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 |
|---|---|---|---|---|
| Stacee Kratovil | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Stephen Islander | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Steven Brandt | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Steven Campeas | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Steven Hutchison | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Stuart Herzog | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Sydney Kovacs | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Taylor Moody | Regimen Wealth | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Temiloluwa Adesodun | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Tera Probst | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| Theresa Sommerdyke | Three Seasons Wealth | Draper | Not listed | Percentage of assets, Fixed fees |
| Thomas Bruce | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Costigan | ArborFi Advisors | Ann Arbor | CFP | Percentage of assets |
| Thomas Fletcher | GenSphere Private Wealth | Gig Harbor | CFA | Percentage of assets, One-time planning fee |
| Thomas McGahan | Eamon Capital Management | Wexford | CFA | Percentage of assets, Hourly |
| Timothy Bellars | Bellars Harris Wealth Management | Mount Pleasant | Not listed | Percentage of assets, Fixed fees |
| Timothy Parker | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Tory Parke | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Travis Broadhurst | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Trevor Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Trevor O'Connor | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Troy Veldkamp | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Tyler Trahan | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Valerie Lemmon | Ridgewood Investments | Springfield | CFA | Percentage of assets, Hourly |
| Vincent Hourigan | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Warren Spoor | Sagace Wealth | St. Petersburg | PFS | Percentage of assets, Hourly |
| Wendell Hill | Three Seasons Wealth | Kaysville | Not listed | Percentage of assets, Fixed fees |
| William Blake | PMG Family Office | Plano | Not listed | Percentage of assets, Hourly |
| William Grant | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| William Kennedy | RiskBridge Advisors | Norwalk | CFA | Percentage of assets, Hourly |
| William Martin | Steel Grove | Memphis | CFA | Percentage of assets, Fixed fees |
| William McCaffrey | Glassy Mountain Advisors | Arlington | CFP | Percentage of assets |
| William Scorpio | Diamond Client Group | Fair Oaks Ranch | Not listed | Percentage of assets, Hourly |
| William Taylor | Kirk Capital Advisors | Vienna | Not listed | Percentage of assets, Hourly |
| William Velgersdyk | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Zachary Gutermuth | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Zachary Harris | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Aaron Izenstark | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Aaron Jeffries | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Aaron Morris | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Aaron Stern | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Aaron Stolpen | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Aaron Zitalone | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Adam Brown | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Adam Dani | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Adam Powell | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based 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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