Rebecca Richardson
Atlas Investment Advisors · Alpharetta, Georgia
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.
Request an introduction to Rebecca →
Facts
| Firm | Atlas Investment Advisors |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $184.1M across 506 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 7308252 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.napfa.org/firm/46436/33626 |
How Rebecca's firm compares
- Atlas Investment Advisors's average account is about $364,000, from its Form ADV (assets managed divided by 506 accounts).
Request an introduction to Rebecca
Tell Rebecca a little about what you're looking for. Rebecca 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 Rebecca
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.
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
- 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.