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 |
|---|---|---|---|---|
| Amir Alamir | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Andrea Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Andrew Arkfeld | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Andrew Lemay | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Andrew McDirmid | Lodestone Wealth Management | Spokane | Not listed | Percentage of assets, Fixed fees |
| Andrew Picchietti | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Andrew Strong | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Ann Lobos | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Anthony Mensah | Mensah Finance Group | Atlanta | Not listed | Percentage of assets, Hourly |
| Arturo Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Asa Graves | Graves Light Lenhart Private Wealth Management | Harrisonburg | Not listed | Percentage of assets |
| Ashley Chupka | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Ashley Heck | Campbell Asset Management | Chattanooga | Not listed | Percentage of assets, Hourly |
| Ashley Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Barrett Haus | Haus Financial Solutions | Orlando | Not listed | Percentage of assets, Hourly |
| Bradley Bolnick | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Bradley Stephens | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Bradley Turlington | White Oak Wealth Partners | Raleigh | Not listed | Percentage of assets |
| Brandon Furlan | Capital Gains Advisory | Township Of Washington | Not listed | Flat fee or retainer |
| Brent Neis | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Brett Herron | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Brian Carter | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Brynn Albers | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Bryon Brooks | Adaptive Advisory | Olathe | Not listed | Percentage of assets, Hourly |
| Cameron Marzi | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Carlos Carriedo Samaniego | Buttonwood Financial Group | Kansas City | Not listed | Percentage of assets, Hourly |
| Carolyn Taylor | Weatherly Asset Management | Del Mar | Not listed | Percentage of assets, Fixed fees |
| Casey Phinney | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Chani Katzman We help our clients live a life by design, not default. | Not listed | New York | Not listed | Percentage of assets |
| Charles Arnold | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Charles Boling | Global Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Charles Boling | Global Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Charles Coleman | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Charles Shipman | Blue Keel Financial Planning | Westport | Not listed | Percentage of assets, Hourly |
| Charles Shiver | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| Christopher Cubbage | Opportunus Wealth Management | Gig Harbor | Not listed | Percentage of assets, Hourly |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Christopher Martin | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Christopher Niemela | Foresee Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Christopher Vernon | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Cinthya Miceli | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Clark Brown | Hello Wealth Financial Advisors | Athens | Not listed | Percentage of assets, Hourly |
| Cole Smith | Lyons Capital Group | Shreveport | Not listed | Percentage of assets, Fixed fees |
| Colten Kitcho | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Corbin Hixson | Alpha Squared Capital | Scottsdale | Not listed | Percentage of assets, Hourly |
| Craig Dawson | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
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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