthew Dattilio | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Matthew Henry | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
| Matthew Snipes | Topsail Wealth Management | Charlotte | CFP | Percentage of assets |
Guides
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.