Cort Haber
Xception Family Office · Atlanta, Georgia
Cort Haber is a fee-only financial advisor at Xception Family Office in Atlanta, Georgia, who holds the CFP credential. Cort focuses on founders (pre-exit), estate & legacy planning and family wealth transfer. Xception Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Cort →
Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Executives
Facts
| Firm | Xception Family Office |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $189.3M across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 4930361 |
| Exams passed | Series 63 (2011) · Series 65 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | xceptionfamilyoffice.com |
Request an introduction to Cort
Tell Cort a little about what you're looking for. Cort 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 Cort
Is Cort Haber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cort holds no broker registration, and Xception Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cort charge for financial advice?
Cort's firm, Xception Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cort Haber based?
Cort Haber is based in Atlanta, Georgia.
What does Cort specialize in?
Cort's specialties include founders (pre-exit), estate & legacy planning, family wealth transfer and small business owners. Cort works with ultra high net worth, multi-generational families and executives.
What credentials does Cort Haber hold?
Cort Haber holds the CFP credential.
Is Cort Haber registered with the SEC?
Yes. Cort Haber is registered as an investment adviser representative in GA (CRD 4930361), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Xception Family Office manage?
Xception Family Office reports $189.3M across 28 accounts in assets under management.
How do I contact Cort Haber?
Through Cort's website, xceptionfamilyoffice.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
- Xception Family Office 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.