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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
Harriet Parker Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Harry Figgie Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Henry Barre Colonial Trust Company Spartanburg Not listed Percentage of assets, Fixed fees
Henry Batts Colonial Trust Company Columbia Not listed Percentage of assets, Fixed fees
Isaac Miller Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
J. Pappas Pin Oak Investment Advisors Houston Not listed Percentage of assets, Fixed fees
Jackson Kleinert Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Jacob Halberstam Equinum Lakewood Not listed Percentage of assets
James Baker Tranquility Partners Brentwood Not listed Percentage of assets
James Baker Tranquility Partners Brentwood Not listed Percentage of assets
Jamie Roth Solyco Wealth Hanover Not listed Percentage of assets, Hourly
Jeffrey Diercks InTrust Advisors Tampa Not listed Flat fee or retainer, Hourly
Jeffrey Kirwood Aspen Grove Capital Avon Not listed Percentage of assets, Fixed fees
Jennifer Nagai Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Jeremy Suarez Tomoro Red Bank Not listed Percentage of assets, Hourly
Jesus Duran Virtus Family Office El Paso Not listed Percentage of assets, Fixed fees
Joel Hussey Truvista Advisors Redmond Not listed Percentage of assets
John Platt Pin Oak Investment Advisors Houston Not listed Percentage of assets, Fixed fees
John Stetter Concorde Investment Management Dallas Not listed Percentage of assets, Hourly
John Sullivan Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Jonathan Treussard Treussard Capital Management Newport Beach Not listed Percentage of assets, Hourly
Jordan Baker Tranquility Partners Brentwood Not listed Percentage of assets
Joseph Griffin GPM Growth Investors Bloomfield Hills Not listed Percentage of assets
Joseph Grupp Grupp Financial Chandler Not listed Percentage of assets
Joshua Ireland Jefferson Bridge Capital Nashville Not listed Percentage of assets
Joshua Perlmutter Atlas Financial Chicago Not listed Percentage of assets, Fixed fees
Kalena Laurent Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Katherine Lauer High Net Worth Advisory Group Naples Not listed Percentage of assets, Hourly
Kelso Huffman High Net Worth Advisory Group Naples Not listed Percentage of assets, Hourly
Kevin Ellis-Rutherford Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Kristian Mtetwa Atlas Financial El Segundo Not listed Percentage of assets, Fixed fees
Kyle Haesler FarrCrest Capital Reston Not listed Percentage of assets, Hourly
Laura McAree Heritage Investors Management Bethesda Not listed Percentage of assets, Hourly
Lauren Hall Pin Oak Investment Advisors Houston Not listed Percentage of assets, Fixed fees
Lucas Drumond Drumond Wealth Management Katy Not listed Percentage of assets, Hourly
Marie Palmer-Kamprath Generational Legacies Wealth Management Coeur D'Alene Not listed Percentage of assets, Fixed fees
Mary Hicks Bright Vision Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Matthew Daigneault Dirigo Financial North Berwick Not listed Percentage of assets, Hourly
Matthew Grupp Grupp Financial Jackson Not listed Percentage of assets
Matthew Silvey Texas Family Wealth Friendswood Not listed Percentage of assets, Fixed fees
Matthew Stevens Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Menachem Lerman Equinum Ft. Lauderdale Not listed Percentage of assets
Michael Barondess Aspen Grove Capital Denver Not listed Percentage of assets, Fixed fees
Michael Estrada Grupp Financial Jackson Not listed Percentage of assets
Michael Farr FarrCrest Capital Naples Not listed Percentage of assets, Hourly
Michael Freeburg Greenwich Wealth Management West Palm Beach Not listed Percentage of assets, Hourly
Michael Karlin Tomoro Colts Neck Not listed Percentage of assets, Hourly
Michael Saenz Drumond Wealth Management Katy Not listed Percentage of assets, Hourly
Nathaniel Sems Tranquility Partners Brentwood Not listed Percentage of assets
Nicole Bogert PUREfi Wealth Boston Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve multi-generational families