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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
Hillary Knotts Blue Ocean Capital West Palm Beach CFP Percentage of assets, Hourly
J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. Financial Planning Hawaii Honolulu Not listed One-time planning fee, Percentage of assets
Jacob Samuels Kelman-Lazarov Memphis CFP Percentage of assets, Hourly
Jacque Lefore Womack Wealth and Business Management Portland CFP Percentage of assets, Hourly
James Hofman Hofman Wealth Management Chesterfield CFP Percentage of assets
James Johnson Blue Ocean Capital West Palm Beach CFP Percentage of assets, Hourly
James Runey Runey & Associates Wealth Management Mount Pleasant CFA Percentage of assets
James Scanlan Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
James Warner Sanderson Wealth Management Buffalo CFP Percentage of assets
Janet Hoffmann Sand Hill Global Advisors San Francisco CFP, CFA Percentage of assets, Hourly
Jared Jones Omega Wealth Management Arlington CFP Percentage of assets, Hourly
Jason Bonn Woodmont Investment Counsel Nashville CFP Percentage of assets
Jeffrey Abadie Sand Hill Global Advisors San Francisco CFP Percentage of assets, Hourly
Jeffrey Prunier J. R. Prunier Capital Management Holden CFP Percentage of assets, Fixed fees
Jeffrey Williams Grand Wealth Management Grand Rapids CFP, PFS Ongoing planning fee
Jennifer Weber Weber Asset Management Lake Success CFP Percentage of assets
Jessica Demler Oxler Private Wealth Rye Brook CFP Percentage of assets, Hourly
Jessica Perkins Heritage Financial Counselors Bedminster CFP Percentage of assets, Fixed fees
John Gullo Sanderson Wealth Management Buffalo CFP Percentage of assets
John Napolitano Napier Financial Braintree CFP, PFS Percentage of assets, Hourly
John Schniepp Cascade Financial Strategies Bend CFP, ChFC Percentage of assets, Hourly
Jonathan Grebosky Gibson Capital Wexford CFP, CFA Percentage of assets
Jonathan Wielenga Gibraltar Capital Management Tulsa CFP Percentage of assets, Hourly
Joseph Hendrickson PCM Encore Folsom CFP Percentage of assets, Fixed fees
Josh Womack Your personal wealth manager, advising on and managing both public and private investments. Womack Financial Dallas Not listed Percentage of assets
Joshua Devereaux Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Joshua Glenn Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Joshua Moklestad GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Joy Schlie Harvest Financial Advisors West Chester CFP Percentage of assets, Hourly
Justin Neuwirt Neu Wealth Group New Albany CFP Percentage of assets, Hourly
Justin Sanderson Sanderson Wealth Management Buffalo CFP Percentage of assets
Katherine Donaldson Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Katherine Hollenbeck Keen Capital Chapin CFP, CFA Percentage of assets, Hourly
Keith Wander Roble Belko & Company Sewickley CFA Percentage of assets, Fixed fees
Kelley Schubert Corus Family Wealth Advisors Mckinney CFP Percentage of assets, Hourly
Kelsey Ardies Gibraltar Capital Management Edmond CFP Percentage of assets, Hourly
Kelsey Spresser Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Kenneth Petrashek EverPar Advisors Tulsa CFP Percentage of assets, Fixed fees
Kevin Nelson Corus Family Wealth Advisors Mckinney CFP Percentage of assets, Hourly
Kimberleigh Williams Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Kristin Balon Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Kyle Boucher PCM Encore Colorado Springs CFP Percentage of assets, Fixed fees
Kyle Goupille Oldfield Wealth Partners Bangor CFP Percentage of assets, Fixed fees
Lance Jamerson Westshore Wealth Dallas CFP Percentage of assets, Hourly
Larry Sprung Bringing JOY to Your Money Journey™ Mitlin Financial, Inc Hauppauge CFP Percentage of assets, Flat fee or retainer
Lindsay Youngbauer Woodmont Investment Counsel Nashville CFP Percentage of assets
Lisa Kirchenbauer Omega Wealth Management Arlington CFP Percentage of assets, Hourly
Logan Bennett Brexton Family Financial Grapevine CFP Fixed fees
Lukas McCalla Kelman-Lazarov Memphis CFP Percentage of assets, Hourly
Maclean Barach Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve multi-generational families