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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
Carolina Ortiz Shared Vision Wealth Group Carlsbad CFP Percentage of assets, Hourly
Catherine Atwood Founders Grove Wealth Partners Richmond CFP Percentage of assets, Fixed fees
Chase Perry Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Christian Doyle Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Christine Parker Parker Financial La Plata CFP Percentage of assets, Ongoing planning fee
Christine Sakraida White Aspen Capital Henderson CFP Percentage of assets, Fixed fees
Christopher Battreall Precision Wealth Strategies St. Louis CFP Percentage of assets, Hourly
Christopher Hughes Burton Enright Welch Walnut Creek CFP Percentage of assets
Christopher June Sweeney Financial Advisors Bedford CFP Percentage of assets
Christopher Mallon Pennsylvania Capital Management Huntingdon Valley CFP Percentage of assets, Hourly
Christopher McCrea Legacy Financial Independent Advisors Louisville CFP Percentage of assets, Hourly
Christopher Snyder Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Christopher Stakley Steffes Financial Overland Park CFP Percentage of assets, Hourly
Claudia Bellars Bellars Harris Wealth Management Mount Pleasant CFP Percentage of assets, Fixed fees
Claudina Campbell Willow Grove Advisors Berkeley CFP Percentage of assets, Hourly
Cody Makela Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Coleman Pollard Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Colin Higgins Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Connor Cox ProffittGoodson Private Wealth Knoxville CFP Percentage of assets, Hourly
Courtney Kenning Destiny Capital Golden CFP Percentage of assets, Flat fee or retainer
Curtis Burch Destiny Capital College Station CFP Percentage of assets, Flat fee or retainer
Cynthia Mittlestaedt Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
Darby Armont Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
David Chenet Presidio Capital Management San Diego CFP, CFA Percentage of assets, Hourly
David Espineira Burton Enright Welch Walnut Creek CFP Percentage of assets
David Hinshaw BMSS Wesson Wealth Solutions Huntsville CFP Percentage of assets, Hourly
David Hutchison Triad Investment Management Newport Beach CFA Percentage of assets
David Snyder Sweeney Financial Advisors Bedford CFP Percentage of assets
Denise Farkas Sigma Investment Counselors Northville CFA Percentage of assets
Dianne Duva Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Douglas Loftus Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Dudley Simms BMSS Wesson Wealth Solutions Birmingham CFP, CFA Percentage of assets, Hourly
Emily Hermeno Prosperity Road Santa Ana CFP Percentage of assets, Hourly
Eric Callahan Thryve Wealth Management Santa Barbara CFP Percentage of assets
Eric Loftus Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Eric Saling Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Erik Smith Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Ernest Moosherr Canopy Wealth Management Middleton ChFC Percentage of assets
Felix Tankersley BMSS Wesson Wealth Solutions Birmingham CFP Percentage of assets, Hourly
Genadi Slavov Sigma Investment Counselors Northville CFA Percentage of assets
Grant Steffes Steffes Financial Overland Park CFP Percentage of assets, Hourly
Gregory Benner Vertex Planning Partners Downers Grove CFP, ChFC Percentage of assets, Fixed fees
Hope Dogbevia Keystone Financial Services Omaha CFP Percentage of assets, Fixed fees
Ian Harris Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Irvin Schorsch Pennsylvania Capital Management Huntingdon Valley CFP Percentage of assets, Hourly
Ivan Mendoza Mendoza Private Wealth North Miami CFP, ChFC, CFA Percentage of assets, Hourly
Jack Marino Lake Hills Wealth Management Longview CFP Percentage of assets, Hourly
Jacob King Beaird Harris Dallas CFP Percentage of assets, Fixed fees
James Belliston Tanara Wealth Management St. Augustine CFP Percentage of assets, Hourly
James Rice Capital Asset Management Columbus CFP, ChFC Percentage of assets

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Related lists

Specialties that serve multi-generational families