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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
Nicolas Drury Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Nihar Shah Shah Wealth Advisors Chino Hills Not listed Percentage of assets, Fixed fees
Noah Lewis Scholar Financial Advising Winston-Salem Not listed Flat fee or retainer
Noah Shidlofsky Riverpoint Wealth Management Chicago Not listed Percentage of assets, Fixed fees
Panos Grivakis Lakewood Financial Group Newport Beach Not listed Percentage of assets
Patricia Slocum ArborFi Advisors Ann Arbor CFP Percentage of assets
Paul Babij Sundial Wealth Delray Beach CFA Percentage of assets, Hourly
Paul Broomell Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Paula Allgood Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Perrin Jones BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
Peter Besel Parcion Private Wealth Bellevue CFP Percentage of assets, Fixed fees
Peter Boyle Clifford Swan Pasadena CFA Percentage of assets, Hourly
Peter Sowden Atwood & Palmer Kansas City CFA Percentage of assets, Flat fee or retainer
Randall Zaharia Clifford Swan Pasadena CFA Percentage of assets, Hourly
Raul Sonza Cabildo Capital Washington Not listed Percentage of assets
Reuben Moldowan Pacifica Partners Surrey Not listed Percentage of assets, Hourly
Rhonda Carter CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Richard Hughes Arlington Financial Advisors Santa Barbara Not listed Percentage of assets, Hourly
Richard Turgeon Wellspring Family Office Cleveland CFA Percentage of assets, Fixed fees
Robert Cardenas LifeSteps Financial Claremont Not listed Percentage of assets, Fixed fees
Robert Johnson Linkside Financial Charlotte Not listed Percentage of assets
Robert Rizarri Heritage Wealth Management Houston Not listed Percentage of assets, Hourly
Robyn Cohen Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Roger Gewecke Clifford Swan Pasadena CFA Percentage of assets, Hourly
Ronald Skalberg Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Ronald Whitley Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Ronald Yolles Diversified Portfolios Bloomfield Hills CFA Percentage of assets
Ryan Bellis Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Ryan Kolstad AP Investment Management Mountain View Not listed Percentage of assets, Flat fee or retainer
Ryan Kotys Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Ryan Redmond Stone Pillars Wealth Management Franklin Not listed Percentage of assets, Hourly
Ryan Robertson Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Ryan Tyler CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Samuel Baynes Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Samuel Liebman Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Samuel Starks CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Samuelson Drumond Drumond Wealth Management Katy CFP Percentage of assets, Hourly
Sarah Contino CAM Investor Solutions Austin Not listed Percentage of assets, Hourly
Sarah Smith Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Scott Bramwell Eiger Wealth Management San Diego PFS Percentage of assets, Fixed fees
Sean Green Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Sean Paddock Wealth Dimensions Group Cincinnati Not listed Percentage of assets, Hourly
Sean Tyll Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Shannon Ware Acorn Financial Services Harrisonburg Not listed Percentage of assets, Hourly
Shanon Tate CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Shawn Pacanowski CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Sheree Bollinger Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Sierra Merrick Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Sohrab Mirzabeigifini Atlas Financial Frisco CFP Percentage of assets, Fixed fees
Spencer Jones Atwood & Palmer Kansas City CFA Percentage of assets, Flat fee or retainer

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Related lists

Specialties that serve multi-generational families