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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
Adrian Kutko Lynx Investment Advisory Washington Not listed Percentage of assets, Fixed fees
Aina Moliner I Serra Lynx Investment Advisory Washington Not listed Percentage of assets, Fixed fees
Alexander Gambrell Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Alexander Puziol Manchester Capital Management Montecito Not listed Percentage of assets, Fixed fees
Alexandra Boyles Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Alexis Buchholz BFG Wealth Management Dallas Not listed Percentage of assets
Alfred Cerrati Oak Advisors Bluffton Not listed Percentage of assets, Hourly
Alfred Cheung Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Alyssa Crews Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Amanda Blake Intelligent Investing Greenville Not listed Percentage of assets, Hourly
Amanda Dixon Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Amanda Rocca Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Amar Pandit HappyRich Capital Mumbai, India CFA Percentage of assets, Hourly
Amir Monsefi AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Andre Laplante Tall Trees Wealth Portsmouth Not listed Percentage of assets, Fixed fees
Andrea Darden Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Andrea Russo Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Andreas Migliaccio TwinFocus Boston CFA Percentage of assets, Hourly
Andrew Damico Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Andrew Farinelli Wavvest Chicago Not listed Percentage of assets
Angela Simmons ABS Legacy Partners Hickory CFA Percentage of assets, Hourly
Angelina Bulbotka Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Angelique Dumler Inlight Wealth Atlanta CFP Percentage of assets, Fixed fees
Angelo D'Amato Goodenough Sanderson Wealth Management Buffalo Not listed Percentage of assets
Anil Kothari HappyRich Capital Monroe Township CFA Percentage of assets, Hourly
Anita Bustos OAC Capital Advisors Cumming Not listed Percentage of assets, Hourly
Ann Boon Jupiter Wealth Management Glendale Not listed Percentage of assets, Fixed fees
Anna Byrne Kendall Wealth Randolph Not listed Percentage of assets, Hourly
Asaph Elan Equilibrium Wealth San Carlos Not listed Percentage of assets, Hourly
Austin Doebler RZH Advisors Stamford CFA Percentage of assets, Hourly
Balfoure Brenes AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Ben Emons Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Benjamin Armellini Main Street Research Lakeville Not listed Percentage of assets
Benjamin Clark HeadInvest Portland Not listed Percentage of assets, Hourly
Benjamin Esser Inlight Wealth Atlanta CFP Percentage of assets, Fixed fees
Benjamin Hilyard Fidelis Capital Bethesda Not listed Percentage of assets, Fixed fees
Benjamin Hunter Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
Bethany Parker Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Blake Chrisman Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Bradley O'Loughlin Resonant Capital Advisors Madison CFP, ChFC Percentage of assets, Hourly
Brailyn Robertson The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
Brandon Trank TradeWinds Wealth Management Portland Not listed Percentage of assets
Brendan King Wavvest Chicago Not listed Percentage of assets
Brendon Yi Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Bret Breibeck Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Brett Miller Birchbrook Bangor CFA Percentage of assets, Hourly
Brett Mirliani Birch Hill Investment Advisors Boston CFP, CFA Percentage of assets
Brian Grimditch Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Brian Quintana Guzman Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Brian Rudisill Novare Capital Management Charlotte CFA Percentage of assets

Guides

Related lists

Specialties that serve multi-generational families