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 |
|---|---|---|---|---|
| Thomas Kosinski | Stembrook Asset Management | Red Bank | Not listed | Percentage of assets |
| Thomas Reynolds | CRA Financial | Northfield | Not listed | Percentage of assets |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Timothy Ozanne | Firethorn Capital | Westport | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Perryman | Mirretti Perryman Wealth Strategies | Skokie | CFP | Percentage of assets, Hourly |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| Tracey Gordineer | Blossom Balance | Gainesville | CFP | Percentage of assets, Hourly |
| Tracie Handberg | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Trigg Williamson | Advisor.com | Charlotte | Not listed | Flat fee or retainer, Percentage of assets |
| Vincent Barbera | Newbridge Wealth Management | Bryn Mawr | CFP | Percentage of assets, Hourly |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Wesley Shifrin | NorthFork Advisors | Bozeman | CFA | Percentage of assets, Hourly |
| William Hardaway | WebsterRogers Financial Advisors | Florence | CFP, PFS | Percentage of assets, Hourly |
| Aaron Wall | Fidelis Capital | Bethesda | CFA | Percentage of assets, Fixed fees |
| Adam Vaal | Vaal Financial | Indianapolis | ChFC | Percentage of assets, Ongoing planning fee |
| Alex Kozlowski | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Alexander Braun | Financial Planning Navigators | Maple Grove | CFA | Percentage of assets, Fixed fees |
| Alexis Hongamen | Total Financial Planning | Orlando | CFP | Hourly |
| Amanda Blankenship | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Andrea Brashears-Sampson | Wise Financial Counsel | Fort Washington | CFP | Hourly, Fixed fees |
| Andrew Boyd | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Andrew Castleberry | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Andri Buckley | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Andy Chong | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Angela Oneill | The Strebel Planning Group | Ithaca | CFP | Percentage of assets, Hourly |
| Anjali Jayakumar | FIT Advisors | Redondo Beach | CFP | Percentage of assets, Hourly |
| Anthony Steffan | HS Wealth Partners | Nashville | CFP | Percentage of assets |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Austin Dean | Waystone Advisors | Redmond | CFP, ChFC | Percentage of assets, Hourly |
| Austin Rowland | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Benjamin Smith | Briarwood Financial | Gig Harbor | CFP | Ongoing planning fee, One-time planning fee |
| Brad Heindel | 46 Peaks Investment Advisory Group | Newtown | CFP | Ongoing planning fee |
| Bradley Bondurant | TrueLine Wealth Group | Hattiesburg | CFP | Percentage of assets, Hourly |
| Brady Johnson | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Brandon Hobson | PracticeCFO | San Diego | CFA | Percentage of assets, Fixed fees |
| Bregan Heitz | Financial Management | Ardmore | CFP | Hourly, One-time planning fee |
| Brett Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Brett Rufkahr | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Brian Kopinski | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Brian Rosso | Elevate Wealth Advisory | Athens | CFA | Percentage of assets, Hourly |
| Brian Yost | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Britt Joyce | Regatta Capital Group | El Segundo | CFA | Percentage of assets, Hourly |
| Burnett Townsend, Jr | Townsend Wealth Management | Columbus | CFP | Flat fee or retainer |
| Caleb Huftalin | Ridgeline Private Wealth | Mesa | CFP | Ongoing planning fee |
| Caleb Regan | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Carissa Steffler | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Carolyn Bennett | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Charles Vickery | Elevate Wealth Advisory | Athens | ChFC | Percentage of assets, Hourly |
| Cheng Luo | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
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.