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 |
|---|---|---|---|---|
| Daniel Boeckermann | BGM | Bloomington | Not listed | Percentage of assets, Hourly |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Daniel DeWhitt | Waystone Advisors | Redmond | Not listed | Percentage of assets, Hourly |
| Daniel Frattali | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| David Caldwell | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| David Given | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| David Gordon | Gordon Asset Management | West Palm Beach | Not listed | Percentage of assets, Performance-based fees |
| David Piano | Piano Wealth Management | Victor | Not listed | Percentage of assets, Hourly |
| Deirdre Keenan | Quantum Leap Capital | South Burlington | Not listed | Percentage of assets, Flat fee or retainer |
| Donald Devost | Marble Trail Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Douglas Reed | AtlanticMidwest Global Advisors | Moca | Not listed | Percentage of assets, Hourly |
| Drew Ashland | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Drew Ruiz | Stravida Wealth | Anaheim | Not listed | Percentage of assets, Fixed fees |
| Emily Clare Cafasso | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Eric Anderson | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Eric Martin | Concinnus Financial | Post Falls | Not listed | Percentage of assets, Hourly |
| Eric Pirhalla | True Horizon Wealth Advisors | Malvern | Not listed | Percentage of assets, Hourly |
| Erik Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Erin Willcutt | TrueLine Wealth Group | Pascagoula | Not listed | Percentage of assets, Hourly |
| Ernest Miller | WholeHuman Wealth Management | Lewisville | Not listed | Percentage of assets |
| Esme Miano | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Farrell Griswold | Aspire Wealth Advisors | Bend | Not listed | Percentage of assets, Hourly |
| Felipe Mardakis | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Fernando Germana | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Francine Payne | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Gabriel Roman Bibiloni | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Grayson Bishop | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Hannah Maruyama We help parents of 16-20 year olds find their kids amazing careers. | Degree Free - Educational Design | Conroe | Not listed | One-time planning fee, Subscription |
| Hayden Heinz | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Henry Hache | A.I. Financial | Simi Valley | Not listed | Percentage of assets |
| Hugo Vega Calder | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Isai Juarez | Journey Equity Wealth Management | Downey | Not listed | Percentage of assets, Hourly |
| Jack Henderson | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Jacob Dentler | Dentler Capital | New Cumberland | Not listed | Percentage of assets, Hourly |
| Jacob Wihtol | Capstone Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| James Grable | Signal Tree Financial Partners | Copley | Not listed | Percentage of assets, Fixed fees |
| James Gura | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| James Hedges | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| Jason McMillen | Portland Private Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Jean Coletta | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Jeffery Sorensen | OverRidge Wealth Advisors | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Heveroh | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Jen Nowitzke | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Jennifer Barron | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Jennifer Foster | SmartPlan Investing | Juno Beach | Not listed | Not listed |
| Jennifer Traynor | Inland Financial Planning | Spokane | Not listed | Percentage of assets, Hourly |
| Jeremy Garskof | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Jerry Schuder | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Joel Rabanal | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| John Capistran | Caplo Advisory | Houston | Not listed | Percentage of assets, 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.
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