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 |
|---|---|---|---|---|
| Martin Rascon | Weatherly Asset Management | Del Mar | CFA | Percentage of assets, Fixed fees |
| Marylynn Ford | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Matthew Augspurger | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Matthew Dupree | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Matthew Heard | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Matthew Heller | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew Oberdorfer | Oberdorfer Financial | Gahanan | Not listed | Flat fee or retainer, Ongoing planning fee |
| Matthew Sassani | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Matthew Williamson | 11 Financial | Lufkin | Not listed | Percentage of assets, Hourly |
| Megan Beaufays | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Megan Dant | Saling Wealth Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Megan Rouse | Megan Rouse Financial Planning | Dublin | CFP | Hourly |
| Mervin Burton | Beatrice Advisors | New York | CFA | Percentage of assets, Fixed fees |
| Michael Ball | Ball Wealth Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Michael Cavendish | Vandalia Wealth | Beckley | Not listed | Percentage of assets, Hourly |
| Michael Crew | Flax Pond Capital | Merion Station | Not listed | Percentage of assets, Hourly |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| Michael Marietti | Riverbend Planning Group | Chicago | Not listed | Percentage of assets, Hourly |
| Michael Schwartz | MZ Capital | Washington | Not listed | Percentage of assets, Hourly |
| Michael Sitzman | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Michael Stern | Arlington Investment Advisors | Arlington | Not listed | Percentage of assets, One-time planning fee |
| Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project | The Financial Rules Consulting | SAN ANTONIO | Not listed | Flat fee or retainer, Hourly |
| Michelle Moyer | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Mustaque Choudhury | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Natalie Miller | Grit & Lavender Financial Planning | Brighton | Not listed | Percentage of assets, Ongoing planning fee |
| Nathan Cameron | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Nathan Rydalch | Cooper Norman Wealth | Idaho Falls | Not listed | Percentage of assets |
| Naveen Gopal | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Neil Rose | Regency Capital Management | Bainbridge Island | CFA | Percentage of assets |
| Nevin Kaul | Kirk Capital Advisors | Vienna | Not listed | Percentage of assets, Hourly |
| Nicholas Carman | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Nicholas Deery | Promus Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Nicholas Michel | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Nicholas Michels | Michels Family Financial | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Nihar Shah | Shah Wealth Advisors | Chino Hills | Not listed | Percentage of assets, Fixed fees |
| Noah Fenz | Investors Portfolio Services | Puyallup | Not listed | Percentage of assets, Hourly |
| Noah York | York Wealth Management | West Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| Ousmane Diagne | Timbuktu Capital Management | Boston | CFP, CFA | Flat fee or retainer |
| Paige Clausen | 2260 West | Bend | CFP | Hourly |
| Pamela Scheppele | DWP Investment Management | Caribou | CFP, ChFC | Percentage of assets, Hourly |
| Patricia Houlihan | Houlihan Financial Resource Group | Ashburn | CFP | Percentage of assets, Hourly |
| Patrick Elliott | Uprise | Knoxville | CFP | Hourly, Fixed fees |
| Patrick Kearney | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Paul Broomell | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Paul Brown | Clearstone Wealth Management | Murfreesboro | Not listed | Percentage of assets, Hourly |
| Paula Parrish | Blueline Advisors | Exeter | CFP | Percentage of assets, Fixed fees |
| Pedro Silva | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Perrin Jones | BMSS Wesson Wealth Solutions | Birmingham | 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.