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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
Ryan Hulsebos Regency Wealth Management Ramsey Not listed Percentage of assets, Fixed fees
Ryan Stephen RBS Wealth Management Alto Not listed Percentage of assets, Hourly
Sam Namiri Ridgewood Investments Beverly Hills Not listed Percentage of assets, Hourly
Samuel Komitor Arkos Milton Not listed Percentage of assets, Fixed fees
Samuel Shelton Shelton Wealth Management Fort Worth Not listed Percentage of assets, Hourly
Scott Bondurant Bondurant Investment Advisory Evanston Not listed Percentage of assets, Fixed fees
Scott Drown Regency Wealth Management Ramsey Not listed Percentage of assets, Fixed fees
Scott Koch Monograph Wealth Truckee Not listed Percentage of assets, Hourly
Scott Shelton Shelton Wealth Management Fort Worth Not listed Percentage of assets, Hourly
Scott Wilson Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
Sharese Abbadessa Horizon Family Wealth Chicago Not listed Percentage of assets, Hourly
Shaun Mutch Fairway Capital Advisors Newport Beach Not listed Percentage of assets, Fixed fees
Shihfang Chuang Noesis Capital Management Boca Raton Not listed Percentage of assets, Fixed fees
Simon Kasbari Noesis Capital Management Boca Raton Not listed Percentage of assets, Fixed fees
Solomon Cohen Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Stacey Beverley Compass Financial Group Deerfield Beach Not listed Percentage of assets, Hourly
Stefan Karlsson Aureus Asset Management Boston CFA Percentage of assets, Fixed fees
Stephanie Poche Onyx Bridge Wealth Group Lakeside Not listed Percentage of assets, Hourly
Stephen Bunch Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
Stephen Miller C.H. Dean Beavercreek Not listed Percentage of assets
Steven Franke Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
Steven Palmer Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
Steven Price Avondale Wealth Advisors West Lake Hills Not listed Percentage of assets, Fixed fees
Steven Sansom Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Steven Wagner Omnia Family Wealth Aventura Not listed Percentage of assets, Fixed fees
Susan Maxey Atlas Legacy Advisors Los Angeles Not listed Percentage of assets, Hourly
Susan Shoemaker Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Tanya Gilliam Berry Wealth Group Granbury Not listed Percentage of assets
Tarun Mehta Onyx Bridge Wealth Group Rockville Not listed Percentage of assets, Hourly
Taylor Fucci Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
Teresa Coleman Creekside Partners Petaluma Not listed Percentage of assets, Fixed fees
Terrance McGuire Ridgewood Investments Springfield Not listed Percentage of assets, Hourly
Thad King Cedarwood Wealth Atlanta Not listed Percentage of assets
Thaddeus Davis Aureus Asset Management Boston CFA Percentage of assets, Fixed fees
Thomas Ledbetter Colonial Trust Company Greenville CFA Percentage of assets, Fixed fees
Tigran Navasardian Anchor Capital Advisors Boston CFA Percentage of assets, Hourly
Timothy Ballard Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Timothy Kulick Denver Private Wealth Management Centennial Not listed Percentage of assets, Hourly
Timothy Macguire Eagle Bay Family Office Maplewood Not listed Percentage of assets, Hourly
Timothy McGukin Arkos Houston Not listed Percentage of assets, Fixed fees
Timothy Wood Foster & Wood Lake Oswego Not listed Percentage of assets, Fixed fees
Todd Potter Greatdane Investment Moline Not listed Percentage of assets, Hourly
Tracy Riordan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Tracy Shackelford Tenzing Financial Williamsburg Not listed Percentage of assets, Fixed fees
Trevin Harris Avondale Wealth Advisors West Lake Hills Not listed Percentage of assets, Fixed fees
Trevor Harris Arkos Houston Not listed Percentage of assets, Fixed fees
Trevor Schimschock KilterHowling Boulder CFA Percentage of assets
Vahan Janjigian Greenwich Wealth Management Wayland CFA Percentage of assets, Hourly
Victor Gitau Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Wilfred Henderson Legacy Wealth Management Ridgeland Not listed Percentage of assets

Guides

Related lists

Specialties that serve multi-generational families