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
Michael McIntyre Glassy Mountain Advisors Bethesda CFA Percentage of assets
Michael Pearson Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Michael Richter Arkos Houston Not listed Percentage of assets, Fixed fees
Michelle Halpin Grand Central Investment Group Tampa Not listed Percentage of assets, Hourly
Miles Green Mitchell Capital Management Leawood CFA Percentage of assets
Mitchell Herr Custos Family Office Austin Not listed Percentage of assets, Hourly
N Alexander Alard Eiger Wealth Management San Diego Not listed Percentage of assets, Fixed fees
Nancy Tolli Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Natalie Gallo Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Natalie Miller Aspen Grove Capital Denver CFA Percentage of assets, Fixed fees
Nathan Mumford Parcion Private Wealth Bellevue CFA Percentage of assets, Fixed fees
Nicholas Rotello 7Two Denver CFA Percentage of assets, Fixed fees
Nicholas Sutro Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Orville Igharas Piedmont Trust Greenboro Not listed Percentage of assets, Fixed fees
Parker Taylor Paradigm Wealth Management Chicago Not listed Percentage of assets, Hourly
Patrick Collins Choate Wealth Boston Not listed Percentage of assets, Hourly
Patrick Evans Grant Street Asset Management Charlotte Not listed Percentage of assets, Fixed fees
Patrick Hitchcock Moment Partners San Francisco Not listed Percentage of assets, Fixed fees
Patrick Knowles The Knowles Company Oakton Not listed Percentage of assets, Hourly
Paul Furcinito Florek Financial Duxbury Not listed Percentage of assets, Hourly
Paul Lynch Greenwich Wealth Management Greenwich CFA Percentage of assets, Hourly
Paul Maynor Onyx Bridge Wealth Group Dover Not listed Percentage of assets, Hourly
Paul Weaver CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly
Peter Christakos Christakos Financial Westfield Not listed Percentage of assets, Hourly
Philip Devries RBS Wealth Management Alto Not listed Percentage of assets, Hourly
Philip Kernen Mitchell Capital Management Leawood CFA Percentage of assets
Quinn Dippel Mitchell Capital Management Leawood CFA Percentage of assets
Randall Kronour Kapstone Financial Advisors Lebanon Not listed Percentage of assets
Raymond Wilson Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Raymundo Flores Clifford Swan Pasadena Not listed Percentage of assets, Hourly
Richard Crawford Highline Private Wealth Jacksonville Not listed Percentage of assets
Richard Franz Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
Richard Fruth Fruth Investment Management Houston Not listed Percentage of assets, Fixed fees
Richard Heidemann Paragon Capital Management Overland Park CFA Percentage of assets
Richard Kuchen Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Richard Leimgruber Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Riley Gessner Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Robert Armour Zeches Wealth Management Mesa Not listed Percentage of assets, Hourly
Robert Graham Riggs Asset Management Bolivia Not listed Percentage of assets, Hourly
Robert Graham Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Robert Graham Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Robert McDonald Fairway Capital Advisors Newport Beach Not listed Percentage of assets, Fixed fees
Robert Mooney Sunpointe Investments St. Louis Not listed Percentage of assets, Fixed fees
Robert Stuermer Peregrine Asset Advisers Bend Not listed Percentage of assets
Robin Sterneck Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees
Ross Smyth Glassy Mountain Advisors Brevard CFA Percentage of assets
Roy Hyde Strategic Advisory Partners Greensboro Not listed Percentage of assets, Hourly
Roy McGuffin Kapstone Financial Advisors Lebanon Not listed Percentage of assets
Ryan Bolanos RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Ryan Halleran GenSphere Private Wealth Sammamish Not listed Percentage of assets, One-time planning fee

Guides

Related lists

Specialties that serve multi-generational families