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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
Nily Levy Paragon Capital Management Overland Park Not listed Percentage of assets
Noel Knox Solve Consulting Group Fort Wayne Not listed Percentage of assets
Norma Peralta Morales Virtus Family Office El Paso Not listed Percentage of assets, Fixed fees
Patrick Fischoeder Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Paul Simons PUREfi Wealth Boston Not listed Percentage of assets, Hourly
Pranav Shingala Prudent Prosperity Little Elm Not listed Percentage of assets, Fixed fees
Ritesh Upadhyaya Vigil Wealth Management Ponte Vedra Beach Not listed Percentage of assets, Hourly
Robert Bond Bright Vision Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Robert Farr FarrCrest Capital Naples Not listed Percentage of assets, Hourly
Robert Longsworth Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Ryan Mahoney Cypress Asset Management Peoria Heights Not listed Percentage of assets, Fixed fees
Ryan Ritchie 7Two Denver Not listed Percentage of assets, Fixed fees
Sally Branson Texas Family Wealth Friendswood Not listed Percentage of assets, Fixed fees
Samuel Gettis Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Sandra Swanson Potentia Wealth San Jose Not listed Percentage of assets, Fixed fees
Sandy Galuppo PUREfi Wealth Boston Not listed Percentage of assets, Hourly
Sarah Mizell Cove Wealth Management Houston Not listed Percentage of assets, Hourly
Sarah Shalala Colonial Trust Company Spartanburg Not listed Percentage of assets, Fixed fees
Scott Dunn Tomoro Colts Neck Not listed Percentage of assets, Hourly
Scott Melbrod Melbrod Wealth Management San Diego Not listed Ongoing planning fee
Shannon Yarbrough Paragon Capital Management Overland Park Not listed Percentage of assets
Sheldon Steuer Equinum New York Not listed Percentage of assets
Soren Schwan Atlas Financial Lincoln Not listed Percentage of assets, Fixed fees
Stephanie Moroney Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Stephen Cavagnaro Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Steven Feeman GPM Growth Investors Bloomfield Hills Not listed Percentage of assets
Steven Thompson Avantra Family Wealth Mechanicsburg Not listed Percentage of assets, Hourly
Terrance Cook Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Thomas Brennecke Timber Creek Capital Management Boston Not listed Percentage of assets
Thomas Leland Southeast Asset Advisors Mobile Not listed Percentage of assets, Hourly
Thomas Roth Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Thomas Trouba Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Timothy Griffin GPM Growth Investors Bloomfield Hills Not listed Percentage of assets
Timothy Jones PUREfi Wealth Boston Not listed Percentage of assets, Hourly
Timothy Whitmoyer Lountzis Asset Management Wyomissing Not listed Percentage of assets
Todd Levine Tomoro Colts Neck Not listed Percentage of assets, Hourly
Tyler Cohen Tranquility Partners Brentwood Not listed Percentage of assets
Tyler Novorr Paragon Capital Management Overland Park Not listed Percentage of assets
Tyler Rockwell Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Wade Hoffman Avantra Family Wealth Mechanicsburg Not listed Percentage of assets, Hourly
Wayne Goldstein Atlas Financial Wellington Not listed Percentage of assets, Fixed fees
Wesley Melbrod Melbrod Wealth Management San Diego Not listed Ongoing planning fee
William Enoch Zuckerman Investment Group Chicago Not listed Percentage of assets
William Hickey Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
William Nichols PUREfi Wealth Greenwich Not listed Percentage of assets, Hourly
William Rice Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
William Rice Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
William Ross North Forty Two & Lake Oswego Not listed Percentage of assets
William Wieters Colonial Trust Company Charleston Not listed Percentage of assets, Fixed fees
Youri Bujko Thalassa Capital Bend Not listed Percentage of assets

Guides

Related lists

Specialties that serve multi-generational families