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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
Arthur Swalley Arlington Financial Advisors Santa Barbara Not listed Percentage of assets, Hourly
Ashley Ketchum CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Ashlie Bostick Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Ashton Green Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Aureliana Lopes Monteiro Strategic Wealth Capital San Francisco Not listed Percentage of assets, Fixed fees
Austin Cua Potentia Wealth San Jose CFP Percentage of assets, Fixed fees
Austin Gewecke Clifford Swan Pasadena CFA Percentage of assets, Hourly
Axel Bellars Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Barclay Nelson Birch Capital Management Dallas CFP, CFA Percentage of assets, Hourly
Ben Loeffler Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Benjamin Peters Burton Enright Welch Walnut Creek Not listed Percentage of assets
Brad Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Braeden Mischke Strong Tower Wealth Minneapolis Not listed Percentage of assets, Hourly
Brendon Johnson CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Brenton Bersin Linkside Financial Charlotte Not listed Percentage of assets
Brett Grossman Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Brian Cheatham Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Brian Rettig Denver Private Wealth Management Denver CFA Percentage of assets, Hourly
Brian Vandenbrink CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Brooks Rarden Gilpin Wealth Management Las Vegas CFA Percentage of assets, Hourly
Bruce McCrea Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Bryan Linn CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Bryan McCrea Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Caeden Goering Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Caleb Smoes LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Carlo Magno Santos-Ocampo High Net Worth Advisory Group Naples CFP Percentage of assets, Hourly
Carlos Butcher Birch Capital Management Dallas CFP Percentage of assets, Hourly
Carson Brown Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Charles Corkery PUREfi Wealth Boston CFP Percentage of assets, Hourly
Charles Poe Grand Central Investment Group Tampa CFA Percentage of assets, Hourly
Charles Tricomi Greenwich Wealth Management Greenwich CFP, CFA Percentage of assets, Hourly
Charlotte Anten Clifford Swan Pasadena CFA Percentage of assets, Hourly
Christian Paterok Noesis Capital Management Boca Raton CFA Percentage of assets, Fixed fees
Christopher Anderson Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Christopher Fry Capital Asset Management Columbus Not listed Percentage of assets
Christopher Huston Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Christopher Reyes Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Clarissa Candelario Private Asset Management Kirkland Not listed Percentage of assets, Hourly
Clayton Earle Elevate Wealth Group San Francisco Not listed Percentage of assets, Fixed fees
Clifford Kolson Family Wealth Leadership Irvine Not listed Percentage of assets, Hourly
Clinton Simmons Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Coleman Shwayder 7Two Denver CFP Percentage of assets, Fixed fees
Connie Biselx All Star Financial Minneapolis Not listed Percentage of assets, Hourly
Cort Barrett White Aspen Capital Henderson Not listed Percentage of assets, Fixed fees
Craig Harvey Field Alluvial Wealth Management Matthews Not listed Percentage of assets, Fixed fees
Dalin Jewett Tanara Wealth Management Lehi Not listed Percentage of assets, Hourly
Dana Strickland Scholar Financial Advising Winston-Salem Not listed Flat fee or retainer
Daniel Boyle Provident Investment Management Novi CFA Percentage of assets
Daniel De Mille Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
Daniel Estes Pin Oak Investment Advisors Houston CFP Percentage of assets, Fixed fees

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Specialties that serve multi-generational families