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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
David Thompson JL Bainbridge Sarasota Not listed Percentage of assets
Dawn Correia Stillwater Capital Management Carmel-By-The-Sea Not listed Percentage of assets
Debra Meyer Moonstone Asset Management Northbrook Not listed Percentage of assets
Diego Reyes Stillwater Capital Management Carmel-By-The-Sea Not listed Percentage of assets
Douglas Tengdin World Market Advisors Hanover CFA Hourly
Earl Miller Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Edward Moody CFM Wealth Partners Austin Not listed Percentage of assets, Hourly
Emily Weimer Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Enoch Morris Highbrook Capital Partners Atlanta Not listed Percentage of assets, Hourly
Eric Anderson HFM Wealth Management Hartford Not listed Percentage of assets, Hourly
Eric Barlow Andina Advisors Logan Not listed Percentage of assets, Hourly
Eric Bright Pennyfarthing Investment Management Belchertown CFA Percentage of assets, Hourly
Eric Lockerman Novare Capital Management Charlotte Not listed Percentage of assets
Erin Willcutt TrueLine Wealth Group Pascagoula Not listed Percentage of assets, Hourly
Erol Gokbora Park Miller Walnut Creek Not listed Percentage of assets
Gary Mikula Birch Hill Investment Advisors Boston CFA Percentage of assets
George Cook Birch Hill Investment Advisors Boston CFA Percentage of assets
Gerald Kane Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Ginger Harris Andina Advisors Logan Not listed Percentage of assets, Hourly
Henry Beukema Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Henry Kincaid Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Isai Juarez Journey Equity Wealth Management Downey Not listed Percentage of assets, Hourly
Ivy Alexander RZH Advisors Stamford Not listed Percentage of assets, Hourly
Jack Kazickas CFM Wealth Partners Austin Not listed Percentage of assets, Hourly
James Ho West Branch Capital Amherst CFA Percentage of assets, Fixed fees
James Lloyd QP Wealth Management Boca Raton Not listed Percentage of assets, Hourly
James Martin Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
James Schnieders Schnieders Capital Management Pasadena CFA Percentage of assets
Jared Hoffman Broadleaf Partners Hudson Not listed Percentage of assets
Jason Joffe Inlight Wealth Atlanta CFA Percentage of assets, Fixed fees
Jean-Paul Atallah RZH Advisors Stamford Not listed Percentage of assets, Hourly
Jeffrey Helfrich Penn Davis McFarland Dallas CFA Percentage of assets
Jeffrey Johnson Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Jeffrey Todd Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Jen Nowitzke HFM Wealth Management West Hartford Not listed Percentage of assets, Hourly
Jennifer Eastman Birchbrook Bangor Not listed Percentage of assets, Hourly
Jeremy Garskof HFM Wealth Management West Hartford Not listed Percentage of assets, Hourly
Jerry Bainbridge JL Bainbridge Sarasota Not listed Percentage of assets
Jessica Rickert Novare Capital Management Charlotte Not listed Percentage of assets
Jill Johnson Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
Jimil Wilson Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Joan Giardina Chesley, Taft & Associates Chicago CFA Percentage of assets, Fixed fees
Joel Oldham JL Bainbridge Sarasota Not listed Percentage of assets
John Darby Inlight Wealth Atlanta CFA Percentage of assets, Fixed fees
John Gutierrez Indelible Wealth Group Berthoud Not listed Percentage of assets, Hourly
John Mallozzi Bourgeon Capital Management Darien Not listed Percentage of assets, Fixed fees
John Pennington Andina Advisors Lehi Not listed Percentage of assets, Hourly
Jonathan Pate TwinFocus Boston Not listed Percentage of assets, Hourly
Joseph Barry Barry Investment Advisors New Bedford CFA Percentage of assets, Fixed fees
Joseph Birch Legacy Wealth Management Memphis Not listed Percentage of assets, Fixed fees

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Specialties that serve multi-generational families