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 |
|---|---|---|---|---|
| David Thompson | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Dawn Correia | Stillwater Capital Management | Carmel-By-The-Sea | Not listed | Percentage of assets |
| Debra Meyer | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Diego Reyes | Stillwater Capital Management | Carmel-By-The-Sea | Not listed | Percentage of assets |
| Douglas Tengdin | World Market Advisors | Hanover | CFA | Hourly |
| Earl Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Edward Moody | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| Emily Weimer | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Enoch Morris | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Eric Anderson | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Eric Barlow | Andina Advisors | Logan | Not listed | Percentage of assets, Hourly |
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
| Eric Lockerman | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Erin Willcutt | TrueLine Wealth Group | Pascagoula | Not listed | Percentage of assets, Hourly |
| Erol Gokbora | Park Miller | Walnut Creek | Not listed | Percentage of assets |
| Gary Mikula | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| George Cook | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Gerald Kane | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Ginger Harris | Andina Advisors | Logan | Not listed | Percentage of assets, Hourly |
| Henry Beukema | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Henry Kincaid | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Isai Juarez | Journey Equity Wealth Management | Downey | Not listed | Percentage of assets, Hourly |
| Ivy Alexander | RZH Advisors | Stamford | Not listed | Percentage of assets, Hourly |
| Jack Kazickas | CFM Wealth Partners | Austin | Not listed | Percentage of assets, Hourly |
| James Ho | West Branch Capital | Amherst | CFA | Percentage of assets, Fixed fees |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| James Martin | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| James Schnieders | Schnieders Capital Management | Pasadena | CFA | Percentage of assets |
| Jared Hoffman | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| Jason Joffe | Inlight Wealth | Atlanta | CFA | Percentage of assets, Fixed fees |
| Jean-Paul Atallah | RZH Advisors | Stamford | Not listed | Percentage of assets, Hourly |
| Jeffrey Helfrich | Penn Davis McFarland | Dallas | CFA | Percentage of assets |
| Jeffrey Johnson | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Jeffrey Todd | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Jen Nowitzke | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Jennifer Eastman | Birchbrook | Bangor | Not listed | Percentage of assets, Hourly |
| Jeremy Garskof | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Jerry Bainbridge | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Jessica Rickert | Novare Capital Management | Charlotte | Not listed | Percentage of assets |
| Jill Johnson | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Jimil Wilson | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Joan Giardina | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| Joel Oldham | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| John Darby | Inlight Wealth | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Gutierrez | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| John Mallozzi | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| John Pennington | Andina Advisors | Lehi | Not listed | Percentage of assets, Hourly |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Joseph Barry | Barry Investment Advisors | New Bedford | CFA | Percentage of assets, Fixed fees |
| Joseph Birch | Legacy Wealth Management | Memphis | 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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