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Fee-only advisors for small business owners

Small business owners hold the operating company and the household balance sheet at once. These advisors run the entity structure, owner-comp coordination, retirement-plan sponsorship, and eventual transition planning as a single integrated practice.

Fee-only onlySmall business owners

By the numbers

The Wellspent public graph lists 2,851 fee-only financial advisors focused on small business owners at 1,255 firms, most in Houston, Atlanta and New York. 45% hold the CFP certification. Of the 2841 with fees on file, 88% charge percentage of assets.

Advisors listed
2,851
Firms
1,255
Cities
820
Hold the CFP
45%
  • Other credentials: CFA 9% · CPA 2% · EA 1%
  • How they charge (of 2841 with fees on file): percentage of assets 88% · fixed fees 52% · hourly 48% · ongoing planning fee 14%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

2851 matching advisors

Fee-only advisors for small business owners: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Eden Bowen Fee-Only Financial Planning, L.C. Okatie CFP, MS Percentage of assets, Hourly
Eric Raether Canopy Wealth Management Middleton CFP Percentage of assets
Faruk Jaffer Index Gurus Concord CFP, ChFC Percentage of assets, One-time planning fee
Fatima Iqbal Azzad Asset Management Falls Church CFP Percentage of assets
Francisco Aguilar Puyol MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Gary Ferguson John Moore Associates Scottsdale CFP Percentage of assets, Fixed fees
George Williams Precedent Wealth Partners Houston CFP Percentage of assets
Gordon Shearer CRA Financial Northfield CFP Percentage of assets
Grant Williams Precedent Wealth Partners Houston CFP Percentage of assets
Ibtasam Mahmood Azzad Asset Management Falls Church CFP Percentage of assets
Jaco Jordaan Riverchase Wealth Management Upper St. Clair CFP, ChFC, CFA Percentage of assets, Fixed fees
Jacob Bartel Birchcreek Wealth Management Jacksonville CFP Percentage of assets, Flat fee or retainer
James Hargrave Pillar Financial Planning Raymore CFP Hourly, Flat fee or retainer
Jansen Davidson Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Jeffrey Belmonte SummitView Advisors Belmont CFP Percentage of assets
Jeffrey Clark Redwood Money San Jose CFP Percentage of assets, Ongoing planning fee
Jeffrey Hilliard CRA Financial Haddonfield CFP Percentage of assets
Jeffrey Vistica Vistica Wealth Advisors Carlsbad CFP, ChFC Percentage of assets, Flat fee or retainer
Jessica Lanning Lanning Financial San Francisco CFP Percentage of assets, One-time planning fee
John Carr Carr Consulting P.A. San Antonio CFP Percentage of assets, Fixed fees
John Kenny Illumination Wealth Management Berkeley CFP Flat fee or retainer, Ongoing planning fee
John Onesti John Moore Associates Albuquerque CFP Percentage of assets, Fixed fees
John Payne Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Jon Henderson Echo45 Advisors Walnut Creek CFP Percentage of assets
Jonathan Duong Wealth Engineers Denver CFP, CFA Percentage of assets, Ongoing planning fee
Jordan Talbert Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Joseph Brady Rock Financial Planning Arvada CFP Ongoing planning fee, Percentage of assets
Joseph McCaffrey CRA Financial Haddonfield CFP Percentage of assets
Joseph Williams Precedent Wealth Partners Houston CFP, PFS Percentage of assets
Joshua St. Laurent Wealth In Yourself Zephyr Cove CFP Ongoing planning fee
Kathleen Daunt New School of Finance Toronto Not listed Flat fee or retainer, One-time planning fee
Kimberly Nickel Illumination Wealth Management La Grange CFP Flat fee or retainer, Ongoing planning fee
Kyle Kuyat Defining Wealth Franklin CFP Flat fee or retainer, One-time planning fee
Lantz Bowman Precedent Wealth Partners Houston CFP Percentage of assets
Laurie Stegenga Foresight Capital Management Advisors, Inc. Saline AIF, CEPA, CFP, CIMA Percentage of assets, Hourly
Lazetta Braxton The Real Wealth Coterie New Haven CFP Ongoing planning fee, Percentage of assets
Lindy Venustus Create, LLC Bloomington CFP Ongoing planning fee
Lori Chittenden Buckley Wealth Las Vegas CFP Percentage of assets, Hourly
Marisa Bradbury Sigma Investment Counselors Lake Mary CFP, CFA Percentage of assets
Mark Buchanan Canopy Wealth Management Middleton CFP Percentage of assets
Matthew Reynolds CRA Financial Northfield CFP Percentage of assets
Michael Hake Boulder Wealth Advisors Boulder CFP Percentage of assets, Hourly
Michael Mullenax Sigma Investment Counselors Northville CFP Percentage of assets
Mitchell Thompson MJT & Associates Financial Advisory Group Montevideo CFP One-time planning fee
Nancy Metzger MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives Generations Financial Management Heath CFP Percentage of assets, One-time planning fee
Nathaniel Sarkar Redwood Money Sunnyvale CFP Percentage of assets, Ongoing planning fee
Nicholas Chiricosta Utopia Wealth Management Coconut Creek CFP Percentage of assets, Hourly
Nicholas O'Kelly Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Nicole Sullivan Prism Planning Partners Libertyville CFP One-time planning fee

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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