---
title: "Selecting a 1031 Exchange Advisor: What To Consider"
description: Facilitating a successful 1031 exchange is more than matching old and new properties—it requires navigating tight deadlines, strict IRS rules, and strategic tax decisions.
image: https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI3.jpg
---

- Client Portal

[![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/)

[![Wealthstone-logo-gold](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://blog.wealthstonegroup.com/)

- [About](https://www.wealthstonegroup.com/about)
- [Real Estate](https://www.wealthstonegroup.com/real-estate)
    - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges)
    - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges)
    - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges)
    - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts)
    - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones)
    - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments)
- [Wealth Management](https://www.wealthstonegroup.com/services)
    - [Investment Management](https://www.wealthstonegroup.com/services/investment-management)
    - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments)
    - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income)
    - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation)
    - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation)
    - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops)
- Resources
    - [Insights](https://blog.wealthstonegroup.com/insights)
    - [Commentary](https://blog.wealthstonegroup.com/commentary)
    - [Library](https://www.wealthstonegroup.com/library)
    - [Events](https://blog.wealthstonegroup.com/events)
    - [Videos](https://www.wealthstonegroup.com/videos)
- [Contact](https://www.wealthstonegroup.com/contact)

[![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call)

[![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call)

- [About](https://www.wealthstonegroup.com/about)
- [Real Estate](https://www.wealthstonegroup.com/real-estate)

    - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges)
    - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges)
    - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges)
    - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts)
    - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones)
    - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments)
- [Wealth Management](https://www.wealthstonegroup.com/services)

    - [Investment Management](https://www.wealthstonegroup.com/services/investment-management)
    - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments)
    - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income)
    - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation)
    - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation)
    - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops)
- Resources

    - [Insights](https://blog.wealthstonegroup.com/insights)
    - [Commentary](https://blog.wealthstonegroup.com/commentary)
    - [Library](https://www.wealthstonegroup.com/library)
    - [Events](https://blog.wealthstonegroup.com/events)
    - [Videos](https://www.wealthstonegroup.com/videos)
- [Contact](https://www.wealthstonegroup.com/contact)

[![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call)

<https://blog.wealthstonegroup.com/insights> Insights

#### Share this

[Share on X](https://x.com/intent/post?url=https://blog.wealthstonegroup.com/insights/selecting-a-1031-exchange-advisor-what-to-consider&text=Selecting+a+1031+Exchange+Advisor%3A+What+To+Consider) [Share on Facebook](https://www.facebook.com/sharer/sharer.php?u=https://blog.wealthstonegroup.com/insights/selecting-a-1031-exchange-advisor-what-to-consider&t=Selecting+a+1031+Exchange+Advisor%3A+What+To+Consider) [Share on LinkedIn](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.wealthstonegroup.com/insights/selecting-a-1031-exchange-advisor-what-to-consider&t=Selecting+a+1031+Exchange+Advisor%3A+What+To+Consider)

# Selecting a 1031 Exchange Advisor: What To Consider

 by [**Paulo Aguilar, CFA, CAIA**](https://blog.wealthstonegroup.com/insights/author/paulo-aguilar) on Oct 04, 2025

Facilitating a successful 1031 exchange is more than matching old and new properties—it requires navigating tight deadlines, strict IRS rules, and strategic tax decisions. That’s why choosing the right **1031 exchange advisor**—whether a qualified intermediary, CPA, attorney, or consultant—is crucial. A trusted advisor ensures compliance, optimizes outcomes, and keeps your investment goals on track.

### What Makes a Great 1031 Exchange Advisor?

#### **1. Integrity & Compliance**

A reputable advisor maintains ethical standards and transparency, operating fully within guidelines from bodies like the IRS and SEC. Their role involves clear communication and adherence to regulations rather than hidden incentives or conflicts of interest.

#### **2. Proven Experience & Credibility**

Look for professionals with deep experience in handling various exchange types—delayed, reverse, or improvement exchanges. Industry credentials like certification from the Federation of Exchange Accommodators (FEA) or a track record with Delaware Statutory Trusts (DSTs) indicate trusted expertise.

#### **3. Attention to Detail & Regulatory Expertise**

The success of an exchange often hinges on small details—meeting strict timelines, dealing with "like-kind" definitions, and avoiding constructive receipt of funds. An advisor versed in IRS rules and timelines (e.g., the 45-day identification and 180-day closing windows) can prevent potentially costly missteps.

#### **4. Communication & Accessibility**

When deadlines loom, responsive communication is essential. Your advisor should clarify each step, ensure you're informed, and remain accessible—not just during the exchange but after, for follow-up questions or planning. 

#### **5. Team Approach & Broad Network**

Effective exchanges often involve multiple advisors: QIs, real estate attorneys, financial planners, and CPAs. Advisors well-connected to these professionals—and who facilitate collaborative execution—offer significant advantage.

#### **6. Transparent Fee Structure**

Before engagement, understand how the advisor is compensated. Flat fees tend to align interests better than commission-driven models and avoid incentivizing products with inflated payouts. 

### How to Vet a 1031 Exchange Advisor

**Ask About:**

- **Industry certifications** (e.g., FEA, CES)
- **Experience with exchange types and DSTs**
- **Sample timelines and scenarios they manage**

**Evaluate:**

- **Responsiveness** — do they provide clear, prompt answers?
- **Accessibility post-exchange** — can they support you beyond closing?

**Review:**

- **Fee structure transparency** — up-front consultation fees vs. performance-based models.
- **References or case studies** — especially for DST exchanges or complex structuring.

### Final Thoughts

A 1031 exchange is a sophisticated tax strategy that can unlock significant wealth-building potential—but only when executed precisely. Selecting an advisor who embodies integrity, expertise, communication, and network strength is foundational. Whether you're engaging in a simple deferred exchange or positioning through a DST, the right advisor can make the difference between smooth success and regulatory missteps.

---

 

### *General Disclosure*

*This material is provided for informational and educational purposes only and is based on information from sources we believe to be reliable. However, its accuracy is not guaranteed, and it is not intended to be the sole basis for investment decisions or to meet specific investment needs.*

*Wealthstone Group does not offer tax or legal advice. This content should not replace professional advice tailored to your individual situation.*

*Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Wealthstone Group and Arkadios are not affiliated through any ownership.*

Topics: [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange)

#### Share this

[Share on X](https://x.com/intent/post?url=https://blog.wealthstonegroup.com/insights/selecting-a-1031-exchange-advisor-what-to-consider&text=Selecting+a+1031+Exchange+Advisor%3A+What+To+Consider) [Share on Facebook](https://www.facebook.com/sharer/sharer.php?u=https://blog.wealthstonegroup.com/insights/selecting-a-1031-exchange-advisor-what-to-consider&t=Selecting+a+1031+Exchange+Advisor%3A+What+To+Consider) [Share on LinkedIn](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.wealthstonegroup.com/insights/selecting-a-1031-exchange-advisor-what-to-consider&t=Selecting+a+1031+Exchange+Advisor%3A+What+To+Consider)

- Recent
- Topics
- Archive

Recent

Topics

- [1031 Exchange (70)](https://blog.wealthstonegroup.com/insights/tag/1031-exchange)
- [Delaware Statutory Trusts (DSTs) (43)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts)
- [Tax Mitigation (37)](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation)
- [Wealth & Estate Planning (21)](https://blog.wealthstonegroup.com/insights/tag/wealth-estate-planning)
- [721 Exchange / UPREIT (17)](https://blog.wealthstonegroup.com/insights/tag/721-exchange-upreit)
- [Business Exit Planning (17)](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning)
- [REIT (10)](https://blog.wealthstonegroup.com/insights/tag/reit)
- [Passive Real Estate Investing (7)](https://blog.wealthstonegroup.com/insights/tag/passive-real-estate-investing)
- [Qualified Opportunity Zones (QOZs) (5)](https://blog.wealthstonegroup.com/insights/tag/qualified-opportunity-zones-qozs)

See all

Archive

- [October 2026 (3)](https://blog.wealthstonegroup.com/insights/archive/2026/10)
- [September 2026 (13)](https://blog.wealthstonegroup.com/insights/archive/2026/09)
- [August 2026 (13)](https://blog.wealthstonegroup.com/insights/archive/2026/08)
- [July 2026 (12)](https://blog.wealthstonegroup.com/insights/archive/2026/07)
- [June 2026 (13)](https://blog.wealthstonegroup.com/insights/archive/2026/06)
- [May 2026 (13)](https://blog.wealthstonegroup.com/insights/archive/2026/05)
- [April 2026 (13)](https://blog.wealthstonegroup.com/insights/archive/2026/04)
- [March 2026 (11)](https://blog.wealthstonegroup.com/insights/archive/2026/03)
- [February 2026 (15)](https://blog.wealthstonegroup.com/insights/archive/2026/02)
- [January 2026 (4)](https://blog.wealthstonegroup.com/insights/archive/2026/01)
- [December 2025 (4)](https://blog.wealthstonegroup.com/insights/archive/2025/12)
- [November 2025 (2)](https://blog.wealthstonegroup.com/insights/archive/2025/11)
- [October 2025 (4)](https://blog.wealthstonegroup.com/insights/archive/2025/10)
- [September 2025 (1)](https://blog.wealthstonegroup.com/insights/archive/2025/09)
- [August 2025 (5)](https://blog.wealthstonegroup.com/insights/archive/2025/08)
- [July 2025 (4)](https://blog.wealthstonegroup.com/insights/archive/2025/07)
- [June 2025 (2)](https://blog.wealthstonegroup.com/insights/archive/2025/06)
- [May 2025 (5)](https://blog.wealthstonegroup.com/insights/archive/2025/05)
- [April 2025 (3)](https://blog.wealthstonegroup.com/insights/archive/2025/04)
- [March 2025 (6)](https://blog.wealthstonegroup.com/insights/archive/2025/03)
- [February 2025 (5)](https://blog.wealthstonegroup.com/insights/archive/2025/02)
- [January 2025 (3)](https://blog.wealthstonegroup.com/insights/archive/2025/01)
- [October 2024 (1)](https://blog.wealthstonegroup.com/insights/archive/2024/10)
- [September 2024 (3)](https://blog.wealthstonegroup.com/insights/archive/2024/09)
- [August 2024 (4)](https://blog.wealthstonegroup.com/insights/archive/2024/08)
- [July 2024 (5)](https://blog.wealthstonegroup.com/insights/archive/2024/07)
- [June 2024 (4)](https://blog.wealthstonegroup.com/insights/archive/2024/06)
- [May 2024 (5)](https://blog.wealthstonegroup.com/insights/archive/2024/05)
- [April 2024 (5)](https://blog.wealthstonegroup.com/insights/archive/2024/04)

See all

### Subscribe by email

![Wealthstone-Logo-GoldWhite-2-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png)

Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals.

<https://www.linkedin.com/company/102671409>

[Real Estate](https://www.wealthstonegroup.com/real-estate)

- [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges)
- [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges)
- [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges)
- [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts)
- [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones)
- [Private Real Estate](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments)

[Wealth Management](https://www.wealthstonegroup.com/services)

- [Investment Management](https://www.wealthstonegroup.com/services/investment-management)
- [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments)
- [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income)
- [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation)
- [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation)
- [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops)

Resources

- [Insights](https://blog.wealthstonegroup.com/insights)
- [Commentary](https://blog.wealthstonegroup.com/commentary)
- [Library](https://www.wealthstonegroup.com/library)
- [Events](https://blog.wealthstonegroup.com/events)
- [Videos](https://www.wealthstonegroup.com/videos)

Company

- [About](https://blog.wealthstonegroup.com/about)
- [Contact](https://www.wealthstonegroup.com/contact)
- [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call)

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Wealthstone Group and Arkadios are not affiliated through any ownership.

Check the background of this firm/advisor on [FINRA’s BrokerCheck](https://d5fymz04.na1.hs-sales-engage.com/Ctc/5H+23284/d5fYmz04/JkM2-6qcW6N1vHY6lZ3mYN4pK6WlBkpFCW7v0sYg2_wv5_W7ZC5_p9lMpV9N2mLYb3b1Kt3W19_SZt6-rMHvW8_x-wq4sYh1TW4XJbzr2-1sSdVL3HsH3txppfW1K-Z1Q56Lnk2W3s3crW4kSJHHW6241wl4TBfLgW4z17F_4Rzl4pVgZ43M7sNPmVN4mVB-08Rc3zW828Gqx6r8n-YW21lDn24045sWW3wDlGS3pQbHvW1p_B9Z2DSvXwW5mgq3g7XcLCGW6KxHb21y0S0CW39tHnF3KF-sqW72ntxK15y1kXf3wyRhz04).

Copyright © 2026 Wealthstone Group.

[Privacy Policy](https://www.wealthstonegroup.com/privacy-policy) | [Terms of Service](https://www.wealthstonegroup.com/terms-of-service)<https://www.wealthstonegroup.com/privacy-policy>

Please click on the buttons below to view your client portal.

[Right Capital – Financial Planning](https://app.rightcapital.com/account/login)[Black Diamond – Portfolio Management Reporting](https://login.bdreporting.com/Auth/SignIn)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Paulo Aguilar, CFA, CAIA",
    "url" : "https://blog.wealthstonegroup.com/insights/author/paulo-aguilar"
  },
  "dateModified" : "2026-01-31T16:07:36.049Z",
  "datePublished" : "2025-10-04T11:59:59.000Z",
  "headline" : "Selecting a 1031 Exchange Advisor: What To Consider",
  "image" : [ "https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI3.jpg" ],
  "mainEntityOfPage" : {
    "@id" : "https://blog.wealthstonegroup.com/insights/selecting-a-1031-exchange-advisor-what-to-consider",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://blog.wealthstonegroup.com/hubfs/Gold-Logo-1.png"
    },
    "name" : "Wealthstone Group"
  }
}
```