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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
Jacob Swartz Main Street Research Lakeville Not listed Percentage of assets
Jacqueline Rogers Elevated Wealth Bentonville CFP One-time planning fee
James Baynard Novare Capital Management Charlotte CFA Percentage of assets
James Boon Jupiter Wealth Management Glendale Not listed Percentage of assets, Fixed fees
James Boon Jupiter Wealth Management Glendale Not listed Percentage of assets, Fixed fees
James Demmert Main Street Research Lakeville Not listed Percentage of assets
James Ek PCM Encore Woburn Not listed Percentage of assets, Fixed fees
James Fisher The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
James Harlow Novare Capital Management Charlotte CFA Percentage of assets
James Hough Arbor Investment Advisors Winston Salem Not listed Percentage of assets, Fixed fees
James Naify AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
James Spangler TradeWinds Wealth Management Portland Not listed Percentage of assets
Jamie Cox Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Jamie Rugg Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Janelle Durbin Main Street Research Lakeville Not listed Percentage of assets
Jasmine Miller Kilter Group Peoria Not listed Percentage of assets, Fixed fees
Jason Born Stirling Bridge Wealth Partners Mcclure CFA Percentage of assets
Jason Wood Rothschild Capital Partners New York Not listed Percentage of assets, Hourly
Jasper Vaccaro Atlatl Advisers Madison Not listed Percentage of assets, Hourly
Jeffrey Heisler TwinFocus Boston CFA Percentage of assets, Hourly
Jeffrey Kopp Cardea Capital Advisors Jacksonville Not listed Percentage of assets, Fixed fees
Jeffrey McClean Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Jeffrey Strode Grange Capital Beaverton Not listed Percentage of assets
Jennifer Ziesk Kilter Group Rhinebeck Not listed Percentage of assets, Fixed fees
Jeremiah Barwick Keen Capital Chapin Not listed Percentage of assets, Hourly
Joan Woodard Woodard & Company Asset Management Group Bermuda Run Not listed Percentage of assets
Joanne Keller The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
Joel Braswell Holden Family Office North Palm Beach Not listed Percentage of assets, Hourly
Joel Stilwell Rssic San Francisco Not listed Percentage of assets, Hourly
John Chiacchiero Oak Advisors Bluffton Not listed Percentage of assets, Hourly
John Dabov Kelman-Lazarov Memphis Not listed Percentage of assets, Hourly
John Dame Rothschild Capital Partners Washington Dc Not listed Percentage of assets, Hourly
John Gavin III PCM Encore Aspen Not listed Percentage of assets, Fixed fees
John Hofman Hofman Wealth Management Chesterfield Not listed Percentage of assets
John Hollahan Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees
John Mahshie MPM Advisors Group Liverpool Not listed Percentage of assets, Fixed fees
John Pantekidis TwinFocus Boston CFA Percentage of assets, Hourly
John Rosswog Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
John Sanderson Sanderson Wealth Management Buffalo Not listed Percentage of assets
John Schnieders Schnieders Capital Management Pasadena CFP, CFA Percentage of assets
John Woodard Woodard & Company Asset Management Group Bermuda Run Not listed Percentage of assets
John Woodard Woodard & Company Asset Management Group Bermuda Run Not listed Percentage of assets
John Youngman Osprey Private Wealth New York Not listed Percentage of assets
John Zaro Bourgeon Capital Management Darien CFA Percentage of assets, Fixed fees
Johnathan Butler Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Johnny Jones Atlatl Advisers Chicago Not listed Percentage of assets, Hourly
Jonathan Berry TrueHaven Capital Richardson Not listed Percentage of assets, Hourly
Jonathan Garlow StrongBox Wealth Lee'S Summit Not listed Percentage of assets, Hourly
Jonathan Nadler Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Jordan King Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve multi-generational families