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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
Brian Hennessy Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Bryan Vancura GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Cade Schacher Woodmont Investment Counsel Nashville CFP Percentage of assets
Caleb Jennings Sanderson Wealth Management Buffalo CFP Percentage of assets
Calvin Wiersma Grand Wealth Management Grand Rapids CFP Ongoing planning fee
Caroline Curts Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Carolyn Catlin Lynx Investment Advisory Washington CFP Percentage of assets, Fixed fees
Chad Hileman Gibson Capital Wexford CFP, CFA Percentage of assets
Charles Angle Rssic San Francisco CFP Percentage of assets, Hourly
Charles Cooper StrongBox Wealth Lee'S Summit CFP Percentage of assets, Hourly
Charles Hill Heritage Wealth Advisors Richmond CFP Percentage of assets, Fixed fees
Charles Weidman Heritage Financial Counselors Bedminster CFP Percentage of assets, Fixed fees
Charles Wood Cardea Capital Advisors Vero Beach CFP Percentage of assets, Fixed fees
Christina White Kilter Group Columbia CFP Percentage of assets, Fixed fees
Christopher Purcell Kelman-Lazarov Memphis CFP Percentage of assets, Hourly
Christopher Sidoni Gibson Capital Wexford CFP, CFA Percentage of assets
Cody Beaumont HFG Trust Gilroy CFP Percentage of assets, Hourly
Colleen Echausse Heritage Financial Counselors Bedminster CFP Percentage of assets, Fixed fees
Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. Baskets Capital Austin Not listed Percentage of assets
Cort Haber Xception Family Office Atlanta CFP Percentage of assets, Fixed fees
Courtney Hoffman EverPar Advisors Tulsa CFP Percentage of assets, Fixed fees
Craig Hausz CMH Wealth Management Dallas CFP Ongoing planning fee
Cynthia Farnsworth Atlatl Advisers Madison CFP Percentage of assets, Hourly
Cynthia Miller Greykasell Wealth Strategies Danville CFP Percentage of assets, Hourly
Dane Czaplicki Members' Wealth Media CFA Percentage of assets, Fixed fees
Dante Coppola Napier Financial Braintree CFP Percentage of assets, Hourly
David Eisenhauer Greykasell Wealth Strategies Danville CFP Percentage of assets, Hourly
David Maley 1102 Partners Chicago CFP Percentage of assets
David Rabinowitz Equilibrium Wealth Jerusalem CFP Percentage of assets, Hourly
Davis Gardner Omega Wealth Management Arlington CFP Percentage of assets, Hourly
Delores Remo Heritage Wealth Advisors Richmond CFP Percentage of assets, Fixed fees
Donald Sienkiewicz J. R. Prunier Capital Management Holden CFP Percentage of assets, Fixed fees
Douglas Bean Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Douglas English ACT Advisors Asheville CFP Ongoing planning fee
Drew Waterbury Ocean Advisors Charlotte CFP Hourly, Percentage of assets
Dyer McCabe Kilter Group Rhinebeck CFP, ChFC Percentage of assets, Fixed fees
Elena Ladygina Veris Wealth Partners New York CFP Percentage of assets, Hourly
Elizabeth Cody Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Elizabeth Lohmeier Fidelis Capital Dallas CFP, CFA Percentage of assets, Fixed fees
Eric Demico Gibson Capital Wexford CFP, CFA Percentage of assets
Eric Dunavant Paradiem Covington CFP Percentage of assets, Hourly
Eric Moleski GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Erika Mielke Arbor Investment Advisors Winston Salem CFP Percentage of assets, Fixed fees
Evan Kraft Sanderson Wealth Management Buffalo CFP Percentage of assets
Gene Gurley Gibraltar Capital Management Irving CFP Percentage of assets, Hourly
Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives LourdMurray Los Angeles CFP Percentage of assets, Flat fee or retainer
Griffin Sivret Manchester Capital Management Manchester CFP Percentage of assets, Fixed fees
Haley Schwartz ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Harrison McQuaig Rothschild Capital Partners Washington CFP Percentage of assets, Hourly
Heidi Yoshida Oak Advisors Bluffton CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve multi-generational families