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 |
|---|---|---|---|---|
| Leann Sullivan | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Liam Toohey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Marc Jimenez | CAM Investor Solutions | Austin | CFP, CFA | Percentage of assets, Hourly |
| Maria Kelly | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Mario Zumbo | Preserve Private Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Mark Eggleston | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Mark Schiller | WS Wealth Management | Fargo | CFP | Percentage of assets, Hourly |
| Mark Wesson | BMSS Wesson Wealth Solutions | Birmingham | CFP | Percentage of assets, Hourly |
| Matthew Berhow | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Michael Meehan | TFC Financial | Boston | CFP, PFS | Percentage of assets, Hourly |
| Michael Pumphrey | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Michael Yang | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |
| Miguel Rios Amurrio | TQM Wealth Partners | Marblehead | CFP | Percentage of assets, Hourly |
| Nathan Burleson | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Nicholas Bzovi | Ducere Wealth Management | Newport Beach | CFA | Percentage of assets |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Noah Polk | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Patrick Grooms | Westwind Capital | Las Cruces | CFP, CFA | Percentage of assets |
| Patrick Swift | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Peter Bobolia | Destiny Capital | Denver | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Peter D'Agati | Stembrook Asset Management | Jersey City | CFA | Percentage of assets |
| Peter Eberhart | Henry H. Armstrong Associates | Pittsburgh | CFP | Percentage of assets |
| Peter Faust | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Peter Levine | Velara Wealth Management | New York | CFP, ChFC | Percentage of assets, Hourly |
| Philip Matalucci | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Randolph Hardy | Factor Wealth Management | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Rielle Sanidad | Presidio Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Robert Bilkie | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Robert Dwyer | Heritage Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Robert Enright | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Robert Klefsaas | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Roger Lowe | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Ronald Price | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Samuel Graham | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Scott Demaagd | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Scott Lieberwirth | Westwind Capital | Las Cruces | CFP | Percentage of assets |
| Scott Sandee | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Scott Udkler | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Shawn Landis | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Sophia Zundel | Tower View Wealth Management | Shorewood | CFP | Percentage of assets, Hourly |
| Spencer Funk | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| Stacey Panenhanouvong | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stefanie Porter | White Pine Investment Co | Livonia | CFP | Percentage of assets |
| Steven Lugar | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Stone Churby | Presidio Capital Management | San Diego | CFP | 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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