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 |
|---|---|---|---|---|
| Corey Oliver | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Daniel Bauer | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Daniel Venable | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Danielle Wauchope | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Danijel Romic | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| David Belding | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| David Boothe | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| David Gorham | Liftoff Financial Planning | Pocatello | Not listed | Percentage of assets, Flat fee or retainer |
| David Hall | Peak Planning Group | Hilo | Not listed | Percentage of assets, Hourly |
| David Trejo | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| David Wrench | Peak Planning Group | Fishtail | Not listed | Percentage of assets, Hourly |
| David Yoshioka | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. | SFG Wealth Advisors | Tampa | Not listed | Percentage of assets |
| Deanna Bloom | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Donald Button | Button & Button Wealth Management | Greensboro | Not listed | Percentage of assets, One-time planning fee |
| Donald McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Douglas Johnson | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
| Douglas Rothermich | Fidelis Capital | Saint Charles | Not listed | Percentage of assets, Fixed fees |
| Drew Phillips | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Edward Parolisi | Ironwood Wealth Management | Rye | Not listed | Percentage of assets, Fixed fees |
| Edwin Ashton | Arete Financial and Legal Solutions | Goodyear | Not listed | Percentage of assets, Hourly |
| Ellen Himmel | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Emma Fabiano | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
| Emma Shaw | CoCreate Financial | Bozeman | Not listed | Percentage of assets, Hourly |
| Emmett Gustafson | HighMark Wealth Management | St. Paul | Not listed | Percentage of assets, Hourly |
| Ephimia Coumanakos | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Eric Dieckhoff | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
| Erika Jenkins | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Erin Maynard | Shuttleworth & Company | Powell | ChFC | Percentage of assets, Fixed fees |
| Evan Barnes | Traction Financial Partners | Encampment | Not listed | Percentage of assets, Hourly |
| Evan McMordie | Golden Spread Wealth | Canadian | Not listed | Percentage of assets, Hourly |
| Evelyn Ovando-Flores | Omega Wealth Management | Arlington | Not listed | Percentage of assets, Hourly |
| Fadi Issa | Boardwalk Wealth Management | Ann Arbor | Not listed | Percentage of assets, Ongoing planning fee |
| Fadoua Arif | Lynx Investment Advisory | Washington | Not listed | Percentage of assets, Fixed fees |
| Forrest Knopps | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Franklin Parker | WholeHuman Wealth Management | Lewisville | CFA | Percentage of assets |
| Franklin Waung | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Gabriel Trasatti | Trasatti Wealth Planning | Baltimore | PFS | Percentage of assets, Hourly |
| Garrett Edson | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Garrick Russell | HFG Trust | Kennewick | Not listed | Percentage of assets, Hourly |
| Garry Bishop | ProFocus | Phoenix | Not listed | Percentage of assets, Hourly |
| Gary Stoller | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Gavin Gamboa | Fiduciary Financial Group | Boise | Not listed | Percentage of assets, Fixed fees |
| Gerald Howell | Arlington Wealth Management | Arlington Heights | Not listed | Percentage of assets, Fixed fees |
| Grant Nabell | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Gregory Boyle | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Gregory Forsythe | Forsythe Wealth Management | Crown Point | CFA | Percentage of assets, Hourly |
| Harry Armon | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Harvey Kraus | Walnut Investment Services | Brooklyn | 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.
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