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 |
|---|---|---|---|---|
| Noah Hannon | ABS Legacy Partners | Hickory | Not listed | Percentage of assets, Hourly |
| Parker Johnson | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Patrick Greenhalgh | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |
| Patrick McGinnis | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Patrick Sheppard | Atlantic Retirement & Wealth Advisors | Johns Island | Not listed | Percentage of assets, Hourly |
| Paul Magovern | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Paul Thompson | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Paula Pienkowska | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Quinn Longhurst | Andina Advisors | Logan | Not listed | Percentage of assets, Hourly |
| Rafael Quiros | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Raony Zica de Carvalho | Carvalho Investment Group | Austin | Not listed | Percentage of assets, Hourly |
| Reuben Stewart | Navigate Wealth Management | Birmingham | Not listed | Percentage of assets |
| Richard Bond | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Richard Hall | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Robert Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Robert Oneil | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Robert Wurster | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Ronald Bartosh | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Ronald Johnson | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Ryan Becker | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Ryan Carrington | Sandlot Private Wealth | Orem | CFA | Percentage of assets, Performance-based fees |
| Ryan Crooks | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Ryan Knabusch | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Samuel Magid | Capital Counsel | New York | Not listed | Percentage of assets |
| Sarah Lynch | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Scott Roads | Spectra Investment Management | Stuart | Not listed | Percentage of assets, Hourly |
| Stephen Seo | L&S Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Stephen Topley | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |
| Stephen Wilchins | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Steven Abernathy | The Abernathy Group II Family Office | New York | Not listed | Percentage of assets, Hourly |
| Steven Wiggins | Indelible Wealth Group | Berthoud | Not listed | Percentage of assets, Hourly |
| Stuart Park | Park Miller | Walnut Creek | Not listed | Percentage of assets |
| Susan Arnold | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Sylvia Gilmore | Aletheian Wealth Advisors | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Terence Greene | Capital Counsel | New York | Not listed | Percentage of assets |
| Thomas Leidner | QP Wealth Management | Haven | Not listed | Percentage of assets, Hourly |
| Timothy Dowdeswell | KDT Advisors | Princeton | CFA | Percentage of assets, Hourly |
| Timothy Fahey | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Todd Knickerbocker | Stonebrook Private | Northville | Not listed | Percentage of assets, Fixed fees |
| Tony Gordon | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| William Abolghassem | Firethorn Wealth Partners | Augusta | Not listed | Percentage of assets, Hourly |
| William Downey | Rev Capital | Marietta | Not listed | Percentage of assets |
| William Hoover | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Abigail Miller | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Adam Hruby | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Alex Goldstein | Atlas Financial | West Palm Beach | Not listed | Percentage of assets, Fixed fees |
| Andrew Guez | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Andrew Macken | 7Two | Denver | Not listed | Percentage of assets, Fixed fees |
| Andrew Taylor | Jefferson Bridge Capital | Wildwood | 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.