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 |
|---|---|---|---|---|
| Harriet Parker | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Harry Figgie | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Henry Barre | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Henry Batts | Colonial Trust Company | Columbia | Not listed | Percentage of assets, Fixed fees |
| Isaac Miller | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| J. Pappas | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Jackson Kleinert | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Jacob Halberstam | Equinum | Lakewood | Not listed | Percentage of assets |
| James Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| James Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Jamie Roth | Solyco Wealth | Hanover | Not listed | Percentage of assets, Hourly |
| Jeffrey Diercks | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Jeffrey Kirwood | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| Jennifer Nagai | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Jeremy Suarez | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Jesus Duran | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| Joel Hussey | Truvista Advisors | Redmond | Not listed | Percentage of assets |
| John Platt | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| John Stetter | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| John Sullivan | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Jonathan Treussard | Treussard Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Jordan Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Joseph Griffin | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Joseph Grupp | Grupp Financial | Chandler | Not listed | Percentage of assets |
| Joshua Ireland | Jefferson Bridge Capital | Nashville | Not listed | Percentage of assets |
| Joshua Perlmutter | Atlas Financial | Chicago | Not listed | Percentage of assets, Fixed fees |
| Kalena Laurent | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Katherine Lauer | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Kelso Huffman | High Net Worth Advisory Group | Naples | Not listed | Percentage of assets, Hourly |
| Kevin Ellis-Rutherford | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Kristian Mtetwa | Atlas Financial | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Kyle Haesler | FarrCrest Capital | Reston | Not listed | Percentage of assets, Hourly |
| Laura McAree | Heritage Investors Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Lauren Hall | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Lucas Drumond | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Marie Palmer-Kamprath | Generational Legacies Wealth Management | Coeur D'Alene | Not listed | Percentage of assets, Fixed fees |
| Mary Hicks | Bright Vision Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Matthew Daigneault | Dirigo Financial | North Berwick | Not listed | Percentage of assets, Hourly |
| Matthew Grupp | Grupp Financial | Jackson | Not listed | Percentage of assets |
| Matthew Silvey | Texas Family Wealth | Friendswood | Not listed | Percentage of assets, Fixed fees |
| Matthew Stevens | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Menachem Lerman | Equinum | Ft. Lauderdale | Not listed | Percentage of assets |
| Michael Barondess | Aspen Grove Capital | Denver | Not listed | Percentage of assets, Fixed fees |
| Michael Estrada | Grupp Financial | Jackson | Not listed | Percentage of assets |
| Michael Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Michael Freeburg | Greenwich Wealth Management | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Michael Karlin | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Michael Saenz | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Nathaniel Sems | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Nicole Bogert | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
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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