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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
Joseph Barrios Heritage Financial Counselors Oyster Bay Not listed Percentage of assets, Fixed fees
Joseph Hoffman Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Joseph Lopresti Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees
Joshua Guevin ARX Private Wealth Lancaster Not listed Percentage of assets, Hourly
Joshua Kazlauskas TwinFocus Boston CFA Percentage of assets, Hourly
Joshua Mclain Sunset Retire Las Vegas Not listed Percentage of assets, Hourly
Joshua Zahn Resonant Capital Advisors Brookfield CFP, CFA Percentage of assets, Hourly
Julie Dant Nearside Advisors Indianapolis Not listed Percentage of assets
Justin Jones Fidelis Capital Dallas Not listed Percentage of assets, Fixed fees
Kaitlyn Kocuba Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Kara Lilian Lynx Investment Advisory Washington Not listed Percentage of assets, Fixed fees
Kate Brunori PCM Encore Tampa Not listed Percentage of assets, Fixed fees
Katherine Ludeman Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
Kathryn Atkins Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Kathryn Chase Mardin Capital Group Rye CFP Percentage of assets
Kathy Alves Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Kathy Postoak StrongBox Wealth Lee'S Summit Not listed Percentage of assets, Hourly
Katie Martin Hewitt Cascade Financial Strategies Bend Not listed Percentage of assets, Hourly
Kaylee Johnson Kilter Group Webster Not listed Percentage of assets, Fixed fees
Kendall Borchardt Cardea Capital Advisors Vero Beach Not listed Percentage of assets, Fixed fees
Kenneth Blaschke HeadInvest Portland Not listed Percentage of assets, Hourly
Kerri Musgrove EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Kevin Myhre Oak Advisors Bluffton Not listed Percentage of assets, Hourly
Kian Hoover Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Kimberly Pham Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Kristin Sun Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Kristina Downing AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Krzysztof Garlewicz ProsperiFi Des Plaines CFP Percentage of assets, Hourly
Kyle Wasson Inside Edge Capital Georgetown CFP Percentage of assets, Fixed fees
Lanny Rosenbaum SIP Financial Services Glenville Not listed Percentage of assets, Hourly
Laura Robayo Silver Oak Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Laurence Grosbaum TwinFocus Boston CFA Percentage of assets, Hourly
Lawrence Epperly Legacy Wealth Management Memphis CFA Percentage of assets, Fixed fees
Leah Beattie Veris Wealth Partners Portsmouth Not listed Percentage of assets, Hourly
Leo Rose Xception Family Office Atlanta Not listed Percentage of assets, Fixed fees
Leonard Rodman Rothschild Capital Partners Potomac Not listed Percentage of assets, Hourly
Lily Mossayi AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Lindsey Swanson We Financial Group Oakland CFP Percentage of assets, Hourly
Lionel Tapiero Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Lisa Sternberg Highline Wealth Partners Sherman Oaks Not listed Percentage of assets, Hourly
Logan Knecht Resonant Capital Advisors Madison CFP Percentage of assets, Hourly
Logan Stelzner PCM Encore Aspen Not listed Percentage of assets, Fixed fees
Luz Curiel Kilter Group Rhinebeck Not listed Percentage of assets, Fixed fees
Marc Eppinger Cascade Financial Strategies Bend Not listed Percentage of assets, Hourly
Maria Bolanos Wong Manchester Capital Management Charlottesville Not listed Percentage of assets, Fixed fees
Mark Buscher Milestones Private Investment Advisors Fairport Not listed Percentage of assets, Fixed fees
Mark Elhilow Blue Ocean Capital West Palm Beach Not listed Percentage of assets, Hourly
Mark Fedenia Atlatl Advisers Madison Not listed Percentage of assets, Hourly
Mark Frombach Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Mark Frugoni FOCUS Wealth Advisors Houston Not listed Percentage of assets

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Related lists

Specialties that serve multi-generational families