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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
Matthew Liebman Amplius Wealth Blue Bell CFA Percentage of assets, Hourly
Melissa Phillippi Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Michael Bechtold Hager Investment Management Services New London Not listed Percentage of assets
Michael Bernstein Lionshead Wealth Management New York CFP Percentage of assets, Fixed fees
Michael Brady Brady Family Wealth Saint Louis CFP Percentage of assets, Hourly
Michael Cermak ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
Michael Ehlenbeck CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Michael Hymes Beatrice Advisors New York CFP Percentage of assets, Fixed fees
Michael Pompian Sunpointe Investments St. Louis CFP, CFA Percentage of assets, Fixed fees
Michael Wagner Omnia Family Wealth Aventura CFP Percentage of assets, Fixed fees
Michelle Berry Berry Wealth Group Granbury CFP Percentage of assets
Michelle Robinson Stolz & Associates, P.S. Tacoma CFP Percentage of assets
Miguel Irazabal Monograph Wealth Manhattan Beach CFP Percentage of assets, Hourly
Mitchell Crowder WealthCrossing Richmond CFP Percentage of assets, Fixed fees
Montaser Takrouri Azzad Asset Management Chicago Not listed Percentage of assets
Nathan Dunham CORE Wealth Advisors Lakeland CFP Percentage of assets, Hourly
Nathan Hoyt Regent Peak Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Nathan Walsh Occidental Asset Management Burlingame Not listed Ongoing planning fee
Neal Stephenson Precedent Wealth Partners Houston Not listed Percentage of assets
Neil Goodson ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
Nelson Greene Highline Private Wealth Jacksonville CFP Percentage of assets
Nicolaas Letschert Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Noel Villajuan Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Oleg Litvinenko Meeting House Capital Concord CFA Percentage of assets
Pamela Hinton Precedent Wealth Partners Fredericksburg Not listed Percentage of assets
Patrick Beaird Beaird Harris Dallas PFS Percentage of assets, Fixed fees
Patrick Fletcher GenSphere Private Wealth Gig Harbor CFP Percentage of assets, One-time planning fee
Paul Merrick Riverpoint Wealth Management Chicago CFA Percentage of assets, Fixed fees
Paul Warholak Jr Sigma Investment Counselors Northville Not listed Percentage of assets
Peter Burton Burton Enright Welch Walnut Creek ChFC Percentage of assets
Peter Hager Hager Investment Management Services New London Not listed Percentage of assets
Peter Hughes Telos Partners Cottonwood Heights CFA Percentage of assets, Hourly
Raman Ghei Tower View Wealth Management Shorewood CFA Percentage of assets, Hourly
Randol Curtis Thryve Wealth Management Jackson CFA Percentage of assets
Raymond Torres Clifford Swan Pasadena CFP Percentage of assets, Hourly
Rebecca Stone Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Rebecca Wagner ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Reid Watson Legacy Wealth Management Ridgeland CFP Percentage of assets
Reyn Eichenlaub Canopy Wealth Management Birmingham Not listed Percentage of assets
Richard Siegel ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Robert Florek Florek Financial Duxbury CFP Percentage of assets, Hourly
Robert Kohn Tenzing Financial Williamsburg CFP Percentage of assets, Fixed fees
Robert Pierson Pierson Wealth Management Atlanta CFP Percentage of assets
Ronald Bates St. Clair Advisors Mayfield Heights CFP, PFS Percentage of assets, Hourly
Rosalie Hirst Almenara Pacifica Partners Surrey CFA Percentage of assets, Hourly
Ryan Conner Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Ryan Heidenreich Sunpointe Investments St. Louis CFP Percentage of assets, Fixed fees
Sarah Nix Keller Wealth Advisors Victoria Not listed Percentage of assets
Sarah Williams Precedent Wealth Partners Houston Not listed Percentage of assets
Scott Burg TFC Financial Boston CFA Percentage of assets, Hourly

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Specialties that serve multi-generational families