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 |
|---|---|---|---|---|
| Stephen Reeves | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Steven Hillstead | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Steven Kleyn | Aletheian Wealth Advisors | Bellevue | CFA | Percentage of assets, Fixed fees |
| Steven Rosenberg | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Susan Becker | Nicollet Investment Management | Minneapolis | CFA | Percentage of assets |
| Susan Sofronas | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Suzanne Wetzel | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Tamara Surratt | Legacy Family Office | Bonita Springs | Not listed | Fixed fees |
| Tanner Dance | Andina Advisors | Logan | CFA | Percentage of assets, Hourly |
| Taylor Champion | Chesley, Taft & Associates | Chicago | CFP, CFA | Percentage of assets, Fixed fees |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Terry Edwards | Womack Wealth and Business Management | Albuquerque | Not listed | Percentage of assets, Hourly |
| Theodore Brooks | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| Theodore Hellman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| Thomas Holt | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Thomas Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Thomas Sullivent | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Timothy Koski | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Timothy Malloy | Birch Hill Investment Advisors | Boston | CFP | Percentage of assets |
| Timothy Mosier | Cairn Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Tom O'Neill We are a multi generational wealth management team. | Not listed | Mount Laurel | Not listed | Percentage of assets |
| Tor Peery | Anchor Capital Management | Ithaca | Not listed | Percentage of assets, Hourly |
| Travis Johnson | Generational Private Wealth | Ashburn | CFP | Percentage of assets |
| Trevor Scheid | Luminescent Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Tricia Eliason | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Tyler Kiepke | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Veronica Fox | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Wallace Hope | Legacy Wealth Management | Memphis | CFA | Percentage of assets, Fixed fees |
| Wesley Cullinane | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Wesley Jensen | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Wesley Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Westley Schubert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Will Holdren | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| William Berger | Fortiter Wealth Management | Houston | CFA | Percentage of assets |
| William Burns | Burns Matteson Capital Management | Corning | CFP, ChFC | Percentage of assets, Hourly |
| William Coughlin | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Zachary Sirota | IRON Financial | Cresskill | Not listed | Percentage of assets, Performance-based fees |
| Zaheer Poptani | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Zealan Hoover | Torrey Growth & Income Advisors | Washington | Not listed | Percentage of assets, Hourly |
| Zuzanna Kaczmarek | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Aaron Haase | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Adam Glassman | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Adam Minor | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Adrian Lyles | Lyles Wealth Management | Calhoun | Not listed | Percentage of assets |
| Alan Glassman | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Alan Tocman | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Alexander Waesche | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Alexandra Ong | Monograph Wealth | Manhattan Beach | 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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