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 |
|---|---|---|---|---|
| Nily Levy | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Noel Knox | Solve Consulting Group | Fort Wayne | Not listed | Percentage of assets |
| Norma Peralta Morales | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| Patrick Fischoeder | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Paul Simons | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Pranav Shingala | Prudent Prosperity | Little Elm | Not listed | Percentage of assets, Fixed fees |
| Ritesh Upadhyaya | Vigil Wealth Management | Ponte Vedra Beach | Not listed | Percentage of assets, Hourly |
| Robert Bond | Bright Vision Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Robert Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Robert Longsworth | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Ryan Mahoney | Cypress Asset Management | Peoria Heights | Not listed | Percentage of assets, Fixed fees |
| Ryan Ritchie | 7Two | Denver | Not listed | Percentage of assets, Fixed fees |
| Sally Branson | Texas Family Wealth | Friendswood | Not listed | Percentage of assets, Fixed fees |
| Samuel Gettis | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Sandra Swanson | Potentia Wealth | San Jose | Not listed | Percentage of assets, Fixed fees |
| Sandy Galuppo | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Sarah Shalala | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Scott Dunn | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Shannon Yarbrough | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Sheldon Steuer | Equinum | New York | Not listed | Percentage of assets |
| Soren Schwan | Atlas Financial | Lincoln | Not listed | Percentage of assets, Fixed fees |
| Stephanie Moroney | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Stephen Cavagnaro | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Steven Feeman | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Steven Thompson | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Terrance Cook | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Thomas Brennecke | Timber Creek Capital Management | Boston | Not listed | Percentage of assets |
| Thomas Leland | Southeast Asset Advisors | Mobile | Not listed | Percentage of assets, Hourly |
| Thomas Roth | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Thomas Trouba | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Timothy Griffin | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Timothy Jones | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Timothy Whitmoyer | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Todd Levine | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Tyler Cohen | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Tyler Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Tyler Rockwell | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Wade Hoffman | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Wayne Goldstein | Atlas Financial | Wellington | Not listed | Percentage of assets, Fixed fees |
| Wesley Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| William Enoch | Zuckerman Investment Group | Chicago | Not listed | Percentage of assets |
| William Hickey | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Nichols | PUREfi Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Ross | North Forty Two & | Lake Oswego | Not listed | Percentage of assets |
| William Wieters | Colonial Trust Company | Charleston | Not listed | Percentage of assets, Fixed fees |
| Youri Bujko | Thalassa Capital | Bend | 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.
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