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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
Andrew Cattano Occidental Asset Management Burlingame Not listed Ongoing planning fee
Andrew Doepker Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Andrew Hager Hager Investment Management Services New London Not listed Percentage of assets
Andrew Hempeck Creekside Partners Petaluma CFP Percentage of assets, Fixed fees
Andrew Hicks Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Andrew Kelleher Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Andrew Siciliano Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Anna Vitale Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Anthony Digiovanni White Pine Investment Co Livonia CFA Percentage of assets
Anthony McEahern Gilpin Wealth Management Golden CFP Percentage of assets, Hourly
Atta Khan Azzad Asset Management Falls Church Not listed Percentage of assets
Austin Drake Sterneck Capital Management Kansas City CFP Percentage of assets, Fixed fees
Ayman Khalil Azzad Asset Management Falls Church Not listed Percentage of assets
Bashar Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Benjamin Greenman CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Benjamin Hartings Trinity Financial Advisors Columbus CFP Percentage of assets, Fixed fees
Benjamin Nostrand Westview Investment Advisors Burlington CFP Percentage of assets, Hourly
Benjamin Tuscai Sunpointe Investments St. Louis CFP Percentage of assets, Fixed fees
Beth Verdoorn C.H. Dean Beavercreek CFP Percentage of assets
Blair Shein Compass Financial Group Deerfield Beach CFP, CFA Percentage of assets, Hourly
Blaise Stevens Strategic Advisory Partners Greensboro CFP, ChFC Percentage of assets, Hourly
Brad Williams WS Wealth Management Sandpoint PFS Percentage of assets, Hourly
Brandon Vanlandingham Perissos Private Wealth Management Bethany Not listed Percentage of assets
Brian Buckley Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Brian Kopp Canopy Wealth Management Middleton Not listed Percentage of assets
Brian Presti TFC Financial Boston CFA Percentage of assets, Hourly
Brianna Ferguson Cerro Pacific Wealth Advisors San Luis Obispo CFP Percentage of assets, Fixed fees
Bryan Kabot Regency Wealth Management Ramsey CFP Percentage of assets, Fixed fees
Bryan Molinar Atlas Legacy Advisors Los Angeles CFP Percentage of assets, Hourly
Bryan Vowels TrueNorth Wealth & Impact Joplin CFP, CFA Percentage of assets, Hourly
Caitlin Sharp Gentry Private Wealth Wichita CFP Percentage of assets, Hourly
Cameron Bond StoryOne Overland Park CFP Percentage of assets, Fixed fees
Cameron Dunaway Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Carl Mariner ARQ Wealth Advisors Scottsdale CFP, ChFC, CFA Percentage of assets, Fixed fees
Charles Kreitler Kreitler Financial New Haven CFP Percentage of assets
Cheryl Deknatel Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Christopher Brittingham Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Christopher D'Arcy D'Arcy Capital Management San Diego CFA Percentage of assets, Hourly
Christopher Stevenson Telos Partners Avon CFA Percentage of assets, Hourly
Claire Craighill WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Coco Lorenzo Monograph Wealth Manhattan Beach CFP Percentage of assets, Hourly
Cody Columna Ducere Wealth Management Newport Beach Not listed Percentage of assets
Connor Hughes Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Dallas Trahern Precedent Wealth Partners Houston Not listed Percentage of assets
Damanjit Minhas Pacifica Partners Surrey CFA Percentage of assets, Hourly
Daniel Adams Analog Capital Partners Houston Not listed Percentage of assets
Daniel DeSouza Not listed Honolulu CFA Percentage of assets
Daniel Miladinovich DKM Wealth Management Stockton CFP Percentage of assets, Fixed fees
Daniel Sciortino Fig Tree Wealth Management Mountainside ChFC Percentage of assets, Hourly
Daniel Smith Piedmont Trust Greenboro CFP, CFA Percentage of assets, Fixed fees

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Related lists

Specialties that serve multi-generational families