# Financial advisors for family wealth transfer in Los Angeles, California > For family wealth transfer in Los Angeles, 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 Gabriel Anderson of Crafted Wealth Management, LLC, Gloria Garcia Cisneros of LourdMurray and Stacey Panenhanouvong of HCR Wealth Advisors. Page: https://find.wellspent.co/specialties/family-wealth-transfer/california/los-angeles/ 31 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in Los Angeles? For family wealth transfer in Los Angeles, 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 Gabriel Anderson of Crafted Wealth Management, LLC, Gloria Garcia Cisneros of LourdMurray and Stacey Panenhanouvong of HCR Wealth Advisors. - [Gabriel Anderson](https://find.wellspent.co/advisors/gabriel-anderson/), Crafted Wealth Management, LLC, Los Angeles City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Gloria Garcia Cisneros](https://find.wellspent.co/advisors/gloria-garcia-cisneros/), LourdMurray, Los Angeles City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Stacey Panenhanouvong](https://find.wellspent.co/advisors/stacey-panenhanouvong/), HCR Wealth Advisors, Los Angeles City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Alyssa Crews](https://find.wellspent.co/advisors/alyssa-crews/), Silver Oak Wealth Advisors, Los Angeles City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Kathleen Connors Dowdy](https://find.wellspent.co/advisors/kathleen-connors-dowdy/), EP Wealth Advisors, Los Angeles City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Bryan Molinar](https://find.wellspent.co/advisors/bryan-molinar/), Atlas Legacy Advisors, Los Angeles City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Los Angeles work on family wealth transfer? The Wellspent public graph lists 31 fee-only advisors for family wealth transfer in Los Angeles, at 11 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in Los Angeles charge? The most common fee among fee-only advisors for family wealth transfer in Los Angeles is a percentage of assets, used by 100% of the 31 with fees on file. Many use more than one: 94% charge by the hour and 61% charge fixed fees. ## How much do fee-only financial advisors charge in Los Angeles? Fee-only financial advisors in Los Angeles charge a median of $7,800 a year for ongoing planning. We found this across the published prices of 5 Los Angeles firms. ## How much does a one-time financial plan cost in Los Angeles? A one-time financial plan from a fee-only firm in Los Angeles has a median price of $1,025. We found this across the published prices of 8 Los Angeles firms. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In Los Angeles, 39% of the 31 advisors listed hold the CFP. - CFP (39% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Los Angeles advisors for family wealth transfer compare with the rest of the US? 94% of fee-only advisors for family wealth transfer in Los Angeles charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 Los Angeles? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? - 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 Los Angeles? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Kathleen Connors Dowdy](https://find.wellspent.co/advisors/kathleen-connors-dowdy.md) | EP Wealth Advisors | Los Angeles, California | CFP, EA, CLU, MS, MBA, AIF, MA, ChFC | Percentage of assets, Hourly, Fixed fees | | [Gabriel Anderson](https://find.wellspent.co/advisors/gabriel-anderson.md) | Crafted Wealth Management, LLC | Los Angeles, California | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee | | [Katerina Minevich](https://find.wellspent.co/advisors/katerina-minevich.md) | Forward Wealth Management | Los Angeles, California | CDFA, CFP, CFA, PhD | Percentage of assets, Hourly, Fixed fees | | [Alexander Collins](https://find.wellspent.co/advisors/alexander-collins.md) | HCR Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Shawn Landis](https://find.wellspent.co/advisors/shawn-landis.md) | HCR Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Stacey Panenhanouvong](https://find.wellspent.co/advisors/stacey-panenhanouvong.md) | HCR Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Gloria Garcia Cisneros](https://find.wellspent.co/advisors/gloria-garcia-cisneros.md) | LourdMurray | Los Angeles, California | CFP | Percentage of assets, Flat fee or retainer | | [Bryan Molinar](https://find.wellspent.co/advisors/bryan-molinar.md) | Atlas Legacy Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordan Kahn](https://find.wellspent.co/advisors/jordan-kahn.md) | HCR Wealth Advisors | Los Angeles, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Matthew Fulton](https://find.wellspent.co/advisors/matthew-fulton.md) | Atlas Legacy Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Heller](https://find.wellspent.co/advisors/matthew-heller.md) | HCR Wealth Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Steven Campeas](https://find.wellspent.co/advisors/steven-campeas.md) | HCR Wealth Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Alyssa Crews](https://find.wellspent.co/advisors/alyssa-crews.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Lew](https://find.wellspent.co/advisors/brandon-lew.md) | Kera Capital | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Laura Robayo](https://find.wellspent.co/advisors/laura-robayo.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Shufan Cao](https://find.wellspent.co/advisors/shufan-cao.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Geert Criel](https://find.wellspent.co/advisors/geert-criel.md) | Pasadena Private Wealth | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kyle Fulton](https://find.wellspent.co/advisors/kyle-fulton.md) | Seneca Private Wealth | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Marc Rosenbach](https://find.wellspent.co/advisors/marc-rosenbach.md) | Atlas Legacy Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Scott Shlecter](https://find.wellspent.co/advisors/scott-shlecter.md) | Pasadena Private Wealth | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Susan Maxey](https://find.wellspent.co/advisors/susan-maxey.md) | Atlas Legacy Advisors | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Stephen Seo](https://find.wellspent.co/advisors/stephen-seo.md) | L&S Advisors | Los Angeles, California | CFA | Percentage of assets, Hourly | | [Craig Weston](https://find.wellspent.co/advisors/craig-weston.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Edlyn Ruiz](https://find.wellspent.co/advisors/edlyn-ruiz.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Ian Manongdo](https://find.wellspent.co/advisors/ian-manongdo.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Jason Scott](https://find.wellspent.co/advisors/jason-scott.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Leanne Sindell](https://find.wellspent.co/advisors/leanne-sindell.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Lin-Chun Liu](https://find.wellspent.co/advisors/lin-chun-liu.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Ralph Scott](https://find.wellspent.co/advisors/ralph-scott.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Ryan Brouillette](https://find.wellspent.co/advisors/ryan-brouillette.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | | [Sy Lippman](https://find.wellspent.co/advisors/sy-lippman.md) | L&S Advisors | Los Angeles, California | | Percentage of assets, Hourly | ## Related - [Tax planning in Los Angeles](https://find.wellspent.co/specialties/tax-planning/california/los-angeles.md) - [Retirement planning in Los Angeles](https://find.wellspent.co/specialties/retirement-planning/california/los-angeles.md) - [Estate planning in Los Angeles](https://find.wellspent.co/specialties/estate-planning/california/los-angeles.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).