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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
Scott Hampton Moment Partners San Francisco CFP Percentage of assets, Fixed fees
Scott Lasky Lionshead Wealth Management New York CFP Percentage of assets, Fixed fees
Sean Sevey Sevey Wealth Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee
Sean Shannon Monograph Wealth Manhattan Beach CFP, CFA Percentage of assets, Hourly
Sloane Bennett Precedent Wealth Partners Houston Not listed Percentage of assets
Stephanie Sandle Bluestone Private Wealth Cleveland CFP Percentage of assets
Stephanie Stumpf WealthCrossing Richmond CFP, PFS Percentage of assets, Fixed fees
Stephen Santangelo Matriarch Wealth Management Miami CFA Percentage of assets, Hourly
Stephen Troutman Troutman Wealth Management Malvern CFP Percentage of assets
Stuart Strasner Defiant Capital Group Warrendale CFA Percentage of assets, Fixed fees
Tameem Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Tatum Duffie Precedent Wealth Partners Houston Not listed Percentage of assets
Taylor Welz DKM Wealth Management Stockton CFP, PFS Percentage of assets, Fixed fees
Theodore Fischer Fischer Investment Strategies Westlake Village CFP Hourly, Flat fee or retainer
Thomas Brady Brady Family Wealth Saint Louis CFP, CFA Percentage of assets, Hourly
Thomas Holloway Pacifica Partners Calgary CFA Percentage of assets, Hourly
Thomas Kosinski Stembrook Asset Management Red Bank Not listed Percentage of assets
Thomas Mott Analog Capital Partners Houston Not listed Percentage of assets
Thomas Post Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Timothy Ellis RBG Wealth Advisors Memphis CFP, PFS Percentage of assets
Timothy Hartzell Sequent Asset Management Houston CFA Percentage of assets, Fixed fees
Timothy Reyna Cerro Pacific Wealth Advisors San Luis Obispo CFP Percentage of assets, Fixed fees
Trent Hinton Canopy Wealth Management Middleton Not listed Percentage of assets
Tristen Sheffler ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Troy Stovern TrueNorth Wealth & Impact Joplin CFP Percentage of assets, Hourly
Tyler Baker Baker Wealth Group Lagrange CFP Percentage of assets, Fixed fees
Wanda Williams Precedent Wealth Partners Houston Not listed Percentage of assets
William Ambrogio Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
William Lee ARQ Wealth Advisors Scottsdale CFP, CFA Percentage of assets, Fixed fees
William Shriver Gilpin Wealth Management Golden CFP, CFA Percentage of assets, Hourly
Zachary Cole Arrowstone Wealth Malaga CFP Percentage of assets
Zachary Matarazzo Main Line Retirement Advisors Whitefish CFP Percentage of assets, Hourly
Zachary Potter ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Zachary Welz DKM Wealth Management Stockton CFP Percentage of assets, Fixed fees
Aaron Wall Fidelis Capital Bethesda CFA Percentage of assets, Fixed fees
Adam Spiegelman Spiegelman Wealth Management Walnut Creek CFP Percentage of assets
Adam Strahan BentOak Capital Weatherford Not listed Percentage of assets, Hourly
Andrea Brashears-Sampson Wise Financial Counsel Fort Washington CFP Hourly, Fixed fees
Andrew Boyd Gibraltar Capital Management Tulsa CFA Percentage of assets, Hourly
Andrew Buzan Kelman-Lazarov Memphis CFA Percentage of assets, Hourly
Andy Chong Highline Wealth Partners Sherman Oaks CFA Percentage of assets, Hourly
Anne McPhail Novare Capital Management Charlotte CFP Percentage of assets
Anthony Craun Sand Hill Global Advisors Palo Alto CFA Percentage of assets, Hourly
Austin Scott Andina Advisors Draper CFP Percentage of assets, Hourly
Benjamin Wallace CM Wealth Beachwood CFA Percentage of assets, Hourly
Bradley Bondurant TrueLine Wealth Group Hattiesburg CFP Percentage of assets, Hourly
Brenda Vingiello Sand Hill Global Advisors Palo Alto CFA Percentage of assets, Hourly
Brendan McEwan RZH Advisors Stamford CFP Percentage of assets, Hourly
Brett Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Brett Rufkahr Alpine Private Wealth Saint Louis CFA Percentage of assets

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Related lists

Specialties that serve multi-generational families