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 |
|---|---|---|---|---|
| Arthur Swalley | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ashley Ketchum | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Ashlie Bostick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Ashton Green | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Aureliana Lopes Monteiro | Strategic Wealth Capital | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Austin Cua | Potentia Wealth | San Jose | CFP | Percentage of assets, Fixed fees |
| Austin Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Axel Bellars | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Barclay Nelson | Birch Capital Management | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Ben Loeffler | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Benjamin Peters | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Brad Harris | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Braeden Mischke | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Brendon Johnson | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Brenton Bersin | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Brett Grossman | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Brian Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Brian Rettig | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Brian Vandenbrink | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Brooks Rarden | Gilpin Wealth Management | Las Vegas | CFA | Percentage of assets, Hourly |
| Bruce McCrea | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Bryan Linn | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Bryan McCrea | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Caeden Goering | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Caleb Smoes | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
| Carlo Magno Santos-Ocampo | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| Carlos Butcher | Birch Capital Management | Dallas | CFP | Percentage of assets, Hourly |
| Carson Brown | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Charles Corkery | PUREfi Wealth | Boston | CFP | Percentage of assets, Hourly |
| Charles Poe | Grand Central Investment Group | Tampa | CFA | Percentage of assets, Hourly |
| Charles Tricomi | Greenwich Wealth Management | Greenwich | CFP, CFA | Percentage of assets, Hourly |
| Charlotte Anten | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Christian Paterok | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Christopher Anderson | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Christopher Fry | Capital Asset Management | Columbus | Not listed | Percentage of assets |
| Christopher Huston | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Christopher Reyes | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Clarissa Candelario | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Clayton Earle | Elevate Wealth Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Clifford Kolson | Family Wealth Leadership | Irvine | Not listed | Percentage of assets, Hourly |
| Clinton Simmons | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Coleman Shwayder | 7Two | Denver | CFP | Percentage of assets, Fixed fees |
| Connie Biselx | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Cort Barrett | White Aspen Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Craig Harvey Field | Alluvial Wealth Management | Matthews | Not listed | Percentage of assets, Fixed fees |
| Dalin Jewett | Tanara Wealth Management | Lehi | Not listed | Percentage of assets, Hourly |
| Dana Strickland | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Daniel Boyle | Provident Investment Management | Novi | CFA | Percentage of assets |
| Daniel De Mille | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Daniel Estes | Pin Oak Investment Advisors | Houston | CFP | 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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