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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
Noah Hannon ABS Legacy Partners Hickory Not listed Percentage of assets, Hourly
Parker Johnson Cooper Capital Group Encinitas Not listed Percentage of assets, Hourly
Patrick Greenhalgh Lansing Street Advisors Ambler Not listed Percentage of assets, Fixed fees
Patrick McGinnis Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Patrick Sheppard Atlantic Retirement & Wealth Advisors Johns Island Not listed Percentage of assets, Hourly
Paul Magovern Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Paul Thompson TwinFocus Boston Not listed Percentage of assets, Hourly
Paula Pienkowska Riverview Capital Advisers Boston Not listed Percentage of assets, Hourly
Quinn Longhurst Andina Advisors Logan Not listed Percentage of assets, Hourly
Rafael Quiros HFM Wealth Management Hartford Not listed Percentage of assets, Hourly
Raony Zica de Carvalho Carvalho Investment Group Austin Not listed Percentage of assets, Hourly
Reuben Stewart Navigate Wealth Management Birmingham Not listed Percentage of assets
Richard Bond Highbrook Capital Partners Atlanta Not listed Percentage of assets, Hourly
Richard Hall Bourgeon Capital Management Darien Not listed Percentage of assets, Fixed fees
Robert Miller Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Robert Oneil Birch Hill Investment Advisors Boston CFA Percentage of assets
Robert Wurster Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Ronald Bartosh Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Ronald Johnson Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
Ryan Becker Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Ryan Carrington Sandlot Private Wealth Orem CFA Percentage of assets, Performance-based fees
Ryan Crooks Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Ryan Knabusch Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Samuel Magid Capital Counsel New York Not listed Percentage of assets
Sarah Lynch Prowell Financial Management Exton Not listed Percentage of assets, Fixed fees
Scott Roads Spectra Investment Management Stuart Not listed Percentage of assets, Hourly
Stephen Seo L&S Advisors Los Angeles CFA Percentage of assets, Hourly
Stephen Topley Lansing Street Advisors Ambler Not listed Percentage of assets, Fixed fees
Stephen Wilchins Family Fiduciary Services Beverly Not listed Percentage of assets
Steven Abernathy The Abernathy Group II Family Office New York Not listed Percentage of assets, Hourly
Steven Wiggins Indelible Wealth Group Berthoud Not listed Percentage of assets, Hourly
Stuart Park Park Miller Walnut Creek Not listed Percentage of assets
Susan Arnold Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Sylvia Gilmore Aletheian Wealth Advisors Bellevue Not listed Percentage of assets, Fixed fees
Terence Greene Capital Counsel New York Not listed Percentage of assets
Thomas Leidner QP Wealth Management Haven Not listed Percentage of assets, Hourly
Timothy Dowdeswell KDT Advisors Princeton CFA Percentage of assets, Hourly
Timothy Fahey Nicollet Investment Management Minneapolis Not listed Percentage of assets
Todd Knickerbocker Stonebrook Private Northville Not listed Percentage of assets, Fixed fees
Tony Gordon Covato Capital Management Naples Not listed Percentage of assets, Hourly
William Abolghassem Firethorn Wealth Partners Augusta Not listed Percentage of assets, Hourly
William Downey Rev Capital Marietta Not listed Percentage of assets
William Hoover Broadleaf Partners Hudson Not listed Percentage of assets
William Waldrip TwinFocus Boston Not listed Percentage of assets, Hourly
Abigail Miller Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Adam Hruby InTrust Advisors Tampa Not listed Flat fee or retainer, Hourly
Alex Goldstein Atlas Financial West Palm Beach Not listed Percentage of assets, Fixed fees
Andrew Guez Tomoro Colts Neck Not listed Percentage of assets, Hourly
Andrew Macken 7Two Denver Not listed Percentage of assets, Fixed fees
Andrew Taylor Jefferson Bridge Capital Wildwood Not listed Percentage of assets

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Related lists

Specialties that serve multi-generational families