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 |
|---|---|---|---|---|
| Kevin Matthews | Matthews Advisors | Colorado Springs | Not listed | Percentage of assets |
| Kristin Sindoni | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Lacy Redwine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Larry Andreano | Advisory Advocates | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Leanne Sindell | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lin-Chun Liu | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Linda Armstrong | World Market Advisors | South Royalton | Not listed | Hourly |
| Mario Tate | Millennial Wealth Advisors | Delray Beach | Not listed | Percentage of assets, Hourly |
| Mary Daly | Independence Asset Advisors | Dublin | Not listed | Percentage of assets |
| Michael Cook | Advisory Advocates | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Nathan Alexander | Resonant Capital Advisors | Brookfield | Not listed | Percentage of assets, Hourly |
| Nathan Burns | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Nicolas Benit | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Ofer Ben-Menahem | L&S Advisors | Irvine | Not listed | Percentage of assets, Hourly |
| Omeed Zarrin | The Herbst Group | New York | Not listed | Percentage of assets |
| Patrick Barry | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Philip Richter | Hollow Brook Wealth Management | Katonah | Not listed | Percentage of assets, Fixed fees |
| Ralph Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Rebecca Renninger | Independence Asset Advisors | Wynnewood | Not listed | Percentage of assets |
| Renee Davies | Chapel Bridge Wealth Advisors | San Juan | Not listed | Percentage of assets, Fixed fees |
| Robert Felty | Penn Davis McFarland | Dallas | Not listed | Percentage of assets |
| Robert Kintz | Mardin Capital Group | Rye | Not listed | Percentage of assets |
| Robert Ogden | Penn Davis McFarland | Dallas | Not listed | Percentage of assets |
| Roger Dowdeswell | KDT Advisors | Princeton | Not listed | Percentage of assets, Hourly |
| Ryan Brouillette | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ryon Beyer | Generational Private Wealth | San Juan | Not listed | Percentage of assets |
| Samantha Williams | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Shea Ogara | Schnieders Capital Management | Phoenix | Not listed | Percentage of assets |
| Smara Savoy | We Financial Group | East Windsor | Not listed | Percentage of assets, Hourly |
| Sy Lippman | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Thomas Baumgart | Chesley, Taft & Associates | Chicago | Not listed | Percentage of assets, Fixed fees |
| Thomas Marini | Resonant Capital Advisors | Brookfield | Not listed | Percentage of assets, Hourly |
| Timothy Davis | Kleinfelder Capital | Cincinnati | Not listed | Percentage of assets, Hourly |
| Todd Gordon | Inside Edge Capital | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Tyler Craig | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Whitney Holland | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| William Hall | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| William Redder | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Zenia Delgado | Galliott Capital Advisors | Beverly Hills | 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.
More in the methodology.