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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
Margaret Horsley Glassy Mountain Advisors Washington CFP Percentage of assets
Maria Ojeda Partida Shah Wealth Advisors Chino Hills Not listed Percentage of assets, Fixed fees
Mariah Magana Mayorga Tower View Wealth Management Oshkosh Not listed Percentage of assets, Hourly
Marisa Facciolo RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Mark Herman Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Mark Saussy Southeast Asset Advisors Thomasville CFP Percentage of assets, Hourly
Mark Schumacher Third Day Capital Denver CFA Percentage of assets
Marshall Gilman Onyx Bridge Wealth Group Port St. Lucie ChFC Percentage of assets, Hourly
Marylynn Ford LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Matthew Dunn ARQ Wealth Advisors Hudson CFA Percentage of assets, Fixed fees
Matthew Dupree Denver Private Wealth Management Denver CFA Percentage of assets, Hourly
Matthew Heard BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
Matthew Heller HCR Wealth Advisors Los Angeles Not listed Percentage of assets, Hourly
Matthew Santarsiero Tomoro Colts Neck CFP Percentage of assets, Hourly
Matthew Sassani Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Matthew Vallebo Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Matthew Van Name Colonial Trust Company Spartanburg CFP Percentage of assets, Fixed fees
Maxwell Pray Clifford Swan Pasadena CFA Percentage of assets, Hourly
Megan Dant Saling Wealth Advisors Louisville Not listed Percentage of assets, Fixed fees
Mervin Burton Beatrice Advisors New York CFA Percentage of assets, Fixed fees
Michael Bishop Bishop & Company Investment Management Erie CFP Percentage of assets, Hourly
Michael Cox Seaside Wealth Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Michael Ellis Steelhead Wealth Management Naples Not listed Percentage of assets, Fixed fees
Michael Kasianko Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Michael Mahoney Cypress Asset Management Peoria Heights CFP Percentage of assets, Fixed fees
Michael Nelson Eagle Bay Family Office New York CFA Percentage of assets, Hourly
Michael Novak Wellspring Family Office Cleveland PFS Percentage of assets, Fixed fees
Michael Scott CORE Wealth Advisors Lakeland CFA Percentage of assets, Hourly
Michael Seelman ProffittGoodson Private Wealth Knoxville Not listed Percentage of assets, Hourly
Michael Serchen Anchor Capital Advisors Boston CFP Percentage of assets, Hourly
Michael Sitzman Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Michael Thayer Private Asset Management Kirkland Not listed Percentage of assets, Hourly
Michael Wakeham Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Michael Yongue Private Wealth Partners Mill Valley CFA Percentage of assets, Hourly
Michelle Czarnecki Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Miles Laubinger Potomac Wealth Management Great Falls CFA Percentage of assets, Hourly
Miles Putnam Provident Investment Management Novi CFA Percentage of assets
Monica Lanzilotta Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Murcy Huang Clifford Swan Pasadena CFA Percentage of assets, Hourly
Mustaque Choudhury Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Nathan Cameron Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
Nathan Norman Pin Oak Investment Advisors Houston CFP Percentage of assets, Fixed fees
Nathan Reagan Handy & Company Financial Advisors Lake Oswego PFS Percentage of assets, Hourly
Nathan Rydalch Cooper Norman Wealth Idaho Falls Not listed Percentage of assets
Naveen Gopal Pacifica Partners Surrey Not listed Percentage of assets, Hourly
Neil Rose Regency Capital Management Bainbridge Island CFA Percentage of assets
Nevin Kaul Kirk Capital Advisors Vienna Not listed Percentage of assets, Hourly
Nicholas Blankl Consilium Wealth Advisory West Linn CFA Percentage of assets, Fixed fees
Nicholas Deery Promus Advisors Dallas Not listed Percentage of assets, Hourly
Nicholas Michel Strong Tower Wealth Minneapolis Not listed Percentage of assets, Hourly

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Related lists

Specialties that serve multi-generational families