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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
Michael Cochran BentOak Capital Weatherford CFP Percentage of assets, Hourly
Michael Hunter Clearpath Legacy Planning Arvada CFP Percentage of assets
Michael Tracy Principium Investments Boulder CFP Percentage of assets
Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. Intersecting Wealth Northbrook CFP Flat fee or retainer, One-time planning fee
Mu-Tin Wultsch Brown Financial Advisory Fairhope CFP, BBA, ChFC, AEP Percentage of assets, Hourly
Nathaniel Harness BentOak Capital Houston CFP Percentage of assets, Hourly
Ryan Casey Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
Ryan Lacey Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees
Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. Northwestern Mutual Investment Services, LLC Sioux Falls CFP Percentage of assets, Flat fee or retainer
Sheila Lawrence Ballentine Partners, LLC Waltham CAP, CFP Percentage of assets, Hourly
Tanner Castle BentOak Capital Weatherford CFP Percentage of assets, Hourly
Taylor Harwood Crane Capital Management Spring Park CFP Percentage of assets
Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. Farther White Plains CFP Percentage of assets, Flat fee or retainer
Timothy Macarak Members' Wealth Media CFP Percentage of assets, Fixed fees
Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently Gevers Wealth Management Issaquah CFA Percentage of assets, One-time planning fee
Tyler Peterson Runey & Associates Wealth Management Mount Pleasant CFP Percentage of assets
Walker Abney Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
William Belko Roble Belko & Company Sewickley CFP, CFA Percentage of assets, Fixed fees
Zach Ungerott We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life. Hightower Wealth Advisors St. Louis CFP Percentage of assets, One-time planning fee
Aaron Pierce TrueVine Family Wealth Naples CFP Percentage of assets, Hourly
Abigail Gunderson Tanglewood Total Wealth Management Houston CFP Percentage of assets
Abigail Waddell BMSS Wesson Wealth Solutions California CFP Percentage of assets, Hourly
Adam Lawrence Tanglewood Total Wealth Management Houston CFP Percentage of assets
Adrianne Yamaki Strategic Wealth Capital San Francisco CFP Percentage of assets, Fixed fees
Aiki Altmets Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Alex Graham Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Alexander Collins HCR Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Alison Yoder Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Allison Meier Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Allyson Mangine Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Amy Stuber Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Andrew Drennan D'Arcy Capital Management San Diego CFP Percentage of assets, Hourly
Andrew McDowell LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Andrew Randisi Pennsylvania Capital Management Pennsauken CFP Percentage of assets, Hourly
Anithah Neelakanda-Pillai AP Investment Management Mountain View CFP Percentage of assets, Flat fee or retainer
Antonette Grimm TFC Financial Boston CFP Percentage of assets, Hourly
Arpy Raval Shah Wealth Advisors Chino Hills CFP Percentage of assets, Fixed fees
Benjamin Anderson CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Bert Bennett West Fork Wealth Management Chapel Hill CFP Percentage of assets
Billy Desai Analog Capital Partners Houston CFA Percentage of assets
Bradley Sayre Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Brandon Cabaniss Telos Partners Greenville CFP Percentage of assets, Hourly
Brett Carleton Heritage Wealth Management Houston CFP, ChFC Percentage of assets, Hourly
Brian Carney RiversEdge Advisors Wilmington CFP, ChFC Percentage of assets, Hourly
Brian Merrill Tanglewood Total Wealth Management Houston CFP Percentage of assets
Brock Alvord Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Brooks Slaughter Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Bryan Theall Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Calvin Chanski CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Calvin Lo Keystone Global Partners Monrovia CFP, CFA Percentage of assets

Guides

Related lists

Specialties that serve multi-generational families