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 |
|---|---|---|---|---|
| Brett Cicinelli | Confluence Capital Advisors | Woodland Hills | CFP, CFA | Percentage of assets |
| Bugra Bakan | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Cheryl Sherrard | Clearview Wealth Management | Charlotte | CFP, MA, MBA | Ongoing planning fee |
| Chris McCall | Journey Beyond Wealth | Kennesaw | CFP | Percentage of assets, Fixed fees |
| Christi Powell | Perissos Private Wealth Management | Bethany | CFP | Percentage of assets |
| Christopher Frayne | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Christopher Laughhunn | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Daniel Johnson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| David Faskas | Keller Wealth Advisors | Victoria | CFP, CFA | Percentage of assets |
| Deborah Klein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Edward Yoon | MQ Private Wealth | Torrance | CFP | Percentage of assets, Hourly |
| Eric Raether | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Erin Hadley | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Fatima Iqbal | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| George Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Grant Williams | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Gregory Barishian | Aurelius Family Office | Chepachet | CFP | Percentage of assets, Fixed fees |
| Hannah Gohmert | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Ibtasam Mahmood | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Jack Stemper | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Jacob Bartel | Birchcreek Wealth Management | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| James Griffin | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| James Nash | Clark Wealth Partners | O'Fallon | CFP, ChFC | Percentage of assets, Fixed fees |
| Jansen Davidson | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| John Carr | Carr Consulting P.A. | San Antonio | CFP | Percentage of assets, Fixed fees |
| John Payne | Birchcreek Wealth Management | Miami Township | CFP | Percentage of assets, Flat fee or retainer |
| Jordan Talbert | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Josefine Cays | Bridgewater Advisors Inc. | New York | CFA, CFP, EA | Percentage of assets |
| Joseph Williams | Precedent Wealth Partners | Houston | CFP, PFS | Percentage of assets |
| Julie Kern | Bridge Financial Strategies | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Kristin McKenna | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Kyle Kuyat | Defining Wealth | Franklin | CFP | Flat fee or retainer, One-time planning fee |
| Kyle Noack | Keller Wealth Advisors | Victoria | CFP | Percentage of assets |
| Lanita Wheetley | Aurelius Family Office | Jonesboro | CFP | Percentage of assets, Fixed fees |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Lazetta Braxton | The Real Wealth Coterie | New Haven | CFP | Ongoing planning fee, Percentage of assets |
| Lori Chittenden | Buckley Wealth | Las Vegas | CFP | Percentage of assets, Hourly |
| Luisa Pamela Mendoza | Ducere Wealth Management | Las Vegas | CFP | Percentage of assets |
| Marisa Bradbury | Sigma Investment Counselors | Lake Mary | CFP, CFA | Percentage of assets |
| Mark Buchanan | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Mark Parrett | Outpost Advisors | Holladay | CFP | Percentage of assets, Hourly |
| Matthew McCreary | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Michael Clark | Clark Wealth Partners | O'Fallon | CFP | Percentage of assets, Fixed fees |
| Michael Mullenax | Sigma Investment Counselors | Northville | CFP | Percentage of assets |
| Nancy Metzger | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Nicholas Maratta | Occidental Asset Management | Winter Springs | CFP | Ongoing planning fee |
| Rajiv Dixit | Serenity Capital Advisors | Pittsford | CFP | Percentage of assets |
| Reem Hussein | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Robin Brigham | Hager Investment Management Services | New London | CFP | Percentage of assets |
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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