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 |
|---|---|---|---|---|
| Adrian Kutko | Lynx Investment Advisory | Washington | Not listed | Percentage of assets, Fixed fees |
| Aina Moliner I Serra | Lynx Investment Advisory | Washington | Not listed | Percentage of assets, Fixed fees |
| Alexander Gambrell | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Alexander Puziol | Manchester Capital Management | Montecito | Not listed | Percentage of assets, Fixed fees |
| Alexandra Boyles | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Alexis Buchholz | BFG Wealth Management | Dallas | Not listed | Percentage of assets |
| Alfred Cerrati | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Alfred Cheung | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Alyssa Crews | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Amanda Blake | Intelligent Investing | Greenville | Not listed | Percentage of assets, Hourly |
| Amanda Dixon | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Amanda Rocca | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Amar Pandit | HappyRich Capital | Mumbai, India | CFA | Percentage of assets, Hourly |
| Amir Monsefi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Andre Laplante | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Andrea Darden | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Andrea Russo | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Andreas Migliaccio | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Andrew Damico | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Andrew Farinelli | Wavvest | Chicago | Not listed | Percentage of assets |
| Angela Simmons | ABS Legacy Partners | Hickory | CFA | Percentage of assets, Hourly |
| Angelina Bulbotka | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Angelique Dumler | Inlight Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Angelo D'Amato Goodenough | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Anil Kothari | HappyRich Capital | Monroe Township | CFA | Percentage of assets, Hourly |
| Anita Bustos | OAC Capital Advisors | Cumming | Not listed | Percentage of assets, Hourly |
| Ann Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| Anna Byrne | Kendall Wealth | Randolph | Not listed | Percentage of assets, Hourly |
| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Austin Doebler | RZH Advisors | Stamford | CFA | Percentage of assets, Hourly |
| Balfoure Brenes | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Ben Emons | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Benjamin Armellini | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Benjamin Clark | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Benjamin Esser | Inlight Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Benjamin Hunter | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Bethany Parker | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Blake Chrisman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Bradley O'Loughlin | Resonant Capital Advisors | Madison | CFP, ChFC | Percentage of assets, Hourly |
| Brailyn Robertson | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Brandon Trank | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Brendan King | Wavvest | Chicago | Not listed | Percentage of assets |
| Brendon Yi | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Bret Breibeck | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Brett Miller | Birchbrook | Bangor | CFA | Percentage of assets, Hourly |
| Brett Mirliani | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Brian Grimditch | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Brian Quintana Guzman | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Brian Rudisill | Novare Capital Management | Charlotte | CFA | 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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