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 |
|---|---|---|---|---|
| Matthew Liebman | Amplius Wealth | Blue Bell | CFA | Percentage of assets, Hourly |
| Melissa Phillippi | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Michael Bechtold | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Michael Brady | Brady Family Wealth | Saint Louis | CFP | Percentage of assets, Hourly |
| Michael Cermak | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Michael Ehlenbeck | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Michael Hymes | Beatrice Advisors | New York | CFP | Percentage of assets, Fixed fees |
| Michael Pompian | Sunpointe Investments | St. Louis | CFP, CFA | Percentage of assets, Fixed fees |
| Michael Wagner | Omnia Family Wealth | Aventura | CFP | Percentage of assets, Fixed fees |
| Michelle Berry | Berry Wealth Group | Granbury | CFP | Percentage of assets |
| Michelle Robinson | Stolz & Associates, P.S. | Tacoma | CFP | Percentage of assets |
| Miguel Irazabal | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Mitchell Crowder | WealthCrossing | Richmond | CFP | Percentage of assets, Fixed fees |
| Montaser Takrouri | Azzad Asset Management | Chicago | Not listed | Percentage of assets |
| Nathan Dunham | CORE Wealth Advisors | Lakeland | CFP | Percentage of assets, Hourly |
| Nathan Hoyt | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Neil Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Nelson Greene | Highline Private Wealth | Jacksonville | CFP | Percentage of assets |
| Nicolaas Letschert | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Noel Villajuan | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Oleg Litvinenko | Meeting House Capital | Concord | CFA | Percentage of assets |
| Pamela Hinton | Precedent Wealth Partners | Fredericksburg | Not listed | Percentage of assets |
| Patrick Beaird | Beaird Harris | Dallas | PFS | Percentage of assets, Fixed fees |
| Patrick Fletcher | GenSphere Private Wealth | Gig Harbor | CFP | Percentage of assets, One-time planning fee |
| Paul Merrick | Riverpoint Wealth Management | Chicago | CFA | Percentage of assets, Fixed fees |
| Paul Warholak Jr | Sigma Investment Counselors | Northville | Not listed | Percentage of assets |
| Peter Burton | Burton Enright Welch | Walnut Creek | ChFC | Percentage of assets |
| Peter Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Peter Hughes | Telos Partners | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Raman Ghei | Tower View Wealth Management | Shorewood | CFA | Percentage of assets, Hourly |
| Randol Curtis | Thryve Wealth Management | Jackson | CFA | Percentage of assets |
| Raymond Torres | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Rebecca Stone | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Reid Watson | Legacy Wealth Management | Ridgeland | CFP | Percentage of assets |
| Reyn Eichenlaub | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Robert Florek | Florek Financial | Duxbury | CFP | Percentage of assets, Hourly |
| Robert Kohn | Tenzing Financial | Williamsburg | CFP | Percentage of assets, Fixed fees |
| Robert Pierson | Pierson Wealth Management | Atlanta | CFP | Percentage of assets |
| Ronald Bates | St. Clair Advisors | Mayfield Heights | CFP, PFS | Percentage of assets, Hourly |
| Rosalie Hirst Almenara | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Ryan Conner | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Ryan Heidenreich | Sunpointe Investments | St. Louis | CFP | Percentage of assets, Fixed fees |
| Sarah Nix | Keller Wealth Advisors | Victoria | Not listed | Percentage of assets |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
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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