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 |
|---|---|---|---|---|
| Mark Miller | Gibraltar Capital Management | Irving | PFS, CFA | Percentage of assets, Hourly |
| Mark Zywiol | Stonebrook Private | Northville | CFP | Percentage of assets, Fixed fees |
| Martin Moyers | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Mary Livingston | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Matthew Davis | Financial Planning for Generations | Encino | CFP | Hourly |
| Matthew Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Maximilian Neumayer | Formation Wealth Management | Ponte Vedra Beach | CFP | Percentage of assets, Hourly |
| McCrary Lowe | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Michael Christian | EverPar Advisors | Tulsa | CFA | Percentage of assets, Fixed fees |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Michael Gibbons | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Michael McNitt | Highview Capital Management | Buffalo Grove | CFP | Percentage of assets |
| Michael Rollauer | Highbrook Capital Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Michael Topley | Lansing Street Advisors | Ambler | CFP | Percentage of assets, Fixed fees |
| Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. | Calculated Wealth | Madison | CPA | Percentage of assets, Hourly |
| Nathan Powell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Naveen Sharma | Nicollet Investment Management | Minneapolis | CFP | Percentage of assets |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Nicholas Cavanaugh | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Nicholas Sowell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Nicklaus Streit | Highview Capital Management | Buffalo Grove | CFP | Percentage of assets |
| Nicole Heavern | Riverview Capital Advisers | Boston | CFP | Percentage of assets, Hourly |
| Olivian Pitis | CSJ Wealth Management | San Diego | CFP, CFA | Percentage of assets |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Ona Vredenburg | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Parker Mayo | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Paul Clark | Mill Capital Management | Concord | CFP | Percentage of assets |
| Peter Gaertner | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Peter Shenas | Ariston Services Group | San Diego | CFP | Percentage of assets |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Phillip Frattali | Sanderson Wealth Management | Buffalo | CFA | Percentage of assets |
| Rainier Trinidad | Parabolic Asset Management | Coronado | CFA | Percentage of assets, Hourly |
| Randy Siegel | Aletheian Wealth Advisors | Prescott | CFP | Percentage of assets, Fixed fees |
| Rebecca Rawlinson | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Richard Barnett | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Riddhi Jain | HappyRich Capital | Mumbai, India | CFP | Percentage of assets, Hourly |
| Robert Hofmann | Roffman Miller Wealth Management | Phialdelphia | CFP | Percentage of assets |
| Robert Riegen | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Robin Sievers | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Roger Roble | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Ryan Bohm | Andina Advisors | Logan | CFP | Percentage of assets, Hourly |
| Samuel Webb | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Sarah Veverka | Guyasuta Investment Advisors | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Scott North | Clearpath Legacy Planning | Denver | Not listed | Percentage of assets |
| Sevag Ossipian | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Shawn Hudspeth | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Sophie Young | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Spencer Cooper | RZH Advisors | Stamford | CFP | 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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