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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
Ryan Brizendine Westshore Wealth Newport Beach CFP Percentage of assets, Hourly
Ryan Deters Grand Wealth Management Grand Rapids CFP Ongoing planning fee
Ryan McGuire Westshore Wealth Newport Beach CFP Percentage of assets, Hourly
Sarah Huie Oak Advisors Bluffton CFP Percentage of assets, Hourly
Sarah Simmer Heritage Wealth Advisors Richmond CFP Percentage of assets, Fixed fees
Scott Cawood Arbor Investment Advisors Winston Salem CFP, CFA Percentage of assets, Fixed fees
Scott Jones Arbor Investment Advisors Winston Salem CFP Percentage of assets, Fixed fees
Sharon Khan DeDora Capital Napa CFP Percentage of assets, Hourly
Shawn Hsieh Highline Wealth Partners Sherman Oaks CFP, CFA Percentage of assets, Hourly
Stephen Peterson Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Stephen Reeves Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Stephen Wintermeier Lynx Investment Advisory Washington CFP Percentage of assets, Fixed fees
Tanner Merritt Keen Capital Jacksonville CFP Percentage of assets, Hourly
Tesa Williamson Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Thomas Fletcher Napier Financial Braintree CFP Percentage of assets, Hourly
Thomas Gore Keen Capital Chapin CFP Percentage of assets, Hourly
Thomas Grunbeck J. R. Prunier Capital Management Holden CFP Percentage of assets, Fixed fees
Thomas Schulte Napier Financial Santa Clarita CFP Percentage of assets, Hourly
Timothy Dillow Dillow Wealth Management Oak Brook CFP Percentage of assets, Fixed fees
Timothy Domino Sanderson Wealth Management Buffalo CFP Percentage of assets
Timothy Kingsbury Veris Wealth Partners New York CFP Percentage of assets, Hourly
Timothy Ziemba IRON Financial Northbrook CFP, CFA Percentage of assets, Performance-based fees
Todd Brand Brand Asset Management Group, Inc. Chesterfield AIF Percentage of assets, Fixed fees
Todd Senter Woodard & Company Asset Management Group Bermuda Run CFP Percentage of assets
Trent Colledge Sunset Retire Provo CFP Percentage of assets, Hourly
Trevor Bryant Westshore Wealth Dallas CFP, CFA Percentage of assets, Hourly
Tucker Weppner Sanderson Wealth Management Denver CFP Percentage of assets
Tyler Harris ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Tyler Hunt Sunset Retire Provo CFP Percentage of assets, Hourly
Tyler Stearns Castle Coast Wealth La Jolla CFP Percentage of assets, Hourly
Vinnie Maliakkal Wavvest Chicago CFP Percentage of assets
William Hollan Arbor Investment Advisors Winston Salem CFP Percentage of assets, Fixed fees
William Lefavor Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
William Litton Castle Coast Wealth Incline Village CFP Percentage of assets, Hourly
William Steinberg Kelman-Lazarov Memphis CFP Percentage of assets, Hourly
William Wang HFG Trust Kennewick CFP Percentage of assets, Hourly
Zachary Whitchurch Solidarity Wealth Lehi CFP Percentage of assets, Subscription
5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. 5T Wealth Management Napa CFA Percentage of assets
Abraham Amador-Lindner Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Adam Reinking Redbud Advisors Austin CFP, CFA Flat fee or retainer, Ongoing planning fee
Adam Scholl Henry H. Armstrong Associates Pittsburgh CFA Percentage of assets
Adrienne Fox Precedent Wealth Partners Houston Not listed Percentage of assets
Ajbinder Sull Pacifica Partners Surrey CFA Percentage of assets, Hourly
Alexander Alba Regent Peak Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Alexander Benson Birchcreek Wealth Management Miami Township Not listed Percentage of assets, Flat fee or retainer
Alexander Lippitt Lakewood Financial Group Evanston CFA Percentage of assets
Allison Kramer Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Amandeep Bhangu Pacifica Partners Surrey CFA Percentage of assets, Hourly
Amy Qiu Choate Wealth Boston CFP Percentage of assets, Hourly
Andrew Branz Clark Wealth Partners O'Fallon Not listed Percentage of assets, Fixed fees

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Specialties that serve multi-generational families