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
Brian Seay Mill Capital Management Concord CFA Percentage of assets
Brian Sigler Westshore Wealth Newport Beach Not listed Percentage of assets, Hourly
Brian Vogler Highview Capital Management Buffalo Grove CFA Percentage of assets
Bridget Johanson Main Street Research Greenwich Not listed Percentage of assets
Bridgette Hodge EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Bruce Mason Harvest Financial Advisors Cincinnati Not listed Percentage of assets, Hourly
Bryan Burris Sandlot Private Wealth Orem CFP Percentage of assets, Performance-based fees
Caleb Kelso Paradiem Covington Not listed Percentage of assets, Hourly
Cameron Clemens Grand Wealth Management Grand Rapids Not listed Ongoing planning fee
Cameron Simonds Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Candice Genrich BREAKTHRU Family Muskego Not listed Percentage of assets, Hourly
Canyon Burton-Murphy Asempa Wealth Advisors Baton Rouge Not listed Percentage of assets
Carl Bader Sanderson Wealth Management Buffalo Not listed Percentage of assets
Carl Drury Paradiem Covington Not listed Percentage of assets, Hourly
Carl Grahs Navigate Wealth Management Birmingham CFA Percentage of assets
Carson Rich Paradiem Covington Not listed Percentage of assets, Hourly
Cassidy Fisher Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Catherine Kennedy Birch Hill Investment Advisors Boston CFP Percentage of assets
Chad Williamson Gratus Wealth Advisors Virginia Beach CFP Percentage of assets, Hourly
Charles Gillespie Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Charles Mussallem Birchbrook Bangor CFA Percentage of assets, Hourly
Charles Womack Womack Wealth and Business Management Manhattan Beach Not listed Percentage of assets, Hourly
Chase Guerrette Oldfield Wealth Partners Bangor Not listed Percentage of assets, Fixed fees
Cheri Poston Gratus Wealth Advisors Virginia Beach CFP Percentage of assets, Hourly
Chloe Silva Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Christian D'Urso TradeWinds Wealth Management Portland Not listed Percentage of assets
Christopher Baxter Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Christopher Champion Holden Family Office Dallas Not listed Percentage of assets, Hourly
Christopher Conmy Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Christopher Davis Burns Matteson Capital Management Corning CFP Percentage of assets, Hourly
Christopher Mikus Birch Hill Investment Advisors Boston CFP, CFA Percentage of assets
Christopher Packard Womack Wealth and Business Management Manhattan Beach Not listed Percentage of assets, Hourly
Christopher Pierce HFM Wealth Management West Hartford CFA Percentage of assets, Hourly
Christopher Tate Fidelis Capital Bethesda Not listed Percentage of assets, Fixed fees
Clark Evans Highline Wealth Partners Solana Beach Not listed Percentage of assets, Hourly
Cole Kliphouse Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Cole McClellan Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Cory Lyon Aureum Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Craig Silberg EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Cynthia Rozelle Manchester Capital Management Manchester Not listed Percentage of assets, Fixed fees
Daniel Capozzo Clearwell Group Tampa CFA Percentage of assets, Fixed fees
Daniel Clark Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Daniel Ebert AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Daniel Rowe Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Danielle Wauchope Paradiem Covington Not listed Percentage of assets, Hourly
Daric Olson PCM Encore Denver Not listed Percentage of assets, Fixed fees
David Ellis EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
David Gray Parisi Gray Wealth Management Mendham CFP Percentage of assets
David Wulfert Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
David Yoshioka Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve multi-generational families