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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
Stacee Kratovil Parcion Private Wealth Bellevue CFP Percentage of assets, Fixed fees
Stephen Islander Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Stephen Palmer Pennsylvania Capital Management Blue Bell Not listed Percentage of assets, Hourly
Steven Brandt Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Steven Campeas HCR Wealth Advisors Los Angeles Not listed Percentage of assets, Hourly
Steven Hutchison RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Stuart Herzog Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Sydney Kovacs Burton Enright Welch Walnut Creek Not listed Percentage of assets
Tamer Alamuddin Choate Wealth Boston CFA Percentage of assets, Hourly
Tanis Kelly Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Taylor Moody Regimen Wealth Atlanta Not listed Percentage of assets, Fixed fees
Temiloluwa Adesodun Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Tera Probst Sound Legacy Wealth Advisors Kirkland Not listed Percentage of assets
Theresa Sommerdyke Three Seasons Wealth Draper Not listed Percentage of assets, Fixed fees
Thomas Bruce Tanglewood Total Wealth Management Houston Not listed Percentage of assets
Thomas Cefalu Downtown Wealth Studios New York Not listed Percentage of assets, Fixed fees
Thomas Costigan ArborFi Advisors Ann Arbor CFP Percentage of assets
Thomas Fletcher GenSphere Private Wealth Gig Harbor CFA Percentage of assets, One-time planning fee
Thomas McGahan Eamon Capital Management Wexford CFA Percentage of assets, Hourly
Timothy Bellars Bellars Harris Wealth Management Mount Pleasant Not listed Percentage of assets, Fixed fees
Timothy Parker Regency Wealth Management Ramsey CFA Percentage of assets, Fixed fees
Tory Parke Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
Travis Broadhurst Sweeney Financial Advisors Bedford Not listed Percentage of assets
Trevor Martin Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Trevor O'Connor Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
Troy Veldkamp CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Tyler Trahan Lindsey & Lindsey Wealth Management Irvine Not listed Percentage of assets, Hourly
Valerie Lemmon Ridgewood Investments Springfield CFA Percentage of assets, Hourly
Vincent Hourigan Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Warren Spoor Sagace Wealth St. Petersburg PFS Percentage of assets, Hourly
Wendell Hill Three Seasons Wealth Kaysville Not listed Percentage of assets, Fixed fees
William Blake PMG Family Office Plano Not listed Percentage of assets, Hourly
William Grant Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
William Kennedy RiskBridge Advisors Norwalk CFA Percentage of assets, Hourly
William Martin Steel Grove Memphis CFA Percentage of assets, Fixed fees
William McCaffrey Glassy Mountain Advisors Arlington CFP Percentage of assets
William Scorpio Diamond Client Group Fair Oaks Ranch Not listed Percentage of assets, Hourly
William Taylor Kirk Capital Advisors Vienna Not listed Percentage of assets, Hourly
William Velgersdyk Strong Tower Wealth Minneapolis Not listed Percentage of assets, Hourly
Zachary Gutermuth Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Zachary Harris Bellars Harris Wealth Management Virginia Beach Not listed Percentage of assets, Fixed fees
Aaron Izenstark IRON Financial Northbrook Not listed Percentage of assets, Performance-based fees
Aaron Jeffries Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Aaron Morris Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Aaron Stern Main Street Research Lakeville Not listed Percentage of assets
Aaron Stolpen Legacy Advisors Plymouth Meeting CFA Percentage of assets, Hourly
Aaron Zitalone Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Adam Brown Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Adam Dani Napier Financial Braintree Not listed Percentage of assets, Hourly
Adam Powell Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees

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Specialties that serve multi-generational families