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 |
|---|---|---|---|---|
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| John York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
| Jon Meyer | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Jonathan Farrell | Highmark | Brentwood | CFP | Percentage of assets, Hourly |
| Jonathan Rugg | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Jordan Kaufman | Green Ridge Wealth Planning | Montville | CFP, CFA | Percentage of assets, Fixed fees |
| Joseph Nicholas | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Joseph Rugger | Bridge To Wealth | Corinth | Not listed | Percentage of assets, Ongoing planning fee |
| Joshua Hayes | Curtis Advisory Group | Santa Barbara | CFP | Percentage of assets, Hourly |
| Juerg Ciceri | JC Financial Planning & Investments | Long Beach | CFP | Percentage of assets, Ongoing planning fee |
| Justin Ellsesser | Matthias | Winter Park | CFA | Percentage of assets, Hourly |
| Katherine Frazier | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Keith Hays | Creative Capitalists | Glendale | Not listed | Hourly, Flat fee or retainer |
| Kenneth Bellavance | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Kevin Brady | MJP Wealth Advisors | Westport | CFP | Percentage of assets, Hourly |
| Kishore Shah | Lynx Investment Advisory | Vienna | ChFC | Percentage of assets, Fixed fees |
| Kristopher Hicks | Paragon Advisors | College Station | Not listed | Percentage of assets |
| Kyle Dandurand | Chemistry Wealth Management, LLC. | New York | CFA | Ongoing planning fee |
| Kyle Erickson | Elevate Investment Management | Scottsdale | CFA | Percentage of assets |
| Lakhaun McKinley | MNM Vested | Houston | CFP | Fixed fees |
| Lamberto Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Lawrence York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
| Linda Gillespie | Real World Financial Planning | Chestnut Hill | Not listed | Hourly, One-time planning fee |
| Louis Fancher | 46 Peaks Investment Advisory Group | Newtown | CFP, ChFC | Ongoing planning fee |
| Louis Nistico | MJP Wealth Advisors | Farmington | CFP | Percentage of assets, Hourly |
| Luke Johnson | Boreal Advisors | New Brighton | CFP | Percentage of assets, Fixed fees |
| Luke Kroeplin | Fortress Financial Group | Horace | Not listed | Percentage of assets |
| Luke McQuade | Full of Grace Financial | Roanoke | Not listed | Percentage of assets, Ongoing planning fee |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Marcus Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Mark Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Mark Miller | Gibraltar Capital Management | Irving | PFS, CFA | Percentage of assets, Hourly |
| Mark Recker | Recker Financial | Bay City | Not listed | Percentage of assets, Hourly |
| Mark Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Matthew Amsberry | HighPoint CPAs | Laramie | CFA | Percentage of assets |
| Matthew Davis | Financial Planning for Generations | Encino | CFP | Hourly |
| Matthew Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Matthew Miller | Elevate Investment Management | Scottsdale | CFA | Percentage of assets |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Max Diefenthaler | Simonet Financial Group | Kyle | Not listed | Ongoing planning fee, One-time planning fee |
| McCrary Lowe | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Michael Carlson | Carlson Wealth | Omaha | CFP, ChFC, PFS | Percentage of assets, Hourly |
| Michael Chisum | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Kelly | Canopy Financial Solutions | Sanford | ChFC | Percentage of assets, Hourly |
| Michael Murray | Persium Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Michael Perna | Flying Point Advisors | Freeport | CFA | Hourly |
| Michael Tyler | Eagle Valley Wealth Management | Vilonia | CFA | Flat fee or retainer, Ongoing planning fee |
| Michael Vazza | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Michael Younkman | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
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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