Financial advisors for family wealth transfer in Richmond, Virginia

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.

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.

See every fee-only advisor fee in Virginia

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.

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?

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 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.