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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
Kevin Matthews Matthews Advisors Colorado Springs Not listed Percentage of assets
Kristin Sindoni Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Lacy Redwine Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Larry Andreano Advisory Advocates Grand Rapids Not listed Percentage of assets, Fixed fees
Leanne Sindell L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Lin-Chun Liu L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Linda Armstrong World Market Advisors South Royalton Not listed Hourly
Mario Tate Millennial Wealth Advisors Delray Beach Not listed Percentage of assets, Hourly
Mary Daly Independence Asset Advisors Dublin Not listed Percentage of assets
Michael Cook Advisory Advocates Grand Rapids Not listed Percentage of assets, Fixed fees
Nathan Alexander Resonant Capital Advisors Brookfield Not listed Percentage of assets, Hourly
Nathan Burns Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Nicolas Benit We Financial Group San Francisco Not listed Percentage of assets, Hourly
Ofer Ben-Menahem L&S Advisors Irvine Not listed Percentage of assets, Hourly
Omeed Zarrin The Herbst Group New York Not listed Percentage of assets
Patrick Barry Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Philip Richter Hollow Brook Wealth Management Katonah Not listed Percentage of assets, Fixed fees
Ralph Scott L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Rebecca Renninger Independence Asset Advisors Wynnewood Not listed Percentage of assets
Renee Davies Chapel Bridge Wealth Advisors San Juan Not listed Percentage of assets, Fixed fees
Robert Felty Penn Davis McFarland Dallas Not listed Percentage of assets
Robert Kintz Mardin Capital Group Rye Not listed Percentage of assets
Robert Ogden Penn Davis McFarland Dallas Not listed Percentage of assets
Roger Dowdeswell KDT Advisors Princeton Not listed Percentage of assets, Hourly
Ryan Brouillette L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Ryon Beyer Generational Private Wealth San Juan Not listed Percentage of assets
Samantha Williams Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Shea Ogara Schnieders Capital Management Phoenix Not listed Percentage of assets
Smara Savoy We Financial Group East Windsor Not listed Percentage of assets, Hourly
Sy Lippman L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Thomas Baumgart Chesley, Taft & Associates Chicago Not listed Percentage of assets, Fixed fees
Thomas Marini Resonant Capital Advisors Brookfield Not listed Percentage of assets, Hourly
Timothy Davis Kleinfelder Capital Cincinnati Not listed Percentage of assets, Hourly
Todd Gordon Inside Edge Capital Saratoga Springs Not listed Percentage of assets, Fixed fees
Tyler Craig Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Whitney Holland Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
William Hall Conservest Capital Advisors Wynnewood Not listed Percentage of assets
William Redder Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Zenia Delgado Galliott Capital Advisors Beverly Hills Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve multi-generational families