Stavis Wealth Transfer Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stavis Wealth Transfer Solutions serves high‑net‑worth individuals, families, family offices, trusts, charitable organizations and small business clients, offering integrated wealth, estate and financial planning alongside asset management and trust policy services. The firm’s service set includes coordination with attorneys, insurance analysis and oversight of variable insurance subaccounts as well as private placement life insurance and annuity structures.
The firm delivers tailored, goals‑based planning and portfolio recommendations that can be implemented through either discretionary or non‑discretionary arrangements, and it coordinates with clients’ other professional advisors while using tools and third‑party platforms for planning and reporting. Stavis Wealth also advises on and may supervise investment subaccounts and private fund allocations, and discloses relationships with third‑party private equity and venture capital platforms used to offer alternative investments to qualified clients.
Compared with peers, the firm manages a concentrated client roster (about 21 clients) with roughly $148.1 million in advisory AUM—approximately $83.2 million discretionary and $64.9 million non‑discretionary—indicating a substantial non‑discretionary supervisory role. The firm’s advisers hold broker‑dealer and insurance licenses and the brochure discloses commission‑based brokerage and insurance compensation and strategic private‑fund arrangements (including potential carried‑interest and non‑cash benefits), which the firm identifies as conflicts of interest and which are less common among similar advisory teams.
Client services
Expertise
Occupation focus
Fee options
Estate-financial planning project fees and family retreat fees can be flat fees; family retreat fee generally $10,000; life insurance policy audit fee $2,500
$0 - $2,000,000: 1.00% annually (100 BPS) $2,000,000 - $4,000,000: 0.75% annually (75 BPS) $4,000,000 - $6,000,000: 0.65% annually (65 BPS) $6,000,000 - $10,000,000: 0.55% annually (55 BPS) $10,000,000+: Negotiable flat fee from $10MM invested
Commissions received from insurance products sold through affiliated broker-dealer BFS; insurance commissions; brokerage commissions for securities transactions
Minimum fee: Fixed fees generally range from $2,500 to $100,000 depending on engagement scope and complexity Fee-only: Fixed advisory fees for financial/estate planning and wealth advisory services; asset management fees based on AUM tiers; trust policy management fees ($3,500-$5,500 annually); life insurance policy audit fee ($2,500); family retreat fee ($10,000)
Main office
See office1330 Post Oak Blvd, Suite 2050
Houston TX 77056
Advisors at this office
3
Offices (2)
Most active in
Texas
Also doing business as
Stavis Wealth · Stavis Wealth Transfer Solutions · Stavis Wealth Transfer Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Deborah S
CFP®, Series 63, Series 66
Houston, TX
Stavis Wealth Transfer Solutions
Deborah Stavis is a CFP® with over 43 years of experience in the financial services industry. She is currently with Stavis Wealth Transfer Solutions, where she serves as Chief Executive Officer. Her prior experience includes roles at Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Financial. Outside of her advisory work, she teaches estate, risk management, and insurance courses at Rice University and is involved in nonprofit literacy organizations in Houston. Stavis Wealth Transfer Solutions serves high-net-worth individuals, families, family offices, trusts, charitable organizations, and small business clients by providing integrated wealth, estate, and financial planning alongside asset management and trust policy services. The firm offers tailored, goals-based planning and portfolio recommendations, coordinating with clients’ other professional advisors and utilizing various planning and reporting tools.
Samir S
CFA®, Series 63
Houston, TX
Stavis Wealth Transfer Solutions
Samir Sinha is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Stavis Wealth Transfer Solutions, where he has worked since 2025. Prior to this, he held positions at Franklin Templeton, Post Oak Private Wealth Advisors, and Sinsonte Capital Management. Stavis Wealth Transfer Solutions specializes in integrated wealth transfer, financial and estate planning, and asset management for high-net-worth individuals, families, family offices, trusts, and foundations. The firm focuses on coordinating estate and trust services with other professional advisors and offers tailored, goals-based planning and supervisory oversight of investment subaccounts within various insurance structures.
Yevgeniya A
CFP®
Houston, TX
Stavis Wealth Transfer Solutions
Yevgeniya Andryeyeva is a CFP® professional at Stavis Wealth Transfer Solutions with one year of industry experience. Her prior work includes roles at Admitad and Knight Frank Russia. Stavis Wealth Transfer Solutions serves high-net-worth individuals, families, family offices, trusts, charitable organizations, and small businesses by providing integrated wealth, estate, and financial planning along with asset management and trust policy services. The firm offers tailored, goals-based planning and coordinates with clients’ other professional advisors while managing both discretionary and non-discretionary portfolios.
Kayla T
CFP®, Series 63
Houston, TX
Stavis Wealth Transfer Solutions
Kayla Tolunay is a CFP® with 10 years of industry experience, currently serving at Stavis Wealth Transfer Solutions in Houston, TX. She has worked at several firms since 2009, including Stavis & Cohen Private Wealth LLC and Tanglewood Total Wealth Management, Inc. Tolunay is also an independent insurance agent. Stavis Wealth Transfer Solutions provides integrated wealth transfer, financial and estate planning, and asset management primarily for high-net-worth individuals, families, family offices, trusts, and foundations. The firm emphasizes coordinated estate and trust work with clients’ other professional advisors and offers specialized services such as trust policy management and life-insurance audits.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)