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 |
|---|---|---|---|---|
| Neil Vanzandt | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Nicholas Frattali | HS Wealth Partners | Encino | Not listed | Percentage of assets |
| Nicholas Letter | Advisors Management Group | Green Bay | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Reinert | Berkeley Capital Management | Ellsworth | Not listed | Percentage of assets, Fixed fees |
| Nicholas Willenbring | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Nicole Graul | Thousand CPA | Chesterfield | Not listed | Percentage of assets, Fixed fees |
| Nolan Karras | The Karras Company | Roy | Not listed | Percentage of assets, Hourly |
| Norman Sehnoutka | Naperville Private Wealth | Naperville | Not listed | Percentage of assets |
| Parker Johnson | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Patrick Ungashick | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Paula Pienkowska | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Pete Henderson | HS Wealth Partners | Albuquerque | Not listed | Percentage of assets |
| Peter Mitchell | The Tax Pro Advisor | Leander | Not listed | Percentage of assets, Hourly |
| Peter Nrekic | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Peterson Cenerino | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Pietro Galina | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Rafael Junqueira Nani | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Rafael Quiros | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Raquel Schiavon | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Raymond Prophater | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Rebecca Agamaite | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Ricardo Donalexis | Insight Family Financial | Sarasota | Not listed | One-time planning fee, Ongoing planning fee |
| Richard Sanford | Whitener Capital Management | Rocky Mount | Not listed | Percentage of assets, Hourly |
| Robert Eilers | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Robert Knapp | OverRidge Wealth Advisors | Aledo | Not listed | Percentage of assets, Fixed fees |
| Robert Mascia | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Robert Norton | Capstone Wealth Advisors | Salem | Not listed | Percentage of assets, Hourly |
| Robroy Wiley | SmartPlan Investing | Juno Beach | Not listed | Not listed |
| Roger Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Ronnie Huskey | OverRidge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Fixed fees |
| Roy Hsu | Evoke Financial Services | Seattle | Not listed | Percentage of assets, Hourly |
| Roy Wiley | SmartPlan Investing | Juno Beach | Not listed | Not listed |
| Ryan Curtis | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
| Ryan Peschka | Berkeley Capital Management | Ellsworth | Not listed | Percentage of assets, Fixed fees |
| Samuel Harris | Patina Wealth | Crozet | Not listed | Percentage of assets |
| Sean Cole | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Shay Benedict | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Skylar Atkins | Marble Trail Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Stanley Edgell | Strategic Planning | Columbus | Not listed | Percentage of assets, Fixed fees |
| Stephen Boyce | Marble Trail Financial | Middlebury | Not listed | Percentage of assets, Fixed fees |
| Tatiane Teixeira | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Taylor Thomas | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Theodore Kaplan | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Timothy Fitzgerald | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Timothy Nenninger | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Timothy Recker | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Todd Heckman | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Tulio Barbosa Ribeiro | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Victor Schramm | Chaim Investment Advisors | Eugene | 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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