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
James Redman Gibraltar Capital Management Tulsa CFA Percentage of assets, Hourly
James Reynolds HFM Wealth Management West Hartford CFP, CFA Percentage of assets, Hourly
James Richter Monotelo Wealth Partners Elgin CFP Ongoing planning fee
Jane Swan Veris Wealth Partners Oakland CFA Percentage of assets, Hourly
Jared Uribe-Sullivan Legacy Advisors Plymouth Meeting CFP Percentage of assets, Hourly
Jason Barbera Heritage Wealth Advisors Durham CFA Percentage of assets, Fixed fees
Jason Brooks Indelible Wealth Group Berthoud CFP Percentage of assets, Hourly
Jean Deighan Birchbrook Bangor CFP Percentage of assets, Hourly
Jeffrey Buck Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
Jenifer Butler Birchbrook Bangor CFP, CFA Percentage of assets, Hourly
Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. Artistic Wealth Red Bank Not listed Percentage of assets, Flat fee or retainer
John Biebel Ridley Cove Financial Advisors Newton CFP Percentage of assets, Fixed fees
John Jordan Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
John Leeming JL Bainbridge Sarasota CFP Percentage of assets
John Menser Novare Capital Management Charlotte CFP Percentage of assets
John Robertson Live Oak Wealth Advisory Group Houston Not listed Percentage of assets, Hourly
John Roscoe Osprey Private Wealth New York CFA Percentage of assets
John Ryan Novare Capital Management Charlotte CFP Percentage of assets
John Wilks Novare Capital Management Charlotte CFP Percentage of assets
Jonathan Fargason Navigate Wealth Management Birmingham CFP Percentage of assets
Jonathan Rhoney Mill Capital Management Concord CFP Percentage of assets
Jonathan Rugg Highline Wealth Partners Sherman Oaks CFA Percentage of assets, Hourly
Jonathan Solo Live Oak Wealth Advisory Group Houston Not listed Percentage of assets, Hourly
Jordan Salim Corus Family Wealth Advisors Mckinney ChFC Percentage of assets, Hourly
Joseph Fabrizio Legacy Advisors Plymouth Meeting CFP Percentage of assets, Hourly
Joseph Nicholas Fortress Financial Group Rochester Not listed Percentage of assets
Joshua Betts Aletheian Wealth Advisors Bellevue CFP, CFA Percentage of assets, Fixed fees
Justin Ellsesser Matthias Winter Park CFA Percentage of assets, Hourly
Justin Klunder Gray Private Wealth Canton CFA Percentage of assets, Hourly
Katherine Simmonds Conquis Financial Millbrae CFP Percentage of assets, Fixed fees
Katie Reichart Doyenne Wealth Advisors Chicago CFA Percentage of assets, Fixed fees
Keith Hays Creative Capitalists Glendale Not listed Hourly, Flat fee or retainer
Kevin Cooke Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Kevin Erwert Aletheian Wealth Advisors Bellevue CFP Percentage of assets, Fixed fees
Kevin Jordan Greater Gifts Family Office Fort Myers CFP Percentage of assets, Hourly
Kimberly Cushman BentOak Capital Katy Not listed Percentage of assets, Hourly
Kishore Shah Lynx Investment Advisory Vienna ChFC Percentage of assets, Fixed fees
Kyle Sabdo Stillwater Capital Management Carmel-By-The-Sea CFP Percentage of assets
Laura Kido Novare Capital Management Charlotte CFP Percentage of assets
Lauren Rowland RZH Advisors Stamford CFP Percentage of assets, Hourly
Lily Taft Main Street Research Lakeville CFA Percentage of assets
Linda Walden Novare Capital Management Charlotte CFP Percentage of assets
Lindsay Fitzpatrick Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Lindsey Mazzola Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Lloyd Flood Nicholas Hoffman & Company Atlanta CFA Percentage of assets, Fixed fees
Lori Choi Veris Wealth Partners New York CFA Percentage of assets, Hourly
Luke Kroeplin Fortress Financial Group Horace Not listed Percentage of assets
Marc Hadley Nicollet Investment Management Minneapolis CFP Percentage of assets
Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. Vantage Point Financial Lisle Not listed Percentage of assets
Mark Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly

Guides

Related lists

Specialties that serve multi-generational families