Financial advisors for family wealth transfer in California

Which financial advisor should I talk to about passing wealth to the next generation in California?

For family wealth transfer in California, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Annette Di Bello of Di Bello Financial, Thomas Donnelly of Donnelly Investments and Aaron Brickley of Brickley Wealth Management.

How many fee-only financial advisors in California work on family wealth transfer?

The Wellspent public graph lists 427 fee-only advisors for family wealth transfer in California, at 143 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for family wealth transfer in California charge?

The most common fee among fee-only advisors for family wealth transfer in California is a percentage of assets, used by 96% of the 427 with fees on file. Many use more than one: 61% charge by the hour and 60% charge fixed fees.

How much do fee-only financial advisors charge in California?

Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms.

How much does a one-time financial plan cost in California?

A one-time financial plan from a fee-only firm in California has a median price of $2,500. We found this across the published prices of 111 California firms.

See every fee-only advisor fee in California

What credentials should a financial advisor for family wealth transfer have?

For family wealth transfer, look for the CFP. In California, 37% of the 427 advisors listed hold the CFP.

Does California have an estate or inheritance tax?

No. California has no state estate or inheritance tax, so the federal rules are the main ones to plan around.

Is California a community property state?

Yes. California is a community property state, which shapes how married couples title assets and what happens to cost basis at death.

What should I ask a financial advisor about passing wealth to the next generation in California?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. If I own property in another state, could its estate tax apply?
6. How would community property rules change how we title our assets?

How current is this list of fee-only advisors for family wealth transfer in California?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.