# Rebecca Richardson

> Rebecca Richardson is a fee-only financial advisor at Atlas Investment Advisors in Alpharetta, Georgia, who holds the CFP credential. Atlas Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rebecca-richardson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Atlas Investment Advisors
- **Based in:** Alpharetta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $184.1M across 506 accounts
- **Credentials:** CFP
- **CRD:** 7308252 (https://adviserinfo.sec.gov/individual/summary/7308252)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.napfa.org/firm/46436/33626

## Frequently asked questions

### Is Rebecca Richardson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Atlas Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rebecca charge for financial advice?

Rebecca's firm, Atlas Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Rebecca Richardson based?

Rebecca Richardson is based in Alpharetta, Georgia.

### What credentials does Rebecca Richardson hold?

Rebecca Richardson holds the CFP credential.

### Is Rebecca Richardson registered with the SEC?

Yes. Rebecca Richardson is registered as an investment adviser representative in GA (CRD 7308252), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atlas Investment Advisors manage?

Atlas Investment Advisors reports $184.1M across 506 accounts in assets under management.

### How do I contact Rebecca Richardson?

Through Rebecca's website, www.napfa.org/firm/46436/33626.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7308252): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.