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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
William Dagley Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
William Gardner Arkos Milton Not listed Percentage of assets, Fixed fees
William Ginsburg Pierson Wealth Management Atlanta Not listed Percentage of assets
William Lynn ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
William Martinet Monograph Wealth Manhattan Beach Not listed Percentage of assets, Hourly
William Pittenger Redbud Advisors Austin Not listed Flat fee or retainer, Ongoing planning fee
William Stites KilterHowling Boulder CFA Percentage of assets
William Thacker Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Yibo Huang Sicart Associates New York CFA Percentage of assets
Zachary Cleveland Parcion Private Wealth Bellevue CFA Percentage of assets, Fixed fees
Zachary Haberman C.H. Dean Beavercreek Not listed Percentage of assets
Abhijeet Mhatre HappyRich Capital Monroe Township Not listed Percentage of assets, Hourly
Adam Desjardins Birch Hill Investment Advisors Boston CFA Percentage of assets
Adam Meyer Moonstone Asset Management Brookhaven Not listed Percentage of assets
Adam Szymanski Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Alan Arcadipane Riverview Capital Advisers Boston Not listed Percentage of assets, Hourly
Alexander Campbell A.G. Campbell Advisory Baltimore Not listed Percentage of assets, Hourly
Alexander Campbell A.G. Campbell Advisory Baltimore Not listed Percentage of assets, Hourly
Andrew Fisher Novare Capital Management Charlotte Not listed Percentage of assets
Andrew Sencindiver Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Anthony Allen Andina Advisors Providence Not listed Percentage of assets, Hourly
Anthony Rossi Integrated Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Arabelle Rachel Restauro Spiegelman Wealth Management Walnut Creek Not listed Percentage of assets
Austin Collins Integrated Wealth Advisors Bellevue Not listed Percentage of assets, Hourly
Beatrice Tiberii Family Fiduciary Services Beverly Not listed Percentage of assets
Benjamin Seaman Riverview Capital Advisers Boston Not listed Percentage of assets, Hourly
Bradley Price Moonstone Asset Management Northbrook Not listed Percentage of assets
Braiden Miller Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
Brett Feldman TwinFocus Boston Not listed Percentage of assets, Hourly
Brian Caine CSJ Wealth Management Solana Beach Not listed Percentage of assets
Brian Zavalkoff Chesley, Taft & Associates Chicago CFA Percentage of assets, Fixed fees
Cameron O'Neill Family Fiduciary Services Beverly Not listed Percentage of assets
Carlton Bradshaw TwinFocus Boston Not listed Percentage of assets, Hourly
Carshon Rodgers Indelible Wealth Group Berthoud Not listed Percentage of assets, Hourly
Catherine Fraga TwinFocus Boston Not listed Percentage of assets, Hourly
Charles Norton Penn Davis McFarland Dallas CFA Percentage of assets
Christopher Boyle Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Christopher Covato Covato Capital Management Naples Not listed Percentage of assets, Hourly
Christopher Jarrous Galliott Capital Advisors Beverly Hills CFA Percentage of assets, Hourly
Christopher Lamb Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Christopher Patton Novare Capital Management Charlotte Not listed Percentage of assets
Cole Hofmann Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Connor Martin Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Courtney Mimmo Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
Courtney Wages Legacy Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Dan Jessop Andina Advisors Logan Not listed Percentage of assets, Hourly
Daniel Greenwald JL Bainbridge Sarasota Not listed Percentage of assets
Daniel Hall Highbrook Capital Partners Atlanta Not listed Percentage of assets, Hourly
David Beach Mill Capital Management Concord Not listed Percentage of assets
David Grey Family Fiduciary Services Beverly Not listed Percentage of assets

Guides

Related lists

Specialties that serve multi-generational families