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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
Maggie Fisher ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Marc Henn Harvest Financial Advisors Cincinnati CFP Percentage of assets, Hourly
Marguerite Cook Rothschild Capital Partners Hollywood CFP Percentage of assets, Hourly
Mariette Campbell Osprey Private Wealth New York CFP Percentage of assets
Mark Farrelly Cairn Wealth Management Vancouver CFP, ChFC Percentage of assets, Hourly
Mark Hildebrand Nearside Advisors Indianapolis CFP Percentage of assets
Mark Hill DeDora Capital Napa CFP Percentage of assets, Hourly
Mark Rougas Grand Wealth Management Grand Rapids CFP Ongoing planning fee
Marshall Chambers Heritage Wealth Advisors Richmond CFP, CFA Percentage of assets, Fixed fees
Martin Day Brexton Family Financial Grapevine CFP Fixed fees
Martin Kelman Kelman-Lazarov Memphis CFP Percentage of assets, Hourly
Mary Allvine Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Matthew Biggar Stage Harbor Financial Westwood CFP, CFA Percentage of assets, Fixed fees
Matthew Blades Woodard & Company Asset Management Group Bermuda Run CFP Percentage of assets
Matthew Chambers Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Matthew Hodges Napier Financial Braintree CFP, CFA Percentage of assets, Hourly
Matthew Michaels Fidelis Capital Tampa CFP Percentage of assets, Fixed fees
Matthew Northrop Main Street Research Greenwich CFP Percentage of assets
Maureen Miller Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Mawuena Takyi Asempa Wealth Advisors Baton Rouge CFP Percentage of assets
McKenna Sheldon Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Michael Stanton Alpine Private Wealth Santa Rosa Beach CFP Percentage of assets
Michelle Myhre Oak Advisors Bluffton CFP Percentage of assets, Hourly
Millu Ramirez Highline Wealth Partners Sherman Oaks CFP Percentage of assets, Hourly
Miriam Santiago Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Mohua Das Crimson Oak Wealth Management Lexington CFP Percentage of assets, Hourly
Monica Dwyer Harvest Financial Advisors West Chester CFP Percentage of assets, Hourly
Nancy Mulvey Heritage Financial Counselors Bedminster CFP Percentage of assets, Fixed fees
Natalie McMahon Main Street Research Lakeville CFP Percentage of assets
Nicholas Trotter Solidarity Wealth Lehi CFP Percentage of assets, Subscription
Nicole Hughes Woodmont Investment Counsel Nashville CFP Percentage of assets
Nirvanna Silva Novelo Nicholas Hoffman & Company Atlanta CFP Percentage of assets, Fixed fees
Noah Semmann GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. Ryse Capital Management Rochester Not listed Flat fee or retainer, Hourly
Patrick Mason Cairn Wealth Management Vancouver CFP Percentage of assets, Hourly
Patrick O'Hearn Kelman-Lazarov Memphis CFP Percentage of assets, Hourly
Paul Dedora DeDora Capital Napa CFP Percentage of assets, Hourly
Peter Egolf Kilter Group Rhinebeck CFP Percentage of assets, Fixed fees
Peter Fiorita Main Street Research Lakeville CFP Percentage of assets
Phil Telpner We end post-divorce financial anxiety. Breakout Private Wealth Glenview Not listed Percentage of assets, One-time planning fee
Philip Kirshman Manchester Capital Management Montecito CFP, CFA Percentage of assets, Fixed fees
Phillip Durbin I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures. Generational Wealth Development Cameron Not listed Hourly, One-time planning fee
Phoebe Stefani Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Rick Prime HFG Trust Kennewick CFP Percentage of assets, Hourly
Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. Daniel M Kavanaugh CPA Inc Pleasanton CPA Percentage of assets, Flat fee or retainer
Robert Hofman Hofman Wealth Management Chesterfield CFP Percentage of assets
Robert Pearson HFG Trust Kennewick CFP Percentage of assets, Hourly
Roger Johnson ACT Advisors Asheville CFP Ongoing planning fee
Ross Fedenia Atlatl Advisers Madison CFP Percentage of assets, Hourly
Russell Wood Nicholas Hoffman & Company Atlanta CFP Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve multi-generational families