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 DaMour | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Thomas Watts | Watts Capital | New York | CFA | Percentage of assets, Performance-based fees |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Troy Davis | Davis Capital Management | Jacksonville | Not listed | Percentage of assets, Hourly |
| Ty Kopke | Silver Oak Leaf Financial Services | Bluffton | Not listed | Ongoing planning fee |
| Ty Williams | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| Tyler Townsend | Townsend Wealth Management | Columbus | CFP, CFA | Flat fee or retainer |
| Vipin Sahijwani | Lynx Investment Advisory | Washington | CFA | Percentage of assets, Fixed fees |
| William Bowen | Persium Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| William Friederichs | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| William Morrison | Inverlochy Capital | Bobcaygeon | CFA | Percentage of assets |
| William Walsh | Quantum Leap Capital | South Burlington | CFP | Percentage of assets, Flat fee or retainer |
| William Walsh | Emissary Wealth | White Plain | Not listed | Percentage of assets, Ongoing planning fee |
| Aaron Terwedo | TFS Advisors | Edmonds | ChFC | Percentage of assets, Hourly |
| Abigail Demirovic | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Adam Corrie | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Adam Cress | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Adam Meyers | GoTo Financial | Ventura | Not listed | Percentage of assets, Hourly |
| Alberto Crespo | Crespo Capital | Jacksonville | Not listed | Percentage of assets, Hourly |
| Alexander Amundson | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Alexander Bowers | Pinestar Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Alexander Hoover | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Alexander Rasmussen | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Alexander Thompson | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Alexander Wasiunec | Mendel Money Management | Northbrook | Not listed | Percentage of assets, Hourly |
| Allen Carr | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Allen LeMay | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Alyson Shaw | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Anders Norrman | Spreckels | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Andre Baldanza | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Andrew Backenstoss | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Andrew Hall | MarsJewett Financial Group | Bellevue | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Hill | Andrew Hill Investment Advisors | Naples | CFA | Percentage of assets |
| Andrew Knachel | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Andrew Machata | Semper Wealth Management | Oviedo | CFP | Percentage of assets, Hourly |
| Andrew Pulsfort | The Prosperity People | Bellevue | CFP | Percentage of assets, Hourly |
| Andrew Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Ann Moore | Martel Wealth Advisors | Vancouver | CFA | Percentage of assets |
| Arek Puzia | PathWise | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Arnold Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Arthur Swalley | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Asa Graves | Graves Light Lenhart Private Wealth Management | Harrisonburg | CFA | Percentage of assets |
| Ashley Owens | 11 Financial | Gretna | Not listed | Percentage of assets, Hourly |
| Ashley Owens | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Ashlie Bostick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Ashton Green | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Axel Bellars | Bellars Harris Wealth Management | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Ben Loeffler | Acorn Creek Capital | Fort Collins | Not listed | 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.
More in the methodology.