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 |
|---|---|---|---|---|
| Peter Pavlov | Lynx Investment Advisory | Columbia | Not listed | Percentage of assets, Fixed fees |
| Peter Simmons | Peddock Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Phillip Nelson | Persium Group | Atlanta | CFA | Percentage of assets, Fixed fees |
| Praveena Naduthota | Pallas Capital Advisors | Westford | Not listed | Percentage of assets, Hourly |
| Preston Eder | HFG Trust | Kennewick | Not listed | Percentage of assets, Hourly |
| Preston Wilkie | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Rachel Benton | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Randy Lundy | PracticeCFO | Seattle | Not listed | Percentage of assets, Fixed fees |
| Regan Duperon | The DBS Companies | Bay City | Not listed | Percentage of assets, Hourly |
| Reilly Skorupski | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Richard Arbury | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Richard Matthias | Matthias | Winter Park | Not listed | Percentage of assets, Hourly |
| Richard Mullen | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Richard Simonetti | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Robert Holzbach | Red Kennedy Financial | Littleton | Not listed | Flat fee or retainer, Hourly |
| Robert McKay | Nautical Star Financial | Fort Mitchell | Not listed | Percentage of assets, Hourly |
| Robert Napolitano | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Pitt | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Robert Roper | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Robert Strange | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Robert Warmkessel | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Robert Willis | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Roman Skurdal | Ceva Advisors | Beavercreek | Not listed | Percentage of assets, Hourly |
| Ronald Smith | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Ryan Bannister | 1Up Financial Advisors | Cary | Not listed | Ongoing planning fee, Hourly |
| Ryan McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Ryan Meacham | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Ryan Mendoza | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Samah Naguib | Pleasanton Wealth | Pleasanton | CFA | Percentage of assets |
| Samuel Eilbaum | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Sandra Tackett | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Sandra Turner | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Sarah Kopesky | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Sarah Lassberg | Better Pockets Financial | Allen | Not listed | Percentage of assets, Ongoing planning fee |
| Scot Johnson | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Scott Bell | Gross Domestic Product | Playa Del Rey | Not listed | Percentage of assets, One-time planning fee |
| Scott Bennington | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Scott Schaeffer | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Scott Schwinger | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Sean Toohey | Alpine Private Wealth | Omaha | Not listed | Percentage of assets |
| Seth Maier | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Shaina Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Shane Bilski | Magnolia Wealth | Spring | Not listed | Percentage of assets, Fixed fees |
| Shaobo Li | Dominguez Wealth Management Solutions | Williamsburg | Not listed | Percentage of assets, Hourly |
| Shaun Scott | Old Forge Wealth Management | Warwick | Not listed | Percentage of assets, Hourly |
| Shawn Kennedy | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
| Shayne Cooper | Fiduciary Financial Group | Rohnert Park | Not listed | Percentage of assets, Fixed fees |
| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Soojin Hwang | Grange Capital | Beaverton | Not listed | Percentage of assets |
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.