Tracie Handberg
Verisail Partners · Chamblee, Georgia
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.
Request an introduction to Tracie →
Specialties
Who they serve
- High earners
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 |
| Assets under management | $283.6M across 1,017 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA · CRD 7296688 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.verisail.com |
Request an introduction to Tracie
Tell Tracie a little about what you're looking for. Tracie 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 Tracie
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.
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
- Verisail Partners 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.