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 |
|---|---|---|---|---|
| Jolie Tixier | Westwind Capital | Las Cruces | Not listed | Percentage of assets |
| Jonas Rees | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jonathan Cox | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Jonathan Kline | Lakewood Financial Group | Tafton | Not listed | Percentage of assets |
| Jonathan McGraw Bentley | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jonathan Stirling | Westwind Capital | Centennial | Not listed | Percentage of assets |
| Jorden Bastien | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Joseph Anderson | Colonial Trust Company | Spartanburg | CFP | Percentage of assets, Fixed fees |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Joseph Chrisman | Monograph Wealth | Manhattan Beach | CFA | Percentage of assets, Hourly |
| Joshua Graham | Westview Investment Advisors | Burlington | CFA | Percentage of assets, Hourly |
| Joshua Shaffer | Trinity Financial Advisors | Columbus | CFA | Percentage of assets, Fixed fees |
| Justin Souder | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Kaitlin Jordan | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Katherine Davis | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Katherine Letsos | Joyce Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Kathleen Carbone | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Kathleen Cefalu | Downtown Wealth Studios | Ipswich | Not listed | Percentage of assets, Fixed fees |
| Kathryn Smith | Colonial Trust Company | Greenville | CFP, PFS | Percentage of assets, Fixed fees |
| Kaylan Adams | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Keley Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kelsey Sullivan | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Kevin Lindley | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kevin Penner | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Kevin Schwall | Tillman Hartley | Denver | CFA | Percentage of assets, Fixed fees |
| Kevin Swanson | Potentia Wealth | San Jose | CFP | Percentage of assets, Fixed fees |
| Khristopher Torres | RiversEdge Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Kim Nordmo | Artience Capital | Gardnerville | Not listed | Percentage of assets, Hourly |
| Kimberly Overby | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Kody Williams | Saling Wealth Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kristine Pattison | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Kurt Gunter | Lake Hills Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| Kyle Neese | Sunpointe Investments | St. Louis | CFA | Percentage of assets, Fixed fees |
| Laleeta Hill | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Laura Kohler | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Laura Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Lauren Desmarteaux | Preserve Private Wealth | Port St. Lucie | Not listed | Percentage of assets, Fixed fees |
| Lauren Fine | Beatrice Advisors | Cleveland | CFA | Percentage of assets, Fixed fees |
| Lauren Truer | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Linda Yu | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Lindsey Johns | Zuckerman Investment Group | Chicago | CFP | Percentage of assets |
| Lloyd Wong | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Logan Pettus | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Lucas Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| M'Lissa Brillhart | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Madison Carleton | Heritage Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Marcel Quiroga | TQM Wealth Partners | Marblehead | Not listed | 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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