Fee-only advisors for small 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 November 2, 2026. 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
Advisor	Firm	City	Credentials	Fees
Chase Deters	Deters Wealth Management	Gilbert	CFP, ChFC	Ongoing planning fee
Cherie Putman	Women's Wellness and Wealth	Torrance	CFP	Percentage of assets, Hourly
Chloe Barnett	Regatta Capital Group	El Segundo	CFP	Percentage of assets, Hourly
Christa Hudak	CoCreate Financial	Bozeman	CFP, ChFC	Percentage of assets, Hourly
Christina White	Kilter Group	Columbia	CFP	Percentage of assets, Fixed fees
Christopher Inman	Inman Jager Wealth Management	Hattiesburg	CFP	Percentage of assets, Hourly
Cody Beaumont	HFG Trust	Gilroy	CFP	Percentage of assets, Hourly
Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others.	Baskets Capital	Austin	Not listed	Percentage of assets
Corey Ernisse	Kickstand Wealth Advisors	Pittsford	CFP	Percentage of assets
Cort Haber	Xception Family Office	Atlanta	CFP	Percentage of assets, Fixed fees
Cory Smith Financial life planning for business owners and the childfree community.	Discretionary Inc.	Reno	Not listed	Percentage of assets, Flat fee or retainer
Craig Hausz	CMH Wealth Management	Dallas	CFP	Ongoing planning fee
Cynthia Miller	Greykasell Wealth Strategies	Danville	CFP	Percentage of assets, Hourly
Cynthia Rosso	Elevate Wealth Advisory	Athens	CFP	Percentage of assets, Hourly
Damian Palfini	Cavalot Capital	Incline Village	CFP	Percentage of assets, Hourly
Dane Czaplicki	Members' Wealth	Media	CFA	Percentage of assets, Fixed fees
Daniel Beutel	Council Oak Wealth Advisors	Tulsa	CFP	Percentage of assets, Hourly
Daniel Fortunato	Meridian Financial Partners	Warrenton	CFP	Percentage of assets, Hourly
Daniel Michalk	Waterway Wealth Management	The Woodlands	CFP, ChFC, CFA	Percentage of assets, Hourly
Daniel Sullivan	HighMark Wealth Management	St. Paul	CFP	Percentage of assets, Hourly
Dante Coppola	Napier Financial	Braintree	CFP	Percentage of assets, Hourly
David Chapman	DFS Capital Management	Brea	CFP	Percentage of assets, Hourly
David Chong	Oaktree Wealth Group	Brea	CFP, CFA	Percentage of assets, One-time planning fee
David Eisenhauer	Greykasell Wealth Strategies	Danville	CFP	Percentage of assets, Hourly
David Hodges	Integra Wealth	Chattanooga	CFP	Percentage of assets, Hourly
David Holwadel	Heritage Wealth Advisors	Cincinnati	CFP	Percentage of assets, Fixed fees
David McDougall	Highwind Wealth Management	Raleigh	CFP	Percentage of assets, Fixed fees
Davis Gardner	Omega Wealth Management	Arlington	CFP	Percentage of assets, Hourly
Debora May	Councilor	Fenwick Island	CFP	Percentage of assets, Hourly
Devyn Little	Kickstand Wealth Advisors	Pittsford	CFP	Percentage of assets
Dino Efthimiou	Delta Wealth Advisors	Indianapolis	CFP	Percentage of assets
Donald Sienkiewicz	J. R. Prunier Capital Management	Holden	CFP	Percentage of assets, Fixed fees
Douglas Ambrose	Journey Wealth	Cleveland	CFP	Percentage of assets, Fixed fees
Douglas Newport	Our Investment Guy	Clinton Twp	CFP	Percentage of assets
Drew Culver	Councilor	Bethesda	CFP	Percentage of assets, Hourly
Dyer McCabe	Kilter Group	Rhinebeck	CFP, ChFC	Percentage of assets, Fixed fees
Edward Anderson	Twin Arbor Wealth Management	Saint Paul	CFP	Ongoing planning fee
Elizabeth Lohmeier	Fidelis Capital	Dallas	CFP, CFA	Percentage of assets, Fixed fees
Emily Walls	Ascension Capital Advisors	Houston	CFP	Percentage of assets, Fixed fees
Eric Dunavant	Paradiem	Covington	CFP	Percentage of assets, Hourly
Eric Horne	Arc Element Wealth Design	Papillion	CFP	Percentage of assets, Hourly
Eric Moleski	GEN Financial Management	Plymouth	CFP	Percentage of assets, Fixed fees
Erich Imphong	Plotkin Financial Advisors	Marriottsville	CFP	Percentage of assets, Hourly
Erich von Geis	Aspire Private Wealth Counsel	Knoxville	CFP	Percentage of assets, One-time planning fee
Erik Baskin	Baskin Financial Planning	Colorado Springs	CFP	Percentage of assets, Fixed fees
Erin Martin	MRP Advisors	Milton	CFP	Percentage of assets, Hourly
Evan Davies	Praetorian Guard Wealth Management	Carmel	CFP	Percentage of assets
Gene Gurley	Gibraltar Capital Management	Irving	CFP	Percentage of assets, Hourly
Genevieve George	Pelican Financial Planning & Wealth	Jupiter	CFP	Percentage of assets, Fixed fees
Georgia Hussey	Modernist Financial	Portland	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.