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 |
|---|---|---|---|---|
| Michael McIntyre | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Michael Pearson | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Michael Richter | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Michelle Halpin | Grand Central Investment Group | Tampa | Not listed | Percentage of assets, Hourly |
| Miles Green | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Mitchell Herr | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| N Alexander Alard | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Nancy Tolli | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Natalie Gallo | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Natalie Miller | Aspen Grove Capital | Denver | CFA | Percentage of assets, Fixed fees |
| Nathan Mumford | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Nicholas Rotello | 7Two | Denver | CFA | Percentage of assets, Fixed fees |
| Nicholas Sutro | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Orville Igharas | Piedmont Trust | Greenboro | Not listed | Percentage of assets, Fixed fees |
| Parker Taylor | Paradigm Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Evans | Grant Street Asset Management | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Patrick Hitchcock | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Patrick Knowles | The Knowles Company | Oakton | Not listed | Percentage of assets, Hourly |
| Paul Furcinito | Florek Financial | Duxbury | Not listed | Percentage of assets, Hourly |
| Paul Lynch | Greenwich Wealth Management | Greenwich | CFA | Percentage of assets, Hourly |
| Paul Maynor | Onyx Bridge Wealth Group | Dover | Not listed | Percentage of assets, Hourly |
| Paul Weaver | CORE Wealth Advisors | Lakeland | Not listed | Percentage of assets, Hourly |
| Peter Christakos | Christakos Financial | Westfield | Not listed | Percentage of assets, Hourly |
| Philip Devries | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Philip Kernen | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Quinn Dippel | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Randall Kronour | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| Raymond Wilson | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Raymundo Flores | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Richard Crawford | Highline Private Wealth | Jacksonville | Not listed | Percentage of assets |
| Richard Franz | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Richard Fruth | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Richard Heidemann | Paragon Capital Management | Overland Park | CFA | Percentage of assets |
| Richard Kuchen | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Richard Leimgruber | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Riley Gessner | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Robert Armour | Zeches Wealth Management | Mesa | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Bolivia | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Robert Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Robert McDonald | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Robert Mooney | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Robert Stuermer | Peregrine Asset Advisers | Bend | Not listed | Percentage of assets |
| Robin Sterneck | Sterneck Capital Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Ross Smyth | Glassy Mountain Advisors | Brevard | CFA | Percentage of assets |
| Roy Hyde | Strategic Advisory Partners | Greensboro | Not listed | Percentage of assets, Hourly |
| Roy McGuffin | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| Ryan Bolanos | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Ryan Halleran | GenSphere Private Wealth | Sammamish | Not listed | Percentage of assets, One-time planning fee |
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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