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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
Stephen Reeves HeadInvest Portland Not listed Percentage of assets, Hourly
Steven Hillstead Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Steven Kleyn Aletheian Wealth Advisors Bellevue CFA Percentage of assets, Fixed fees
Steven Rosenberg The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
Susan Becker Nicollet Investment Management Minneapolis CFA Percentage of assets
Susan Sofronas Manchester Capital Management New York Not listed Percentage of assets, Fixed fees
Suzanne Wetzel Doyenne Wealth Advisors Chicago Not listed Percentage of assets, Fixed fees
Tamara Surratt Legacy Family Office Bonita Springs Not listed Fixed fees
Tanner Dance Andina Advisors Logan CFA Percentage of assets, Hourly
Taylor Champion Chesley, Taft & Associates Chicago CFP, CFA Percentage of assets, Fixed fees
Terri Cavagnaro DeDora Capital Napa Not listed Percentage of assets, Hourly
Terry Edwards Womack Wealth and Business Management Albuquerque Not listed Percentage of assets, Hourly
Theodore Brooks Nordwand Capital Radnor CFA Percentage of assets, Fixed fees
Theodore Hellman Hofman Wealth Management Chesterfield Not listed Percentage of assets
Thomas Holt Legacy Advisors Plymouth Meeting CFA Percentage of assets, Hourly
Thomas Quealy Aureum Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Thomas Sullivent Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Timothy Koski EverPar Advisors Tulsa Not listed Percentage of assets, Fixed fees
Timothy Malloy Birch Hill Investment Advisors Boston CFP Percentage of assets
Timothy Mosier Cairn Wealth Management Vancouver Not listed Percentage of assets, Hourly
Tom O'Neill We are a multi generational wealth management team. Not listed Mount Laurel Not listed Percentage of assets
Tor Peery Anchor Capital Management Ithaca Not listed Percentage of assets, Hourly
Travis Johnson Generational Private Wealth Ashburn CFP Percentage of assets
Trevor Scheid Luminescent Wealth Management Scottsdale CFP Percentage of assets, Hourly
Tricia Eliason Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Tyler Kiepke Holden Family Office North Palm Beach Not listed Percentage of assets, Hourly
Veronica Fox Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Wallace Hope Legacy Wealth Management Memphis CFA Percentage of assets, Fixed fees
Wesley Cullinane Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Wesley Jensen Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
Wesley Karger TwinFocus Boston CFA Percentage of assets, Hourly
Westley Schubert Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Will Holdren Xception Family Office Atlanta Not listed Percentage of assets, Fixed fees
William Becker DeDora Capital Napa Not listed Percentage of assets, Hourly
William Berger Fortiter Wealth Management Houston CFA Percentage of assets
William Burns Burns Matteson Capital Management Corning CFP, ChFC Percentage of assets, Hourly
William Coughlin Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
William Mortimer Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Zachary Sirota IRON Financial Cresskill Not listed Percentage of assets, Performance-based fees
Zaheer Poptani Asempa Wealth Advisors Baton Rouge Not listed Percentage of assets
Zealan Hoover Torrey Growth & Income Advisors Washington Not listed Percentage of assets, Hourly
Zuzanna Kaczmarek Heritage Wealth Advisors Richmond Not listed Percentage of assets, Fixed fees
Aaron Haase Avondale Wealth Advisors West Lake Hills Not listed Percentage of assets, Fixed fees
Adam Glassman Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Adam Minor RBS Wealth Management Alto Not listed Percentage of assets, Hourly
Adrian Lyles Lyles Wealth Management Calhoun Not listed Percentage of assets
Alan Glassman Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Alan Tocman Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Alexander Waesche Anchor Capital Advisors Boston CFA Percentage of assets, Hourly
Alexandra Ong Monograph Wealth Manhattan Beach Not listed Percentage of assets, Hourly

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Related lists

Specialties that serve multi-generational families