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 |
|---|---|---|---|---|
| Brian Dombkowski | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Brian Kopinski | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Brian Vogel | Manchester Capital Management | Manchester | CFA | Percentage of assets, Fixed fees |
| Brian Yost | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Brienne Jackson | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Brittany Paul | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Caleb Hopkins | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Calynn Mullins | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Cameron Amos | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Carey Blakley | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Carey Tafelsky | Old Mission Investment | Traverse City | CFP | Percentage of assets, Hourly |
| Carl Zuckerberg | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Caroline Baronian | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Carolyn Bennett | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Casey Fitchett | Pine Haven Investment Counsel | Fairhaven | CFP | Percentage of assets |
| Cathy Simmons | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Charles Dann | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Charlise Whiteside | Stonehaven Private Wealth Management | Manchester By The Sea | CFP | Percentage of assets, Hourly |
| Christian Voigtlander | Gibraltar Capital Management | Urbandale | CFA | Percentage of assets, Hourly |
| Christopher Gunster | Fidelis Capital | Greenwich | CFA | Percentage of assets, Fixed fees |
| Connor Oak | Crane Capital Management | Spring Park | Not listed | Percentage of assets |
| Corrigan Rayfield | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Courtney Kauffman | Prowell Financial Management | Exton | CFP | Percentage of assets, Fixed fees |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Daniel Langworthy | Fortress Financial Group | Scottsdale | Not listed | Percentage of assets |
| Daniel Meyers | Adventure Wealth | Ridgway | Not listed | Percentage of assets, Ongoing planning fee |
| David Gradzki | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| David McNeely | Darden Wealth Group | Ann Arbor | CFA | Percentage of assets, Hourly |
| David Thompson | Petra Wealth Management | Fredericksburg | Not listed | Percentage of assets, Hourly |
| Debra Pladsen | Fortress Financial Group | Chanhassen | Not listed | Percentage of assets |
| Douglas Smorag | CM Wealth | Beachwood | PFS | Percentage of assets, Hourly |
| Duncan Miller | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| E Jalenak | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Elizabeth Brennen | A.G. Campbell Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Endrit Lloshi | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. | The World Changers | Miami | Not listed | Percentage of assets, Subscription |
| Frederick Kort | Cura Wealth Partners | Chicago | CFP | Percentage of assets, Hourly |
| Frederick Ravid | Chartered Financial Services | Denver | ChFC | Percentage of assets, Hourly |
| Frenise Mann | Mann Financial | Chattanooga | Not listed | Percentage of assets, Flat fee or retainer |
| Gary Martin | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Hallie Peyton | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Hans Blake | Intelligent Investing | Greenville | CFA | Percentage of assets, Hourly |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| Isaac Martin | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Jack Dupuy | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Jacob Hagen-Erickson | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Jacob Levy | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| James Burnett | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| James Langer | Wavvest | Chicago | CFA | 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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