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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
Martin Lundgren Northern Lights Advisors Inc. Seattle CFA, CFP Percentage of assets, Ongoing planning fee
Michael Haubrich Financial Service Group, Inc. Mount Pleasant CFP, CSA Ongoing planning fee
Morgan Ranstrom Trailhead Planners, LLC Portland CEPA, CFA, CFP, RLP Percentage of assets, Hourly
Robert Riedl Endowment Wealth Management, Inc. Chicago AWMA, BS, CFA, CFP Percentage of assets
Shane Mason Brooklyn FI Brooklyn CFP, CPA/PFS, CPWA, EA Percentage of assets, Ongoing planning fee
Aaron Hector Doherty & Bryant Financial Strategists Calgary CFP, RFP, TEP Not listed
Allison Vanaski Arcadia Wealth Management New York CFP Percentage of assets, Hourly
David Miller Rule72 Financial Potomac Falls CFP, MSC Percentage of assets, Hourly
Eric Imley Soaring Investment Management, LLC Portland CFP, MFA, CKA, CFA Percentage of assets, Hourly
Eric Stutzman Selkirk Wealth Advisors Spokane CFP Percentage of assets, Hourly
G. Christian Mauser ATLas Investment Advisors Alpharetta CFP, CIMA, CRC, CRPC Percentage of assets
Gerald Gasber Gasber Financial Advisors, Inc. Folsom CFP, CFS, CIMA, CIMC Percentage of assets, Hourly
Grant Joiner Vineyard Wealth Group Vineyard Haven CFP, AAMS, EA Percentage of assets, One-time planning fee
John Fales Searcy Financial Services, Inc. Overland Park AIF, CFP, CIMA, EA Percentage of assets, Hourly
Kathleen Tranovich Elser Financial Planning Indianapolis CFP, CPWA, RMA, ABFP Percentage of assets, One-time planning fee
Lisa Mesquit Soaring Investment Management, LLC Portland CFA, CFP, ChFC Percentage of assets, Hourly
Myles Brandt Charleston Financial Advisors, LLC Charleston CFP, MS Percentage of assets, One-time planning fee
Barry Corkern Barry M. Corkern & Co., Inc. Little Rock AIFA, CFP, CLU Percentage of assets, Hourly
Barry Federici Family First Wealth Management, LLC Sycamore CFP, CPA, JD Percentage of assets, Hourly
Ben Schmid Ketwich Capital LLC Malvern CFP Percentage of assets, Ongoing planning fee
Elaine Bedel Bedel Financial Consulting, Inc. Indianapolis BA, CFP, MBA Percentage of assets, Fixed fees
Greg Peterson Adaptive Financial Solutions, Inc. Cambridge BA, CFA, CFP, MA Fixed fees
James Hemphill TGS Financial Advisors Radnor CASL, CFP, ChFC, CIMA Percentage of assets, Fixed fees
Jason Howell Jason Howell Company Vienna CFP, CPWA Percentage of assets, Hourly
John Sanders Portus Wealth Advisors Charlotte CFP, MBA Percentage of assets, Hourly
Olivia Partin Diesslin Group, Inc. Fort Worth AAMS, CFP Percentage of assets, Hourly
Phil Funk Servant Capital Advisors, LLC Carmel CFP, MBA Flat fee or retainer, Ongoing planning fee
Rodney James Vineyard Family Wealth, LLC Houston CFP Percentage of assets, Fixed fees
William Bissett Portus Wealth Advisors Charlotte CFP Percentage of assets, Hourly
Agatha Johnson WillKate Wealth Management, LLC Aberdeen CFP, CPWA Percentage of assets, Fixed fees
Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. Ad Astra Financial Planning Santa Rosa CFP Flat fee or retainer, Subscription
Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD Focused Founders Wealth Planning MOUNT JOY CFP Percentage of assets, Flat fee or retainer
Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early WealthAdvisor365 Fort Lauderdale CFP One-time planning fee, Subscription
Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. Retirement Matters, Inc. Barrington CFP Percentage of assets, One-time planning fee
David Carlson Sound Investment Management, LLC Newport Beach CFP, ChFC, CKA, MBA Percentage of assets
Jeremy Atkinson Kinson Wealth Group LLC Louisville CFP, CKA Percentage of assets, Hourly
Katerina Minevich Forward Wealth Management Los Angeles CDFA, CFP, CFA, PhD Percentage of assets, Hourly
Kevin O'Hanlon Rockford Financial Planning LLC Wilmington CFP Percentage of assets, Hourly
Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. Define Financial San Diego CFP Percentage of assets, Flat fee or retainer
Alexis Miranda Ducere Wealth Management Las Vegas CFP Percentage of assets
Amanda Lehnert Sigma Investment Counselors Northville CFP Percentage of assets
Andrew Casey Precedent Wealth Partners Houston CFP Percentage of assets
Andy Avera Journey Beyond Wealth Marietta CFP, CAP Percentage of assets, Fixed fees
Anna Witten Aurelius Family Office Bedford CFP Percentage of assets, Fixed fees
Benjamin Dorsey Analog Capital Partners Frederick CFP, PFS Percentage of assets
Bennett Stein Stein Financial LLC Miramar Beach CFP, CPA Percentage of assets
Beth Koonce Keller Wealth Advisors Victoria CFP Percentage of assets
Brad Klontz Occidental Asset Management Lihue CFP Ongoing planning fee
Brett Cicinelli Confluence Capital Advisors Woodland Hills CFP, CFA Percentage of assets
Bugra Bakan Occidental Asset Management Burlingame CFP Ongoing planning fee

Guides

Related lists

Specialties that serve multi-generational families