W Wellspent Public advisor graph
Get matched
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
Alfred Matarazzo Main Line Retirement Advisors Whitefish Not listed Percentage of assets, Hourly
Alison Svizzero Choate Wealth Boston Not listed Percentage of assets, Hourly
Alon Ozer Omnia Family Wealth Aventura Not listed Percentage of assets, Fixed fees
Alyse Uzarski Kreitler Financial New Haven Not listed Percentage of assets
Andrea Broughton WealthCrossing Richmond Not listed Percentage of assets, Fixed fees
Andrew Christakos Christakos Financial Cranford Not listed Percentage of assets, Hourly
Andrew Dowell Arkos Houston Not listed Percentage of assets, Fixed fees
Andrew Foss CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Andrew Rexroat Redbud Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee
Andrew Schenker Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
Andrew St Martin Anchor Capital Advisors Boston CFA Percentage of assets, Hourly
Angela Pompian Sunpointe Investments St. Louis Not listed Percentage of assets, Fixed fees
Anna Christakos Christakos Financial Cranford Not listed Percentage of assets, Hourly
Anthony Calvino Trinity Financial Advisors Columbus Not listed Percentage of assets, Fixed fees
Aron Pinson Equinum Brooklyn CFA Percentage of assets
Ashley Chupka Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Audrey Soza Custos Family Office Austin Not listed Percentage of assets, Hourly
Benjamin Cannon Tillman Hartley Denver Not listed Percentage of assets, Fixed fees
Bert Barre Colonial Trust Company Spartanburg CFA Percentage of assets, Fixed fees
Billy Yeh Clifford Swan Pasadena Not listed Percentage of assets, Hourly
Bradley Sorenson Diversified Portfolios Bloomfield Hills Not listed Percentage of assets
Bradley Turlington White Oak Wealth Partners Raleigh Not listed Percentage of assets
Brandie Giffin Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees
Brandon Hagerla Moment Partners San Francisco Not listed Percentage of assets, Fixed fees
Brian Carter Pierson Wealth Management Atlanta Not listed Percentage of assets
Brian Curtin Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
Brian Hawthorne-Codato Glassy Mountain Advisors Bethesda CFA Percentage of assets
Brian Shelton Shelton Wealth Management Fort Worth Not listed Percentage of assets, Hourly
Bruce Petrie Petrie Capital Management Seattle Not listed Percentage of assets, Performance-based fees
Camp Wynn Colonial Trust Company Spartanburg CFA Percentage of assets, Fixed fees
Carly Denial ARQ Wealth Advisors Scottsdale, Az 85260 Not listed Percentage of assets, Fixed fees
Carmen Laster Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Caroline Caldwell Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Carsten Hood Redbud Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee
Catharine Betzig Diversified Portfolios Bloomfield Hills Not listed Percentage of assets
Charles Foss CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Charles Jackson Southeast Asset Advisors Tallahassee CFA Percentage of assets, Hourly
Charles Shiver Arkos Milton Not listed Percentage of assets, Fixed fees
Christen Biddlestone Trinity Financial Advisors Columbus Not listed Percentage of assets, Fixed fees
Christian Becnel Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Christopher Barr Bluestone Private Wealth Cleveland Not listed Percentage of assets
Christopher Harris Strategic Advisory Partners Greensboro Not listed Percentage of assets, Hourly
Clay Skurdal RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Clayton Williams Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Cliff Demarest Consilium Wealth Advisory Frisco Not listed Percentage of assets, Fixed fees
Clifton Dortch Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Cody Gunn Arrowstone Wealth Malaga Not listed Percentage of assets
Connor Williamson TrueNorth Wealth & Impact Joplin Not listed Percentage of assets, Hourly
Cory McPherson ProActive Capital Management Topeka Not listed Percentage of assets, Hourly
Craig Dawson Arkos Houston Not listed Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve multi-generational families