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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
David Foster Foster & Wood Lake Oswego CFP Percentage of assets, Fixed fees
David Frazier Kapstone Financial Advisors Lebanon CFP Percentage of assets
David Goodson ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
David Kronour Kapstone Financial Advisors Lebanon CFP Percentage of assets
David Muehl Canopy Wealth Management Middleton Not listed Percentage of assets
Derek Dzingle Stolz & Associates, P.S. Tacoma CFP, CFA Percentage of assets
Devin Blodgett Blodgett Wealth Advisors Brentwood CFP Percentage of assets, Hourly
Diego Luna Y Parra Diaz Berlin Wealth Group Advisors Tomball Not listed Flat fee or retainer, Hourly
Dinghao Jiang Downtown Wealth Studios Wellesley CFA Percentage of assets, Fixed fees
Dustin Irish Irish Capital Olathe Not listed Percentage of assets
Edwin Knowles The Knowles Company Oakton CFP Percentage of assets, Hourly
Ehab Alalfey Azzad Asset Management Falls Church Not listed Percentage of assets
Elaine King Fuentes Family and Money Matters Coral Gables CFP Ongoing planning fee
Eric Gardner All Star Financial Minneapolis CFA Percentage of assets, Hourly
Eric Hallman Westview Investment Advisors Burlington CFP Percentage of assets, Hourly
Eric Hanna Wellspring Family Office Fairview Park CFP Percentage of assets, Fixed fees
Eric Larson Sigma Investment Counselors Northville Not listed Percentage of assets
Eric Story Cooper Norman Wealth Idaho Falls PFS Percentage of assets
Erica Lyall Strategic Advisory Partners Greensboro CFP Percentage of assets, Hourly
Erika Safran Safran Wealth Advisors New York CFP Percentage of assets, Hourly
Ernest Moosherr Canopy Wealth Management Middleton Not listed Percentage of assets
Evan Darr Precedent Wealth Partners Houston Not listed Percentage of assets
Evan Grey Grey Private Capital Charlotte CFP Flat fee or retainer, Percentage of assets
Federico Londono Castillo Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Frances Spurry Tred Avon Family Wealth Easton CFP Percentage of assets, Hourly
Frederick Moosherr Canopy Wealth Management Birmingham Not listed Percentage of assets
Gary Hess Baldwin Management West Conshohocken CFA Percentage of assets
Geoffrey Biehn Trinity Financial Advisors Columbus CFP Percentage of assets, Fixed fees
George Hasbun Clifford Swan Pasadena CFP Percentage of assets, Hourly
George Townsend Consilium Wealth Advisory Frisco CFP Percentage of assets, Fixed fees
Geovanni James Occidental Asset Management Burlingame Not listed Ongoing planning fee
Glenn Sweeney Sweeney Financial Advisors Manchester CFA Percentage of assets
Grace Trewartha MAPT Capital Madison Not listed Percentage of assets, Flat fee or retainer
Gregory Davis RBG Wealth Advisors Memphis CFP Percentage of assets
Gregory Nelson Soulence Wealth Management Pleasant Grove ChFC Percentage of assets
Harold Carmean Creative Wealth Management Punta Gorda Not listed Percentage of assets, Ongoing planning fee
Harold Philipsen Tenzing Financial Williamsburg CFP, ChFC Percentage of assets, Fixed fees
Heidi Arneson Precedent Wealth Partners Katy Not listed Percentage of assets
Ian Weinstein Regimen Wealth Atlanta ChFC Percentage of assets, Fixed fees
Isabel Biondi Greatdane Investment Franklin CFP Percentage of assets, Hourly
Ivan Hernandez Omnia Family Wealth Aventura CFP Percentage of assets, Fixed fees
Jacob Alden Aurelius Family Office Bedford Not listed Percentage of assets, Fixed fees
Jacob McKinney Clark Wealth Partners O'Fallon Not listed Percentage of assets, Fixed fees
Jacob Ness Kreitler Financial New Haven CFP Percentage of assets
Janine Guenther Promus Advisors Dallas CFA Percentage of assets, Hourly
Jason Cohen Moment Partners San Francisco CFP Percentage of assets, Fixed fees
Jason Stuber Saling Wealth Advisors Louisville CFA Percentage of assets, Fixed fees
Jay Freeberg Onyx Bridge Wealth Group Boca Raton CFP Percentage of assets, Hourly
Jay Shein Compass Financial Group Deerfield Beach CFP Percentage of assets, Hourly
Jeff Pomerantz Analog Capital Partners Houston Not listed Percentage of assets

Guides

Related lists

Specialties that serve multi-generational families