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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
Daniel Goldberg Diversified Portfolios Bloomfield Hills CFA Percentage of assets
Daniel Howard Zuckerman Investment Group Chicago CFP Percentage of assets
Daniel Reuben Parcion Private Wealth Bellevue CFP Percentage of assets, Fixed fees
Daniel Vogelpohl Wealth Dimensions Group Cincinnati Not listed Percentage of assets, Hourly
Daniel Witherspoon LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Darin Robinson Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
David Berg Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
David Doll Sequent Asset Management Houston Not listed Percentage of assets, Fixed fees
David Lin Clifford Swan Pasadena CFA Percentage of assets, Hourly
David Luedecke Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
David Morgan High Net Worth Advisory Group Naples CFP Percentage of assets, Hourly
David Peppard Baldwin Management West Conshohocken Not listed Percentage of assets
David Sinclair Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
David Vigil Vigil Wealth Management Ponte Vedra Beach CFP Percentage of assets, Hourly
David Zale Eagle Bay Family Office New York CFA Percentage of assets, Hourly
Dell Thomason Joyce Wealth Management Houston Not listed Percentage of assets, Fixed fees
Derek Stross CORE Wealth Advisors Lakeland PFS Percentage of assets, Hourly
Dianne Hively Hivest Financial Tampa Not listed Percentage of assets, Hourly
Donald Harris Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Donald Heishman Acorn Financial Services Harrisonburg Not listed Percentage of assets, Hourly
Donna Zanetti Pennsylvania Capital Management Huntingdon Valley Not listed Percentage of assets, Hourly
Drew Echternach Jefferson Bridge Capital Nashville CFP, CFA Percentage of assets
Drew Vesling Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Dustin Gordon Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
Dwayne Tyril Kreitler Financial New Haven CFA Percentage of assets
Dyllin Moulton Fairscale Capital Nashua Not listed Percentage of assets, Hourly
Edward Kolanko Baynes Investment Counsel Mason Not listed Percentage of assets, Hourly
Edwin Ryu Legacy Wealth Advisors San Jose PFS Percentage of assets, Hourly
Elena Sargent Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Emmanuel Afolayan Lindsey & Lindsey Wealth Management San Jose Not listed Percentage of assets, Hourly
Eric Bergquist LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Eric Stats Brighton Wealth Management Cottonwood Heights CFA Percentage of assets, Hourly
Eric Walton Westwind Capital Las Cruces Not listed Percentage of assets
Eric Wathen Provident Investment Management Novi CFA Percentage of assets
Erik Bagley Kotys Wealth Professionals Folsom Not listed Percentage of assets, Hourly
Erin Eliason RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Erin Kerr Choate Wealth Boston CFA Percentage of assets, Hourly
Eugene Binunsky Burton Enright Welch Walnut Creek Not listed Percentage of assets
Evan Evans Onyx Bridge Wealth Group Exton ChFC Percentage of assets, Hourly
Evan Lang Atwood & Palmer Kansas City CFA Percentage of assets, Flat fee or retainer
Evan Mills Scholar Financial Advising Winston-Salem Not listed Flat fee or retainer
Frank Greene Private Wealth Partners Mill Valley CFA Percentage of assets, Hourly
Frank Mercer Southeast Asset Advisors Tallahassee CFP Percentage of assets, Hourly
Frederick Pryor TFC Financial Boston Not listed Percentage of assets, Hourly
Gabriel McMennamy Soulence Wealth Management Amarillo Not listed Percentage of assets
Gabriel Sedora Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Gary Dorfman Thryve Wealth Management Santa Barbara Not listed Percentage of assets
Gary Lutes Tillman Hartley Denver CFA Percentage of assets, Fixed fees
Gerwin de Haan Burton Enright Welch Walnut Creek Not listed Percentage of assets
Gladys Limones LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees

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Specialties that serve multi-generational families