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 |
|---|---|---|---|---|
| Warren Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| William Eberhard | Ridgeline Private Wealth | Mesa | Not listed | Ongoing planning fee |
| William Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Zachary Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Andrew Hawes | Vista Way Advisors | Charlestown | Not listed | Percentage of assets, Hourly |
| Anjana Batra | The Prosperity People | Bellevue | Not listed | Percentage of assets, Hourly |
| Bruce Carlson | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Callie Hudson | Financial Forum | Spokane | Not listed | Percentage of assets, Hourly |
| Carlton Fitch | Houlihan Financial Resource Group | Ashburn | Not listed | Percentage of assets, Hourly |
| Christopher Goodmacher | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| Clinton Kane | Kane Financial | Waterville | Not listed | Percentage of assets, Hourly |
| Corey Black | Ataraxis Financial | Rochester | Not listed | Percentage of assets, Hourly |
| Daniel Kaster | Mentor Capital Management | Chicago | Not listed | Percentage of assets, Hourly |
| Danielle Hartman | Kane Financial | Pittsford | Not listed | Percentage of assets, Hourly |
| David Martell | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| David Reidy | First Growth Capital | Miami | Not listed | Percentage of assets, Fixed fees |
| Donald Schroeder | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Dylan Ronn | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Eric Giacobba | Blueline Advisors | York | Not listed | Percentage of assets, Fixed fees |
| Jacob Potter | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Jeffrey Comstock | Financial Forum | Spokane | Not listed | Percentage of assets, Hourly |
| Jessica Chen | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| John Nunan | The Prosperity People | Bellevue | Not listed | Percentage of assets, Hourly |
| Joseph Applewhite | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Justin Moyer | KWM Financial | Porstmouth | Not listed | Percentage of assets, Hourly |
| Katharine Schwartz | Arbor Financial Services | Downers Grove | Not listed | Percentage of assets, Hourly |
| Krista Ketelsen | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Kristin Herbst | Cypress Capital Management | Sheridan | Not listed | Percentage of assets, Fixed fees |
| Landy Comstock | Financial Forum | Spokane | Not listed | Percentage of assets, Hourly |
| Leonard Turcotte | Blueline Advisors | Exeter | Not listed | Percentage of assets, Fixed fees |
| Matthew Ebzery | Cypress Capital Management | Sheridan | Not listed | Percentage of assets, Fixed fees |
| Mayra Meza | Sierra Ocean | Ripon | Not listed | Percentage of assets, Fixed fees |
| Michael Black | Ataraxis Financial | Rochester | Not listed | Percentage of assets, Hourly |
| Nathan Kimle | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Nicole Phelan | Concierge Financial Advisor | Parrish | Not listed | Percentage of assets |
| Patrick Clark | Neshaminy Creek Advisors | Bensalem | Not listed | Percentage of assets, Hourly |
| Paul Beran | Arbor Financial Services | Downers Grove | Not listed | Percentage of assets, Hourly |
| Peter Claeys | Arbor Financial Services | Downers Grove | Not listed | Percentage of assets, Hourly |
| Robert Stock | Invest Smart USA | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Rodney McKinnis | MACC IV Group | Chandler | Not listed | Percentage of assets, Fixed fees |
| Ryan Houlihan | Houlihan Financial Resource Group | Reston | Not listed | Percentage of assets, Hourly |
| Ryan Wells | PathWise | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Sarah Bodach | Mentor Capital Management | Chicago | Not listed | Percentage of assets, Hourly |
| Sharon Stanton | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Shawn Young Eagle | Vista Way Advisors | Charlestown | Not listed | Percentage of assets, Hourly |
| Timothy Buys | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Walter Klein | SFC Financial | Sunset Hills | Not listed | Percentage of assets, Hourly |
| William Hardwick | Hardwick Capital Management | Shelbyville | Not listed | Percentage of assets, Hourly |
| William Hardwick | Hardwick Capital Management | Murrells Inlet | 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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