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 |
|---|---|---|---|---|
| Spencer Kelly | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Spencer Lademan | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Stephanie Holston | Kilter Group | Witchita | Not listed | Percentage of assets, Fixed fees |
| Stephen Griner | Persium Group | Atlanta | CFA | Percentage of assets, Fixed fees |
| Stephen Heitzmann | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Stephen Kylander | Pallas Capital Advisors | Warren | Not listed | Percentage of assets, Hourly |
| Steven O'Mara | Brown Financial Planning | Bay City | Not listed | Percentage of assets |
| Susanna Robinson | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Terence Gliha | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Theodore Palfini | Cavalot Capital | Redding | Not listed | Percentage of assets, Hourly |
| Thierry Hasse | Elevage Partners | Springfield | Not listed | Percentage of assets, Hourly |
| Thomas Ellis | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Thomas Houston | Share The Harvest Partners | Canton | Not listed | Percentage of assets, Hourly |
| Thomas Kowalczyk | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Thomas Neja | Capital CS Group | Corona | Not listed | Percentage of assets, Hourly |
| Thomas Parker | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
| Thomas Razzano | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Thomas Sullivent | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Thomas Twombly | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Thomas Vogelheim | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Tiffany Charles | Traction Financial Partners | Encampment | Not listed | Percentage of assets, Hourly |
| Todd Berger | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Todd Carbone | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Todd Vandam | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Tom O'Neill We are a multi generational wealth management team. | Not listed | Mount Laurel | Not listed | Percentage of assets |
| Tristan Smith | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Ty Buckelew | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Tyson Farmer | Vega Financial | Mercer Island | Not listed | Percentage of assets, Hourly |
| Virginia Leon | Pathway Advisor | Fallbrook | Not listed | Percentage of assets, Hourly |
| Will Holdren | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| William Gochnour | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| William Keller | Keller Wealth Management | Morristown | Not listed | Percentage of assets, Hourly |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Zachary Smith | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Zane Kuhbacher | HighPoint CPAs | Laramie | Not listed | Percentage of assets |
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Adam Mackall | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Aidan Schultz | Capstone Investment Financial Group | Webster | Not listed | Percentage of assets, Hourly |
| Akhil Shah | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Alan Kepfer | Aspen Financial Management | Cheney | Not listed | Percentage of assets, Hourly |
| Alan Tocman | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Alexander Vetrano | Pugh Wealth Management | Knoxville | Not listed | Percentage of assets, Hourly |
| Alexia McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Alicia Borghi | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Allison Mitchamore | WealthWise Financial Solutions | Snellville | CFA | Hourly |
| Althea Maravelas | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Alyse Uzarski | Kreitler Financial | New Haven | 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.