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 |
|---|---|---|---|---|
| Zacharia Waxler | Equinum | Brooklyn | Not listed | Percentage of assets |
| Zachary Lountzis | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Ahsoo Ahn | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Alan Tubbergen | Advisory Advocates | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Andrew Straus | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Anne Christopulos | West Branch Capital | Hyannis | Not listed | Percentage of assets, Fixed fees |
| Anthony Zanetti | Mardin Capital Group | Rye | Not listed | Percentage of assets |
| Antoine Souma | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Ayaz Mahmud | West Branch Capital | Amherst | Not listed | Percentage of assets, Fixed fees |
| Azelia Betancourt | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Baltazar Moreno Fuentes | Moreno Capital | West Palm Beach | Not listed | Percentage of assets, Fixed fees |
| Benjamin Dickey | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Braden Seymour | Kleinfelder Capital | Cincinnati | Not listed | Percentage of assets, Hourly |
| Brendan Moleski | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Brian Herbst | The Herbst Group | Westfort | Not listed | Percentage of assets |
| Bruce Kardon | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Carlton Dewey | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Charles Heekin | Millennial Wealth Advisors | Delray Beach | Not listed | Percentage of assets, Hourly |
| Christina Copeland | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Colin Dowdeswell | KDT Advisors | Monaco | Not listed | Percentage of assets, Hourly |
| Colton Tubbs | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Craig Weston | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Dallas Messenger | Sandlot Private Wealth | Orem | Not listed | Percentage of assets, Performance-based fees |
| Daniel Blake | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Daniel Megill | World Market Advisors | Hanover | Not listed | Hourly |
| David Devito | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| David Lorine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| David Thomas | Equitas Capital Advisors | New Orleans | Not listed | Percentage of assets, Fixed fees |
| Debora Nunez | L&S Advisors | Centennial | Not listed | Percentage of assets, Hourly |
| Derek Fossier | Equitas Capital Advisors | New Orleans | Not listed | Percentage of assets, Fixed fees |
| Edlyn Ruiz | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Elizabeth Burgess | Advisory Advocates | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Ellen Lazarus | Charles Pratt & Company | New York | Not listed | Percentage of assets |
| Eric Sweet | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Gerald Sullivan | Gratus Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Hourly |
| Guillaume Decalf | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Ian Joyce | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Ian Mahmud | West Branch Capital | Amherst | Not listed | Percentage of assets, Fixed fees |
| Ian Manongdo | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Isaac Gard | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Jason Kalman | Schnieders Capital Management | Pasadena | Not listed | Percentage of assets |
| Jason Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| John Carrington | Sandlot Private Wealth | Orem | Not listed | Percentage of assets, Performance-based fees |
| John Hill | Advisory Advocates | Fort Wayne | Not listed | Percentage of assets, Fixed fees |
| Jonathan Pacheco Figueroa | Chapel Bridge Wealth Advisors | San Juan | Not listed | Percentage of assets, Fixed fees |
| Joseph Bonadies | Advisory Advocates | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Joseph Degeorge | Advisory Advocates | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Katie Kearns | Independence Asset Advisors | Wynnewood | Not listed | Percentage of assets |
| Kelley Zimmerman | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Keturah Cox | Resonant Capital Advisors | Madison | 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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