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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
James Rogers Aurelius Family Office Shreveport CFA Percentage of assets, Fixed fees
James Sherrard Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
James Sullivan Beaird Harris Dallas CFP, CFA Percentage of assets, Fixed fees
James Zimmerman Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Jameson Holehouse Destiny Capital Detroit Lakes CFP Percentage of assets, Flat fee or retainer
Jana Hovey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Jane Barney TFC Financial Boston CFP Percentage of assets, Hourly
Jared Haubenstock Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Jarrett Morris RiversEdge Advisors Wilmington CFP, ChFC Percentage of assets, Hourly
Jarrod Musick Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Jason Clevlen Lake Hills Wealth Management Austin CFP Percentage of assets, Hourly
Jeffrey Goering Diamond Client Group The Woodlands CFP, ChFC Percentage of assets, Hourly
Jeffrey Gough Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Jeffrey Williams Fairscale Capital Nashua CFP Percentage of assets, Hourly
Jeremiah Winters Founders Grove Wealth Partners Richmond CFP Percentage of assets, Fixed fees
Jeremy Mocek Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Jeremy Welch Burton Enright Welch Walnut Creek CFP Percentage of assets
Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. Rodriquez Wealth Management Newport Beach CFP Percentage of assets
John Burns Factor Wealth Management Chicago CFP Percentage of assets, Hourly
John Foley LifeWise Wealth Advisors Champaign CFP, ChFC Flat fee or retainer
John Heldman Triad Investment Management Laguna Niguel CFA Percentage of assets
John Jones Precision Wealth Strategies Georgetown CFP Percentage of assets, Hourly
John Kennedy LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Jonathan Brooks BMSS Wesson Wealth Solutions Birmingham CFP, ChFC Percentage of assets, Hourly
Jonathan Dane Defiant Capital Group Warrendale CFP, CFA Percentage of assets, Fixed fees
Jonathan Dursteler Soulence Wealth Management North Logan CFP Percentage of assets
Jonathan Klett CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Jonathan Salvato Diamond Client Group The Woodlands CFP Percentage of assets, Hourly
Jonathon Jordan Stone Pillars Wealth Management Franklin CFP Percentage of assets, Hourly
Jordi Bakovic-Quiroga TQM Wealth Partners St. Augustine CFP Percentage of assets, Hourly
Joseph Dunn Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Joseph Maddux Cooper Norman Wealth Idaho Falls CFP Percentage of assets
Joseph Rodriguez Matriarch Wealth Management New York CFP Percentage of assets, Hourly
Joseph Weiland Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Joshua Gideon Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Joshua Nuss LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Joshua Prince Promus Advisors Dallas CFP Percentage of assets, Hourly
Julie Hupp Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
Justin Watson Beaird Harris Dallas CFP, PFS Percentage of assets, Fixed fees
Kay Kidwell RiversEdge Advisors Wilmington CFP Percentage of assets, Hourly
Keith Fenstad Tanglewood Total Wealth Management Houston CFP Percentage of assets
Kelly Randall Burton Enright Welch Walnut Creek CFP Percentage of assets
Kevin Kolson Family Wealth Leadership Irvine CFP Percentage of assets, Hourly
Krysta Kelly D'Arcy Capital Management San Diego CFP Percentage of assets, Hourly
Kyle Cote TFC Financial Boston CFP Percentage of assets, Hourly
Kyle Glover Three Seasons Wealth Salt Lake City CFP Percentage of assets, Fixed fees
Kyle Jones Lindsey & Lindsey Wealth Management Culver City CFP Percentage of assets, Hourly
Lafe Blobaum Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Leann Sullivan TFC Financial Boston CFP Percentage of assets, Hourly
Liam Toohey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly

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Specialties that serve multi-generational families