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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
Marc Jimenez CAM Investor Solutions Austin CFP, CFA Percentage of assets, Hourly
Maria Kelly Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Mario Zumbo Preserve Private Wealth Bethesda CFP Percentage of assets, Fixed fees
Mark Eggleston RiversEdge Advisors Wilmington CFP Percentage of assets, Hourly
Mark Schiller WS Wealth Management Fargo CFP Percentage of assets, Hourly
Mark Wesson BMSS Wesson Wealth Solutions Birmingham CFP Percentage of assets, Hourly
Matthew Berhow All Star Financial Minneapolis CFP Percentage of assets, Hourly
Melodie Ace Canopy Wealth Management Middleton ChFC Percentage of assets
Michael Meehan TFC Financial Boston CFP, PFS Percentage of assets, Hourly
Michael Pumphrey Tanglewood Total Wealth Management Houston CFP Percentage of assets
Michael Yang Arlington Financial Advisors Santa Barbara CFP Percentage of assets, Hourly
Michelle Wells Darrow Wealth Management Needham CFA Percentage of assets
Miguel Rios Amurrio TQM Wealth Partners Marblehead CFP Percentage of assets, Hourly
Nathan Burleson Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Neil Unger AIRE Advisors Beverly Hills CFP Percentage of assets, Hourly
Nicholas Bzovi Ducere Wealth Management Newport Beach CFA Percentage of assets
Nicholas Stecklein Telos Partners Lehi CFP Percentage of assets, Hourly
Noah Polk Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Patrick Grooms Westwind Capital Las Cruces CFP, CFA Percentage of assets
Patrick Swift Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Peter Bobolia Destiny Capital Denver CFP, ChFC Percentage of assets, Flat fee or retainer
Peter D'Agati Stembrook Asset Management Jersey City CFA Percentage of assets
Peter Eberhart Henry H. Armstrong Associates Pittsburgh CFP Percentage of assets
Peter Faust Tanglewood Total Wealth Management Houston CFP Percentage of assets
Peter Levine Velara Wealth Management New York CFP, ChFC Percentage of assets, Hourly
Philip Matalucci Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Randolph Hardy Factor Wealth Management Chicago CFP, CFA Percentage of assets, Hourly
Renee Kwok TFC Financial Boston CFP Percentage of assets, Hourly
Rielle Sanidad Presidio Capital Management San Diego CFP Percentage of assets, Hourly
Robert Bilkie Sigma Investment Counselors Northville CFA Percentage of assets
Robert Dwyer Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Robert Enright Burton Enright Welch Walnut Creek CFP Percentage of assets
Robert Feather Wealth Dimensions Group Cincinnati CFP, ChFC Percentage of assets, Hourly
Robert Klefsaas All Star Financial Minneapolis CFP Percentage of assets, Hourly
Roger Lowe Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Ronald Price CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Samuel Graham Sweeney Financial Advisors Bedford CFP Percentage of assets
Sarah Rioux TFC Financial Boston CFP Percentage of assets, Hourly
Scott Demaagd CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Scott Lieberwirth Westwind Capital Las Cruces CFP Percentage of assets
Scott Sandee Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
Scott Udkler Promus Advisors Dallas CFP Percentage of assets, Hourly
Sharon Nassirzadeh AIRE Advisors Beverly Hills CFP Percentage of assets, Hourly
Shawn Landis HCR Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Sophia Zundel Tower View Wealth Management Shorewood CFP Percentage of assets, Hourly
Spencer Funk Precision Wealth Strategies St. Louis CFP Percentage of assets, Hourly
Stacey Panenhanouvong HCR Wealth Advisors Los Angeles CFP Percentage of assets, Hourly
Stefanie Porter White Pine Investment Co Livonia CFP Percentage of assets
Stephan Shipe Scholar Financial Advising Winston-Salem CFP, CFA Flat fee or retainer
Steven Lugar Beaird Harris Dallas CFP Percentage of assets, Fixed fees

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Related lists

Specialties that serve multi-generational families