List
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
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Daniel Heidel | Integritas Wealth Strategies | Charleston | CFP | Percentage of assets, Hourly |
| Daniel King | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Daniel Phillips | Michels Family Financial | Fort Worth | CFP | Percentage of assets, Fixed fees |
| Daniel Weinstein | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| David Cunningham | LW Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| David Hinshaw | BMSS Wesson Wealth Solutions | Huntsville | CFP | Percentage of assets, Hourly |
| David Lloyd | Century Management Financial Advisors | Austin | CFP | Percentage of assets, Fixed fees |
| David Ritrovato | Bluesphere Advisors | East Norriton | CFP | Flat fee or retainer, Ongoing planning fee |
| David Wolfensperger | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Denise Farkas | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Dianne Duva | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Dudley Simms | BMSS Wesson Wealth Solutions | Birmingham | CFP, CFA | Percentage of assets, Hourly |
| Edward Kramer | SSB&T Wealth | Fredericksburg | CFP | Percentage of assets, Fixed fees |
| Emily Hermeno | Prosperity Road | Santa Ana | CFP | Percentage of assets, Hourly |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Eric Felty | Equity Advisors of Kentucky | St Pete Beach | CFP | Percentage of assets |
| Eric Saling | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Ernest Moosherr | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Evan Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Felix Tankersley | BMSS Wesson Wealth Solutions | Birmingham | CFP | Percentage of assets, Hourly |
| Fon Rogers | Equity Advisors of Kentucky | Lexington | CFP | Percentage of assets |
| Frank Gallo | Investors Portfolio Services | Puyallup | CFP | Percentage of assets, Hourly |
| Frank Yozwiak | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Gary Shirman | Boulder Wealth Advisors | Boulder | ChFC | Percentage of assets, Hourly |
| Genadi Slavov | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Gerald Vanderlugt | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Grant Steffes | Steffes Financial | Overland Park | CFP | Percentage of assets, Hourly |
| Gregory Farland | Alliance Private Wealth | Alton Bay | CFP | Percentage of assets, Hourly |
| Gregory Norris | Apex Investment Group | Georges Mills | CFP | Percentage of assets |
| Gregory Syrios | Syrios Wealth Management Group | La Jolla | CFP | Percentage of assets, Fixed fees |
| Haley DeHaan | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Hope Dogbevia | Keystone Financial Services | Omaha | CFP | Percentage of assets, Fixed fees |
| Irvin Schorsch | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| Ivan Mendoza | Mendoza Private Wealth | North Miami | CFP, ChFC, CFA | Percentage of assets, Hourly |
| James Munchbach | BayRock Financial | Friendswood | CFP, ChFC | Percentage of assets, Hourly |
| James Patterson | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Jameson Holehouse | Destiny Capital | Detroit Lakes | CFP | Percentage of assets, Flat fee or retainer |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jared Barnecut | Stewart Wealth Management | San Rafael | CFP | Percentage of assets |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jarrett Morris | RiversEdge Advisors | Wilmington | CFP, ChFC | Percentage of assets, Hourly |
| Jarrod Musick | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Jason Epps | KFA Private Wealth Group | Tyson | CFP | Percentage of assets, Hourly |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Jeffrey Goering | Diamond Client Group | The Woodlands | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Gough | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Jeffrey Williams | Fairscale Capital | Nashua | 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.
More in the methodology.