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 |
|---|---|---|---|---|
| Kenneth Green | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Kenneth Long | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Kenneth Moore | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Kevin Cavanaugh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Kevin Cooney | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Kevin Kaleta | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Kevin Murdock | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kreighton Bieger | KilterHowling | Boulder | CFA | Percentage of assets |
| Kristen Jackson | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Kristina Green | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Kurt Laubinger | Potomac Wealth Management | Great Falls | Not listed | Percentage of assets, Hourly |
| Kurt Lofters | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kyle Fulton | Seneca Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kyle Keir | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| Kymberly Watson | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Landon Blodgett | Blodgett Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Landon Grams | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Lawrence Muscant | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Lee Boudouris | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Leo Kraunelis | Aspen Grove Capital | Avon | CFA | Percentage of assets, Fixed fees |
| Leslie Ann Gutierrez | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Lester Brackley | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Lisa Green | Sunpointe Investments | Bryn Mawr | Not listed | Percentage of assets, Fixed fees |
| Lisa Shive | RBG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Louis Marchant | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Louise Gibbs | Westview Investment Advisors | Burlington | Not listed | Percentage of assets, Hourly |
| Lucas Roberson | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Lyle Meek | Cerro Pacific Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Maggie Hartness | Legacy Wealth Management | Ridgeland | Not listed | Percentage of assets |
| Mallen Bruggeman | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Marc Rosenbach | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Marco Vidal | Sundial Wealth | Delray Beach | Not listed | Percentage of assets, Hourly |
| Mark Perry | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Eilert | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew McCarter | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Matthew McCarter | Onyx Bridge Wealth Group | Exton | Not listed | Percentage of assets, Hourly |
| Matthew Raines | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Matthew Sullivan | RBG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| Matthew Wallace | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Matthew Zeigler | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Meredith Fennebresque | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Bishop | Bishop & Company Investment Management | Erie | CFA | Percentage of assets, Hourly |
| Michael Cornfeld | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Michael Evans | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Michael Fredericks | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Michael Handy | Handy & Company Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Michael Loch | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
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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