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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
Gino Poli Pendulum Partners Itasca CFP Percentage of assets, Fixed fees
Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives LourdMurray Los Angeles CFP Percentage of assets, Flat fee or retainer
Graham Shepherd Armor Investment Advisors Raleigh CFP Percentage of assets, Hourly
Gregory Rice Enduring Wealth Management Meridian CFP Percentage of assets
Guadalupe Lechuga Audible Wealth Management Silver Spring CFP Percentage of assets, Fixed fees
Heather McClain Deters Wealth Management Gilbert CFP Ongoing planning fee
Hillary Knotts Blue Ocean Capital West Palm Beach CFP Percentage of assets, Hourly
ignition tax ignition tax ignition tax new york CPA Flat fee or retainer
Isaac Hutchins Warburton Capital Management Tulsa CFP Percentage of assets
J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. Financial Planning Hawaii Honolulu Not listed One-time planning fee, Percentage of assets
Jacob Martin Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Jacob Schlicht Kickstand Wealth Advisors Pittsford CFP Percentage of assets
Jake Elm Dentist Advisors Salt Lake City CFP Ongoing planning fee
James Beenders Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
James Copper Skinner Copper & Ehmen Monroe CFP Percentage of assets, Fixed fees
James Diacon Council Oak Wealth Advisors Tulsa CFP, ChFC Percentage of assets, Hourly
James Johnson Blue Ocean Capital West Palm Beach CFP Percentage of assets, Hourly
James Pechin McLaughlin Asset Management Lafayette CFP Percentage of assets, Fixed fees
James Scanlan Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
James White Jr. Wealth advisory services for high-earning CRE Professionals. Forty Two Wealth LLC Atlanta CFP Percentage of assets, Flat fee or retainer
Jane Rowny Councilor Bethesda CFP Percentage of assets, Hourly
Jared Jones Omega Wealth Management Arlington CFP Percentage of assets, Hourly
Jason Bonn Woodmont Investment Counsel Nashville CFP Percentage of assets
Jason Jager Inman Jager Wealth Management Hattiesburg CFP Percentage of assets, Hourly
Jeffrey Broadhurst Broadhurst Financial Advisors Austin CFP, CFA Percentage of assets, Hourly
Jeffrey Pih Pih Investments South Pasadena CFP Percentage of assets
Jeffrey Prunier J. R. Prunier Capital Management Holden CFP Percentage of assets, Fixed fees
Jeffrey Thompson Heritage Wealth Advisors Cincinnati CFP Percentage of assets, Fixed fees
Jeffrey Williams Grand Wealth Management Grand Rapids CFP, PFS Ongoing planning fee
Jeffrey Wiyninger Pathway Advisor Fallbrook CFP Percentage of assets, Hourly
Jennifer Harper Bridge Financial Planning Cruz Quebrada - Dafundo, Portugal CFP Flat fee or retainer, Percentage of assets
Jessica Hultberg Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Jessica McCain Waterway Wealth Management The Woodlands CFP Percentage of assets, Hourly
John Desimone Peddock Capital Advisors Braintree CFP Percentage of assets, Hourly
John Kamola JW Financial Advisors Santa Rosa CFP Flat fee or retainer, Hourly
John McCormick Regatta Capital Group El Segundo CFP Percentage of assets, Hourly
John Napolitano Napier Financial Braintree CFP, PFS Percentage of assets, Hourly
John Purrington Armor Investment Advisors Raleigh CFP Percentage of assets, Hourly
Johnathan Krueger Krueger Asset Management Rogers CFA Percentage of assets
Jon Moores Ascension Capital Advisors Houston CFP Percentage of assets, Fixed fees
Jonathan Bottaro B&C Financial Advisors Ponte Vedra Beach CFP Percentage of assets
Jonathan Hall Warburton Capital Management Tulsa CFP Percentage of assets
Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. Truvize Financial Planning El Paso Not listed Percentage of assets, Subscription
Jonathan Moore Ironwood Wealth Management Chandler CFP, ChFC Percentage of assets, Fixed fees
Jonathan Wielenga Gibraltar Capital Management Tulsa CFP Percentage of assets, Hourly
Joseph Clark Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Joseph Fernandez Invenio Wealth Partners Coral Gables CFP Percentage of assets, Hourly
Joseph McCabe Vestpointe Wealth Management Scottsdale CFP Percentage of assets
Josh Womack Your personal wealth manager, advising on and managing both public and private investments. Womack Financial Dallas Not listed Percentage of assets
Joshua Bailey Muirfield Wealth Advisors Charlotte CFP Percentage of assets, Fixed fees

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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