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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
Davis Bean Private Advisory Group Draper Not listed Percentage of assets, Performance-based fees
Donna McConnell HeadInvest Portland Not listed Percentage of assets, Hourly
Douglas Delong Nordwand Capital Radnor CFA Percentage of assets, Fixed fees
Douglas Johnson Grand Wealth Management Grand Rapids Not listed Ongoing planning fee
Douglas Mackay Broadleaf Partners Peninsula CFA Percentage of assets
Douglas Rothermich Fidelis Capital Saint Charles Not listed Percentage of assets, Fixed fees
Drew Kunde Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Eden Morimoto Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Eduardo Ciuffo Ariston Services Group San Diego CFA Percentage of assets
Edward Cronin Manchester Capital Management Manchester Not listed Percentage of assets, Fixed fees
Eleanor Quarles Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Elias Crist Inlight Wealth Atlanta CFP Percentage of assets, Fixed fees
Elizabeth Baldassari Main Street Research Lakeville Not listed Percentage of assets
Elizabeth Garvey Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Elizabeth Trecartin Penn Davis McFarland Dallas CFP Percentage of assets
Elsa Allmendinger Kelman-Lazarov Memphis Not listed Percentage of assets, Hourly
Emily Slama Main Street Research Lakeville Not listed Percentage of assets
Emma Fabiano Grand Wealth Management Grand Rapids Not listed Ongoing planning fee
Eric Penz Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Erin Itkoe Luminescent Wealth Management Phoenix CFP, PFS Percentage of assets, Hourly
Evan McMordie Golden Spread Wealth Canadian Not listed Percentage of assets, Hourly
Evelyn Ovando-Flores Omega Wealth Management Arlington Not listed Percentage of assets, Hourly
Fadoua Arif Lynx Investment Advisory Washington Not listed Percentage of assets, Fixed fees
Frederick Hinkley Manchester Capital Management New York Not listed Percentage of assets, Fixed fees
Frederick Hubach Generational Private Wealth Washington CFP Percentage of assets
Gabriel Martin Pelican Family Office Covington Not listed Flat fee or retainer, Percentage of assets
Garrett Walsh TwinFocus Boston CFA Percentage of assets, Hourly
Garrett Williams Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Garrick Russell HFG Trust Kennewick Not listed Percentage of assets, Hourly
Gary Whitehurst Brighter Investing Atlanta Not listed Percentage of assets, Fixed fees
George Hoover Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Gerald Howell Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees
Gerard Guertin Roffman Miller Wealth Management Philadelphia ChFC Percentage of assets
Greg Pyne Red Oak Financial Group Towson Not listed Percentage of assets, Hourly
Gregory Clifford The Clifford Group Wayland Not listed Percentage of assets
Hampton Clark Highbrook Capital Partners Atlanta CFA Percentage of assets, Hourly
Heather Proctor Milestones Private Investment Advisors Fairport Not listed Percentage of assets, Fixed fees
Henrique Cataldi Main Street Research Lakeville Not listed Percentage of assets
Hilton Kelly Tall Trees Wealth Portsmouth Not listed Percentage of assets, Fixed fees
Hope Robinson Penn Davis McFarland Dallas CFP Percentage of assets
Hugh Meyer Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Hunter Breedlove EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Hunter Klus Wedel Atlatl Advisers Madison Not listed Percentage of assets, Hourly
Hylan Moises Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Ian Dillow Dillow Wealth Management Oak Brook Not listed Percentage of assets, Fixed fees
Ian Richards CMH Wealth Management Dallas Not listed Ongoing planning fee
Jack Branch Pelican Family Office Covington Not listed Flat fee or retainer, Percentage of assets
Jacob Beck Doyenne Wealth Advisors Chicago Not listed Percentage of assets, Fixed fees
Jacob Guinn Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Jacob Margo Main Street Research Lakeville Not listed Percentage of assets

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Related lists

Specialties that serve multi-generational families