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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
Grant Germscheid All Star Financial Minneapolis Not listed Percentage of assets, Hourly
Gregg Auerbach Meadowbrook Advisors Bedminster Not listed Percentage of assets, Fixed fees
Gregory Nakano Pacifica Partners Surrey Not listed Percentage of assets, Hourly
Guerry Harris Paragon Capital Management Overland Park CFP Percentage of assets
Harris Hanson Texas Family Wealth Friendswood CFP Percentage of assets, Fixed fees
Harrison Odaniell Choate Wealth Boston CFA Percentage of assets, Hourly
Henry Ford LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Henry Winship Pacific Point San Diego CFA Percentage of assets, Hourly
Howard Jordan High Net Worth Advisory Group Naples CFP Percentage of assets, Hourly
Ian Goldey GoTo Financial Westlake Village Not listed Percentage of assets, Hourly
Igor Yukhvidin Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Jacob Kidder Choate Wealth Boston CFA Percentage of assets, Hourly
Jacob Martin Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Jacob Odum Southeast Asset Advisors Thomasville CFP Percentage of assets, Hourly
Jacob Pacini Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Jacob Siani Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Jagdish (Jay) Sitlani Pacific Point San Diego CFA Percentage of assets, Hourly
Jaime Cutter RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Jake Mossing We provide unbiased annuity guidance with no fees, no obligations. Annuity Answers Toledo CFA Percentage of assets, One-time planning fee
James Armstrong Henry H. Armstrong Associates Pittsburgh Not listed Percentage of assets
James Bertram Baynes Investment Counsel Franklin Not listed Percentage of assets, Hourly
James Carr Keystone Global Partners Denver Not listed Percentage of assets
James Fiske Colonial Trust Company Greenville CFP Percentage of assets, Fixed fees
James Proffitt ProffittGoodson Private Wealth Knoxville Not listed Percentage of assets, Hourly
James Rouse Pin Oak Investment Advisors Houston CFP Percentage of assets, Fixed fees
James Simmons Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
James Skubik Provident Investment Management Novi CFA Percentage of assets
Jamie Bigsby Glassy Mountain Advisors Bethesda CFP Percentage of assets
Jared Quereau Baldwin Management West Conshohocken Not listed Percentage of assets
Jason Bruxvoort CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Jason Kooyer CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Jason Traff Bisonwood Investments Austin CFA Percentage of assets
Jaycee Carroll Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
Jeffrey Emrich Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Jeffrey Petersen Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Jeffrey Shiffra ARQ Wealth Advisors Scottsdale CFA Percentage of assets, Fixed fees
Jennifer Migdal Cove Wealth Management Houston CFP Percentage of assets, Hourly
Jeremy Bardin Elevate Capital San Francisco CFA Percentage of assets, Performance-based fees
Jessica Grande TFC Financial Boston Not listed Percentage of assets, Hourly
Joel Petersen Sound Legacy Wealth Advisors Kirkland Not listed Percentage of assets
John Bell Thryve Wealth Management Santa Barbara Not listed Percentage of assets
John Dwyer Sunpointe Investments Clayton CFA Percentage of assets, Fixed fees
John Harper Sagace Wealth St. Petersburg PFS Percentage of assets, Hourly
John Imbusch BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
John Joyce Joyce Wealth Management Houston Not listed Percentage of assets, Fixed fees
John Lorenz Arlington Financial Advisors Santa Barbara Not listed Percentage of assets, Hourly
John Merrill Tanglewood Total Wealth Management Houston Not listed Percentage of assets
John Palmer-Kamprath Generational Legacies Wealth Management Coeur D'Alene CFP Percentage of assets, Fixed fees
John Simms Piedmont Trust Greenboro CFA Percentage of assets, Fixed fees
John Vanderburgh LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer

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Specialties that serve multi-generational families