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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
Mark Miller Gibraltar Capital Management Irving PFS, CFA Percentage of assets, Hourly
Mark Zywiol Stonebrook Private Northville CFP Percentage of assets, Fixed fees
Martin Moyers Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Mary Livingston Navigate Wealth Management Birmingham CFP, CFA Percentage of assets
Matthew Davis Financial Planning for Generations Encino CFP Hourly
Matthew Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Matthew Powers A modern estate planning firm combining technology with expert attorney support Steward San Francisco Not listed Flat fee or retainer
Maximilian Neumayer Formation Wealth Management Ponte Vedra Beach CFP Percentage of assets, Hourly
McCrary Lowe Gibraltar Capital Management Tulsa CFA Percentage of assets, Hourly
Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. Clarity Advisors Buffalo Not listed Percentage of assets, One-time planning fee
Michael Christian EverPar Advisors Tulsa CFA Percentage of assets, Fixed fees
Michael Firestone Fire Capital Management San Francisco CFA Flat fee or retainer, Percentage of assets
Michael Gibbons TwinFocus Boston CFP Percentage of assets, Hourly
Michael McNitt Highview Capital Management Buffalo Grove CFP Percentage of assets
Michael Rollauer Highbrook Capital Partners Atlanta CFP Percentage of assets, Hourly
Michael Topley Lansing Street Advisors Ambler CFP Percentage of assets, Fixed fees
Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. Calculated Wealth Madison CPA Percentage of assets, Hourly
Nathan Powell Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Naveen Sharma Nicollet Investment Management Minneapolis CFP Percentage of assets
Neale Ellis Fidelis Capital Dallas CFA Percentage of assets, Fixed fees
Nicholas Cavanaugh Roble Belko & Company Sewickley Not listed Percentage of assets, Fixed fees
Nicholas Sowell Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Nicklaus Streit Highview Capital Management Buffalo Grove CFP Percentage of assets
Nicole Heavern Riverview Capital Advisers Boston CFP Percentage of assets, Hourly
Olivian Pitis CSJ Wealth Management San Diego CFP, CFA Percentage of assets
Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. Riehl, Dinar & Associates Stamford Not listed Percentage of assets
Ona Vredenburg TwinFocus Boston CFP Percentage of assets, Hourly
Parker Mayo Novare Capital Management Charlotte CFP Percentage of assets
Paul Clark Mill Capital Management Concord CFP Percentage of assets
Peter Gaertner Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Peter Shenas Ariston Services Group San Diego CFP Percentage of assets
Peter Wolynski Helping people retire and save taxes. Calculated Wealth Madison Not listed Percentage of assets
Phillip Frattali Sanderson Wealth Management Buffalo CFA Percentage of assets
Rainier Trinidad Parabolic Asset Management Coronado CFA Percentage of assets, Hourly
Randy Siegel Aletheian Wealth Advisors Prescott CFP Percentage of assets, Fixed fees
Rebecca Rawlinson Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Richard Barnett Highline Wealth Partners Sherman Oaks CFA Percentage of assets, Hourly
Riddhi Jain HappyRich Capital Mumbai CFP Percentage of assets, Hourly
Robert Hofmann Roffman Miller Wealth Management Phialdelphia CFP Percentage of assets
Robert Riegen Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Robin Sievers Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Roger Roble Roble Belko & Company Sewickley Not listed Percentage of assets, Fixed fees
Ryan Bohm Andina Advisors Logan CFP Percentage of assets, Hourly
Samuel Webb BentOak Capital Katy Not listed Percentage of assets, Hourly
Sarah Veverka Guyasuta Investment Advisors Pittsburgh CFP Percentage of assets, Fixed fees
Scott North Clearpath Legacy Planning Denver Not listed Percentage of assets
Sevag Ossipian Highline Wealth Partners Sherman Oaks CFA Percentage of assets, Hourly
Shawn Hudspeth Tilia Fiduciary Partners Wilmington Not listed Percentage of assets, Flat fee or retainer
Sophie Young Novare Capital Management Charlotte CFP Percentage of assets
Spencer Cooper RZH Advisors Stamford CFP Percentage of assets, Hourly

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Specialties that serve multi-generational families