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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
Brian Dombkowski Sand Hill Global Advisors Palo Alto CFA Percentage of assets, Hourly
Brian Kopinski Woodmont Investment Counsel Nashville CFA Percentage of assets
Brian Vogel Manchester Capital Management Manchester CFA Percentage of assets, Fixed fees
Brian Yost Alpine Private Wealth Saint Louis CFA Percentage of assets
Brienne Jackson Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Brittany Paul Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Caleb Hopkins Navigate Wealth Management Birmingham CFP, CFA Percentage of assets
Calynn Mullins BentOak Capital Weatherford Not listed Percentage of assets, Hourly
Cameron Amos Novare Capital Management Charlotte CFP Percentage of assets
Carey Blakley Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
Carey Tafelsky Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Carl Zuckerberg RZH Advisors Stamford CFP Percentage of assets, Hourly
Caroline Baronian Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
Carolyn Bennett Woodmont Investment Counsel Nashville CFA Percentage of assets
Casey Fitchett Pine Haven Investment Counsel Fairhaven CFP Percentage of assets
Cathy Simmons Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Charles Dann Novare Capital Management Charlotte CFP Percentage of assets
Charlise Whiteside Stonehaven Private Wealth Management Manchester By The Sea CFP Percentage of assets, Hourly
Christian Voigtlander Gibraltar Capital Management Urbandale CFA Percentage of assets, Hourly
Christopher Gunster Fidelis Capital Greenwich CFA Percentage of assets, Fixed fees
Connor Oak Crane Capital Management Spring Park Not listed Percentage of assets
Corrigan Rayfield TwinFocus Boston CFP Percentage of assets, Hourly
Courtney Kauffman Prowell Financial Management Exton CFP Percentage of assets, Fixed fees
Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. D&M Strategic Wealth Irvine Not listed Percentage of assets
Daniel Langworthy Fortress Financial Group Scottsdale Not listed Percentage of assets
Daniel Meyers Adventure Wealth Ridgway Not listed Percentage of assets, Ongoing planning fee
David Gradzki Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
David McNeely Darden Wealth Group Ann Arbor CFA Percentage of assets, Hourly
David Thompson Petra Wealth Management Fredericksburg Not listed Percentage of assets, Hourly
Debra Pladsen Fortress Financial Group Chanhassen Not listed Percentage of assets
Douglas Smorag CM Wealth Beachwood PFS Percentage of assets, Hourly
Duncan Miller Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
E Jalenak Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Elizabeth Brennen A.G. Campbell Advisory Baltimore CFP Percentage of assets, Hourly
Endrit Lloshi Wealthy & Wise Family Office Columbia Not listed Percentage of assets, Hourly
Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. The World Changers Miami Not listed Percentage of assets, Subscription
Frederick Kort Cura Wealth Partners Chicago CFP Percentage of assets, Hourly
Frederick Ravid Chartered Financial Services Denver ChFC Percentage of assets, Hourly
Frenise Mann Mann Financial Chattanooga Not listed Percentage of assets, Flat fee or retainer
Gary Martin Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
Hallie Peyton Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Hans Blake Intelligent Investing Greenville CFA Percentage of assets, Hourly
Holger Berndt Rssic San Francisco CFA Percentage of assets, Hourly
Isaac Martin Members' Wealth Media Not listed Percentage of assets, Fixed fees
Jack Dupuy Woodmont Investment Counsel Nashville CFA Percentage of assets
Jacob Hagen-Erickson Fortress Financial Group Rochester Not listed Percentage of assets
Jacob Levy Conquis Financial Millbrae CFP Percentage of assets, Fixed fees
James Burnett Navigate Wealth Management Birmingham CFP Percentage of assets
James Gorzynski We increase your company value by 72% to prepare for a sale Certified Exit Planners Charlotte Not listed One-time planning fee, Flat fee or retainer
James Langer Wavvest Chicago CFA Percentage of assets

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Related lists

Specialties that serve multi-generational families