List
Fee-only advisors for multi-generational families
Multi-generational planning brings problems a single household never sees: financial education across generations, decision-rights, gifting and dynasty trusts, and the coordination that lets stewardship transfer without losing alignment.
Fee-only onlyAudience: Multi-generational families
By the numbers
The Wellspent public graph lists 2,589 fee-only financial advisors working 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
2589 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ryan Deters | Grand Wealth Management | Grand Rapids | CFP | Ongoing planning fee |
| Ryan McGuire | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Sarah Huie | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Sarah Simmer | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Scott Cawood | Arbor Investment Advisors | Winston Salem | CFP, CFA | Percentage of assets, Fixed fees |
| Scott Jones | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Sharon Khan | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Sharon Nassirzadeh | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Shawn Hsieh | Highline Wealth Partners | Sherman Oaks | CFP, CFA | Percentage of assets, Hourly |
| Stephen Peterson | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Stephen Reeves | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Stephen Wintermeier | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Tanner Merritt | Keen Capital | Jacksonville | CFP | Percentage of assets, Hourly |
| Tesa Williamson | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Thomas Fletcher | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Thomas Gore | Keen Capital | Chapin | CFP | Percentage of assets, Hourly |
| Thomas Grunbeck | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Thomas Schulte | Napier Financial | Santa Clarita | CFP | Percentage of assets, Hourly |
| Timothy Dillow | Dillow Wealth Management | Oak Brook | CFP | Percentage of assets, Fixed fees |
| Timothy Domino | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Timothy Kingsbury | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Timothy Ziemba | IRON Financial | Northbrook | CFP, CFA | Percentage of assets, Performance-based fees |
| Todd Brand | Brand Asset Management Group, Inc. | Chesterfield | AIF | Percentage of assets, Fixed fees |
| Todd Senter | Woodard & Company Asset Management Group | Bermuda Run | CFP | Percentage of assets |
| Trent Colledge | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Tucker Weppner | Sanderson Wealth Management | Denver | CFP | Percentage of assets |
| Tyler Harris | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Tyler Hunt | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Tyler Stearns | Castle Coast Wealth | La Jolla | CFP | Percentage of assets, Hourly |
| Vinnie Maliakkal | Wavvest | Chicago | CFP | Percentage of assets |
| William Hollan | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| William Lefavor | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| William Litton | Castle Coast Wealth | Incline Village | CFP | Percentage of assets, Hourly |
| William Steinberg | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| William Wang | HFG Trust | Kennewick | CFP | Percentage of assets, Hourly |
| Zachary Whitchurch | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| 5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. | 5T Wealth Management | Napa | CFA | Percentage of assets |
| Abraham Amador-Lindner | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Adam Reinking | Redbud Advisors | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Adam Scholl | Henry H. Armstrong Associates | Pittsburgh | CFA | Percentage of assets |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Ajbinder Sull | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Alexander Alba | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Alexander Benson | Birchcreek Wealth Management | Miami Township | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Lippitt | Lakewood Financial Group | Evanston | CFA | Percentage of assets |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Amandeep Bhangu | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Amy Qiu | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Andrew Branz | Clark Wealth Partners | O'Fallon | Not listed | Percentage of assets, Fixed fees |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
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