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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
Mark Herskovitz Equilibrium Wealth Jerusalem, Israel Not listed Percentage of assets, Hourly
Mark Idzik Nearside Advisors Indianapolis Not listed Percentage of assets
Mark Mahshie MPM Advisors Group Liverpool Not listed Percentage of assets, Fixed fees
Mark Minder Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Mark Sansoterra Highview Capital Management Buffalo Grove CFA Percentage of assets
Mark Schutter Blake Schutter Theil Wealth Advisors Dayton Not listed Percentage of assets, Hourly
Mark Strahs Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Martha Hays ACT Advisors Asheville Not listed Ongoing planning fee
Martha Raghunauth Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Mary Patch Atlatl Advisers Madison Not listed Percentage of assets, Hourly
Maryam Khoshreza AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Masahiro Yamazaki Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Mason Rike Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Matthew Civello HeadInvest Portland Not listed Percentage of assets, Hourly
Matthew Ellis Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Matthew Savoti Harvest Financial Advisors West Chester Not listed Percentage of assets, Hourly
Matthew Sullivan Paradiem Covington Not listed Percentage of assets, Hourly
Matthew Szafranski Chesley, Taft & Associates Chicago CFP, CFA Percentage of assets, Fixed fees
Matthew Theil Blake Schutter Theil Wealth Advisors Dayton Not listed Percentage of assets, Hourly
McKenna Rice Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
Meagan Roberts Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Megan Breslin Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Meghan Daters Sand Hill Global Advisors San Francisco Not listed Percentage of assets, Hourly
Micah Wakefield TrueHaven Capital Franklin Not listed Percentage of assets, Hourly
Michael Cropper Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Michael Dieschbourg Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Michael Flanagan EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Michael Horwath Lansing Street Advisors Ambler CFA Percentage of assets, Fixed fees
Michael Keeton Grange Capital Beaverton Not listed Percentage of assets
Michael Kleinfelder Kleinfelder Capital Cincinnati CFP Percentage of assets, Hourly
Michael Lent Veris Wealth Partners Oakland Not listed Percentage of assets, Hourly
Michael Paulus PCM Encore Aspen Not listed Percentage of assets, Fixed fees
Michael Roy Main Street Research Lakeville Not listed Percentage of assets
Michael Sellers Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Michael Sondag Main Street Research Lakeville Not listed Percentage of assets
Mikai Thomas Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Milton Brown Paradiem Covington Not listed Percentage of assets, Hourly
Mitchel Ludtke Grange Capital Beaverton Not listed Percentage of assets
Mohammed Khalid Nabata Investment Group Mountlake Terrace Not listed Percentage of assets, Hourly
Morgan Roberts Manchester Capital Management Manchester Not listed Percentage of assets, Fixed fees
Nathan Freeman Oldfield Wealth Partners Bangor Not listed Percentage of assets, Fixed fees
Nathan Mescobi AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Ngoc Thuy Vy Nguyen Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Nicholas Evans CM Wealth Beachwood Not listed Percentage of assets, Hourly
Nicholas Hoffman Nicholas Hoffman & Company Atlanta Not listed Percentage of assets, Fixed fees
Nicholas Lloyd Novare Capital Management Charlotte CFA Percentage of assets
Nikolas Madonis ARX Private Wealth Lancaster Not listed Percentage of assets, Hourly
Odette Thurston HeadInvest Portland Not listed Percentage of assets, Hourly
Osman Arain Evansbrook Capital Management Bolingbrook CFA Percentage of assets
Paige Roth Pine Haven Investment Counsel Fairhaven CFA Percentage of assets

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Related lists

Specialties that serve multi-generational families