W Wellspent Public advisor graph
Get matched
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
Cheryl Sherrard Clearview Wealth Management Charlotte CFP, MA, MBA Ongoing planning fee
Chris McCall Journey Beyond Wealth Kennesaw CFP Percentage of assets, Fixed fees
Christi Powell Perissos Private Wealth Management Bethany CFP Percentage of assets
Christopher Frayne Sigma Investment Counselors Northville CFP, CFA Percentage of assets
Christopher Laughhunn Keller Wealth Advisors Victoria CFP Percentage of assets
Daniel Johnson Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
David Faskas Keller Wealth Advisors Victoria CFP, CFA Percentage of assets
Deborah Klein Azzad Asset Management Falls Church CFP Percentage of assets
Edward Yoon MQ Private Wealth Torrance CFP Percentage of assets, Hourly
Eric Raether Canopy Wealth Management Middleton CFP Percentage of assets
Erin Hadley Occidental Asset Management Burlingame CFP Ongoing planning fee
Fatima Iqbal Azzad Asset Management Falls Church CFP Percentage of assets
Francisco Aguilar Puyol MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
George Williams Precedent Wealth Partners Houston CFP Percentage of assets
Grant Williams Precedent Wealth Partners Houston CFP Percentage of assets
Gregory Barishian Aurelius Family Office Chepachet CFP Percentage of assets, Fixed fees
Hannah Gohmert Keller Wealth Advisors Victoria CFP Percentage of assets
Ibtasam Mahmood Azzad Asset Management Falls Church CFP Percentage of assets
Jack Stemper Ducere Wealth Management Newport Beach CFP Percentage of assets
Jacob Bartel Birchcreek Wealth Management Jacksonville CFP Percentage of assets, Flat fee or retainer
James Griffin Occidental Asset Management Burlingame CFP Ongoing planning fee
James Nash Clark Wealth Partners O'Fallon CFP, ChFC Percentage of assets, Fixed fees
Jansen Davidson Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
John Carr Carr Consulting P.A. San Antonio CFP Percentage of assets, Fixed fees
John Payne Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Jordan Talbert Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Josefine Cays Bridgewater Advisors Inc. New York CFA, CFP, EA Percentage of assets
Joseph Williams Precedent Wealth Partners Houston CFP, PFS Percentage of assets
Julie Kern Bridge Financial Strategies Scottsdale CFP Percentage of assets, Fixed fees
Kristin McKenna Darrow Wealth Management Needham CFP Percentage of assets
Kyle Kuyat Defining Wealth Franklin CFP Flat fee or retainer, One-time planning fee
Kyle Noack Keller Wealth Advisors Victoria CFP Percentage of assets
Lanita Wheetley Aurelius Family Office Jonesboro CFP Percentage of assets, Fixed fees
Lantz Bowman Precedent Wealth Partners Houston CFP Percentage of assets
Lazetta Braxton The Real Wealth Coterie New Haven CFP Ongoing planning fee, Percentage of assets
Lori Chittenden Buckley Wealth Las Vegas CFP Percentage of assets, Hourly
Luisa Pamela Mendoza Ducere Wealth Management Las Vegas CFP Percentage of assets
Marisa Bradbury Sigma Investment Counselors Lake Mary CFP, CFA Percentage of assets
Mark Buchanan Canopy Wealth Management Middleton CFP Percentage of assets
Mark Parrett Outpost Advisors Holladay CFP Percentage of assets, Hourly
Matthew McCreary Darrow Wealth Management Needham CFP Percentage of assets
Michael Clark Clark Wealth Partners O'Fallon CFP Percentage of assets, Fixed fees
Michael Mullenax Sigma Investment Counselors Northville CFP Percentage of assets
Nancy Metzger MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Nicholas Maratta Occidental Asset Management Winter Springs CFP Ongoing planning fee
Rajiv Dixit Serenity Capital Advisors Pittsford CFP Percentage of assets
Reem Hussein Azzad Asset Management Falls Church CFP Percentage of assets
Robin Brigham Hager Investment Management Services New London CFP Percentage of assets
Samer Eshmawy Azzad Asset Management Falls Church CFP Percentage of assets
Sara Lovell 21 West Wealth Management Tustin CFP Percentage of assets

Guides

Related lists

Specialties that serve multi-generational families