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 |
|---|---|---|---|---|
| Samer Eshmawy | Azzad Asset Management | Falls Church | CFP | Percentage of assets |
| Sara Lovell | 21 West Wealth Management | Tustin | CFP | Percentage of assets |
| Stephen Poplaski | Washington Trust Wealth Management | Westerly | CFP, CPA, PhD | Percentage of assets, Fixed fees |
| Tammy Trenta | Family Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Thomas Keller | Keller Wealth Advisors | Victoria | CFP, PFS | Percentage of assets |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Thomas Van Spankeren | RISE Investments | Chicago | CFP, CFA | Percentage of assets |
| Tristan Jacobi | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Ulrich Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Vincent DeCrow | RISE Investments | Chicago | CFP | Percentage of assets |
| Wenma Gorman | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Zane Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Abby Bennett | Verum Partners | Charlotte | CExP, CFP | Percentage of assets, Fixed fees |
| Adam Harding | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Aidan Ryan | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Alan Bunn | BentOak Capital | Lubbock | CFP | Percentage of assets, Hourly |
| Alexis Delia | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Anthony Carrino | Roble Belko & Company | Newtown | CFP, ChFC | Percentage of assets, Fixed fees |
| Brandon Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Bryan Ward | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Carson Kunkle | Harding Wealth | Tempe | CFP, ChFC | Percentage of assets, Fixed fees |
| Christopher Browning | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Cody Schaefer | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| David Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Young | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Deborah Gianelli | Whole Family Financial Services | Bothell | CFP | Hourly, Percentage of assets |
| Frank Garcia | Frankly Finances | Winter Park | CFP, CFA | Hourly, Flat fee or retainer |
| Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. | Ascend Investment Partners | Ogden | CFP | Percentage of assets, Hourly |
| Genti Cici | Wealthy & Wise Family Office | Columbia | CFP | Percentage of assets, Hourly |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Hayden Hill | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. | Not listed | Bentonville | CFP | Percentage of assets, Flat fee or retainer |
| Jack Zinser | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Jacqueline Cannella | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| James Sargent | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Jason McGarraugh | BentOak Capital | Katy | CFP | Percentage of assets, Hourly |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence. | Arcadia Capital | Saline | CFP | Percentage of assets |
| Keith Trent | BentOak Capital | Lubbock | CFP, ChFC | Percentage of assets, Hourly |
| Kelly Brown | Brown PCFO | Bellingham | CFP | Percentage of assets, Hourly |
| Keythe Ward-Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Laura Werner | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ | Firm Foundation Family Wealth | Ft. Lauderdale | CFP | Percentage of assets |
| Madison Wallace | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Mario Posteraro | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Mark Aguilar | ProCore Advisors | Newport Beach | CFP | Percentage of assets, One-time planning fee |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
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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