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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
Zacharia Waxler Equinum Brooklyn Not listed Percentage of assets
Zachary Lountzis Lountzis Asset Management Wyomissing Not listed Percentage of assets
Ahsoo Ahn Galliott Capital Advisors Beverly Hills Not listed Percentage of assets, Hourly
Alan Tubbergen Advisory Advocates Grand Rapids Not listed Percentage of assets, Fixed fees
Andrew Straus Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Anne Christopulos West Branch Capital Hyannis Not listed Percentage of assets, Fixed fees
Anthony Zanetti Mardin Capital Group Rye Not listed Percentage of assets
Antoine Souma Galliott Capital Advisors Beverly Hills Not listed Percentage of assets, Hourly
Ayaz Mahmud West Branch Capital Amherst Not listed Percentage of assets, Fixed fees
Azelia Betancourt Galliott Capital Advisors Beverly Hills Not listed Percentage of assets, Hourly
Baltazar Moreno Fuentes Moreno Capital West Palm Beach Not listed Percentage of assets, Fixed fees
Benjamin Dickey Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Braden Seymour Kleinfelder Capital Cincinnati Not listed Percentage of assets, Hourly
Brendan Moleski Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Brian Herbst The Herbst Group Westfort Not listed Percentage of assets
Bruce Kardon Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Carlton Dewey Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Charles Heekin Millennial Wealth Advisors Delray Beach Not listed Percentage of assets, Hourly
Christina Copeland Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Colin Dowdeswell KDT Advisors Monaco Not listed Percentage of assets, Hourly
Colton Tubbs Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Craig Weston L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Dallas Messenger Sandlot Private Wealth Orem Not listed Percentage of assets, Performance-based fees
Daniel Blake Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Daniel Megill World Market Advisors Hanover Not listed Hourly
David Devito Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
David Lorine Conservest Capital Advisors Wynnewood Not listed Percentage of assets
David Thomas Equitas Capital Advisors New Orleans Not listed Percentage of assets, Fixed fees
Debora Nunez L&S Advisors Centennial Not listed Percentage of assets, Hourly
Derek Fossier Equitas Capital Advisors New Orleans Not listed Percentage of assets, Fixed fees
Edlyn Ruiz L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Elizabeth Burgess Advisory Advocates Grand Rapids Not listed Percentage of assets, Fixed fees
Ellen Lazarus Charles Pratt & Company New York Not listed Percentage of assets
Eric Sweet Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Gerald Sullivan Gratus Wealth Advisors Virginia Beach Not listed Percentage of assets, Hourly
Guillaume Decalf We Financial Group San Francisco Not listed Percentage of assets, Hourly
Ian Joyce Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Ian Mahmud West Branch Capital Amherst Not listed Percentage of assets, Fixed fees
Ian Manongdo L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Isaac Gard Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Jason Kalman Schnieders Capital Management Pasadena Not listed Percentage of assets
Jason Scott L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
John Carrington Sandlot Private Wealth Orem Not listed Percentage of assets, Performance-based fees
John Hill Advisory Advocates Fort Wayne Not listed Percentage of assets, Fixed fees
Jonathan Pacheco Figueroa Chapel Bridge Wealth Advisors San Juan Not listed Percentage of assets, Fixed fees
Joseph Bonadies Advisory Advocates Grand Rapids Not listed Percentage of assets, Fixed fees
Joseph Degeorge Advisory Advocates Grand Rapids Not listed Percentage of assets, Fixed fees
Katie Kearns Independence Asset Advisors Wynnewood Not listed Percentage of assets
Kelley Zimmerman Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Keturah Cox Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly

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Related lists

Specialties that serve multi-generational families