Fee-only advisors for small business owners

Wellspent public graph/Lists/Fee-only advisors for small 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 November 2, 2026. Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

2851 matching advisors

Fee-only advisors for small business owners: advisor, firm, city, credentials, and fees
Advisor	Firm	City	Credentials	Fees
Shane Mason	Brooklyn FI	Brooklyn	CFP, CPA/PFS, CPWA, EA	Percentage of assets, Ongoing planning fee
Shannon Pope	SFMG Wealth Advisors	Plano	CFP	Percentage of assets
Shaun Melby	Melby Wealth Management, LLC	Nashville	CFP	Percentage of assets, Ongoing planning fee
Shirley Stacy Sanchez	Pioneer Wealth Management Group	Austin	CFP, MS, AAMS, CRPS	Flat fee or retainer, Hourly
Stanton Burns	Oakview Wealth Solutions LLC	St. Charles	CFP	Percentage of assets, Hourly
Steve Cruice	Simply Steward, LLC	Highlands Ranch	CFP, CPA	Percentage of assets, Fixed fees
Steven Clark	Clark Financial Planning Services LLC	Coconut Creek	CFP, EA, RICP	Flat fee or retainer, Ongoing planning fee
Tara Unverzagt	South Bay Financial Partners	Torrance	CFP, MBA	Hourly, One-time planning fee
Tim Woodward	Blend Wealth	Indianapolis	CFP, MBA	Ongoing planning fee
Todd Moritz	White Turf Financial	St Paul	BBA, CFP, CPA/PFS, CPA	Percentage of assets, Ongoing planning fee
Vincent Renaut	Pier 42 Advisors	South Dennis	CFP	Percentage of assets, Hourly
Zach Lopez	AnCap Financial	League City	CFP	Flat fee or retainer, Ongoing planning fee
Alex Jankowski	Timeless Wealth, LLC	Phoenixville	CFP, CPA	Percentage of assets, Hourly
Amy Riddell	AFT Financial Planning	Tampa	CFA, CFP	Hourly, One-time planning fee
Ann Shubert	Equila Financial, LLC	Albuquerque	CFP, MBA	Flat fee or retainer, One-time planning fee
Annie Kvick	Money Coaches Canada	North Vancouver	CFP, BEd	One-time planning fee, Ongoing planning fee
Annie McQuilken	Forever Financial Advisors, LLC	Worcester	CFP, CFT-I, MS	Percentage of assets, Hourly
Anthony Lombard Ethical, transparent planning for teachers, business owners and people with equity compensation, with attention to money behavior and financial literacy.	Noteworthy Financial	Fairfax Station	CFP	Subscription, One-time planning fee
Barbara Knoblach	Money Coaches Canada	Edmonton	CFP, PhD	One-time planning fee, Ongoing planning fee
Bob Knode	Knode Wealth Management	Plano	CFP, EA	Percentage of assets, Hourly
Brandy Branstetter	Beyond Wealth	Overland Park	CFP	Percentage of assets, Hourly
Cathy Curtis	Curtis Financial Planning, LLC	Oakland	CFP	Percentage of assets, Flat fee or retainer
Cherise Berman	Bespoke Financial Consulting Inc.	Toronto	CA, CFP, RFP, TEP	Hourly, Ongoing planning fee
Cheryl Vesely	Balance Financial Planning, LLC	Oakland	CFP, MA	Percentage of assets, Hourly
Clark Kendall	Kendall Capital Management	Rockville	AEP, CFA, CFP	Percentage of assets, Ongoing planning fee
Contey Smith	Motus Wealth Management, LLC	Atlanta	CFP	Percentage of assets, Fixed fees
Corey Beal	Empowering Finance, LLC	Portland	CFP	Flat fee or retainer, Hourly
Dale Shafer Ii	Life Moves Wealth Management, LLC	Scotttsdale	CFP, APMA, CDFA	Ongoing planning fee
Daniel Evans	Money Coaches Canada	Vancouver	CFP, CLU	One-time planning fee, Ongoing planning fee
Darren Koch	Steigerwald, Gordon & Koch Inc.	Leesburg	CEPA, CFP, CRPS, Other	Percentage of assets, Hourly
David Miller	Rule72 Financial	Potomac Falls	CFP, MSC	Percentage of assets, Hourly
Dawn Mabery Chestnut	Mabery Consulting, LLC	Washington	CFP, MPAS, MSPFP, ChFC	Flat fee or retainer, Hourly
DeDe Smolen	Innovative Financial, LLC	Lakewood	CFP, CPA	Percentage of assets, Hourly
Drew Feutz	Migration Wealth Management, LLC	Avon	CFP	Ongoing planning fee
Eric Imley	Soaring Investment Management, LLC	Portland	CFP, MFA, CKA, CFA	Percentage of assets, Hourly
Eric Maldonado	Aquila Wealth Advisors	San Luis Obispo	CFP, MBA	Percentage of assets, Ongoing planning fee
Eric Olsen	Olsen Family Financial, LLC	Oakton	CFP, PhD	Flat fee or retainer, Hourly
Galen Herbst de Cortina	Buff Your Finances, LLC	Newbury Park	CFP, MBA	One-time planning fee
Gerald Gasber	Gasber Financial Advisors, Inc.	Folsom	CFP, CFS, CIMA, CIMC	Percentage of assets, Hourly
James Ashby	Mustard Seed Wealth Management	Magnolia	CFP, CPA	Percentage of assets, Hourly
Janice Fier	Couloir Wealth Advisors, Inc.	Welch	CFP	Hourly, One-time planning fee
January Smith	Janus Financial Planning, LLC	San Antonio	CFP, EA	Flat fee or retainer, Ongoing planning fee
Jason Gunkel	Syverson Strege	West Des Moines	CAP, CFA, CFP, AEP	Percentage of assets, Hourly
Jeanna Nation	West Financial Advisors, LLC	Des Moines	CFP, CPA/PFS, RICP	Percentage of assets, Hourly
Jeffrey Bogue	Bogue Asset Management	Portland	BS, CFP	Hourly, One-time planning fee
Jim Kilgore	Buckeye Wealth Partners, LLC	Dayton	CFP	Percentage of assets, Hourly
Jodie Stauffer	Money Coaches Canada	Edmonton	CFP	One-time planning fee, Ongoing planning fee
John Fales	Searcy Financial Services, Inc.	Overland Park	AIF, CFP, CIMA, EA	Percentage of assets, Hourly
Jon Hsu	TrueVector Wealth Advisors	Parker	CFP, CIMA, EA	Flat fee or retainer, One-time planning fee
Josh Escalante Troesh	Purposeful Strategic Partners	Alta Loma	CFP, MBA	Percentage of assets, Ongoing planning fee

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.