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 |
|---|---|---|---|---|
| Grant Germscheid | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Gregory Nakano | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Guerry Harris | Paragon Capital Management | Overland Park | CFP | Percentage of assets |
| Harris Hanson | Texas Family Wealth | Friendswood | CFP | Percentage of assets, Fixed fees |
| Harrison Odaniell | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Henry Ford | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Henry Winship | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Howard Jordan | High Net Worth Advisory Group | Naples | CFP | Percentage of assets, Hourly |
| Ian Goldey | GoTo Financial | Westlake Village | Not listed | Percentage of assets, Hourly |
| Igor Yukhvidin | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Jacob Kidder | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jacob Martin | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Jacob Odum | Southeast Asset Advisors | Thomasville | CFP | Percentage of assets, Hourly |
| Jacob Pacini | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jagdish (Jay) Sitlani | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Jaime Cutter | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Jake Mossing We provide unbiased annuity guidance with no fees, no obligations. | Annuity Answers | Toledo | CFA | Percentage of assets, One-time planning fee |
| James Armstrong | Henry H. Armstrong Associates | Pittsburgh | Not listed | Percentage of assets |
| James Bertram | Baynes Investment Counsel | Franklin | Not listed | Percentage of assets, Hourly |
| James Carr | Keystone Global Partners | Denver | Not listed | Percentage of assets |
| James Fiske | Colonial Trust Company | Greenville | CFP | Percentage of assets, Fixed fees |
| James Proffitt | ProffittGoodson Private Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| James Rouse | Pin Oak Investment Advisors | Houston | CFP | Percentage of assets, Fixed fees |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| James Skubik | Provident Investment Management | Novi | CFA | Percentage of assets |
| Jamie Bigsby | Glassy Mountain Advisors | Bethesda | CFP | Percentage of assets |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jason Bruxvoort | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jason Kooyer | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jason Traff | Bisonwood Investments | Austin | CFA | Percentage of assets |
| Jaycee Carroll | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Emrich | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Jeffrey Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Jeffrey Shiffra | ARQ Wealth Advisors | Scottsdale | CFA | Percentage of assets, Fixed fees |
| Jennifer Migdal | Cove Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Jeremy Bardin | Elevate Capital | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Joel Petersen | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Dwyer | Sunpointe Investments | Clayton | CFA | Percentage of assets, Fixed fees |
| John Harper | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| John Imbusch | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| John Joyce | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| John Lorenz | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| John Merrill | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| John Palmer-Kamprath | Generational Legacies Wealth Management | Coeur D'Alene | CFP | Percentage of assets, Fixed fees |
| John Simms | Piedmont Trust | Greenboro | CFA | Percentage of assets, Fixed fees |
| John Vanderburgh | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
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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