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 |
|---|---|---|---|---|
| Harold Classick | Denver Private Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Heath Clevenger | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Heather Dean | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Hideyoshi Watanabe | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Hubert Lenczowski | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Ian Skurdal | RiskBridge Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| Jack Dolan | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Jaclyn Campis | Tomoro | Colts Neck | CFA | Percentage of assets, Hourly |
| Jake Crosby | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jake Pendl | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| James Demarest | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| James Leopold | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| James Montgomery | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| James Robinson | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| James Spoor | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jason Saxon | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jean-Andre Corpuz | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Jeffrey Bullock | Cedarwood Wealth | Highlands Ranch | Not listed | Percentage of assets |
| Jeffrey Stuermer | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Jeffrey Thomas | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Wetta | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Jerad Rosburg | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jerald Betts | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Jeremy Schlanger | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Jeremy Six | Foster & Wood | Lake Oswego | Not listed | Percentage of assets, Fixed fees |
| Jesse Poznikowich | Aspen Grove Capital | Avon | CFA | Percentage of assets, Fixed fees |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Joel Regier | Bondurant Investment Advisory | Evanston | Not listed | Percentage of assets, Fixed fees |
| John Brennecke | Timber Creek Capital Management | Boston | CFA | Percentage of assets |
| John Crawford | Tranquility Partners | Brentwood | CFA | Percentage of assets |
| John Ferraro | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| John Fulmer | Shelton Wealth Management | Fort Worth | Not listed | Percentage of assets, Hourly |
| John Gray | Hamilton Gray Wealth Management | Houston | Not listed | Ongoing planning fee |
| John Haubert | Zeches Wealth Management | Tucson | Not listed | Percentage of assets, Hourly |
| John Kingery | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Jonathan Martin | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Jonn Wullschleger | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Joseph Gilligan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Joseph Shea | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Joshua Beckerman | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Joshua Kaufman | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Julie Shah | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Justin Scotto | Tomoro | Colts Neck | ChFC | Percentage of assets, Hourly |
| Karo Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Katherine Battey | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Katherine Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Kaushal Majmudar | Ridgewood Investments | Springfield | Not listed | Percentage of assets, Hourly |
| Kawika Shoji | Regency Capital Management | Honolulu | Not listed | Percentage of assets |
| Keith Schicker | Zuckerman Investment Group | Chicago | 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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