W Wellspent Public advisor graph
Get matched
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
Stone Churby Presidio Capital Management San Diego CFP Percentage of assets, Hourly
Tai Chu Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Tammy Billadeau Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
Tanner Banister Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Tedi Hughes Destiny Capital Lake Ozark CFP Percentage of assets, Flat fee or retainer
Tendai Charasika Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Thomas Cooney Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Thomas Curti Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Thomas Falkner Legacy Financial Independent Advisors Louisville CFP Percentage of assets, Hourly
Thomas Schiller Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Timothy Doyle Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Timothy McGrath Riverpoint Wealth Management Chicago CFP, ChFC Percentage of assets, Fixed fees
Tina Yang Tanglewood Total Wealth Management Houston CFP Percentage of assets
Tracy Kasing Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Trey Ellington Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Tyler Thompson Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Vincent Barrett Acorn Financial Services Bethesda CFP Percentage of assets, Hourly
Virginia Baker Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Wesley Kotys Kotys Wealth Professionals Valparaiso CFP Percentage of assets, Hourly
William Bunch Maze Financial Planning Chapel Hill CFP Percentage of assets, Hourly
William Johnson White Pine Investment Co Livonia CFP Percentage of assets
Wing-Yin Kong Willow Grove Advisors Berkeley CFP Percentage of assets, Hourly
Aaron Tice Delphi Wealth Partners Grand Junction CFP Percentage of assets, Hourly
Aileen Bost CM Wealth Beachwood CFP Percentage of assets, Hourly
Alexander Briggs Oldfield Wealth Partners Bangor CFP Percentage of assets, Fixed fees
Alexander Weiss Napier Financial Braintree CFP Percentage of assets, Hourly
Alexandra Rooney Main Street Research Lakeville CFP Percentage of assets
Alison Pyott Veris Wealth Partners Portsmouth CFP Percentage of assets, Hourly
Alixandria Tucci PCM Encore Charlotte CFP Percentage of assets, Fixed fees
Alyssa Schuster Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Amy Alpert Gray Private Wealth Canton CFP Percentage of assets, Hourly
Amy Lorius CM Wealth Beachwood CFP Percentage of assets, Hourly
Andre Fernandes Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Andrew Beil StrongBox Wealth Lee'S Summit CFP Percentage of assets, Hourly
Andrew Marchionni Main Street Research Lakeville CFP Percentage of assets
Andrew Peapos Woodmont Investment Counsel Nashville CFP Percentage of assets
Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. VDB Wealth Savannah CFA Percentage of assets, Flat fee or retainer
Ann Taylor Knotts Woodmont Investment Counsel Nashville CFP, CFA Percentage of assets
Anne Chernish Anchor Capital Management Ithaca CFP Percentage of assets, Hourly
Anne Gouthro Napier Financial Braintree CFP Percentage of assets, Hourly
Anne Petty Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Anthony Cortina Lynx Investment Advisory Washington CFP Percentage of assets, Fixed fees
April Lowery Kelman-Lazarov Memphis CFP Percentage of assets, Hourly
Austin Russell Gray Private Wealth Canton CFP Percentage of assets, Hourly
Barry Taylor Sand Hill Global Advisors San Francisco CFP Percentage of assets, Hourly
Bartholomew Earley Manchester Capital Management Manchester CFP, CFA Percentage of assets, Fixed fees
Benjamin Hein OAC Capital Advisors Miami Beach CFP, CFA Percentage of assets, Hourly
Bethany Evans Blue Ocean Capital West Palm Beach CFP Percentage of assets, Hourly
Blake Curle Gibson Capital Wexford CFP, CFA Percentage of assets
Brian Cunningham Gibraltar Capital Management Tulsa CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve multi-generational families