# Financial advisors for family wealth transfer in Richmond, Virginia > For family wealth transfer in Richmond, 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 Samantha Link of Brockenbrough, John King of WealthCrossing and Marshall Chambers of Heritage Wealth Advisors. Page: https://find.wellspent.co/specialties/family-wealth-transfer/virginia/richmond/ 40 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 Richmond? For family wealth transfer in Richmond, 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 Samantha Link of Brockenbrough, John King of WealthCrossing and Marshall Chambers of Heritage Wealth Advisors. - [Samantha Link](https://find.wellspent.co/advisors/samantha-link/), Brockenbrough, Richmond City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [John King](https://find.wellspent.co/advisors/john-king/), WealthCrossing, Richmond City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers/), Heritage Wealth Advisors, Richmond City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Jeremiah Winters](https://find.wellspent.co/advisors/jeremiah-winters/), Founders Grove Wealth Partners, Richmond City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Roberta Keller](https://find.wellspent.co/advisors/roberta-keller/), Alexis Advisors, Richmond City. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Richmond work on family wealth transfer? The Wellspent public graph lists 40 fee-only advisors for family wealth transfer in Richmond, at 5 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in Richmond charge? The most common fee among fee-only advisors for family wealth transfer in Richmond is a percentage of assets, used by 100% of the 40 with fees on file. Many use more than one: 95% charge fixed fees and 38% charge performance-based fees. ## How much do fee-only financial advisors charge in Virginia? Fee-only financial advisors in Virginia charge a median of $4,992 a year for ongoing planning. We found this across the published prices of 25 Virginia firms. ## How much does a one-time financial plan cost in Virginia? A one-time financial plan from a fee-only firm in Virginia has a median price of $1,500. We found this across the published prices of 21 Virginia firms. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In Richmond, 33% of the 40 advisors listed hold the CFP. - CFP (33% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Richmond advisors for family wealth transfer compare with the rest of the US? 95% of fee-only advisors for family wealth transfer in Richmond charge fixed fees, compared with 62% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Virginia have an estate or inheritance tax? No. Virginia 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 Richmond? - 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 current is this list of fee-only advisors for family wealth transfer in Richmond? 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 | |---|---|---|---|---| | [Catherine Atwood](https://find.wellspent.co/advisors/catherine-atwood.md) | Founders Grove Wealth Partners | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Jeremiah Winters](https://find.wellspent.co/advisors/jeremiah-winters.md) | Founders Grove Wealth Partners | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Charles Hill](https://find.wellspent.co/advisors/charles-hill.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Delores Remo](https://find.wellspent.co/advisors/delores-remo.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Marshall Chambers](https://find.wellspent.co/advisors/marshall-chambers.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP, CFA | Percentage of assets, Fixed fees | | [Sarah Simmer](https://find.wellspent.co/advisors/sarah-simmer.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Claire Craighill](https://find.wellspent.co/advisors/claire-craighill.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [John King](https://find.wellspent.co/advisors/john-king.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [John Williams](https://find.wellspent.co/advisors/john-williams-7245735.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Jonathan Bailey](https://find.wellspent.co/advisors/jonathan-bailey.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Mitchell Crowder](https://find.wellspent.co/advisors/mitchell-crowder.md) | WealthCrossing | Richmond, Virginia | CFP | Percentage of assets, Fixed fees | | [Samantha Link](https://find.wellspent.co/advisors/samantha-link.md) | Brockenbrough | Richmond, Virginia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Stephanie Stumpf](https://find.wellspent.co/advisors/stephanie-stumpf.md) | WealthCrossing | Richmond, Virginia | CFP, PFS | Percentage of assets, Fixed fees | | [Caroline Baronian](https://find.wellspent.co/advisors/caroline-baronian.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [John Jordan](https://find.wellspent.co/advisors/john-jordan.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Samantha Vicchiarelli](https://find.wellspent.co/advisors/samantha-vicchiarelli.md) | Alexis Advisors | Richmond, Virginia | ChFC | Percentage of assets, Hourly | | [Steven Henderson](https://find.wellspent.co/advisors/steven-henderson.md) | Heritage Wealth Advisors | Richmond, Virginia | CFA | Percentage of assets, Fixed fees | | [Austin Brockenbrough IV](https://find.wellspent.co/advisors/austin-brockenbrough-iv.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Charles Caravati](https://find.wellspent.co/advisors/charles-caravati.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Culbertson](https://find.wellspent.co/advisors/christopher-culbertson.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Dion](https://find.wellspent.co/advisors/christopher-dion.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [David Lyons](https://find.wellspent.co/advisors/david-lyons.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [John Bowers](https://find.wellspent.co/advisors/john-bowers.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Joseph Jennings](https://find.wellspent.co/advisors/joseph-jennings.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Martin King](https://find.wellspent.co/advisors/martin-king.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Robert Burke](https://find.wellspent.co/advisors/robert-burke.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [William Claiborne](https://find.wellspent.co/advisors/william-claiborne.md) | Brockenbrough | Richmond, Virginia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Aaron Zitalone](https://find.wellspent.co/advisors/aaron-zitalone.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Daniel Rowe](https://find.wellspent.co/advisors/daniel-rowe.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Kaitlyn Kocuba](https://find.wellspent.co/advisors/kaitlyn-kocuba.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Meagan Roberts](https://find.wellspent.co/advisors/meagan-roberts.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Mikai Thomas](https://find.wellspent.co/advisors/mikai-thomas.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Roberta Keller](https://find.wellspent.co/advisors/roberta-keller.md) | Alexis Advisors | Richmond, Virginia | | Percentage of assets, Hourly | | [Wesley Cullinane](https://find.wellspent.co/advisors/wesley-cullinane.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Zuzanna Kaczmarek](https://find.wellspent.co/advisors/zuzanna-kaczmarek.md) | Heritage Wealth Advisors | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Andrea Broughton](https://find.wellspent.co/advisors/andrea-broughton.md) | WealthCrossing | Richmond, Virginia | | Percentage of assets, Fixed fees | | [Austin Brockenbrough III](https://find.wellspent.co/advisors/austin-brockenbrough-iii.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | | [Matthew Shaia](https://find.wellspent.co/advisors/matthew-shaia.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | | [Richard Skeppstrom](https://find.wellspent.co/advisors/richard-skeppstrom.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | | [Walter Robertson](https://find.wellspent.co/advisors/walter-robertson.md) | Brockenbrough | Richmond, Virginia | | Percentage of assets, Fixed fees, Performance-based fees | ## Related - [Tax planning in Richmond](https://find.wellspent.co/specialties/tax-planning/virginia/richmond.md) - [Estate planning in Richmond](https://find.wellspent.co/specialties/estate-planning/virginia/richmond.md) - [Retirement planning in Richmond](https://find.wellspent.co/specialties/retirement-planning/virginia/richmond.md) - [Retirees in Richmond](https://find.wellspent.co/audiences/retirees/virginia/richmond.md) - [Pre-retirees in Richmond](https://find.wellspent.co/audiences/pre-retirees/virginia/richmond.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).