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 |
|---|---|---|---|---|
| Craig Lukin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Craig Pfeiffer | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Craig Sneed | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Craig Steinbrink | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| Cynthia Curtis Nelson | Eagle Bay Family Office | San Juan | Not listed | Percentage of assets, Hourly |
| Cynthia-Elaine Schlanger | Onyx Bridge Wealth Group | Spring | Not listed | Percentage of assets, Hourly |
| Daniel Botti | Peregrine Asset Advisers | Portland | Not listed | Percentage of assets |
| Daniel Gamache | KilterHowling | Littleton | CFA | Percentage of assets |
| Daniel Speirs | Cerro Pacific Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Daniel Zuckerman | Zuckerman Investment Group | Chicago | CFA | Percentage of assets |
| Danielle Bailey | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Darin Snow | Denver Private Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| David Huber | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| David Miller | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| David Ringler | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| David Sommer | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| David Traff | Bisonwood Investments | Austin | Not listed | Percentage of assets |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Dennis Blodgett | Blodgett Wealth Advisors | Brentwood | Not listed | Percentage of assets, Hourly |
| Derek Stone | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Diana Malcom | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Dimitri Gnall | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Dodd Disler | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Douglas Kuhlman | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Drew Kittey | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Eduardo Gandara | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Flores | Legacy Wealth Advisors | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Elizabeth Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Elizabeth Meeks | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Mott | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Elliott Hollingsworth | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Emily Raymond | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Ethan Pollard | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Ethan Rush | Sigma Advisors | St. Louis | Not listed | Flat fee or retainer |
| Fabian Waldner | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Forbes Watson | Legacy Wealth Management | Ridgeland | Not listed | Percentage of assets |
| Frank Cooper | Grand Central Investment Group | Montreat | Not listed | Percentage of assets, Hourly |
| Frank Sterneck | Sterneck Capital Management | Park City | Not listed | Percentage of assets, Fixed fees |
| Fred Botek | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| George Greer | Sheeley & Partners Wealth Management | Providence | Not listed | Percentage of assets |
| George Seybolt | Eagle Bay Family Office | Boca Grande | Not listed | Percentage of assets, Hourly |
| Gladys Chow | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Grant Kerger | Peregrine Asset Advisers | Portland | Not listed | Percentage of assets |
| Gregory Desroches | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Gregory Johnson | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Gregory Watson | Cedarwood Wealth | Highlands Ranch | Not listed | Percentage of assets |
| Gretchen Straczewski | Tred Avon Family Wealth | Easton | Not listed | Percentage of assets, Hourly |
| Gunnar Marino | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Haley Tonge | CORE Wealth Advisors | Lakeland | 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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