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
Harold Classick Denver Private Wealth Management Denver Not listed Percentage of assets, Hourly
Heath Clevenger CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Heather Dean Custos Family Office Austin Not listed Percentage of assets, Hourly
Hideyoshi Watanabe Choate Wealth Boston Not listed Percentage of assets, Hourly
Hubert Lenczowski Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Ian Skurdal RiskBridge Advisors Eugene Not listed Percentage of assets, Hourly
Jack Dolan Parcion Private Wealth Bellevue CFA Percentage of assets, Fixed fees
Jaclyn Campis Tomoro Colts Neck CFA Percentage of assets, Hourly
Jake Crosby ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jake Pendl Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
James Demarest Consilium Wealth Advisory Frisco Not listed Percentage of assets, Fixed fees
James Leopold Arkos Houston Not listed Percentage of assets, Fixed fees
James Montgomery Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
James Robinson ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
James Spoor Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
James Zagelmeyer Lionshead Wealth Management New York Not listed Percentage of assets, Fixed fees
Jason Saxon Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Jean-Andre Corpuz Eagle Bay Family Office New York Not listed Percentage of assets, Hourly
Jeffrey Bullock Cedarwood Wealth Highlands Ranch Not listed Percentage of assets
Jeffrey Stuermer Peregrine Asset Advisers Bend Not listed Percentage of assets
Jeffrey Thomas Arkos Houston Not listed Percentage of assets, Fixed fees
Jeffrey Wetta Gentry Private Wealth Wichita Not listed Percentage of assets, Hourly
Jerad Rosburg ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jerald Betts Gentry Private Wealth Wichita Not listed Percentage of assets, Hourly
Jeremy Schlanger Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Jeremy Six Foster & Wood Lake Oswego Not listed Percentage of assets, Fixed fees
Jesse Poznikowich Aspen Grove Capital Avon CFA Percentage of assets, Fixed fees
Jessica Ash Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Joel Regier Bondurant Investment Advisory Evanston Not listed Percentage of assets, Fixed fees
John Brennecke Timber Creek Capital Management Boston CFA Percentage of assets
John Crawford Tranquility Partners Brentwood CFA Percentage of assets
John Ferraro Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
John Fulmer Shelton Wealth Management Fort Worth Not listed Percentage of assets, Hourly
John Gray Hamilton Gray Wealth Management Houston Not listed Ongoing planning fee
John Haubert Zeches Wealth Management Tucson Not listed Percentage of assets, Hourly
John Kingery Peregrine Asset Advisers Bend Not listed Percentage of assets
Jonathan Martin Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Jonn Wullschleger Mitchell Capital Management Leawood CFA Percentage of assets
Joseph Gilligan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Joseph Shea Horizon Family Wealth Chicago Not listed Percentage of assets, Hourly
Joshua Beckerman Eagle Bay Family Office New York Not listed Percentage of assets, Hourly
Joshua Kaufman RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Julie Shah Eagle Bay Family Office New York Not listed Percentage of assets, Hourly
Justin Scotto Tomoro Colts Neck ChFC Percentage of assets, Hourly
Karo Kochounian Elevate Capital Fishers Not listed Percentage of assets, Performance-based fees
Katherine Battey Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Katherine Kochounian Elevate Capital Fishers Not listed Percentage of assets, Performance-based fees
Kaushal Majmudar Ridgewood Investments Springfield Not listed Percentage of assets, Hourly
Kawika Shoji Regency Capital Management Honolulu Not listed Percentage of assets
Keith Schicker Zuckerman Investment Group Chicago CFA Percentage of assets

Guides

Related lists

Specialties that serve multi-generational families