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 |
|---|---|---|---|---|
| Andrew Barnhardt | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Andrew Block | Walla Walla Wealth Advisors | Walla Walla | Not listed | Percentage of assets |
| Andrew Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Andrew Kelleher | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Andrew Otto | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Angela Hall | Note Advisors | Hamburg | CFP | Percentage of assets, Hourly |
| Anna Popke | Majestic Oak Financial | Round Rock | CFP | Percentage of assets, Hourly |
| Anthea Perkinson | Monterey Associates | Pelham | CFP | One-time planning fee, Flat fee or retainer |
| Anthony Austreng | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Anthony Davis | Brass Capital | Leesburg | CFP | Percentage of assets, Fixed fees |
| Anthony Parr | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Ashley Heatwole | Graves Light Lenhart Private Wealth Management | Harrisonburg | CFP, CFA | Percentage of assets |
| Atta Khan | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Aubrey Brown | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Ayman Khalil | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Barry Mendel | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Bashar Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Benjamin Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Blake Martin | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Brad Williams | WS Wealth Management | Sandpoint | PFS | Percentage of assets, Hourly |
| Bradford Gilliam | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Bradley Fine | Four Seasons Investment Management | Rehoboth Beach | Not listed | Hourly, Percentage of assets |
| Bradley Kucharo | Kucharo Wealth | Charlotte | CFP | Percentage of assets, Fixed fees |
| Brandon Clouse | Prism Planning Partners | Libertyville | Not listed | One-time planning fee |
| Brandon Vanlandingham | Perissos Private Wealth Management | Bethany | Not listed | Percentage of assets |
| Brent Woolsey | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Brenton Armstrong | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Brian Boswell | Newbridge Wealth Management | Malden | CFP | Percentage of assets, Hourly |
| Brian Buckley | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Brian Cochran | John Moore Associates | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Brian Kopp | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Brian McGivern | Stonestreet Financial | Stoughton | Not listed | Percentage of assets, Flat fee or retainer |
| Brian McKnight | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Brian Thomson | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Brian Ward | W&S Management Services | Rochester | Not listed | Percentage of assets, Hourly |
| Brian Wyatt | Wyatt Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Brian Zellers | Econ Wealth Management | Harrisburg | CFP | Percentage of assets |
| Bronwyn Mirretti | Mirretti Perryman Wealth Strategies | Skokie | CFP | Percentage of assets, Hourly |
| Brooke Kelly | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Bryan Llewellyn | Llewellyn Financial | Charlotte | Not listed | Ongoing planning fee, One-time planning fee |
| Bryan Smith | Infinite Wealth Advisors | Mooresville | CFP | Percentage of assets, Hourly |
| Caitlin Sharp | Gentry Private Wealth | Wichita | CFP | Percentage of assets, Hourly |
| Caitlyn Driehorst | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Cameron Bond | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| Cameron Dunaway | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Carson Fields | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Catherine Allen-Carlozo | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Charles Kreitler | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Chase Hayhurst | Weatherly Asset Management | Del Mar | 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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