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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
Kenneth Green Mitchell Capital Management Leawood CFA Percentage of assets
Kenneth Long Heritage Investors Management Bethesda CFA, CIC Percentage of assets, Hourly
Kenneth Moore CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Kevin Cavanaugh Clifford Swan Pasadena Not listed Percentage of assets, Hourly
Kevin Cooney Paradigm Wealth Management Westlake Not listed Percentage of assets, Hourly
Kevin Kaleta Sunpointe Investments St. Louis Not listed Percentage of assets, Fixed fees
Kevin Murdock Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Kreighton Bieger KilterHowling Boulder CFA Percentage of assets
Kristen Jackson Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Kristina Green Trinity Financial Advisors Columbus Not listed Percentage of assets, Fixed fees
Kurt Laubinger Potomac Wealth Management Great Falls Not listed Percentage of assets, Hourly
Kurt Lofters Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Kyle Fulton Seneca Private Wealth Los Angeles Not listed Percentage of assets, Hourly
Kyle Keir Eagle Bay Family Office New York Not listed Percentage of assets, Hourly
Kyle Spiewak Pacific Point San Diego Not listed Percentage of assets, Hourly
Kymberly Watson Fruth Investment Management Houston Not listed Percentage of assets, Fixed fees
Landon Blodgett Blodgett Wealth Advisors Concord Not listed Percentage of assets, Hourly
Landon Grams Gentry Private Wealth Wichita Not listed Percentage of assets, Hourly
Lawrence Muscant Omnia Family Wealth Aventura Not listed Percentage of assets, Fixed fees
Lee Boudouris Sunpointe Investments St. Louis Not listed Percentage of assets, Fixed fees
Leo Kraunelis Aspen Grove Capital Avon CFA Percentage of assets, Fixed fees
Leslie Ann Gutierrez Clifford Swan Pasadena Not listed Percentage of assets, Hourly
Lester Brackley Arkos Houston Not listed Percentage of assets, Fixed fees
Lisa Green Sunpointe Investments Bryn Mawr Not listed Percentage of assets, Fixed fees
Lisa Shive RBG Wealth Advisors Memphis Not listed Percentage of assets
Lisa Spradling Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Louis Marchant Choate Wealth Boston Not listed Percentage of assets, Hourly
Louise Gibbs Westview Investment Advisors Burlington Not listed Percentage of assets, Hourly
Lucas Roberson Balentine Wealth Advisors Raleigh Not listed Percentage of assets, Fixed fees
Lyle Meek Cerro Pacific Wealth Advisors San Luis Obispo Not listed Percentage of assets, Fixed fees
Maggie Hartness Legacy Wealth Management Ridgeland Not listed Percentage of assets
Mallen Bruggeman Auctus Advisors Charlotte Not listed Percentage of assets, Fixed fees
Marc Rosenbach Atlas Legacy Advisors Los Angeles Not listed Percentage of assets, Hourly
Marco Vidal Sundial Wealth Delray Beach Not listed Percentage of assets, Hourly
Mark Perry Choate Wealth Boston Not listed Percentage of assets, Hourly
Matthew Eilert Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
Matthew McCarter Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Matthew McCarter Onyx Bridge Wealth Group Exton Not listed Percentage of assets, Hourly
Matthew Raines Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Matthew Sullivan RBG Wealth Advisors Memphis Not listed Percentage of assets
Matthew Wallace C.H. Dean Beavercreek Not listed Percentage of assets
Matthew Zeigler Sunpointe Investments St. Louis Not listed Percentage of assets, Fixed fees
Mehak Thukral Lionshead Wealth Management New York Not listed Percentage of assets, Fixed fees
Meredith Fennebresque Beatrice Advisors New York Not listed Percentage of assets, Fixed fees
Michael Bishop Bishop & Company Investment Management Erie CFA Percentage of assets, Hourly
Michael Cornfeld Heritage Investors Management Bethesda CFA, CIC Percentage of assets, Hourly
Michael Evans Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Michael Fredericks RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Michael Handy Handy & Company Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Michael Loch Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees

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Related lists

Specialties that serve multi-generational families