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 |
|---|---|---|---|---|
| Jacob Swartz | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Jacqueline Rogers | Elevated Wealth | Bentonville | CFP | One-time planning fee |
| James Baynard | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| James Demmert | Main Street Research | Lakeville | Not listed | Percentage of assets |
| James Ek | PCM Encore | Woburn | Not listed | Percentage of assets, Fixed fees |
| James Fisher | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| James Harlow | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| James Hough | Arbor Investment Advisors | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| James Spangler | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Jamie Cox | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Jamie Rugg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Janelle Durbin | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Jasmine Miller | Kilter Group | Peoria | Not listed | Percentage of assets, Fixed fees |
| Jason Born | Stirling Bridge Wealth Partners | Mcclure | CFA | Percentage of assets |
| Jason Wood | Rothschild Capital Partners | New York | Not listed | Percentage of assets, Hourly |
| Jasper Vaccaro | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Jeffrey Heisler | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Jeffrey Kopp | Cardea Capital Advisors | Jacksonville | Not listed | Percentage of assets, Fixed fees |
| Jeffrey McClean | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Jeffrey Strode | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Jennifer Ziesk | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| Jeremiah Barwick | Keen Capital | Chapin | Not listed | Percentage of assets, Hourly |
| Joan Woodard | Woodard & Company Asset Management Group | Bermuda Run | Not listed | Percentage of assets |
| Joanne Keller | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Joel Braswell | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| John Chiacchiero | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| John Dabov | Kelman-Lazarov | Memphis | Not listed | Percentage of assets, Hourly |
| John Dame | Rothschild Capital Partners | Washington Dc | Not listed | Percentage of assets, Hourly |
| John Gavin III | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| John Hofman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| John Hollahan | Arlington Wealth Management | Arlington Heights | Not listed | Percentage of assets, Fixed fees |
| John Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| John Pantekidis | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| John Rosswog | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| John Sanderson | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| John Schnieders | Schnieders Capital Management | Pasadena | CFP, CFA | Percentage of assets |
| John Woodard | Woodard & Company Asset Management Group | Bermuda Run | Not listed | Percentage of assets |
| John Woodard | Woodard & Company Asset Management Group | Bermuda Run | Not listed | Percentage of assets |
| John Youngman | Osprey Private Wealth | New York | Not listed | Percentage of assets |
| John Zaro | Bourgeon Capital Management | Darien | CFA | Percentage of assets, Fixed fees |
| Johnathan Butler | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Johnny Jones | Atlatl Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Jonathan Berry | TrueHaven Capital | Richardson | Not listed | Percentage of assets, Hourly |
| Jonathan Garlow | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Jonathan Nadler | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Jordan King | Gibraltar Capital Management | Tulsa | 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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