Fee-only advisors for small business owners

Wellspent public graph/Lists/Fee-only advisors for small 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 November 2, 2026. Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

2851 matching advisors

Fee-only advisors for small business owners: advisor, firm, city, credentials, and fees
Advisor	Firm	City	Credentials	Fees
Grant Olson	Ronald Olson, Inc.	Lehi	CFP, MBA	Percentage of assets
Heather Haas	Imperium Wealth Management, LLC	San Antonio	CFP	Percentage of assets, Ongoing planning fee
Helen Ngo	Capital Benchmark Partners, LLC	Atlanta	CFP	Percentage of assets, Hourly
J. David Principe	SAGEbroadview Wealth Management, LLC	Farmington	CFP, Certified Student Loan Professional, CPA/PFS, RLP	Ongoing planning fee
Jacob Rich	Capstone Wealth Advisors	Indianapolis	CFP	Percentage of assets, One-time planning fee
Jake Taylor	Astra Wealth Management	San Diego	CFP	Percentage of assets
Jane Beule	Griffin Black, LLC	Redwood City	BA, CFP, MBA	Percentage of assets, Ongoing planning fee
Jeffrey McDermott	Create Wealth Financial Planning, LLC	Jacksonville	Certified Student Loan Professional, CFP, MBA	Percentage of assets, Ongoing planning fee
Jerry Broussard	Broussard Financial Group, LLC	Lafayette	CFP	One-time planning fee
Jessica McDonald	Southern Wealth Builders	Birmingham	CFP, MS	Ongoing planning fee, Percentage of assets
Jim Crider	Intentional Living FP LLC	New Braunfels	CFP	Ongoing planning fee, Percentage of assets
JoAnn May	Forest Asset Management LLC	Riverside	CFP, CPA/PFS, MBA, CPA	Percentage of assets, Hourly
John Bovard	Incline Wealth Advisors	Cleves	CFP	Percentage of assets, Fixed fees
John Kvale	J.K. Financial, Inc.	Dallas	CFA, CFP	Percentage of assets, Hourly
John Underhill	Acorn & Oak Wealth Management LLC	Sanford	CFP	Percentage of assets, Fixed fees
Jon Kutney	Parallel Wealth Financial Group	Langley	CFM, CIM	Flat fee or retainer, One-time planning fee
Jon Powell	Ferguson-Johnson Wealth Management	Rockville	CFP	Percentage of assets, Hourly
Josh Clifford	Quoinage Capital LLC	Austin	CFP, CFA, CPA, MPA	Ongoing planning fee
Justin Green	Assist FP	Marlborough	CFP, MSFP	One-time planning fee
Karen Richardsdon	Spring Financial Planning	Kenora	QAFP	One-time planning fee, Ongoing planning fee
Kerry Prazak	The Mather Group	Chicago	CFP, CRPC, MBA, RFC	Percentage of assets, Hourly
Kody Brown	Sequoia Financial Group	Pasadena	CFP, CRPS	Percentage of assets, Hourly
Kristine McKinley	Beacon Financial Advisors, LLC	Kansas City	CFP, CPA	Hourly, Ongoing planning fee
Kyle Simmons	J.E. Simmons & Co., P.C.	Dallas	CFP	Percentage of assets, Ongoing planning fee
Lei Deng Efficient financial plans and investing for busy skilled trades professionals	Core Planning, LLC	Saint Louis	CFP, CFA	Percentage of assets, Flat fee or retainer
Leighann Miko	Equalis Financial	Los Angeles	CFP, MST, RLP, BA	Percentage of assets, Ongoing planning fee
Liz Schieck	New School of Finance	Toronto	CFP	Flat fee or retainer, One-time planning fee
Logan Valentine	Valentine Wealth Management	Seymour	CFP	Percentage of assets, Ongoing planning fee
Lori Curtiss	A Money Maker Mindset	Calgary	CFP, CFBS	Hourly, Ongoing planning fee
Marcus Blanchard	Focal Point Financial Planning, LLC	Pleasant Grove	CFP, ChFC	Percentage of assets, Hourly
Mark Humphries	Sentinel Financial Planning, LLC	Edgewater	CFP	Percentage of assets, Hourly
Matt Will	Wealth Accel LLC	Dayton	CFP	Percentage of assets, Fixed fees
Matthew Kelley	Gold Medal Waters, Inc.	Boulder	AAMS, AIF, CFP	Flat fee or retainer, Ongoing planning fee
Matthew McCoy	Southbound Wealth LLC	Rock Hill	CFP	Flat fee or retainer, Ongoing planning fee
Melissa Estrada	Fidela Wealth	Calabasas	CFP, CIMA	Percentage of assets, Hourly
Michael Tarascio	Tarascio Financial Planning, LLC	Mesa	CFP	Percentage of assets, Fixed fees
Morgan Ranstrom	Trailhead Planners, LLC	Portland	CEPA, CFA, CFP, RLP	Percentage of assets, Hourly
Morris MacLeod	Strategos Group	Halifax	MBA	Flat fee or retainer, Ongoing planning fee
Nathan Swab	Alexander Financial Planning, Inc.	Columbus	AWMA, CFP, MSFP	Flat fee or retainer, Ongoing planning fee
Neil Portus	Olivehurst Advisors LLC	Roseville	CFP, CFA, MBA, TPCP	Percentage of assets, Hourly
Nicholas Faulkner	Testament Wealth Management	Cary	CFP	Percentage of assets, Flat fee or retainer
Rebecca Meats	Clear Insight Wealth Management	Spokane	CPA, AFC, CFP, ChFC	Percentage of assets, Ongoing planning fee
Rianka Dorsainvil	YGC Wealth	Lanham	CFP	Ongoing planning fee
Rick Spillane	Spillane Financial Planning, Inc.	Lebanon	CFP, CPA	Hourly, Percentage of assets
Rob Schulz	Schulz Wealth	Irving	CFP	Percentage of assets, Fixed fees
Robert Eifert	Cahaba Wealth Management, Inc.	Birmingham	CFP	Percentage of assets, Fixed fees
Sanjay Pamurthy	Artham Advisors LLC	Dallas	CFP, MBA	Flat fee or retainer
Sarah Kang	UAK Diversified Wealth Advisors	Minnetonka	CFP	Percentage of assets, Flat fee or retainer
Sean Gerlin	Envision Financial Services & Asset Management	Maitland	CFP, ChFC, CPWA, CLU	Percentage of assets, Fixed fees
Sean Wilson	Moraine Wealth Advisory	Calgary	CIM, CFP	One-time planning fee, 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.