Financial advisors for family wealth transfer in Los Angeles, California

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.

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.

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 Los Angeles, 39% of the 31 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 Los Angeles?

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 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.