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 |
|---|---|---|---|---|
| Mark Herskovitz | Equilibrium Wealth | Jerusalem, Israel | Not listed | Percentage of assets, Hourly |
| Mark Idzik | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Mark Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Mark Minder | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Mark Sansoterra | Highview Capital Management | Buffalo Grove | CFA | Percentage of assets |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Mark Strahs | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Martha Raghunauth | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Mary Patch | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Maryam Khoshreza | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Masahiro Yamazaki | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Mason Rike | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Matthew Civello | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Matthew Savoti | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Matthew Sullivan | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Matthew Szafranski | Chesley, Taft & Associates | Chicago | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Theil | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| McKenna Rice | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Meagan Roberts | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Megan Breslin | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Meghan Daters | Sand Hill Global Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Micah Wakefield | TrueHaven Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Michael Cropper | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael Dieschbourg | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Michael Flanagan | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Michael Horwath | Lansing Street Advisors | Ambler | CFA | Percentage of assets, Fixed fees |
| Michael Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Michael Kleinfelder | Kleinfelder Capital | Cincinnati | CFP | Percentage of assets, Hourly |
| Michael Lent | Veris Wealth Partners | Oakland | Not listed | Percentage of assets, Hourly |
| Michael Paulus | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Michael Roy | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Michael Sondag | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Mikai Thomas | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Milton Brown | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Mohammed Khalid | Nabata Investment Group | Mountlake Terrace | Not listed | Percentage of assets, Hourly |
| Morgan Roberts | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Nathan Freeman | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Ngoc Thuy Vy Nguyen | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Nicholas Evans | CM Wealth | Beachwood | Not listed | Percentage of assets, Hourly |
| Nicholas Hoffman | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Nicholas Lloyd | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Odette Thurston | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Osman Arain | Evansbrook Capital Management | Bolingbrook | CFA | Percentage of assets |
| Paige Roth | Pine Haven Investment Counsel | Fairhaven | 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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