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
Joseph Davies Chapel Bridge Wealth Advisors San Juan CFA Percentage of assets, Fixed fees
Joseph Foley Fortiter Wealth Management Houston Not listed Percentage of assets
Joseph Pendenza Greater Gifts Family Office Fort Myers Not listed Percentage of assets, Hourly
Joshua Barnes Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Julie Brim Spiegelman Wealth Management Walnut Creek Not listed Percentage of assets
Justin Berrie Capital Counsel New York Not listed Percentage of assets
Justin Leveille Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
Karen Natkin Moonstone Asset Management Northbrook Not listed Percentage of assets
Katherine Brabenec Firethorn Wealth Partners Atlanta Not listed Percentage of assets, Hourly
Keith Olshove Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Kelly Hansen Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Kenneth Ouellette Orca Wealth Management New Port Richey Not listed Percentage of assets, Hourly
Kenneth Simpson Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
Kevin Bonacci Riverview Capital Advisers Boston Not listed Percentage of assets, Hourly
Kevin Quiros HFM Wealth Management West Hartford Not listed Percentage of assets, Hourly
Kevin Sweeney Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
Kimberli Marino Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Kurt Schuler Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Lauren Blum Capital Counsel New York Not listed Percentage of assets
Lawrence Gale Indelible Wealth Group Berthoud Not listed Percentage of assets, Hourly
Lawrence Miller Family Fiduciary Services Newton Not listed Percentage of assets
Lindsey Colaco JL Bainbridge Sarasota Not listed Percentage of assets
Lisa Heerwagen QP Wealth Management Summerland Key Not listed Percentage of assets, Hourly
Lori Hartman Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Lucie Estabrook Birchbrook Bangor Not listed Percentage of assets, Hourly
Lynn Elliott Fortiter Wealth Management Houston Not listed Percentage of assets
Marc Maddox TrueLine Wealth Group Hattiesburg Not listed Percentage of assets, Hourly
Mark Januszewski Tax Advantage Advisors Overland Park Not listed Percentage of assets, Hourly
Mark Prowell Prowell Financial Management Exton Not listed Percentage of assets, Fixed fees
Mark Scott A.G. Campbell Advisory Baltimore Not listed Percentage of assets, Hourly
Mark Wendell MD Wealth Partners Westlake Village Not listed Percentage of assets
Marvin Riddle Rev Capital Marietta Not listed Percentage of assets
Matthew Friedman Capital Counsel New York Not listed Percentage of assets
Matthew Malicki Birch Hill Investment Advisors Boston CFA Percentage of assets
Matthew Marsallo TwinFocus Boston Not listed Percentage of assets, Hourly
Matthew Soucy Family Fiduciary Services Beverly Not listed Percentage of assets
Matthew Topley Lansing Street Advisors Ambler Not listed Percentage of assets, Fixed fees
Matthew Wootten Silver Birch Financial Middlebury Not listed Percentage of assets, Fixed fees
Megan Keenan Lansing Street Advisors Yardley Not listed Percentage of assets, Fixed fees
Megan Mandigo Silver Birch Financial Middlebury Not listed Percentage of assets, Fixed fees
Melissa Starr Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
Micah White Spectra Investment Management Stuart Not listed Percentage of assets, Hourly
Michael Stoffregen Chesley, Taft & Associates Chicago CFA Percentage of assets, Fixed fees
Michel Bethea Covato Capital Management Naples Not listed Percentage of assets, Hourly
Nate Miles Cooper Capital Group Encinitas Not listed Percentage of assets, Hourly
Nathan Travis Nicollet Investment Management Minneapolis Not listed Percentage of assets
Nicholas Heyer Nicollet Investment Management Minneapolis Not listed Percentage of assets
Nicholas Willenbring MD Wealth Partners Westlake Village Not listed Percentage of assets
Nicole Kustok Evansbrook Capital Management Bolingbrook Not listed Percentage of assets
Nicole Scarpati Capital Counsel New York Not listed Percentage of assets

Guides

Related lists

Specialties that serve multi-generational families