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 |
|---|---|---|---|---|
| John Copeland | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| John Mumper | Patina Wealth | Richmond | Not listed | Percentage of assets |
| John Verducci | Verducci Asset Management | Agawam | Not listed | Percentage of assets |
| Jonathan Morgan | Taelos Financial Partners | Apex | Not listed | Percentage of assets, Hourly |
| Jorge Gullon | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Jose Linares Blasini | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Joseph Guarneri | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Joshalyn Baca | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Joshua Helman | SmartPlan Investing | Juno Beach | Not listed | Not listed |
| Joshua Wright | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Julia Fritzlen | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Julie Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Kate Pederson | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Kayla Tweedy | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Kevin Bonacci | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Kevin Quiros | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Kevin Tarnovski | The Strebel Planning Group | Ithaca | Not listed | Percentage of assets, Hourly |
| Kibwe Cuffie | Portland Private Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Kimberly Brown | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Laurel Buckalew | Insignia Wealth Advisory | Opelika | Not listed | Percentage of assets |
| Luciano Betman | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Luke Spink | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Mackenzie Thompson Stussie | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Marc Decuffa | Proxy Wealth | Chappaqua | Not listed | Percentage of assets, Hourly |
| Marc Maddox | TrueLine Wealth Group | Hattiesburg | Not listed | Percentage of assets, Hourly |
| Marcus Berry | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Maria Colon | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Mark Hoffman | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Mark Wendell | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Matthew Albritton | Valor Financial Planning | Johnson City | Not listed | Percentage of assets, Hourly |
| Matthew Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Matthew Ott | Thousand CPA | Chesterfield | Not listed | Percentage of assets, Fixed fees |
| Matthew Pederson | MP3 Finance | Cameron Park | Not listed | Hourly, Subscription |
| Matthew Tarkington | WholeHuman Wealth Management | Lewisville | Not listed | Percentage of assets |
| Maureen Maidlow | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Maxwell Harcey | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Michael Kennedy | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Michael Marchetti | Lakeview Financial Planning | Shirley | Not listed | Percentage of assets, Hourly |
| Michael Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Michael Stamos | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Michael Whitson | Financial Management | Ardmore | Not listed | Hourly, One-time planning fee |
| Michele Vendig | MJP Wealth Advisors | Westport | Not listed | Percentage of assets, Hourly |
| Michelle Rey Lutein | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Molly Martin | Concinnus Financial | Post Falls | Not listed | Percentage of assets, Hourly |
| Monte Resnick | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Morton Potoff | MJP Wealth Advisors | Longboat Key | Not listed | Percentage of assets, Hourly |
| Nate Miles | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Nathan Rollins | Highmark | Brentwood | Not listed | Percentage of assets, Hourly |
| Nathan Williamson | Waystone Advisors | Stockton | 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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