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 |
|---|---|---|---|---|
| William Ginsburg | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| William Gorgol | Brightstone Advisors | Fishers | Not listed | Percentage of assets, Hourly |
| William Harrigan | Polaris Financial Partners | Westerville | Not listed | Percentage of assets, Fixed fees |
| William Hicks | Sapling Wealth Management | Seattle | Not listed | One-time planning fee |
| William Kelly | Generous Wealth Management | Hull | Not listed | Percentage of assets, Hourly |
| William Miles | WebsterRogers Financial Advisors | Columbia | Not listed | Percentage of assets, Hourly |
| William Urquhart | Castle Island Wealth | Boynton Beach | Not listed | Percentage of assets, Hourly |
| Adam Mcmillian Financial planning is as important as investments. | Cannon Wealth Management | Winston-salem | Not listed | Percentage of assets, Flat fee or retainer |
| Alan Arcadipane | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Alex Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Alexander Skabry | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| Alexandra Leon Guerrero | ALG Financial | Hagåtña | Not listed | Percentage of assets |
| Alexei Lutsayev | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Alison Davis | Quantum Leap Capital | South Burlington | Not listed | Percentage of assets, Flat fee or retainer |
| Alison Gould | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Allen Bynum | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Andrew Heinz | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Andrew Kotyuk | Alpha Wealth Management | Hemet | Not listed | Percentage of assets, Hourly |
| Anna Hubert | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Arthur Gordon | Gordon Asset Management | West Palm Beach | Not listed | Percentage of assets, Performance-based fees |
| Arthur Smithee | Insight Investment Advisers | Lehi | Not listed | Percentage of assets, Hourly |
| Ashley Ramirez Quiles | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Ashley Vega | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| B. Brose | Integrity Wealth Partners | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Benjamin Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Benjamin Seaman | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Bradley Harsch | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Brandon Bruckman | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Brandon Catrett | Ridgeline Private Wealth | Ponte Vedra | Not listed | Ongoing planning fee |
| Brandon Sisk | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Brian Vendig | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Caitlin Appleton | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Carlos Feliciano | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Carolyn Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Carolyn Reynolds | Proxy Wealth | Huntersville | Not listed | Percentage of assets, Hourly |
| Cesar Murillo | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Charles Achoa | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Charles Cutter | Briarwood Financial | Gig Harbor | Not listed | Ongoing planning fee, One-time planning fee |
| Charles Levinson | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Charlot Alexandre | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Christopher Coffin | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Christopher Davidson | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Christopher Torres | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Cole Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Cole Stevens | Burkart & Stevens, CPAs and Advisors | San Luis Obispo | Not listed | Percentage of assets, Hourly |
| Colin Myers | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Collin Sinnott | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Connie Costanzo | Connie Costanzo | Brunswick | Not listed | Percentage of assets, Hourly |
| Dane Petty | OverRidge Wealth Advisors | Fort Worth | 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.