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 |
|---|---|---|---|---|
| Ashley Gardiner | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Aspen Townley | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Ben Emons | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Benjamin Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Benjamin Fookes | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Benjamin Hall | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Benjamin Satterfield | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Bernard Tan | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Blake Chrisman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Blake Welch | Arete Financial and Legal Solutions | Goodyear | Not listed | Percentage of assets, Hourly |
| Bradley Hartman | Hartman Financial Planning | Santa Clarita | Not listed | Hourly, Ongoing planning fee |
| Bradley Ortego | SOW Advisors | Youngsville | Not listed | Percentage of assets, Hourly |
| Brandon Sullivan | Spring Street Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Bret Breibeck | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Brian Grimditch | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Brian Sawyer | Larchmont Wealth Advisors | Lunenburg | Not listed | Hourly |
| Brian Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Bruce Beckett | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Bryce Anderson | Intermountain Wealth Management | Idaho Falls | Not listed | Percentage of assets |
| Caleb Kelso | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Caleb Rich | PracticeCFO | Swansboro | Not listed | Percentage of assets, Fixed fees |
| Camden Newton | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Cameron Clemens | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
| Cameron Lease | Lease Investment Advisors | Toms River | Not listed | Percentage of assets |
| Cameron Smith | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Candice Genrich | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Carl Drury | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Carson Rich | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Carson Simpson | C.S. Wealth | Carey | Not listed | Flat fee or retainer, One-time planning fee |
| Chad Young | Young Financial Planning | Lafayette | Not listed | Flat fee or retainer, Percentage of assets |
| Charles Copeland | Elevage Partners | Marsing | Not listed | Percentage of assets, Hourly |
| Charles Evangelakos | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Charles Hruby | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Charles Kimmel | Councilor | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Charles Powell | Powell Wealth | Cornelius | Not listed | Percentage of assets, Hourly |
| Cheung Chan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Chris Franz | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Christina Hudson | Invenio Wealth Partners | Coral Gables | Not listed | Percentage of assets, Hourly |
| Christine Fusare | Kickstand Wealth Advisors | Pittsford | Not listed | Percentage of assets |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Christopher Pierce | HFM Wealth Management | West Hartford | CFA | Percentage of assets, Hourly |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Christopher Vasquez | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Clark Evans | Highline Wealth Partners | Solana Beach | Not listed | Percentage of assets, Hourly |
| Clarke Holt | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Clinton Edgar | Better Pockets Financial | Fort Collins | Not listed | Percentage of assets, Ongoing planning fee |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Colin Leighton | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Colleen Nesslar | Pendulum Partners | Itasca | 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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