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 |
|---|---|---|---|---|
| Daniel Witherspoon | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
| Darin Robinson | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| David Berg | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| David Budinger | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| David Doll | Sequent Asset Management | Houston | Not listed | Percentage of assets, Fixed fees |
| David Luedecke | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| David Sinclair | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Dezaree Seeds | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| Diana Apostolova | Rochester Investments | Rochester | Not listed | Percentage of assets, Hourly |
| Dianne Hively | Hivest Financial | Tampa | Not listed | Percentage of assets, Hourly |
| Donald Phillips | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Donna Zanetti | Pennsylvania Capital Management | Huntingdon Valley | Not listed | Percentage of assets, Hourly |
| Dorsey Tyndall | Vandalia Wealth | Greenville | Not listed | Percentage of assets, Hourly |
| Douglas Schmitz | Financial Strategies Group | Fargo | Not listed | Percentage of assets, Hourly |
| Drew Vesling | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Dustin Hunter | SunRift Capital Partners | Plainfield | Not listed | Percentage of assets, Hourly |
| Dustin Terry | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Dwayne Tyril | Kreitler Financial | New Haven | CFA | Percentage of assets |
| Dyllin Moulton | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Elizabeth Brady | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Jones | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Elizabeth Sowle | MarsJewett Financial Group | Bellevue | Not listed | Percentage of assets, Flat fee or retainer |
| Emmanuel Afolayan | Lindsey & Lindsey Wealth Management | San Jose | Not listed | Percentage of assets, Hourly |
| Eric Bergquist | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Eric Sorenson | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Erin Eliason | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Evan Evans | Onyx Bridge Wealth Group | Exton | ChFC | Percentage of assets, Hourly |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Gabriel McMennamy | Soulence Wealth Management | Amarillo | Not listed | Percentage of assets |
| Gabriel Newhof | JVL Wealth Strategies | Wyoming | Not listed | Percentage of assets, Hourly |
| Gabriel Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Garrett Dastrup | Opportunus Wealth Management | Gig Harbor | CFA | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Gary Harris | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Gary May | May Tree Financial Planning | Leander | ChFC | Percentage of assets, Hourly |
| Gene Hamstra | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| George Boudreau | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Gerald Skalsky | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Gladys Limones | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Gracelyn Snider | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Grant Germscheid | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Grant Hamstra | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Gregory Nakano | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Guillermo Amoretty | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Henry Ford | LifeSteps Financial | Claremont | Not listed | 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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