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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
Spencer Knickerbocker Stonebrook Private Northville CFP Percentage of assets, Fixed fees
Spencer Tracy Principium Investments Boulder Not listed Percentage of assets
Steven Henderson Heritage Wealth Advisors Richmond CFA Percentage of assets, Fixed fees
Steven Lind Navigate Wealth Management Birmingham CFP Percentage of assets
Stuart Caplan Members' Wealth Media Not listed Percentage of assets, Fixed fees
Susan Marshall Arlington Wealth Management Henderson ChFC Percentage of assets, Fixed fees
Susan Wipperman Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Taiyoung Lee Wealthy & Wise Family Office Columbia Not listed Percentage of assets, Hourly
Taylor Thompson Putting the clients goals and objectives first and foremost. Thompson Family Office Gilbert Not listed Percentage of assets, Subscription
Terin Rundus BentOak Capital Weatherford Not listed Percentage of assets, Hourly
Theodore Zamerski Prosperity Path Advisers Vero Beach PFS, CFA Percentage of assets, Hourly
Thomas Favor Tilia Fiduciary Partners Wilmington Not listed Percentage of assets, Flat fee or retainer
Thomas Riley Alpha Capital Family Office Greenwood Village CFA Percentage of assets, Fixed fees
Tiberiu Marian Shadowbrook Private Sugar Hill CFP Percentage of assets
Timothy Thomas Members' Wealth Media Not listed Percentage of assets, Fixed fees
Todd Macke Greater Gifts Family Office Fort Myers CFP Percentage of assets, Hourly
Tony Escobar Purpose-based financial planning for your business and personal needs. Exponent Group Morton Not listed One-time planning fee, Percentage of assets
Troy Wirth InGen Strategies Irvine CFP Percentage of assets, Hourly
Vipin Sahijwani Lynx Investment Advisory Washington CFA Percentage of assets, Fixed fees
Wendy Karkoska TwinFocus Boston CFP Percentage of assets, Hourly
William Jobes Live Oak Wealth Advisory Group Houston Not listed Percentage of assets, Hourly
William Reynolds Fire Capital Management San Francisco CFA Flat fee or retainer, Percentage of assets
Aaron Marks Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Adam Joice Aspen Grove Capital Avon CFP Percentage of assets, Fixed fees
Adam Meyers GoTo Financial Ventura Not listed Percentage of assets, Hourly
Adam Roberts Potentia Wealth San Jose CFP Percentage of assets, Fixed fees
Alberto Crespo Crespo Capital Jacksonville Not listed Percentage of assets, Hourly
Alex D'Attilio Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Alex Soderberg Burton Enright Welch Walnut Creek Not listed Percentage of assets
Alexander Hoover Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
Alexander Thompson Fairscale Capital Nashua Not listed Percentage of assets, Hourly
Alexander Yaftali Monograph Wealth Manhattan Beach CFA Percentage of assets, Hourly
Alison Goodrich Anchor Capital Advisors Boston CFP Percentage of assets, Hourly
Allen Carr Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Allen LeMay Strong Tower Wealth Minneapolis Not listed Percentage of assets, Hourly
Allen Tyndall Seaside Wealth Advisors Plano Not listed Percentage of assets, Hourly
Amanda Farrar PMG Family Office Plano Not listed Percentage of assets, Hourly
Amir Monsefi AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Anastasia Melbrod Melbrod Wealth Management San Diego CFP Ongoing planning fee
Andre Baldanza Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Andrew Aran Regency Wealth Management Ramsey CFA Percentage of assets, Fixed fees
Andrew Backenstoss Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Andrew Brady Brady Family Wealth Miami CFA Percentage of assets, Hourly
Andrew Lee Linkside Financial Charlotte Not listed Percentage of assets
Andrew Sedora Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Andrew Stolz Stolz & Associates, P.S. Tacoma CFA Percentage of assets
Ann Nowell Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Annie Klopstock Burton Enright Welch Walnut Creek Not listed Percentage of assets
Anthony Lopiccolo Custos Family Office Greenwood Village CFA Percentage of assets, Hourly
Arijeet Singh Willow Grove Advisors Brier Not listed Percentage of assets, Hourly

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Related lists

Specialties that serve multi-generational families