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 |
|---|---|---|---|---|
| Mark Blinderman | Walnut Investment Services | Brooklyn | Not listed | Percentage of assets, Hourly |
| Mark Buscher | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Mark Elhilow | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Mark Fetterolf | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Mark Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Mark Minder | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Mark Reagan | Reagan Financial Planning | Oxford | Not listed | Hourly |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Mark Zembo | Elevage Partners | Longmeadow | Not listed | Percentage of assets, Hourly |
| Marshall Fraser | Perspective Advisors | Bartlesville | Not listed | Percentage of assets |
| Martin Lee | Church Organizers Foundation | Mason | Not listed | Percentage of assets |
| Mary Jule Roginski | Northeastern Financial Consultants | South Abington Township | Not listed | Percentage of assets, Hourly |
| Mary Thomas-Spruill | Serene Financial Solutions | Gaithersburg | ChFC | Hourly, Fixed fees |
| Mason Rike | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Matthew Ahrens | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Matthew Burnham | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Matthew Freiburger | Shuttleworth & Company | Powell | CFA | Percentage of assets, Fixed fees |
| Matthew Sullivan | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Matthew Theil | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Micah Gibson | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Michael Beels | Share The Harvest Partners | Canton | Not listed | Percentage of assets, Hourly |
| Michael Cropper | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael George | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Michael Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Michael Raimondi | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Michele McCabe | Vestpointe Wealth Management | Scottsdale | Not listed | Percentage of assets |
| Milton Brown | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Mitchell Knotek | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Mohammed Khalid | Nabata Investment Group | Mountlake Terrace | Not listed | Percentage of assets, Hourly |
| Monica Carlos | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Monica Ladson | Elm3 Financial Group | Alpharetta | Not listed | Percentage of assets, Hourly |
| Monty McCurley | Camarda Wealth Advisory Group | Collierville | Not listed | Percentage of assets, Hourly |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Nathan Barham | Perspective Advisors | Bartlesville | Not listed | Percentage of assets |
| Nathaniel Gilbert | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Nicholas Giannakopoulos | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Nicholas Oldham | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Nicholas Paterniti | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Niklas Brusen | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Nisiar Smith | Courtside Wealth Partners | Blue Bell | Not listed | Percentage of assets, Fixed fees |
| Noah Cottman | Warburton Capital Management | Tulsa | Not listed | Percentage of assets |
| Noah Skinner | Skinner Copper & Ehmen | Springfield | Not listed | Percentage of assets, Fixed fees |
| Patrick Mauney | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Paul Lipcius | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Paul Thompson | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Peter Gillis | Pallas Capital Advisors | Oak Bluffs | 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.