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.
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
Advisors with depth in small business owners
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amir Alamir | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Andrea Ward | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Andrew Arkfeld | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Andrew Lemay | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Andrew McDirmid | Lodestone Wealth Management | Spokane | Not listed | Percentage of assets, Fixed fees |
| Andrew Picchietti | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Andrew Strong | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Ann Lobos | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Anthony Mensah | Mensah Finance Group | Atlanta | Not listed | Percentage of assets, Hourly |
| Arturo Lumpkin | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Asa Graves | Graves Light Lenhart Private Wealth Management | Harrisonburg | Not listed | Percentage of assets |
| Ashley Chupka | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Ashley Heck | Campbell Asset Management | Chattanooga | Not listed | Percentage of assets, Hourly |
| Ashley Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Barrett Haus | Haus Financial Solutions | Orlando | Not listed | Percentage of assets, Hourly |
| Bradley Bolnick | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Bradley Stephens | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Bradley Turlington | White Oak Wealth Partners | Raleigh | Not listed | Percentage of assets |
| Brandon Furlan | Capital Gains Advisory | Township Of Washington | Not listed | Flat fee or retainer |
| Brent Neis | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Brett Herron | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Brian Carter | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Brynn Albers | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Bryon Brooks | Adaptive Advisory | Olathe | Not listed | Percentage of assets, Hourly |
| Cameron Marzi | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |
| Carlos Carriedo Samaniego | Buttonwood Financial Group | Kansas City | Not listed | Percentage of assets, Hourly |
| Carolyn Taylor | Weatherly Asset Management | Del Mar | Not listed | Percentage of assets, Fixed fees |
| Casey Phinney | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Chani Katzman We help our clients live a life by design, not default. | Not listed | New York | Not listed | Percentage of assets |
| Charles Arnold | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Charles Boling | Global Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Charles Boling | Global Wealth Management | Little Rock | Not listed | Percentage of assets, Hourly |
| Charles Coleman | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Charles Shipman | Blue Keel Financial Planning | Westport | Not listed | Percentage of assets, Hourly |
| Charles Shiver | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| Christopher Cubbage | Opportunus Wealth Management | Gig Harbor | Not listed | Percentage of assets, Hourly |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Christopher Martin | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Christopher Niemela | Foresee Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Christopher Vernon | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Cinthya Miceli | Carrington Group | Dallas | Not listed | Percentage of assets, Fixed fees |
| Clark Brown | Hello Wealth Financial Advisors | Athens | Not listed | Percentage of assets, Hourly |
| Cole Smith | Lyons Capital Group | Shreveport | Not listed | Percentage of assets, Fixed fees |
| Colten Kitcho | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Corbin Hixson | Alpha Squared Capital | Scottsdale | Not listed | Percentage of assets, Hourly |
| Craig Dawson | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
Guides
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Financial advisor for small business owners
A good advisor for business owners plans the company and the household as one: what you pay yourself, which retirement plan to sponsor, and what happens when you step away. Fee-only planners charge a median $4,500 a year.
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Becoming a landlord: the money and tax plan to make first
A rental's tax rules shape whether it pays: the building depreciates over 27.5 years, losses offset up to $25,000 of other income only below $150,000 of income, and depreciation is taxed at up to 25% when you sell.
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Capital gains tax in Canada: how it works
Canada taxes half of a capital gain. The CRA's inclusion rate is 50%, so a C$20,000 gain adds C$10,000 to your taxable income. Here's how losses, your home and timing change the bill.
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CPA vs financial advisor: who does what, and do you need both?
A CPA handles tax and accounting; a financial advisor plans your money and often manages investments. Most households with real complexity use both. A CPA-prepared return averages $280 before extra schedules; fee-only planning runs a median $4,500 a year.
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The dividend tax credit in Canada, explained
Eligible Canadian dividends are grossed up to 138% on your return, then earn a federal credit of 15.0198% of that amount. Foreign dividends get no credit. Here's how it works and where it can cost you.
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Enrolled agent vs CPA: which one should do your taxes?
For a federal return or an IRS problem, an enrolled agent and a CPA have the same rights before the IRS. EAs are tax specialists licensed by the IRS and charged an average $228 for a basic 1040 in 2025, against $280 for CPAs.