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 |
|---|---|---|---|---|
| Heather Proctor | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Henry McCall | Inman Jager Wealth Management | Hattiesburg | Not listed | Percentage of assets, Hourly |
| Hugh Meyer | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Hunter Brockway | Boca Retirement Strategies | Jupiter | Not listed | Percentage of assets, Hourly |
| Hylan Moises | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Ian Richards | CMH Wealth Management | Dallas | Not listed | Ongoing planning fee |
| Isiah Williams | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Ivan Tokarev | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jackson Murray | Intermountain Wealth Management | Idaho Falls | Not listed | Percentage of assets |
| Jackson Roberts | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jackson Wilson | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Jacob Ferry | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacqueline Bos | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Jacqueline Rowe | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| James Keene | McLaughlin Asset Management | Lafayette | Not listed | Percentage of assets, Fixed fees |
| James Myers | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| James ONeill | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| James Rose | Concord Financial Group | Sheridan | Not listed | Percentage of assets, Hourly |
| James Smith | StratiCo | Walnut Creek | ChFC | Percentage of assets, Hourly |
| James Suttles | Better Pockets Financial | Wylie | Not listed | Percentage of assets, Ongoing planning fee |
| Jamie Cox | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Jamie Rugg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Jasmine Miller | Kilter Group | Peoria | Not listed | Percentage of assets, Fixed fees |
| Jason Bear | Compass Wealth Management | Guilford | CFA | Percentage of assets, Fixed fees |
| Jason Born | Stirling Bridge Wealth Partners | Mcclure | CFA | Percentage of assets |
| Jason Hetland | Financial Planning Navigators | Maple Grove | Not listed | Percentage of assets, Fixed fees |
| Jason Roesler | HighPoint CPAs | Laramie | Not listed | Percentage of assets |
| Jeffery Powell | Elevage Partners | Reno | Not listed | Percentage of assets, Hourly |
| Jeffrey Brink | The DBS Companies | Bay City | Not listed | Percentage of assets, Hourly |
| Jeffrey Camarda | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Jeffrey Strode | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Jennifer Ziesk | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| Jeremy Tate | Tate Capital Group | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Jerome Ledzinski, II | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Jessica Adams | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Jessica Frigon | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jessica McConnell | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| John Burrows | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| John Henek | Quantum Capital Investments | River Forest | Not listed | Percentage of assets, Fixed fees |
| John Hollahan | Arlington Wealth Management | Arlington Heights | Not listed | Percentage of assets, Fixed fees |
| John Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| John Youngs | Tiller Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Johnathan Butler | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Jonathan Garlow | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Jonathan McKinney | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Jonathan Potter | PracticeCFO | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jordan King | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Jordan Mathews | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Jose Colmenarez | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Joseph Hardeman | Elevate Wealth Advisory | Athens | 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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