Looking for recommendations: independent fiduciary or professional to review trust fees (beneficiary, one-time engagement) - California

Hi all,

I’m the sole beneficiary of a family trust and am trying to find an independent professional (fiduciary advisor, CPA, former trust officer, or attorney who offers consulting) to do a one-time review of the trust’s fee structure. I live in California.

Specifically, I’m looking for someone who can review:

• Trustee fees

• Investment/advisory fees

• Any layered or embedded costs

and provide an opinion on reasonableness and benchmarking against industry standards.

I’m not looking to move assets or engage in ongoing money management. I already have current statements and fee schedules — I just want a professional second opinion and am happy to pay an hourly or flat consulting fee.

Depending on what I learn, I may choose to share the analysis with the trustee, but for now I’m simply seeking independent insight and clarity.

I’ve contacted a few firms so far, but most only offer ongoing management services, which isn’t what I’m seeking.

If anyone has specific recommendations (individuals or firms) who do this kind of project-based work — especially those open to remote/virtual engagements — I’d really appreciate it.

Thank you in advance.