# James Gorzynski

> James Gorzynski is a fee-only financial advisor at Certified Exit Planners in Charlotte, North Carolina. James charges a one-time planning fee and a flat fee or retainer and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/james-gorzynski/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Certified Exit Planners
- **Based in:** Charlotte, North Carolina
- **Fee model:** One-time planning fee; Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** Under $25M
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Real estate investors, Crypto & digital assets, Founders (pre-exit)
- **Works with:** High earners, HENRY (High Earners, Not Rich Yet), Executives, Founders, Pre-retirees, Multi-generational families, Early-career professionals, Retirees, Divorced individuals, Real estate investors
- **Website:** https://certifiedexitplanners.com/

## About

Through strategic exit planning, we serve small business owners who want to increase the value of their company by 72%, save on taxes, engineer a smoother transition, and reduce disappointment post sale:

1. Grow then exit
2. Sell soon strategically
3. Learn more about the process

## Frequently asked questions

### Is James Gorzynski a fee-only financial advisor?

Yes. James Gorzynski is listed in the public advisor directory (listed as fee-only).

### How does James charge for financial advice?

James charges a one-time planning fee and a flat fee or retainer.

### Where is James Gorzynski based?

James Gorzynski is based in Charlotte, North Carolina.

### What does James specialize in?

James's specialties include small business owners, retirement planning, family wealth transfer, real estate investors, crypto & digital assets and founders (pre-exit). James works with high earners, HENRY (High Earners, Not Rich Yet), executives, founders and pre-retirees.

### How much does Certified Exit Planners manage?

Certified Exit Planners reports Under $25M in assets under management.

### How do I contact James Gorzynski?

Through James's website, certifiedexitplanners.com.

## Sources

- Public advisor directory: listed as fee-only
- The firm's website (https://certifiedexitplanners.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.