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 |
|---|---|---|---|---|
| Nathan Imboden | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Nathan Ward | W&S Management Services | Richmond | Not listed | Percentage of assets, Hourly |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Nicholas Dawson | New Perspective Wealth Management | St. Petersburg | CFP | Percentage of assets, Hourly |
| Nicholas Perrine | Graves Light Lenhart Private Wealth Management | Harrisonburg | CFP | Percentage of assets |
| Pamela Hinton | Precedent Wealth Partners | Fredericksburg | Not listed | Percentage of assets |
| Paul Henley | Farris Capital Management | Carrollton | CFA | Percentage of assets |
| Paul Nouri | Noble Advisors | Dallas | CFP | Percentage of assets |
| Paul Warholak Jr | Sigma Investment Counselors | Northville | Not listed | Percentage of assets |
| Peter Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Peter Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Pradeep Tempalli | Allium Financial Advisors | Lake Oswego | CFP, CFA | Percentage of assets, Hourly |
| Rachael Graf | Buttonwood Financial Group | Kansas City | CFP | Percentage of assets, Hourly |
| Ralph Freibert | Planning Associates Wealth Management | Metairie | CFP | Percentage of assets, Hourly |
| Randa Hoffman | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Randol Curtis | Thryve Wealth Management | Jackson | CFA | Percentage of assets |
| Reginald Maxfield | Olympus Peaks Financial | Sandy | CFP | Percentage of assets, Hourly |
| Reyn Eichenlaub | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Rhonda Grover | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Robby Harfst | Harfst and Associates | Sheridan | CFP | Percentage of assets, Hourly |
| Robert Pick | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Pierson | Pierson Wealth Management | Atlanta | CFP | Percentage of assets |
| Rochelle Moore | Sound Financial Solutions | Clinton | CFP | Hourly |
| Ronald Bates | St. Clair Advisors | Mayfield Heights | CFP, PFS | Percentage of assets, Hourly |
| Rosalie Hirst Almenara | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Ryan Richardson | Weatherly Asset Management | Del Mar | CFP, ChFC | Percentage of assets, Fixed fees |
| Ryan Waid | Graves Light Lenhart Private Wealth Management | Harrisonburg | CFP | Percentage of assets |
| Samantha Swiderski | CRA Financial | Northfield | Not listed | Percentage of assets |
| Samuel Tenney | Fidelis Wealth Advisors | Castle Rock | CFP | Percentage of assets, Fixed fees |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Scott Dunlap | Human Capital Wealth Management | Fishers | Not listed | Percentage of assets, Ongoing planning fee |
| Scott Voigt | Verisail Partners | Chamblee | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Sean Sternbach | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Shawn Glogowski | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Stephen Amason | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Stephen Troutman | Troutman Wealth Management | Malvern | CFP | Percentage of assets |
| Steven Bloch | Bloch Private Wealth | The Colony | CFP | Percentage of assets, Hourly |
| Steven Cliadakis | Altum Wealth Advisors | Chico | CFP | Percentage of assets, Fixed fees |
| Steven Economopoulos | Econ Wealth Management | Harrisburg | CFP, ChFC | Percentage of assets |
| Stuart Strasner | Defiant Capital Group | Warrendale | CFA | Percentage of assets, Fixed fees |
| Tameem Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Tatum Duffie | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Taylor Stanfill | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Thaddeus Gilliam | Verisail Partners | Chamblee | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Conway | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Thomas Holloway | Pacifica Partners | Calgary | CFA | 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.
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