# Fee-only financial advisors: Small business owners

> Small business owners carry a planning shape that other audiences don't: the same balance sheet holds the operating company, owner-comp structure, retirement-plan sponsorship, succession or sale planning, and the personal household plan that sits on top. Advisors with depth here coordinate entity structure, owner-comp tax strategy, defined-benefit and solo-401(k) sponsorship, and the eventual transition out, whether that's a family hand-off, an internal sale, or a third-party exit.

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.

Page: https://find.wellspent.co/specialties/small-business-owners/
2851 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello.md) | Di Bello Financial | Mission Viejo, California | CFP, CPA, PFS™ | Percentage of assets |
| [Al Faber](https://find.wellspent.co/advisors/al-faber.md) | DIWY Financial Planning | Los Angeles, California | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly |
| [Amy Rosenow](https://find.wellspent.co/advisors/amy-rosenow.md) | Bold Vision Financial | Chicago, Illinois | CFP, CFA | One-time planning fee, Hourly |
| [Chris Musick](https://find.wellspent.co/advisors/chris-musick.md) | Purpose Financial Planning | Fayetteville, Georgia | CFP, CKA | Flat fee or retainer, Percentage of assets |
| [Christopher Reddick](https://find.wellspent.co/advisors/christopher-reddick.md) | Chris Reddick Financial Planning | San Antonio, Texas | CFP, EA | Subscription, One-time planning fee, Hourly |
| [Cody Murray](https://find.wellspent.co/advisors/cody-murray.md) | Stillwater Financial | Stillwater, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [David Barfield](https://find.wellspent.co/advisors/david-barfield.md) | Datapoint Financial Planning, LLC | Canton, Georgia | CFP | Hourly |
| [Emily Nilsson](https://find.wellspent.co/advisors/emily-nilsson.md) | Brava Financial, LLC | San Diego, California | CDFA, CFP, JD | One-time planning fee, Hourly |
| [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer |
| [Evon Mendrin](https://find.wellspent.co/advisors/evon-mendrin.md) | Optometry Wealth Advisors LLC | Madera, California | Certified Student Loan Professional, CFP | Flat fee or retainer, Hourly |
| [Garrett Chmiola](https://find.wellspent.co/advisors/garrett-chmiola.md) | Valeo Financial Advisors | Chicago, Illinois | CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Igor Aronov](https://find.wellspent.co/advisors/igor-aronov.md) | FAR Financial | Brooklyn, New York | CFP | One-time planning fee, Hourly |
| [Jenn Steliga](https://find.wellspent.co/advisors/jenn-steliga.md) | Find Your FI | Omaha, Nebraska | CFP | Subscription |
| [Jorge Soriano](https://find.wellspent.co/advisors/jorge-soriano.md) | Financial Optimist LLC | Saint Petersburg, Florida | CFP, EA | Subscription, One-time planning fee, Hourly |
| [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly, One-time planning fee |
| [Mary Ann Sullivan](https://find.wellspent.co/advisors/mary-ann-sullivan.md) | 395 Financial Planning | Mammoth Lakes, California | CFP, RICP | Subscription, One-time planning fee |
| [Matt Sheers](https://find.wellspent.co/advisors/matt-sheers.md) | Sheer Empowerment Financial | Plymouth, New Hampshire | CFP, CFA | Subscription, One-time planning fee, Hourly |
| [Megan Kiesel](https://find.wellspent.co/advisors/megan-kiesel.md) | Livelihood LLC | Philadelphia, Pennsylvania | CFP | One-time planning fee, Hourly |
| [Michael Rodriguez](https://find.wellspent.co/advisors/michael-rodriguez.md) | Equanimity Wealth | Glendale, California | CFP | Subscription, One-time planning fee, Hourly |
| [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer |
| [Paulo Lopes](https://find.wellspent.co/advisors/paulo-lopes.md) | Woodmont Financial Partners LLC | Mesa, Arizona | CFP, JD | Subscription, One-time planning fee, Hourly |
| [Sarah Gerber](https://find.wellspent.co/advisors/sarah-gerber.md) | Momentum Financial Planning LLC | Longmont, Colorado | CFP, AFC | Subscription, One-time planning fee |
| [Adam Bornn](https://find.wellspent.co/advisors/adam-bornn.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP, CLU | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Adam Koos](https://find.wellspent.co/advisors/adam-koos.md) | Libertas Wealth Management Group Inc | Columbus, Ohio | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer |
| [Alan Rhode](https://find.wellspent.co/advisors/alan-rhode.md) | Modern Wealth | Blue Bell, Pennsylvania | CFP, RLP, CPWA | Percentage of assets |
| [Alejandro Haas](https://find.wellspent.co/advisors/alejandro-haas.md) | Copper Square Private Wealth, LLC | Phoenix, Arizona | CFP, CIMA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Amber FitzRysler](https://find.wellspent.co/advisors/amber-fitzrysler.md) | Rising Financial | Minneapolis, Minnesota | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| [Amir Noor](https://find.wellspent.co/advisors/amir-noor.md) | N Financial Plans | Huntington, New York | CFP, CRPS, EA | Hourly, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Andrea Thompson](https://find.wellspent.co/advisors/andrea-thompson.md) | Modern Cents | Toronto, Ontario | CFP, CRPC, CLU, CHS | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing planning fee |
| [Andrew Dobson](https://find.wellspent.co/advisors/andrew-dobson.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP, CIM | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Andrew Langdon](https://find.wellspent.co/advisors/andrew-langdon.md) | VetWorth | Peachtree City, Georgia | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| [Andrew Novick](https://find.wellspent.co/advisors/andrew-novick.md) | The Investment Connection | Bridgewater, New Jersey | CFP, JD | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Anna Golan-Reznick](https://find.wellspent.co/advisors/anna-golan-reznick.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Austin Preece](https://find.wellspent.co/advisors/austin-preece.md) | Preece Financial Planning | Eau Claire, Wisconsin | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Ben Earls](https://find.wellspent.co/advisors/ben-earls.md) | Earls Financial LLC | Fort Worth, Texas | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Brenda Hiscock](https://find.wellspent.co/advisors/brenda-hiscock.md) | Objective Financial Partners | Toronto, Ontario | CFP, RHU | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Brie Pio](https://find.wellspent.co/advisors/brie-pio.md) | Birch Point Wealth Management LLC | Rockport, Maine | CFP, MBA | Percentage of assets |
| [Bryan Gum](https://find.wellspent.co/advisors/bryan-gum.md) | Lighthouse Planning | Merriam, Kansas | CFP, RLP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Cary Cates](https://find.wellspent.co/advisors/cary-cates.md) | Cates Financial Planning, LLC | Denton, Texas | CFP, EA, MBA | Percentage of assets, Hourly, Ongoing planning fee |
| [Cassandra Smalley](https://find.wellspent.co/advisors/cassandra-smalley.md) | Cassandra Smalley Wealth Management | Seminole, Florida | CFP, CFA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Charles Harper](https://find.wellspent.co/advisors/charles-harper.md) | Harper Financial Planning LLC | Columbia, South Carolina | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Charles Terry](https://find.wellspent.co/advisors/charles-terry.md) | Shepherd Wealth Partners, LLC | Waxhaw, North Carolina | CAP, CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Chris Diodato](https://find.wellspent.co/advisors/chris-diodato.md) | WELLth Financial Planning | Palm Beach Gardens, Florida | CFP, CFA | Flat fee or retainer |
| [Christina Empedocles](https://find.wellspent.co/advisors/christina-empedocles.md) | Insight Personal Finance | San Francisco, California | CFP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Christopher Marrone](https://find.wellspent.co/advisors/christopher-marrone.md) | Marrone Wealth Management LLC | New York, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee |
| [Craig Toberman](https://find.wellspent.co/advisors/craig-toberman.md) | Toberman Becker Wealth, LLC | St. Louis, Missouri | CFA, CFP, CPA, MBA | Percentage of assets |
| [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope.md) | Pope Wealth Planning | New York, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer, Percentage of assets |
| [DAN Honsberger](https://find.wellspent.co/advisors/dan-honsberger.md) | Reel Financial Planning | Midlothian, Virginia | CFP | Subscription, One-time planning fee, Hourly |
| [Daniel Yerger](https://find.wellspent.co/advisors/daniel-yerger.md) | MY Wealth Planners | Longmont, Colorado | AIF, CFP, ChFC, MBA, PhD | Ongoing planning fee, Percentage of assets |
| [David Lyon](https://find.wellspent.co/advisors/david-lyon.md) | Lyon Wealth Advisory | San Deigo, California | CFP, EA, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Francisco Ayala](https://find.wellspent.co/advisors/francisco-ayala.md) | The Coleridge Group | Phoenix, Arizona | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan.md) | Wealth Habits | White Plains, New York | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| [Garrett Dresen](https://find.wellspent.co/advisors/garrett-dresen.md) | Harbor Horizon Financial | Wilsonville, Oregon | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Gerardo Garcia Jr](https://find.wellspent.co/advisors/gerardo-garcia-jr.md) | Confianza Wealth Management | Vista, California | CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Glenn Brown](https://find.wellspent.co/advisors/glenn-brown.md) | PlanDynamic, LLC | Framingham, Massachusetts | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [Hannah McVean](https://find.wellspent.co/advisors/hannah-mcvean.md) | Objective Financial Partners | Markham, Ontario | CFP, CIM | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Hannah Szarszewski](https://find.wellspent.co/advisors/hannah-szarszewski.md) | Blue Mountain Financial Planning, LLC | Lubbock, Texas | CFP, AFC | Ongoing planning fee, One-time planning fee |
| [Harrison Hinz](https://find.wellspent.co/advisors/harrison-hinz.md) | First Pacific Financial | Portland, Oregon | CFP | Percentage of assets |
| [Heather Townsend](https://find.wellspent.co/advisors/heather-townsend.md) | Townsend Financial, LLC | Scottsdale, Arizona | CFP, CPA, BBA, RLP | Ongoing planning fee |
| [Hui-chin Chen](https://find.wellspent.co/advisors/hui-chin-chen.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly |
| [J Brett Martinson](https://find.wellspent.co/advisors/j-brett-martinson.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP, CLU, B.Eng Mgt | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Jake Northrup](https://find.wellspent.co/advisors/jake-northrup.md) | Experience Your Wealth, LLC | Providence, Rhode Island | Certified Student Loan Professional, CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| [Jason Heath](https://find.wellspent.co/advisors/jason-heath.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Jeff McCartney](https://find.wellspent.co/advisors/jeff-mccartney.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP, CFDS, MBA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Jennifer Swindler](https://find.wellspent.co/advisors/jennifer-swindler.md) | Money Illustrated Advisory Services | Bluffdale, Utah | AFC, CDFA, CFP | Flat fee or retainer, Ongoing planning fee, Hourly, Percentage of assets, One-time planning fee |
| [Jim Pan](https://find.wellspent.co/advisors/jim-pan.md) | Panorama Financial Planning | Vancouver, British Columbia | CFP, MFA-P | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Joanne David](https://find.wellspent.co/advisors/joanne-david.md) | Keybase Financial Group | Edmonton, Alberta | CFP, FCSI | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [John Boyd](https://find.wellspent.co/advisors/john-boyd.md) | MDRN Wealth | Venice, California | CFP | Percentage of assets |
| [John McGowan](https://find.wellspent.co/advisors/john-mcgowan.md) | Mandala Financial Advisors | Salida, Colorado | CFP, MBA | Percentage of assets, Hourly, One-time planning fee |
| [Jordan Banning](https://find.wellspent.co/advisors/jordan-banning.md) | Crafted Financial Planning | Glendale, Arizona | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jordan DeBoer](https://find.wellspent.co/advisors/jordan-deboer.md) | Calibration Financial | Milaca, Minnesota | AWMA, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly, Percentage of assets |
| [Jordan Vlastuin Vlastuin](https://find.wellspent.co/advisors/jordan-vlastuin-vlastuin.md) | Make the Memory Financial Planning LLC | Clemmons, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Julia Chung](https://find.wellspent.co/advisors/julia-chung.md) | Spring Financial Planning | Surrey, British Columbia | CFP, CLU, FEA | One-time planning fee, Ongoing planning fee |
| [Kathleen Connors Dowdy](https://find.wellspent.co/advisors/kathleen-connors-dowdy.md) | EP Wealth Advisors | Los Angeles, California | CFP, EA, CLU, MS, MBA, AIF, MA, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Kathryn Kubiak-Rizzone](https://find.wellspent.co/advisors/kathryn-kubiak-rizzone.md) | About Time Financial Planning | Rochester, New York | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Kenneth Doll](https://find.wellspent.co/advisors/kenneth-doll.md) | Alberta Financial Planner | Calgary, Alberta | CFP, CLU, TEP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Kyle Martins](https://find.wellspent.co/advisors/kyle-martins.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Lauren Way](https://find.wellspent.co/advisors/lauren-way.md) | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta, Georgia | CFP, CFA, PhD, CRC | Percentage of assets |
| [Linda Rogers](https://find.wellspent.co/advisors/linda-rogers.md) | Planning Within Reach | Virginia Beach, Virginia | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| [Lindsay Elwood](https://find.wellspent.co/advisors/lindsay-elwood.md) | Elwood & Goetz Wealth Advisory Group | Athens, Georgia | CFP | Percentage of assets |
| [Lindsey Young](https://find.wellspent.co/advisors/lindsey-young.md) | Quiet Wealth LLC | Baltimore, Maryland | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Liz Plot](https://find.wellspent.co/advisors/liz-plot.md) | Primas Financial Planning | Columbia, Maryland | CFP, ChFC, AFC, EA | Ongoing planning fee, One-time planning fee |
| [Marcus Miller](https://find.wellspent.co/advisors/marcus-miller.md) | Mainstay Capital LLC | Lakeland, Florida | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Mark Stancato](https://find.wellspent.co/advisors/mark-stancato.md) | VIP Wealth Advisors | Decatur, Georgia | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| [Matt Cooley](https://find.wellspent.co/advisors/matt-cooley.md) | Inspire Wealth Partners | Boise, Idaho | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Matthew Dennis](https://find.wellspent.co/advisors/matthew-dennis.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Matthew Hale](https://find.wellspent.co/advisors/matthew-hale.md) | Make the Memory Financial Planning | Johnson City, Tennessee | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly |
| [Melissa Leonard](https://find.wellspent.co/advisors/melissa-leonard.md) | Cairn Financial Planning | Seattle, Washington | CFP | Subscription, One-time planning fee, Hourly |
| [Meri-Li Forrest](https://find.wellspent.co/advisors/meri-li-forrest.md) | Be Wealthy Financial Coaching Inc. | Oakville, Ontario | CFP, CIM | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Michael Barichello](https://find.wellspent.co/advisors/michael-barichello.md) | Parallel Wealth Financial Group | Kitchener, Ontario | CFP, CLU, FMA, CHS | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch.md) | North River Wealth Advisors | Pittsburgh, Pennsylvania | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| [Miguel Gomez](https://find.wellspent.co/advisors/miguel-gomez.md) | Sophronia Wealth Advisors, Inc. | El Paso, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| [Miguel Gomez Garcia](https://find.wellspent.co/advisors/miguel-gomez-garcia.md) | Sophronia Wealth Advisors, Inc. | El Paso, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| [Mitchell Anderson](https://find.wellspent.co/advisors/mitchell-anderson.md) | EFinancial Alliance | Franklin, Tennessee | CFP, MBA | One-time planning fee, Percentage of assets |
| [Nancy Grouni](https://find.wellspent.co/advisors/nancy-grouni.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Patricia Kane](https://find.wellspent.co/advisors/patricia-kane.md) | Kane Financial Planning, LLC | Avon, Connecticut | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Patrick Yaghoobians](https://find.wellspent.co/advisors/patrick-yaghoobians.md) | Noor Financial Services | Los Angeles, California | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Prudence Zhu](https://find.wellspent.co/advisors/prudence-zhu.md) | Enso Financial | Phoenix, Arizona | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly |
| [Rachel DeCarolis](https://find.wellspent.co/advisors/rachel-decarolis.md) | Northstar Financial Planning | Windham, New Hampshire | CDFA, CeFT, CFP, MBA, RLP | Percentage of assets, Ongoing planning fee |
| [Rana Choubah](https://find.wellspent.co/advisors/rana-choubah.md) | Meridian Financial Advisors, LLC | Holliston, Massachusetts | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [RJ Devick](https://find.wellspent.co/advisors/rj-devick.md) | Bond&Devick Wealth Partners | Saint Louis Park, Minnesota | BA, BFA, BS, CFP, Chartered SRI Counselor, ChFC, CRPC | Percentage of assets, One-time planning fee |
| [Robert Costello](https://find.wellspent.co/advisors/robert-costello.md) | Costello Financial Planning | Bend, Oregon | CFP | Percentage of assets, Fixed fees |
| [Robert Persichitte](https://find.wellspent.co/advisors/robert-persichitte.md) | Delagify Financial | Arvada, Colorado | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Ryan Johnson](https://find.wellspent.co/advisors/ryan-johnson.md) | Hundred Financial Planning | Grand Rapids, Michigan | CFP | One-time planning fee, Percentage of assets, Subscription, Flat fee or retainer |
| [Ryan Kurtz](https://find.wellspent.co/advisors/ryan-kurtz.md) | Objective Financial Partners Inc. | Markham, Ontario | CPA, CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Ryan Miyamoto](https://find.wellspent.co/advisors/ryan-miyamoto.md) | Derive Wealth | Pasadena, California | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Sean Lovison](https://find.wellspent.co/advisors/sean-lovison.md) | Purpose Built Financial Services, LLC | Moorestown, New Jersey | CFP, CPA | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Sefa Mawuli](https://find.wellspent.co/advisors/sefa-mawuli.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly |
| [Shane Dennehy](https://find.wellspent.co/advisors/shane-dennehy.md) | CayDen Wealth Management | Broomfield, Colorado | BFA, CFP, ChFC | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Sweta Bhargav](https://find.wellspent.co/advisors/sweta-bhargav.md) | Adviso Wealth | Princeton, New Jersey | CEPA, CFA, CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Thuy (Twee) Lam](https://find.wellspent.co/advisors/thuy-twee-lam.md) | Objective Financial Partners | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Tommy Lopez](https://find.wellspent.co/advisors/tommy-lopez.md) | Coffeehouse Capital LLC \| Financial Planning and Wealth Management | Fresno, California | CFP, CRPC | Hourly, One-time planning fee |
| [Tracy Baron Garcia](https://find.wellspent.co/advisors/tracy-baron-garcia.md) | TBG Investing | Lake Oswego, Oregon | CFP, MBA | Ongoing planning fee, One-time planning fee |
| [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy.md) | Fortitude Financial Planning, LLC | Raleigh, North Carolina | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Troy Knighton](https://find.wellspent.co/advisors/troy-knighton.md) | Veritas Wealth Management LLC | Salt Lake City, Utah | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| [Vikki Brown](https://find.wellspent.co/advisors/vikki-brown.md) | Modern Cents | Mississauga, Ontario | CFP, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Ziad Sahuri](https://find.wellspent.co/advisors/ziad-sahuri.md) | Parallel Wealth Financial Group | Ottawa, Ontario | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Aaron Milledge](https://find.wellspent.co/advisors/aaron-milledge.md) | Targeted Wealth Solutions | Colorado Springs, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, Hourly, Flat fee or retainer |
| [AJ Flores](https://find.wellspent.co/advisors/aj-flores.md) | Portfolio Advisors, Inc. | Fresno, California | CFP | Percentage of assets |
| [Alonso Rodriguez Segarra](https://find.wellspent.co/advisors/alonso-rodriguez-segarra.md) | Advise Financial | Boca Raton, Florida | CFP | Hourly, Ongoing planning fee |
| [Andrea Oliver](https://find.wellspent.co/advisors/andrea-oliver.md) | One Wild Life Advisors, LLC | Chicago, Illinois | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell.md) | Fiduciary Financial Advisors | Grand Rapids, Michigan | CFP | Percentage of assets, Subscription |
| [Bob Wolfe](https://find.wellspent.co/advisors/bob-wolfe.md) | HealthyFP | Conshohocken, Pennsylvania | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Breanna Sykes](https://find.wellspent.co/advisors/breanna-sykes.md) | Copper Leaf Financial, LLC | Rutland, Vermont | CFP, CPA/PFS | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, Hourly |
| [Casey Smith](https://find.wellspent.co/advisors/casey-smith.md) | Wiser Wealth Management, Inc. | Marietta, Georgia | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Charles Horonzy](https://find.wellspent.co/advisors/charles-horonzy.md) | Focused Up Financial, LLC | La Grange, Illinois | CFP, CPA | Percentage of assets, Ongoing planning fee |
| [Curtis Crossland](https://find.wellspent.co/advisors/curtis-crossland.md) | Suttle Crossland Wealth Advisors, LLC | Scottsdale, Arizona | CFP, CFA, MBA, EA | One-time planning fee, Ongoing planning fee |
| [David Frank](https://find.wellspent.co/advisors/david-frank.md) | Turning Point Planning LLC | Los Angeles, California | CFP | Percentage of assets, Ongoing planning fee |
| [Deaton Smith](https://find.wellspent.co/advisors/deaton-smith.md) | Thayer Financial | Hickory, North Carolina | CFP, ChFC | Percentage of assets |
| [Debbie Price](https://find.wellspent.co/advisors/debbie-price.md) | Price Planning, LLC | Powell, Ohio | CFP, CPA, JD | Hourly, Ongoing planning fee, Flat fee or retainer |
| [Dustin Suttle](https://find.wellspent.co/advisors/dustin-suttle.md) | Suttle Crossland Wealth Advisors, LLC | Scottsdale, Arizona | CFP, MBA, AAMS, CRPC | One-time planning fee, Ongoing planning fee |
| [Eric Jochimsen](https://find.wellspent.co/advisors/eric-jochimsen.md) | JBY Financial Planning | Sun Prairie, Wisconsin | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Evan Luongo](https://find.wellspent.co/advisors/evan-luongo.md) | NoDa Wealth Management | Charlotte, North Carolina | CFP | One-time planning fee, Percentage of assets |
| [Garrett Bybee](https://find.wellspent.co/advisors/garrett-bybee.md) | Bybee Wealth Management | Roy, Utah | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Greg Crofton](https://find.wellspent.co/advisors/greg-crofton.md) | Adap Tax Financial, Inc. | Pleasanton, California | CFP, EA | Hourly, Flat fee or retainer, One-time planning fee, Percentage of assets |
| [Jacob Stalder](https://find.wellspent.co/advisors/jacob-stalder.md) | Navigate Financial Planning LLC | Cedar Falls, Iowa | CFP | Subscription, One-time planning fee |
| [Jacquelin Liautaud](https://find.wellspent.co/advisors/jacquelin-liautaud.md) | One Wild Life Advisors, LLC | Chicago, Illinois | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Jared Jameson](https://find.wellspent.co/advisors/jared-jameson.md) | WJ Interests, LLC | Sugar Land, Texas | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Jason Richmond](https://find.wellspent.co/advisors/jason-richmond.md) | Pruitt Richmond Wealth Management | Estero, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jeffrey Walters](https://find.wellspent.co/advisors/jeffrey-walters.md) | Advisia Financial Planning, LLC | Bellevue, Washington | CFP, EA | Hourly |
| [Jeremy Wilson](https://find.wellspent.co/advisors/jeremy-wilson.md) | J Wilson Wealth Management | Davison, Michigan | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Jessica Smith](https://find.wellspent.co/advisors/jessica-smith.md) | Vitality Wealth | Meridian, Idaho | CFP, CPA, MAcc | Percentage of assets, Ongoing planning fee |
| [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick.md) | Savant Wealth Management | Phoenix, Arizona | AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC, CLU | Percentage of assets, Flat fee or retainer |
| [Joel Huet](https://find.wellspent.co/advisors/joel-huet.md) | White Sand Wealth Management, LLC | Liberty, Missouri | CFP, CTFA, MBA | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Harner](https://find.wellspent.co/advisors/jonathan-harner.md) | Wichita Wealth Management, LLC | Wichita, Kansas | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Jonathan Pixley](https://find.wellspent.co/advisors/jonathan-pixley.md) | Realm Financial Planning, LLC | Tulsa, Oklahoma | CFP | One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Leo Lavezza](https://find.wellspent.co/advisors/leo-lavezza.md) | Financial Consulate, Inc. | Fernandina Beach, Florida | CFP, CPA, MBA, CIMA | Ongoing planning fee |
| [Martin Watkins](https://find.wellspent.co/advisors/martin-watkins.md) | TrueNorth Wealth | Salt Lake City, Utah | BA, CFP | Percentage of assets |
| [Michael Rivas](https://find.wellspent.co/advisors/michael-rivas.md) | Bienvenue Wealth LLC | New Orleans, Louisiana | BS, CFP, EA, CPA | Percentage of assets, Fixed fees |
| [Patrick Bourbon](https://find.wellspent.co/advisors/patrick-bourbon.md) | Bourbon Financial Management | Chicago, Illinois | CFA, CFP, MSEE, MSFS | Subscription |
| [Paul Carriere](https://find.wellspent.co/advisors/paul-carriere.md) | Carriere Financial Planning | Colorado Springs, Colorado | CFP | Percentage of assets, Flat fee or retainer |
| [Rachel Lawrence](https://find.wellspent.co/advisors/rachel-lawrence.md) | Reverie Wealth | Rochester, New Hampshire | CFP, MSFP | Ongoing planning fee, One-time planning fee, Hourly |
| [Renee Collins](https://find.wellspent.co/advisors/renee-collins.md) | Retire Ready Inc. | Olympia Fields, Illinois | CFP, CPA, AFC | One-time planning fee, Ongoing planning fee |
| [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets |
| [Ryan Bennett](https://find.wellspent.co/advisors/ryan-bennett.md) | Kelda Wealth Management | Cuyahoga Falls, Ohio | CFP | Percentage of assets, One-time planning fee |
| [Scott Sturgeon](https://find.wellspent.co/advisors/scott-sturgeon.md) | Oread Wealth Partners | Leawood, Kansas | CFP, JD, MBA | Percentage of assets |
| [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd.md) | Pillar Wealth | Franklin, Indiana | CFP | Hourly, One-time planning fee, Subscription, Flat fee or retainer |
| [Sridhar Krishnan](https://find.wellspent.co/advisors/sridhar-krishnan.md) | Encover Personal Finance LLC | Fremont, California | BS, CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe.md) | Scholar Financial Advising | Winston-Salem, North Carolina | CFP, CFA, PhD | Flat fee or retainer |
| [Stephen Boatman](https://find.wellspent.co/advisors/stephen-boatman.md) | Flat Fee Financial LLC | Charlotte, North Carolina | CFP | Flat fee or retainer |
| [Steven Neeley](https://find.wellspent.co/advisors/steven-neeley.md) | Fortress Capital Advisors | Carmel, Indiana | CFP, MBA | Percentage of assets, One-time planning fee |
| [Thomas Knowlton](https://find.wellspent.co/advisors/thomas-knowlton.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, CTFA, MBA | Percentage of assets |
| [Timothy Kirch](https://find.wellspent.co/advisors/timothy-kirch.md) | Nashville Financial Planning | Franklin, Tennessee | CFP | One-time planning fee, Ongoing planning fee |
| [Tina Mistry](https://find.wellspent.co/advisors/tina-mistry.md) | Portfolio Advisors, Inc | Fresno, California | CFP | Percentage of assets |
| [Tracy Sherwood](https://find.wellspent.co/advisors/tracy-sherwood.md) | Sherwood Financial Management | Williamsville, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Travis Allen](https://find.wellspent.co/advisors/travis-allen.md) | Custom Wealth Planners | Ankeny, Iowa | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| [Trent White](https://find.wellspent.co/advisors/trent-white.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, JD | Percentage of assets |
| [Alex Perkins](https://find.wellspent.co/advisors/alex-perkins.md) | Perkins Wealth Advantage, LLC. | Fishers, Indiana | CFP | Percentage of assets, Fixed fees |
| [Ally Jane Ayers](https://find.wellspent.co/advisors/ally-jane-ayers.md) | Brooklyn FI, LLC | Brooklyn, New York | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Andrew Mastro](https://find.wellspent.co/advisors/andrew-mastro.md) | Wrought Financial Planning | Haddonfield, New Jersey | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| [Arun Soni](https://find.wellspent.co/advisors/arun-soni.md) | Avenue 90 Financial | Chicago, Illinois | CFA, CFP | Percentage of assets, Hourly, One-time planning fee |
| [Bill Mulvahill](https://find.wellspent.co/advisors/bill-mulvahill.md) | Trailhead Planners | Edina, Minnesota | CFP, CPA | Percentage of assets, Hourly, Fixed fees |
| [Blair Garner](https://find.wellspent.co/advisors/blair-garner.md) | Garner Financial Management | Franklin, Tennessee | CFA, CFP, MS | Percentage of assets |
| [Brandon Davies](https://find.wellspent.co/advisors/brandon-davies.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP (Canada), CFP (U.S.), CIM, CLU, TEP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Chelsea Ransom-Cooper](https://find.wellspent.co/advisors/chelsea-ransom-cooper.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Chris Alman](https://find.wellspent.co/advisors/chris-alman.md) | Equip Financial Partners, LLC | Fairhope, Alabama | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Chris Ferris](https://find.wellspent.co/advisors/chris-ferris.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Chris Merrick](https://find.wellspent.co/advisors/chris-merrick.md) | Merrick Financial Inc. | Toronto, Ontario | CFP, QAFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Chris Ryan](https://find.wellspent.co/advisors/chris-ryan.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Christopher Annello](https://find.wellspent.co/advisors/christopher-annello.md) | SAGEbroadview Wealth Management, LLC | Farmington, Connecticut | CFP | Ongoing planning fee |
| [Crystal Kelly](https://find.wellspent.co/advisors/crystal-kelly.md) | Amani Financial Inc. | Edmonton, Alberta | CFP | Flat fee or retainer, Ongoing planning fee |
| [Dallen Haws](https://find.wellspent.co/advisors/dallen-haws.md) | Haws Financial Planning, LLC | Sierra Vista, Arizona | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Dan Wood](https://find.wellspent.co/advisors/dan-wood.md) | Zimmerman Wealth Management, LLC | Evanston, Illinois | CFA, CFP | Percentage of assets, Fixed fees |
| [Dana Menard](https://find.wellspent.co/advisors/dana-menard.md) | Twin Cities Wealth Strategies, Inc. | Maple Grove, Minnesota | CFP, RLP | Flat fee or retainer, Percentage of assets |
| [Daniel Mahoney](https://find.wellspent.co/advisors/daniel-mahoney.md) | True Square Financial LLC | Atlanta, Georgia | CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [David Blain](https://find.wellspent.co/advisors/david-blain.md) | BlueSky Wealth Advisors, LLC | Acworth, Georgia | CFA, CDFA, CFP, EA, MS, AFC, TPCP | Ongoing planning fee |
| [David Frisch](https://find.wellspent.co/advisors/david-frisch.md) | Frisch Financial Group, Inc. | New York, New York | CFP, CPA/PFS, CFS, CDFA, MSFS, CRPC | Percentage of assets, Fixed fees |
| [David Gardner](https://find.wellspent.co/advisors/david-gardner.md) | Entree Wealth | Boulder, Colorado | CFP, EA, MS | Percentage of assets, Ongoing planning fee |
| [David Marotta](https://find.wellspent.co/advisors/david-marotta.md) | Marotta Wealth Management, Inc. | Charlottesville, Virginia | AAMS, AIF, CFP, APMA | Percentage of assets, Hourly, One-time planning fee |
| [David Martin](https://find.wellspent.co/advisors/david-martin.md) | Eltero Financial Partners Inc. | Halifax, Nova Scotia | FCSI, CIM, CFP (ret'd) | Flat fee or retainer, One-time planning fee |
| [Dean Schuler](https://find.wellspent.co/advisors/dean-schuler.md) | Schuler Wealth Planning LLC | Columbus, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Gary Birdsall](https://find.wellspent.co/advisors/gary-birdsall.md) | True Financial, LLC | Houma, Louisiana | CFP, JD | Percentage of assets, Fixed fees |
| [Grant Bledsoe](https://find.wellspent.co/advisors/grant-bledsoe.md) | Three Oaks Wealth | Lake Oswego, Oregon | AIF, CEPA, CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees |

Showing the first 200 of 2851. The full list, page by page: https://find.wellspent.co/specialties/small-business-owners/?page=2

## Related

- [Tax planning](https://find.wellspent.co/specialties/tax-planning.md)
- [Estate & legacy planning](https://find.wellspent.co/specialties/estate-planning.md)
- [Retirement planning](https://find.wellspent.co/specialties/retirement-planning.md)

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).