Financial advisors for family wealth transfer in San Francisco, California

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

For family wealth transfer in San Francisco, 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 Katherine Fox of Sunnybranch Wealth LLC, Michal Skowronski of Skylark Wealth, LLC and Scott Hampton of Moment Partners.

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

The Wellspent public graph lists 25 fee-only advisors for family wealth transfer in San Francisco, at 12 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 Francisco charge?

The most common fee among fee-only advisors for family wealth transfer in San Francisco is a percentage of assets, used by 96% of the 25 with fees on file. Many use more than one: 56% charge fixed fees and 48% charge by the hour.

How much do fee-only financial advisors charge in San Francisco?

Fee-only financial advisors in San Francisco charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 14 San Francisco firms.

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

A one-time financial plan from a fee-only firm in San Francisco has a median price of $3,000. We found this across the published prices of 11 San Francisco 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 San Francisco, 36% of the 25 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 San Francisco?

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 San Francisco?

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.