# Tracie Handberg

> Tracie Handberg is a fee-only financial advisor at Verisail Partners in Chamblee, Georgia, who holds the CFP credential. Tracie charges a percentage of assets and an ongoing planning fee (ongoing planning from $7,500 a year and 1.5% a year on the first tier of assets managed) and focuses on small business owners.

Page: https://find.wellspent.co/advisors/tracie-handberg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Verisail Partners
- **Based in:** Chamblee, Georgia
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,500 a year; 1.5% a year on the first tier of assets managed; typically works with clients with $750,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $283.6M across 1,017 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners
- **Works with:** High earners
- **CRD:** 7296688 (https://adviserinfo.sec.gov/individual/summary/7296688)
- **SEC registration:** Investment adviser representative in FL, GA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.verisail.com

## Frequently asked questions

### Is Tracie Handberg a fee-only financial advisor?

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

### How does Tracie charge for financial advice?

Tracie charges a percentage of assets and an ongoing planning fee.

### How much does Tracie charge?

According to Verisail Partners's website, checked October 30, 2026: ongoing planning from $7,500 a year; 1.5% a year on the first tier of assets managed; typically works with clients with $750,000 or more.

### Where is Tracie Handberg based?

Tracie Handberg is based in Chamblee, Georgia.

### What does Tracie specialize in?

Tracie's specialties include small business owners. Tracie works with high earners.

### What credentials does Tracie Handberg hold?

Tracie Handberg holds the CFP credential.

### Is Tracie Handberg registered with the SEC?

Yes. Tracie Handberg is registered as an investment adviser representative in FL and GA (CRD 7296688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Verisail Partners manage?

Verisail Partners reports $283.6M across 1,017 accounts in assets under management.

### How do I contact Tracie Handberg?

Through Tracie's website, www.verisail.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7296688): 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
- The firm's website (https://verisail.com/): specialties, clients served, and fees, checked October 30, 2026

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