W Wellspent Public advisor graph
Get matched
Wellspent public graph/Who advisors serve/Multi-generational families
Who they serve

Fee-only advisors for multi-generational families

Multi-generational families bring planning challenges that don't surface in a single-household relationship: financial education across generations, governance and decision-rights, gifting and dynasty trusts, family meetings, and the coordination that lets a senior generation transfer wealth and stewardship without losing alignment.

By the numbers

The Wellspent public graph lists 2,589 fee-only financial advisors who work with multi-generational families at 678 firms, most in Boston, Houston and Atlanta. 36% hold the CFP certification. Of the 2588 with fees on file, 97% charge percentage of assets.

Advisors listed
2,589
Firms
678
Cities
525
Hold the CFP
36%
  • Other credentials: CFA 15% · CPA 1% · EA 0%
  • How they charge (of 2588 with fees on file): percentage of assets 97% · fixed fees 62% · hourly 44% · performance-based fees 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with multi-generational families

Fee-only advisors who work with multi-generational families: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Anthony Syracuse Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s. Dynamic Financial Planning, LLC Scottsdale CFP One-time planning fee, Hourly
Cody Murray Fee only fiduciary financial planning firm working with business owners. Stillwater Financial Stillwater CFP, MBA Flat fee or retainer, Percentage of assets
Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. F2 Wealth Cincinnati CFP Percentage of assets, Flat fee or retainer
Justin May Tax-focused wealth management for executives & founders Old Peak Finance Chapel Hill CFP, MBA Flat fee or retainer, Percentage of assets
Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. Scaled Finance, LLC Bellevue CFP, MBA Hourly
Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees Skylark Wealth, LLC San Francisco CFP Percentage of assets, Flat fee or retainer
Robert Jeter Modern Tax & Retirement Expertise Back Bay Financial Planning & Investments Bethany Beach CFP, CRPC Percentage of assets, Flat fee or retainer
Brian Sirota FirsTrust Daytona Beach CFP, ChFC, MBA, CFA Percentage of assets
Cassandra Smalley Cassandra Smalley Wealth Management Seminole CFP, CFA Percentage of assets, Ongoing planning fee
Chad Holmes Flat fee - fee only - fiduciary - Life Audit Creator Formula Wealth Fairhope CFP, CPA Flat fee or retainer, One-time planning fee
Curtis Pope Pope Wealth Planning New York CFP One-time planning fee, Ongoing planning fee
David Lafferty Wescott Financial Advisory Group LLC Philadelphia CFP, MBA, JD, CAP Percentage of assets
Helen Stephens Aspen Wealth Management Fort Worth CEPA, CFP, EA, ChSNC Percentage of assets, Hourly
Jaime Ruff HB Wealth Nashville CFP, CPA/PFS, MBA, CFDS Percentage of assets, Flat fee or retainer
Jim Pan Panorama Financial Planning Vancouver CFP, MFA-P Flat fee or retainer, Ongoing planning fee
Julia Chung Spring Financial Planning Surrey CFP, CLU, FEA One-time planning fee, Ongoing planning fee
Kathleen Connors Dowdy EP Wealth Advisors Los Angeles CFP, EA, CLU, MS Percentage of assets, Hourly
Lucas Wennersten 49th Parallel Wealth Management, LLC Scottsdale CFP, CFA Percentage of assets, Hourly
Michael Rausch North River Wealth Advisors Pittsburgh ASA, CFA, CFP, MBA Percentage of assets, One-time planning fee
Mitchell Anderson EFinancial Alliance Franklin CFP, MBA One-time planning fee, Percentage of assets
Peter Ankeny Wolf Pine Capital Portsmouth CFP Percentage of assets, Flat fee or retainer
Rana Choubah Meridian Financial Advisors, LLC Holliston CFP, CRPC, CRPS, MPAS Percentage of assets, Ongoing planning fee
Robert Costello Costello Financial Planning Bend CFP Percentage of assets, Fixed fees
Stephen Nelson Birchwood Capital LLC Carlsbad CFP, CFA Flat fee or retainer, Ongoing planning fee
Allen Gibson GIBSON WEALTH ADVISORS LLC Tyler CFP, ChFC, CDFA, CRPC Percentage of assets
Andrew Damcevski AJD Wealth Management Cincinnati CFP Percentage of assets
Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. Fiduciary Financial Advisors Grand Rapids CFP Percentage of assets, Subscription
Carolyn Masline CareGen Wealth Management San Mateo CDFA, CFP, MBA Percentage of assets, One-time planning fee
Gabriel Anderson Crafted Wealth Management, LLC Los Angeles CFP, ChFC, CLU Percentage of assets, Ongoing planning fee
Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. Savant Wealth Management Phoenix AIF, CFP, CPA/PFS, CFA Percentage of assets, Flat fee or retainer
Jonathan McAlister Integrity Road Wealth Partners LLC Houston CFP, MBA, CKA Percentage of assets, Ongoing planning fee
Justin Reede Integrity Road Wealth Partners LLC Houston CFP, CKA Percentage of assets, Ongoing planning fee
Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. Montebello Avenue Phoenix CFP Flat fee or retainer, Percentage of assets
Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. Pillar Wealth Franklin CFP Hourly, One-time planning fee
Travis Allen Fiduciary Financial Planning & Investment Management. Custom Wealth Planners Ankeny CFA, CFP, RICP Percentage of assets, One-time planning fee
Aaron Brickley Brickley Wealth Management San Mateo CFP, CPWA Percentage of assets
Ally Jane Ayers Brooklyn FI, LLC Brooklyn CFP, EA Percentage of assets, Ongoing planning fee
Bill Mulvahill Trailhead Planners Edina CFP, CPA Percentage of assets, Hourly
David Frisch Frisch Financial Group, Inc. New York CFP, CPA/PFS, CFS, CDFA Percentage of assets, Fixed fees
Douglas Marcello Core Wealth Management, Inc. Jupiter CFP Flat fee or retainer, Hourly
Edward B. Aufman Aufman Associates Inc. Longboat Key BS, CFP Percentage of assets, Fixed fees
Grant Olson Ronald Olson, Inc. Lehi CFP, MBA Percentage of assets
J. Scott Kittrell Modera Wealth Management, LLC New York CFP, CFA, ACA, EA Percentage of assets, Flat fee or retainer
Jake Taylor Astra Wealth Management San Diego CFP Percentage of assets
Karen Richardsdon Spring Financial Planning Kenora QAFP One-time planning fee, Ongoing planning fee
Katherine Fox Sunnybranch Wealth LLC San Francisco CAP, CFP Percentage of assets, Hourly
Kathy Longo Flourish Wealth Management Inc. Edina CAP, CDFA, CFP Percentage of assets, Hourly
Kris Draper Northern Lights Advisors Inc Seattle CFP Percentage of assets, Ongoing planning fee
Lei Deng Efficient financial plans and investing for busy skilled trades professionals Core Planning, LLC Saint Louis CFP, CFA Percentage of assets, Flat fee or retainer
Lucas Wennersten 49th Parallel Wealth Management Vancouver CFA, CFP (Canada), CFP (U.S.) Percentage of assets, Hourly

Guides

Related lists

Specialties that serve multi-generational families