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 |
|---|---|---|---|---|
| Jon McGraw | Buttonwood Financial Group | Kansas City | Not listed | Percentage of assets, Hourly |
| Jonathan Ambrose | The Montgomery Financial Group | Orleans | Not listed | Hourly |
| Jose Maria Bilbao Cunha Joia | Walters Strategic Advisors | Sarasota | Not listed | Percentage of assets, Hourly |
| Joseph Fierro | Tamalpais Asset Management | Long Beach | Not listed | Percentage of assets |
| Joseph Freeman | Private Wealth Advisors | Boise | Not listed | Percentage of assets, Hourly |
| Joseph Gaspari | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Joseph Jay | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Joseph Shea | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Joseph Ventura | Eden Advisory Services | Albany | Not listed | Percentage of assets, Hourly |
| Julie Scott | Martel Wealth Advisors | Sequim | Not listed | Percentage of assets |
| Kaden Ludlow | Buttonwood Financial Group | Kansas City | Not listed | Percentage of assets, Hourly |
| Kaitlin Krozel | Krozel Capital | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Karley Fidani | Fidelis Wealth Advisors | Castle Rock | Not listed | Percentage of assets, Fixed fees |
| Katherine Kiezulas | Sechrest & Bloom | Acton | Not listed | Fixed fees |
| Katherine Malone | Malone Financial Planning | Mckinney | Not listed | Percentage of assets, Hourly |
| Kawika Shoji | Regency Capital Management | Honolulu | Not listed | Percentage of assets |
| Kenneth Coplen | SFC Financial | St. Louis | PFS | Percentage of assets, Hourly |
| Kenneth Haren | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Kevin Cooney | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Kevin McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Kristen Jackson | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Landon Blodgett | Blodgett Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Landon Grams | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Larry Bright | Bright Asset Management | Venice | Not listed | Percentage of assets |
| Lauren Bellomo | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Lester Brackley | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Lincoln Wells | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Lindsey Simek | Capstone Investment Financial Group | Webster | Not listed | Percentage of assets, Hourly |
| Lloyd Caudle | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Logan Metcalf | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Lorin Wagler | Great Falls Wealth Management | Pinehurst | Not listed | Percentage of assets, Hourly |
| Louis Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Mackey McNeill | The Prosperity People | Bellevue | PFS | Percentage of assets, Hourly |
| Mark Bourguignon | Proprietor Wealth Management | Larkspur | Not listed | Percentage of assets, Hourly |
| Mark Hideriotis | Financial Management Associates | Windham | Not listed | Percentage of assets, Hourly |
| Matthew Dirkse | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Matthew Granizo | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Matthew McCarter | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Matthew McCarter | Onyx Bridge Wealth Group | Exton | Not listed | Percentage of assets, Hourly |
| Matthew Pence | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Matthew Romney | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Matthew Sumnicht | Bowline Financial | Grosse Pointe Woods | Not listed | Percentage of assets, Fixed fees |
| Matthew Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Meredith Fennebresque | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Mia Vazquez | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Micah Weiss | Tandem Financial Planning | Springfield | Not listed | Ongoing planning fee |
| Michael Brown | Foresee Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Michael Cornell | Infinite Wealth Advisors | Mooresville | Not listed | Percentage of assets, Hourly |
| Michael Elfers | Allium Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Michael Evans | Grant Street Asset Management | Canonsburg | 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.
More in the methodology.