Beth Conklin
Paces Ferry Wealth Advisors · Atlanta, Georgia
Beth Conklin is a fee-only financial advisor at Paces Ferry Wealth Advisors in Atlanta, Georgia, who holds the ChFC credential. Beth focuses on retirement planning. Paces Ferry Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Beth →
Specialties
Facts
| Firm | Paces Ferry Wealth Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $491.2M across 698 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in GA · CRD 5800097 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pacesferrywealth.com |
How Beth's firm compares
- Paces Ferry Wealth Advisors's average account is about $704,000, from its Form ADV (assets managed divided by 698 accounts).
Request an introduction to Beth
Tell Beth a little about what you're looking for. Beth isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Beth
Is Beth Conklin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Beth holds no broker registration, and Paces Ferry Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Beth charge for financial advice?
Beth's firm, Paces Ferry Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Beth Conklin based?
Beth Conklin is based in Atlanta, Georgia.
What does Beth specialize in?
Beth's specialties include retirement planning.
What credentials does Beth Conklin hold?
Beth Conklin holds the ChFC credential.
Is Beth Conklin registered with the SEC?
Yes. Beth Conklin is registered as an investment adviser representative in GA (CRD 5800097), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paces Ferry Wealth Advisors manage?
Paces Ferry Wealth Advisors reports $491.2M across 698 accounts in assets under management.
How do I contact Beth Conklin?
Through Beth's website, www.pacesferrywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Paces Ferry Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.