# Financial advisors for family wealth transfer in San Diego, California > For family wealth transfer in San Diego, 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 Andrew Russell of Dean Roland Russell Family Wealth Management, Anastasia Melbrod of Melbrod Wealth Management and Jake Taylor of Astra Wealth Management. Page: https://find.wellspent.co/specialties/family-wealth-transfer/california/san-diego/ 32 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 San Diego? For family wealth transfer in San Diego, 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 Andrew Russell of Dean Roland Russell Family Wealth Management, Anastasia Melbrod of Melbrod Wealth Management and Jake Taylor of Astra Wealth Management. - [Andrew Russell](https://find.wellspent.co/advisors/andrew-russell/), Dean Roland Russell Family Wealth Management, San Diego City. Holds the CFP. Fees on file: percentage of assets. - [Anastasia Melbrod](https://find.wellspent.co/advisors/anastasia-melbrod/), Melbrod Wealth Management, San Diego City. Holds the CFP. Fees on file: ongoing planning fee. - [Jake Taylor](https://find.wellspent.co/advisors/jake-taylor/), Astra Wealth Management, San Diego City. Holds the CFP. Fees on file: percentage of assets. - [Christine Skoczek](https://find.wellspent.co/advisors/christine-skoczek/), Vistica Wealth Advisors, San Diego City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Peter Shenas](https://find.wellspent.co/advisors/peter-shenas/), Ariston Services Group, San Diego City. Holds the CFP. Fees on file: percentage of assets. - [Taylor Schulte](https://find.wellspent.co/advisors/taylor-schulte/), Define Financial, San Diego City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in San Diego work on family wealth transfer? The Wellspent public graph lists 32 fee-only advisors for family wealth transfer in San Diego, at 13 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in San Diego charge? The most common fee among fee-only advisors for family wealth transfer in San Diego is a percentage of assets, used by 91% of the 32 with fees on file. Many use more than one: 63% charge fixed fees and 56% charge by the hour. ## How much do fee-only financial advisors charge in San Diego? Fee-only financial advisors in San Diego charge a median of $5,500 a year for ongoing planning. We found this across the published prices of 14 San Diego firms. ## How much does a one-time financial plan cost in San Diego? A one-time financial plan from a fee-only firm in San Diego has a median price of $1,950. We found this across the published prices of 11 San Diego firms. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In San Diego, 44% of the 32 advisors listed hold the CFP. - CFP (44% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do San Diego advisors for family wealth transfer compare with the rest of the US? 56% of fee-only advisors for family wealth transfer in San Diego 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 San Diego? - 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 San Diego? 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 | |---|---|---|---|---| | [Jake Taylor](https://find.wellspent.co/advisors/jake-taylor.md) | Astra Wealth Management | San Diego, California | CFP | Percentage of assets | | [Taylor Schulte](https://find.wellspent.co/advisors/taylor-schulte.md) | Define Financial | San Diego, California | CFP | Percentage of assets, Flat fee or retainer | | [Christine Skoczek](https://find.wellspent.co/advisors/christine-skoczek.md) | Vistica Wealth Advisors | San Diego, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Andrew Drennan](https://find.wellspent.co/advisors/andrew-drennan.md) | D'Arcy Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [David Chenet](https://find.wellspent.co/advisors/david-chenet.md) | Presidio Capital Management | San Diego, California | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Krysta Kelly](https://find.wellspent.co/advisors/krysta-kelly.md) | D'Arcy Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Rielle Sanidad](https://find.wellspent.co/advisors/rielle-sanidad.md) | Presidio Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Stone Churby](https://find.wellspent.co/advisors/stone-churby.md) | Presidio Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Russell](https://find.wellspent.co/advisors/andrew-russell.md) | Dean Roland Russell Family Wealth Management | San Diego, California | CFP | Percentage of assets | | [Angel Brown](https://find.wellspent.co/advisors/angel-brown.md) | asendo wealth | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Marc Roland](https://find.wellspent.co/advisors/marc-roland.md) | Dean Roland Russell Family Wealth Management | San Diego, California | CFP, PFS | Percentage of assets | | [Christopher D'Arcy](https://find.wellspent.co/advisors/christopher-d-arcy.md) | D'Arcy Capital Management | San Diego, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Kameron Barzegar](https://find.wellspent.co/advisors/kameron-barzegar.md) | RJ Patterson Group | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Malek Hage Hassan](https://find.wellspent.co/advisors/malek-hage-hassan.md) | RJ Patterson Group | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Olivian Pitis](https://find.wellspent.co/advisors/olivian-pitis.md) | CSJ Wealth Management | San Diego, California | CFP, CFA | Percentage of assets | | [Peter Shenas](https://find.wellspent.co/advisors/peter-shenas.md) | Ariston Services Group | San Diego, California | CFP | Percentage of assets | | [Anastasia Melbrod](https://find.wellspent.co/advisors/anastasia-melbrod.md) | Melbrod Wealth Management | San Diego, California | CFP | Ongoing planning fee | | [Christopher Reyes](https://find.wellspent.co/advisors/christopher-reyes.md) | Presidio Capital Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Henry Winship](https://find.wellspent.co/advisors/henry-winship.md) | Pacific Point | San Diego, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Jagdish (Jay) Sitlani](https://find.wellspent.co/advisors/jagdish-jay-sitlani.md) | Pacific Point | San Diego, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Matthew Vallebo](https://find.wellspent.co/advisors/matthew-vallebo.md) | Presidio Capital Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Michael Kasianko](https://find.wellspent.co/advisors/michael-kasianko.md) | Presidio Capital Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Robyn Cohen](https://find.wellspent.co/advisors/robyn-cohen.md) | Presidio Capital Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Scott Bramwell](https://find.wellspent.co/advisors/scott-bramwell.md) | Eiger Wealth Management | San Diego, California | PFS | Percentage of assets, Fixed fees | | [Stephen Islander](https://find.wellspent.co/advisors/stephen-islander.md) | Presidio Capital Management | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [Eduardo Ciuffo](https://find.wellspent.co/advisors/eduardo-ciuffo.md) | Ariston Services Group | San Diego, California | CFA | Percentage of assets | | [Juliana Guerra](https://find.wellspent.co/advisors/juliana-guerra.md) | Dean Roland Russell Family Wealth Management | San Diego, California | | Percentage of assets | | [Fabian Waldner](https://find.wellspent.co/advisors/fabian-waldner.md) | Eiger Wealth Management | San Diego, California | | Percentage of assets, Fixed fees | | [Kyle Spiewak](https://find.wellspent.co/advisors/kyle-spiewak.md) | Pacific Point | San Diego, California | | Percentage of assets, Hourly, Fixed fees | | [N Alexander Alard](https://find.wellspent.co/advisors/n-alexander-alard.md) | Eiger Wealth Management | San Diego, California | | Percentage of assets, Fixed fees | | [Scott Melbrod](https://find.wellspent.co/advisors/scott-melbrod.md) | Melbrod Wealth Management | San Diego, California | | Ongoing planning fee | | [Wesley Melbrod](https://find.wellspent.co/advisors/wesley-melbrod.md) | Melbrod Wealth Management | San Diego, California | | Ongoing planning fee | ## Related - [Retirement planning in San Diego](https://find.wellspent.co/specialties/retirement-planning/california/san-diego.md) - [Estate planning in San Diego](https://find.wellspent.co/specialties/estate-planning/california/san-diego.md) - [Tax planning in San Diego](https://find.wellspent.co/specialties/tax-planning/california/san-diego.md) - [Retirees in San Diego](https://find.wellspent.co/audiences/retirees/california/san-diego.md) - [Pre-retirees in San Diego](https://find.wellspent.co/audiences/pre-retirees/california/san-diego.md) - [Founders in San Diego](https://find.wellspent.co/specialties/founders-pre-exit/california/san-diego.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).