Build Business Wealth
Connect with advisors who understand the unique needs of entrepreneurs and business owners.
From succession planning to key person insurance, find advisors experienced in helping business owners build, protect, and eventually transition their businesses.
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Connect with verified business planning advisors who specialize in your needs.
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Featured Business Planning Advisors
Top-rated business planning advisors across the country
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Fee-Only
Min. Assets
$250,000
Experience
16 years
Response Time
Within 1 hour
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
Fee Structure
Commission-Based
Min. Assets
No Minimum
Experience
23 years
Response Time
Same day
Certifications
Primary Focus
retirement income strategies
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Commission-Based
Min. Assets
$500,000
Experience
25 years
Response Time
Same day
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
FiduciaryFee Structure
Fee-Based
Min. Assets
$100,000
Experience
12 years
Response Time
Within 1 hour
Certifications
Primary Focus
retirement income strategies
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Fee-Only
Min. Assets
$250,000
Experience
16 years
Response Time
Within 1 hour
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
Fee Structure
Commission-Based
Min. Assets
No Minimum
Experience
23 years
Response Time
Same day
Certifications
Primary Focus
retirement income strategies
Choosing a Business Planning Advisor: What You Need to Know
What to Look For
- Verify fiduciary status and fee structure
- Check relevant certifications (CFP, CFA, etc.)
- Review client testimonials and track record
- Compare multiple advisors before deciding
- Confirm their specialty aligns with your needs
Typical Fee Structures
- Fee-only: Flat fee or hourly rate
- AUM-based: 0.5% - 1.5% of assets managed
- Commission-based: Varies by product
- Fee-based: Combination approach
- Many offer free initial consultations