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 |
|---|---|---|---|---|
| Joseph Davies | Chapel Bridge Wealth Advisors | San Juan | CFA | Percentage of assets, Fixed fees |
| Joseph Foley | Fortiter Wealth Management | Houston | Not listed | Percentage of assets |
| Joseph Pendenza | Greater Gifts Family Office | Fort Myers | Not listed | Percentage of assets, Hourly |
| Joshua Barnes | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Julie Brim | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Justin Berrie | Capital Counsel | New York | Not listed | Percentage of assets |
| Justin Leveille | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Karen Natkin | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Katherine Brabenec | Firethorn Wealth Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Keith Olshove | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Kelly Hansen | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Kenneth Ouellette | Orca Wealth Management | New Port Richey | Not listed | Percentage of assets, Hourly |
| Kenneth Simpson | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| Kevin Bonacci | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Kevin Quiros | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Kevin Sweeney | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| Kimberli Marino | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Kurt Schuler | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Lauren Blum | Capital Counsel | New York | Not listed | Percentage of assets |
| Lawrence Gale | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Lawrence Miller | Family Fiduciary Services | Newton | Not listed | Percentage of assets |
| Lindsey Colaco | JL Bainbridge | Sarasota | Not listed | Percentage of assets |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Lori Hartman | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Lucie Estabrook | Birchbrook | Bangor | Not listed | Percentage of assets, Hourly |
| Lynn Elliott | Fortiter Wealth Management | Houston | Not listed | Percentage of assets |
| Marc Maddox | TrueLine Wealth Group | Hattiesburg | Not listed | Percentage of assets, Hourly |
| Mark Januszewski | Tax Advantage Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Mark Scott | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Mark Wendell | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Marvin Riddle | Rev Capital | Marietta | Not listed | Percentage of assets |
| Matthew Friedman | Capital Counsel | New York | Not listed | Percentage of assets |
| Matthew Malicki | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Soucy | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Matthew Topley | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |
| Matthew Wootten | Silver Birch Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Megan Keenan | Lansing Street Advisors | Yardley | Not listed | Percentage of assets, Fixed fees |
| Megan Mandigo | Silver Birch Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Melissa Starr | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Micah White | Spectra Investment Management | Stuart | Not listed | Percentage of assets, Hourly |
| Michael Stoffregen | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| Michel Bethea | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Nate Miles | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Nathan Travis | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicholas Heyer | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicholas Willenbring | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Nicole Kustok | Evansbrook Capital Management | Bolingbrook | Not listed | Percentage of assets |
| Nicole Scarpati | Capital Counsel | New York | 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.