Financial advisors for family wealth transfer in Florida

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

For family wealth transfer in Florida, 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 Bennett Stein of Stein Financial LLC, Marisa Bradbury of Sigma Investment Counselors and Cayden McLaughlin of WealthAdvisor365.

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

The Wellspent public graph lists 184 fee-only advisors for family wealth transfer in Florida, at 83 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for family wealth transfer in Florida charge?

The most common fee among fee-only advisors for family wealth transfer in Florida is a percentage of assets, used by 96% of the 184 with fees on file. Many use more than one: 65% charge fixed fees and 53% charge by the hour.

How much do fee-only financial advisors charge in Florida?

Fee-only financial advisors in Florida charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 48 Florida firms.

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

A one-time financial plan from a fee-only firm in Florida has a median price of $2,500. We found this across the published prices of 43 Florida firms.

See every fee-only advisor fee in Florida

What credentials should a financial advisor for family wealth transfer have?

For family wealth transfer, look for the CFP and CPA. In Florida, 32% of the 184 advisors listed hold the CFP.

Does Florida have an estate or inheritance tax?

No. Florida has no state estate or inheritance tax, so the federal rules are the main ones to plan around.

What should I ask a financial advisor about passing wealth to the next generation in Florida?

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?

How current is this list of fee-only advisors for family wealth transfer in Florida?

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.