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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 Poplaski Washington Trust Wealth Management Westerly CFP, CPA, PhD Percentage of assets, Fixed fees
Tammy Trenta Family Financial Manhattan Beach CFP Percentage of assets, Fixed fees
Thomas Keller Keller Wealth Advisors Victoria CFP, PFS Percentage of assets
Thomas Kluttz Analog Capital Partners Houston CFP, ChFC Percentage of assets
Thomas Van Spankeren RISE Investments Chicago CFP, CFA Percentage of assets
Tristan Jacobi Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Ulrich Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Vincent DeCrow RISE Investments Chicago CFP Percentage of assets
Wenma Gorman Sigma Investment Counselors Northville CFP, CFA Percentage of assets
Zane Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Abby Bennett Verum Partners Charlotte CExP, CFP Percentage of assets, Fixed fees
Adam Harding Harding Wealth Tempe CFP Percentage of assets, Fixed fees
Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. CAPTRUST Raleigh CFA, CFP, CPA Flat fee or retainer, Percentage of assets
Aidan Ryan Fortress Financial Group Rochester CFP Percentage of assets
Alan Bunn BentOak Capital Lubbock CFP Percentage of assets, Hourly
Alexis Delia Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
Anthony Carrino Roble Belko & Company Newtown CFP, ChFC Percentage of assets, Fixed fees
Brandon Garrett BentOak Capital Weatherford CFP Percentage of assets, Hourly
Bryan Ward ProCore Advisors Newport Beach CFP Percentage of assets, One-time planning fee
Carson Kunkle Harding Wealth Tempe CFP, ChFC Percentage of assets, Fixed fees
Christopher Browning BentOak Capital Weatherford CFP Percentage of assets, Hourly
Cody Schaefer Fortress Financial Group Rochester CFP Percentage of assets
David Garrett BentOak Capital Weatherford CFP Percentage of assets, Hourly
David Young Harding Wealth Tempe CFP Percentage of assets, Fixed fees
Deborah Gianelli Whole Family Financial Services Bothell CFP Hourly, Percentage of assets
Frank Garcia Frankly Finances Winter Park CFP, CFA Hourly, Flat fee or retainer
Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ascend Investment Partners Ogden CFP Percentage of assets, Hourly
Genti Cici Wealthy & Wise Family Office Columbia CFP Percentage of assets, Hourly
Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives Liberty One Wealth Advisors Philadelphia CFP Percentage of assets, Flat fee or retainer
Hayden Hill BentOak Capital Weatherford CFP Percentage of assets, Hourly
Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. Not listed Bentonville CFP Percentage of assets, Flat fee or retainer
Jack Zinser Fortress Financial Group Rochester CFP Percentage of assets
Jacqueline Cannella Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees
James Sargent BentOak Capital Weatherford CFP Percentage of assets, Hourly
Jason McGarraugh BentOak Capital Katy CFP Percentage of assets, Hourly
Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events Thayer Partners, LLC Wyndmoor CFP Percentage of assets
Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence. Arcadia Capital Saline CFP Percentage of assets
Keith Trent BentOak Capital Lubbock CFP, ChFC Percentage of assets, Hourly
Kelly Brown Brown PCFO Bellingham CFP Percentage of assets, Hourly
Keythe Ward-Aguilar ProCore Advisors Newport Beach CFP Percentage of assets, One-time planning fee
Laura Werner BentOak Capital Weatherford CFP Percentage of assets, Hourly
Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. Civic Financial Boston CFA, CFP Percentage of assets, One-time planning fee
Lauren Williams Guiding your family’s wealth ProsperPlan Wealth Gold River CFP Percentage of assets, One-time planning fee
Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ Firm Foundation Family Wealth Ft. Lauderdale CFP Percentage of assets
Madison Wallace BentOak Capital Weatherford CFP Percentage of assets, Hourly
Mario Posteraro Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees
Mark Aguilar ProCore Advisors Newport Beach CFP Percentage of assets, One-time planning fee
Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. Quadrant Capital Center Valley CFP Percentage of assets, Flat fee or retainer
Marley Wood BentOak Capital Weatherford CFP Percentage of assets, Hourly
Matthew Lusins Bootpack Wealth Management Jackson CFP, CFA Percentage of assets

Guides

Related lists

Specialties that serve multi-generational families