W Wellspent Public advisor graph
Get matched
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
Jenna Israni TFC Financial Boston ChFC Percentage of assets, Hourly
Jennifer Pcholinsky Balentine Wealth Advisors Raleigh CFP Percentage of assets, Fixed fees
Jennifer Staton Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Jessica Welch Choate Wealth Boston CFP Percentage of assets, Hourly
John Buckley Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
John Christensen StoryOne Overland Park CFP Percentage of assets, Fixed fees
John Glasman Gilpin Wealth Management Golden CFP, CFA Percentage of assets, Hourly
John Harrington Ducere Wealth Management Newport Beach Not listed Percentage of assets
John King WealthCrossing Richmond CFP Percentage of assets, Fixed fees
John Levangie Darrow Wealth Management Needham Not listed Percentage of assets
John Maddison Balentine Wealth Advisors Raleigh CFP, CFA Percentage of assets, Fixed fees
John Ramshaw StoryOne Overland Park CFP Percentage of assets, Fixed fees
John Wilbourne Occidental Asset Management Bellevue Not listed Ongoing planning fee
John Williams WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Jonathan Bailey WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Jonathan Crantz Precedent Wealth Partners Houston Not listed Percentage of assets
Jonathan Gillett Wilco Financial College Grove Not listed Percentage of assets
Jonathan White Analog Capital Partners Houston Not listed Percentage of assets
Jordan Kahn HCR Wealth Advisors Los Angeles CFA Percentage of assets, Hourly
Joshua Brockwell Azzad Asset Management Falls Church Not listed Percentage of assets
Joshua Jenkins Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Justin Koress Bondurant Investment Advisory Evanston CFP Percentage of assets, Fixed fees
Justin Ramirez Business appraisals to help owners plan their next move Insight Valuations, LLC Houston CFA Flat fee or retainer, Hourly
Juwon Hill Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Kameron Barzegar RJ Patterson Group San Diego Not listed Percentage of assets, Hourly
Katharine Wagner Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Kathleen Gilmore Clifford Swan Pasadena CFP Percentage of assets, Hourly
Kathryn Madzsar Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Kevin Manning Regent Peak Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Kevin Tucker ProActive Capital Management Topeka CFP Percentage of assets, Hourly
Kristy Groth Precedent Wealth Partners Spring Not listed Percentage of assets
Kyle McGrath Riverpoint Wealth Management Chicago CFA Percentage of assets, Fixed fees
Kyle Smith Precedent Wealth Partners Houston Not listed Percentage of assets
Landon Buzzerd Grant Street Asset Management Williamsport CFP Percentage of assets, Fixed fees
Lauren Mance RiversEdge Advisors Wilmington CFA Percentage of assets, Hourly
Logan Richard Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Lyndsey Monahan Precision Wealth Strategies Frisco ChFC Percentage of assets, Hourly
Madeline Bayne StoryOne Overland Park CFP Percentage of assets, Fixed fees
Malek Hage Hassan RJ Patterson Group San Diego Not listed Percentage of assets, Hourly
Manuel Ortiz Aquino Occidental Asset Management Burlingame Not listed Ongoing planning fee
Margaret Bilby Gen² Advisors Maitland CFP Percentage of assets, Fixed fees
Margaret Quinn Paradigm Wealth Management Chicago CFP Percentage of assets, Hourly
Mark Andraos Regency Wealth Management Ramsey CFP Percentage of assets, Fixed fees
Mark Reitsma Regency Wealth Management Ramsey CFP Percentage of assets, Fixed fees
Mark Witaschek Aurelius Family Office Bedford Not listed Percentage of assets, Fixed fees
Marnie Randel Paradigm Wealth Management Westlake CFP Percentage of assets, Hourly
Marshall Brannock Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Matthew Brunelle Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Matthew Fulton Atlas Legacy Advisors Los Angeles CFP Percentage of assets, Hourly
Matthew Haefner Monograph Wealth Manhattan Beach CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve multi-generational families