Top advisors focused on inheritance planning in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might need an inheritance planning advisor if you're facing decisions about managing assets passed down to you, such as deciding how to invest or distribute an inheritance. A common mistake is not considering tax implications or family dynamics, which can lead to unintended financial or relational consequences.
- Tax impact awareness. Ask how they help minimize taxes on inherited assets, including estate, income, and capital gains taxes.
- Family communication. Confirm how they assist in navigating conversations among heirs to prevent conflicts.
- Asset management strategy. Look for guidance on balancing preservation and growth tailored to your inheritance timeline and goals.
- Legal coordination. Check if they work with estate attorneys to ensure your plans align with wills and trusts.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sean A
Series 66
Boulder, CO
Edward Jones
Sean Alexander specializes in inheritance planning and related areas like business succession and retirement income strategy, making him well-suited to help manage inherited assets and navigate family dynamics. Based in Boulder, CO, he works with Edward Jones, a large firm serving over four million clients, offering a variety of advisory programs with fees up to 1.35% annually, which may provide broader resources compared to smaller firms.
Experience: 0 years
Avg account: $246,728
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Steve S
VerifiedCFP®
Eldersburg, MD
ABEL Financial Management Co.
Steve Stern specializes in inheritance planning with 12 years of experience and a CFP® certification, serving high-net-worth clients in Eldersburg, MD. His firm, ABEL Financial Management Co., offers a proactive, organized approach with a fee structure of 0.7-1.15% AUM, focusing on accountability and family dynamics, which may appeal to those seeking personalized guidance alongside tax and wealth management expertise.
Experience: 12 years
Avg account: $1,375,594
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Scott M
Series 63, Series 65
Incline Village, NV
Merrill
Scott Macdonald's expertise in inheritance planning is enhanced by his extensive experience with special needs trusts and elder care planning, making him well-equipped to handle complex family and legal dynamics. As a seasoned advisor at Merrill, a large firm, he offers a managed strategy with a 1.10% AUM fee and serves mid-career professionals and HENRY clients, distinguishing him through his specialized focus and collaborative approach with legal professionals.
Experience: 38 years
Avg account: $860,085
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Clayton D
Series 65
Sonoma, CA
Fermata Advisors
Clayton Dunkle specializes in inheritance planning, offering tailored strategies that consider tax impacts and family dynamics, which are crucial for managing inherited assets effectively. Based in Sonoma, CA, he operates independently with a flat-fee structure starting at $5,000, and brings five years of experience along with expertise in retirement and business succession planning, distinguishing him from advisors focused solely on inheritance.
Experience: 5 years
Avg account: $244,427
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Maris G
CFP®, Series 63, Series 65
Seattle, WA
Mg Financial, Inc.
Maris Galins specializes in inheritance planning with 24 years of experience, offering tailored guidance on managing inherited assets, tax implications, and family dynamics. Operating independently from Seattle, WA, Galins provides flat-fee financial planning starting at $2,900 and emphasizes non-discretionary asset allocation using SEI model portfolios, distinguishing her approach from advisors who manage portfolios directly.
Experience: 24 years
Avg account: $1,051,042
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