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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
Jolie Tixier Westwind Capital Las Cruces Not listed Percentage of assets
Jonas Rees CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Jonathan Cox Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Jonathan Kline Lakewood Financial Group Tafton Not listed Percentage of assets
Jonathan McGraw Bentley Choate Wealth Boston CFA Percentage of assets, Hourly
Jonathan Stirling Westwind Capital Centennial Not listed Percentage of assets
Jorden Bastien LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Joseph Anderson Colonial Trust Company Spartanburg CFP Percentage of assets, Fixed fees
Joseph Cefalu Downtown Wealth Studios Miami Not listed Percentage of assets, Fixed fees
Joseph Chrisman Monograph Wealth Manhattan Beach CFA Percentage of assets, Hourly
Joshua Graham Westview Investment Advisors Burlington CFA Percentage of assets, Hourly
Joshua Shaffer Trinity Financial Advisors Columbus CFA Percentage of assets, Fixed fees
Justin Souder Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Kaitlin Jordan Stone Pillars Wealth Management Franklin Not listed Percentage of assets, Hourly
Katherine Davis RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Katherine Letsos Joyce Wealth Management Houston Not listed Percentage of assets, Fixed fees
Kathleen Carbone Parcion Private Wealth Bellevue CFP Percentage of assets, Fixed fees
Kathleen Cefalu Downtown Wealth Studios Ipswich Not listed Percentage of assets, Fixed fees
Kathryn Smith Colonial Trust Company Greenville CFP, PFS Percentage of assets, Fixed fees
Kaylan Adams BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
Keley Petersen Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Kelly Snider Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Kelsey Sullivan Choate Wealth Boston CFA Percentage of assets, Hourly
Kevin Blocker Linkside Financial Charlotte Not listed Percentage of assets
Kevin Lindley Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Kevin Penner Parcion Private Wealth Bellevue CFP Percentage of assets, Fixed fees
Kevin Schwall Tillman Hartley Denver CFA Percentage of assets, Fixed fees
Kevin Swanson Potentia Wealth San Jose CFP Percentage of assets, Fixed fees
Khristopher Torres RiversEdge Advisors San Antonio Not listed Percentage of assets, Hourly
Kim Nordmo Artience Capital Gardnerville Not listed Percentage of assets, Hourly
Kimberly Overby Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Kody Williams Saling Wealth Advisors Louisville Not listed Percentage of assets, Fixed fees
Kraishylea Agboaye Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Kristine Pattison CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Kurt Gunter Lake Hills Wealth Management Austin Not listed Percentage of assets, Hourly
Kyle Neese Sunpointe Investments St. Louis CFA Percentage of assets, Fixed fees
Laleeta Hill Noesis Capital Management Boca Raton CFA Percentage of assets, Fixed fees
Laura Kohler Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Laura Martin Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Lauren Desmarteaux Preserve Private Wealth Port St. Lucie Not listed Percentage of assets, Fixed fees
Lauren Fine Beatrice Advisors Cleveland CFA Percentage of assets, Fixed fees
Lauren Truer CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Linda Yu Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Lindsey Johns Zuckerman Investment Group Chicago CFP Percentage of assets
Lloyd Wong Clifford Swan Pasadena CFA Percentage of assets, Hourly
Logan Pettus Sweeney Financial Advisors Bedford Not listed Percentage of assets
Lucas Cheatham Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
M'Lissa Brillhart LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Madison Carleton Heritage Wealth Management Houston Not listed Percentage of assets, Hourly
Marcel Quiroga TQM Wealth Partners Marblehead Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve multi-generational families