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 |
|---|---|---|---|---|
| William Dagley | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| William Gardner | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| William Ginsburg | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| William Lynn | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| William Martinet | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| William Pittenger | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Stites | KilterHowling | Boulder | CFA | Percentage of assets |
| William Thacker | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Yibo Huang | Sicart Associates | New York | CFA | Percentage of assets |
| Zachary Cleveland | Parcion Private Wealth | Bellevue | CFA | Percentage of assets, Fixed fees |
| Zachary Haberman | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Abhijeet Mhatre | HappyRich Capital | Monroe Township | Not listed | Percentage of assets, Hourly |
| Adam Desjardins | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Adam Meyer | Moonstone Asset Management | Brookhaven | Not listed | Percentage of assets |
| Adam Szymanski | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Alan Arcadipane | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Andrew Fisher | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Andrew Sencindiver | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Anthony Allen | Andina Advisors | Providence | Not listed | Percentage of assets, Hourly |
| Anthony Rossi | Integrated Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Arabelle Rachel Restauro | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Austin Collins | Integrated Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Beatrice Tiberii | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Benjamin Seaman | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Bradley Price | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Braiden Miller | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Brett Feldman | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Brian Caine | CSJ Wealth Management | Solana Beach | Not listed | Percentage of assets |
| Brian Zavalkoff | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| Cameron O'Neill | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Carlton Bradshaw | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Carshon Rodgers | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Catherine Fraga | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Charles Norton | Penn Davis McFarland | Dallas | CFA | Percentage of assets |
| Christopher Boyle | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Christopher Covato | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Christopher Jarrous | Galliott Capital Advisors | Beverly Hills | CFA | Percentage of assets, Hourly |
| Christopher Lamb | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Christopher Patton | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Cole Hofmann | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Connor Martin | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Courtney Mimmo | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Courtney Wages | Legacy Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Dan Jessop | Andina Advisors | Logan | Not listed | Percentage of assets, Hourly |
| Daniel Greenwald | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Daniel Hall | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| David Beach | Mill Capital Management | Concord | Not listed | Percentage of assets |
| David Grey | Family Fiduciary Services | Beverly | Not listed | 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.
More in the methodology.