# Financial advisors for family wealth transfer in Pasadena, California > For family wealth transfer in Pasadena, 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 George Hasbun of Clifford Swan, Hollyn Sekiguchi of Pasadena Private Wealth and John Schnieders of Schnieders Capital Management. Page: https://find.wellspent.co/specialties/family-wealth-transfer/california/pasadena/ 25 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 Pasadena? For family wealth transfer in Pasadena, 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 George Hasbun of Clifford Swan, Hollyn Sekiguchi of Pasadena Private Wealth and John Schnieders of Schnieders Capital Management. - [George Hasbun](https://find.wellspent.co/advisors/george-hasbun/), Clifford Swan, Pasadena City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Hollyn Sekiguchi](https://find.wellspent.co/advisors/hollyn-sekiguchi/), Pasadena Private Wealth, Pasadena City. Holds the CFP. Fees on file: percentage of assets, hourly. - [John Schnieders](https://find.wellspent.co/advisors/john-schnieders/), Schnieders Capital Management, Pasadena City. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Pasadena work on family wealth transfer? The Wellspent public graph lists 25 fee-only advisors for family wealth transfer in Pasadena, at 3 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in Pasadena charge? The most common fee among fee-only advisors for family wealth transfer in Pasadena is a percentage of assets, used by 100% of the 25 with fees on file. Many use more than one: 88% charge by the hour and 88% 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. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In Pasadena, 20% of the 25 advisors listed hold the CFP. - CFP (20% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Pasadena advisors for family wealth transfer compare with the rest of the US? 88% of fee-only advisors for family wealth transfer in Pasadena 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 Pasadena? - 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 Pasadena? 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 | |---|---|---|---|---| | [George Hasbun](https://find.wellspent.co/advisors/george-hasbun.md) | Clifford Swan | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Hollyn Sekiguchi](https://find.wellspent.co/advisors/hollyn-sekiguchi.md) | Pasadena Private Wealth | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kathleen Gilmore](https://find.wellspent.co/advisors/kathleen-gilmore.md) | Clifford Swan | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Raymond Torres](https://find.wellspent.co/advisors/raymond-torres.md) | Clifford Swan | Pasadena, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Austin Gewecke](https://find.wellspent.co/advisors/austin-gewecke.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Charlotte Anten](https://find.wellspent.co/advisors/charlotte-anten.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [David Lin](https://find.wellspent.co/advisors/david-lin.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Lloyd Wong](https://find.wellspent.co/advisors/lloyd-wong.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Maxwell Pray](https://find.wellspent.co/advisors/maxwell-pray.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Murcy Huang](https://find.wellspent.co/advisors/murcy-huang.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Peter Boyle](https://find.wellspent.co/advisors/peter-boyle.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Randall Zaharia](https://find.wellspent.co/advisors/randall-zaharia.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Roger Gewecke](https://find.wellspent.co/advisors/roger-gewecke.md) | Clifford Swan | Pasadena, California | CFA | Percentage of assets, Hourly, Fixed fees | | [John Schnieders](https://find.wellspent.co/advisors/john-schnieders.md) | Schnieders Capital Management | Pasadena, California | CFP, CFA | Percentage of assets | | [Anthony Hunt](https://find.wellspent.co/advisors/anthony-hunt.md) | Pasadena Private Wealth | Pasadena, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Billy Yeh](https://find.wellspent.co/advisors/billy-yeh.md) | Clifford Swan | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [Charles Coleman](https://find.wellspent.co/advisors/charles-coleman.md) | Pasadena Private Wealth | Pasadena, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Elliott Hollingsworth](https://find.wellspent.co/advisors/elliott-hollingsworth.md) | Clifford Swan | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [George Kaluhiokalani](https://find.wellspent.co/advisors/george-kaluhiokalani.md) | Pasadena Private Wealth | Pasadena, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kevin Cavanaugh](https://find.wellspent.co/advisors/kevin-cavanaugh.md) | Clifford Swan | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [Leslie Ann Gutierrez](https://find.wellspent.co/advisors/leslie-ann-gutierrez.md) | Clifford Swan | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [Nicole Vong](https://find.wellspent.co/advisors/nicole-vong.md) | Pasadena Private Wealth | Pasadena, California | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Raymundo Flores](https://find.wellspent.co/advisors/raymundo-flores.md) | Clifford Swan | Pasadena, California | | Percentage of assets, Hourly, Fixed fees | | [James Schnieders](https://find.wellspent.co/advisors/james-schnieders.md) | Schnieders Capital Management | Pasadena, California | CFA | Percentage of assets | | [Jason Kalman](https://find.wellspent.co/advisors/jason-kalman.md) | Schnieders Capital Management | Pasadena, California | | Percentage of assets | ## Related - [Retirement planning in Pasadena](https://find.wellspent.co/specialties/retirement-planning/california/pasadena.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).