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 |
|---|---|---|---|---|
| David Foster | Foster & Wood | Lake Oswego | CFP | Percentage of assets, Fixed fees |
| David Frazier | Kapstone Financial Advisors | Lebanon | CFP | Percentage of assets |
| David Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| David Kronour | Kapstone Financial Advisors | Lebanon | CFP | Percentage of assets |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Derek Dzingle | Stolz & Associates, P.S. | Tacoma | CFP, CFA | Percentage of assets |
| Devin Blodgett | Blodgett Wealth Advisors | Brentwood | CFP | Percentage of assets, Hourly |
| Diego Luna Y Parra Diaz | Berlin Wealth Group Advisors | Tomball | Not listed | Flat fee or retainer, Hourly |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Dustin Irish | Irish Capital | Olathe | Not listed | Percentage of assets |
| Edwin Knowles | The Knowles Company | Oakton | CFP | Percentage of assets, Hourly |
| Ehab Alalfey | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Elaine King Fuentes | Family and Money Matters | Coral Gables | CFP | Ongoing planning fee |
| Eric Gardner | All Star Financial | Minneapolis | CFA | Percentage of assets, Hourly |
| Eric Hallman | Westview Investment Advisors | Burlington | CFP | Percentage of assets, Hourly |
| Eric Hanna | Wellspring Family Office | Fairview Park | CFP | Percentage of assets, Fixed fees |
| Eric Larson | Sigma Investment Counselors | Northville | Not listed | Percentage of assets |
| Eric Story | Cooper Norman Wealth | Idaho Falls | PFS | Percentage of assets |
| Erica Lyall | Strategic Advisory Partners | Greensboro | CFP | Percentage of assets, Hourly |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Ernest Moosherr | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Evan Darr | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Evan Grey | Grey Private Capital | Charlotte | CFP | Flat fee or retainer, Percentage of assets |
| Federico Londono Castillo | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Frances Spurry | Tred Avon Family Wealth | Easton | CFP | Percentage of assets, Hourly |
| Frederick Moosherr | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Gary Hess | Baldwin Management | West Conshohocken | CFA | Percentage of assets |
| Geoffrey Biehn | Trinity Financial Advisors | Columbus | CFP | Percentage of assets, Fixed fees |
| George Hasbun | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| George Townsend | Consilium Wealth Advisory | Frisco | CFP | Percentage of assets, Fixed fees |
| Geovanni James | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Glenn Sweeney | Sweeney Financial Advisors | Manchester | CFA | Percentage of assets |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| Gregory Davis | RBG Wealth Advisors | Memphis | CFP | Percentage of assets |
| Gregory Nelson | Soulence Wealth Management | Pleasant Grove | ChFC | Percentage of assets |
| Harold Carmean | Creative Wealth Management | Punta Gorda | Not listed | Percentage of assets, Ongoing planning fee |
| Harold Philipsen | Tenzing Financial | Williamsburg | CFP, ChFC | Percentage of assets, Fixed fees |
| Heidi Arneson | Precedent Wealth Partners | Katy | Not listed | Percentage of assets |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Isabel Biondi | Greatdane Investment | Franklin | CFP | Percentage of assets, Hourly |
| Ivan Hernandez | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| Jacob Alden | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Jacob McKinney | Clark Wealth Partners | O'Fallon | Not listed | Percentage of assets, Fixed fees |
| Jacob Ness | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Janine Guenther | Promus Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Jason Cohen | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Jason Stuber | Saling Wealth Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| Jay Freeberg | Onyx Bridge Wealth Group | Boca Raton | CFP | Percentage of assets, Hourly |
| Jay Shein | Compass Financial Group | Deerfield Beach | CFP | Percentage of assets, Hourly |
| Jeff Pomerantz | Analog Capital Partners | Houston | Not listed | Percentage of assets |
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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