Financial advisors for early-career professionals in Georgia
Which financial advisor should I talk to early in your career in Georgia?
For early-career professionals in Georgia, talk to a fee-only planner who charges flat or hourly fees and has no asset minimum. You need decisions more than portfolio management, so a one-time plan or a low subscription is often enough. Records to start with include Derek Hughes of Hughes & Company, Tyler Day of Foresight Financial Planning and Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Derek Hughes Hughes & Company, Marietta Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Tyler Day Foresight Financial Planning, Alma Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Lauren Way Elwood & Goetz Wealth Advisory Group, LLC, Atlanta Holds the CFP. Fees on file: percentage of assets.
- David Barfield Datapoint Financial Planning, LLC, Canton Holds the CFP. Fees on file: hourly.
- Brian Seymour Prosperitage Wealth, Mcdonough Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Trevor Gunter Four Pines Financial LLC, Atlanta Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Georgia work with early-career professionals?
The Wellspent public graph lists 27 fee-only advisors for early-career professionals in Georgia, at 21 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for early-career professionals in Georgia located?
Of the 27 fee-only advisors for early-career professionals in Georgia, 12 are in Atlanta, followed by 3 in Marietta and 2 in Savannah.
Plus 7 in other cities.
How do fee-only advisors for early-career professionals in Georgia charge?
The most common fee among fee-only advisors for early-career professionals in Georgia is a percentage of assets, used by 89% of the 27 with fees on file. Many use more than one: 37% charge a flat fee or retainer and 37% charge fixed fees.
How much do fee-only financial advisors charge in Georgia?
Fee-only financial advisors in Georgia charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 25 Georgia firms.
How much does a one-time financial plan cost in Georgia?
A one-time financial plan from a fee-only firm in Georgia has a median price of $2,000. We found this across the published prices of 17 Georgia firms.
What credentials should a financial advisor for early-career professionals have?
For early-career professionals, look for the CFP. In Georgia, 52% of the 27 advisors listed hold the CFP.
- CFP52% in Georgia
- The CFP covers debt, saving, and insurance together.
How do Georgia advisors for early-career professionals compare with the rest of the US?
37% of fee-only advisors for early-career professionals in Georgia charge a flat fee or retainer, compared with 18% of the 759 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Georgia. Light bars are all US advisors for early-career professionals.
What should I ask a financial advisor early in your career in Georgia?
- Do you have an asset minimum?
- What would a one-time plan cost, and what would I get?
- Should I pay down debt or invest first?
- How much house can I actually afford?
How current is this list of fee-only advisors for early-career professionals in Georgia?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. | Purpose Financial Planning | Fayetteville | CFP, CKA | Flat fee or retainer, Percentage of assets |
| David Barfield Hourly, fee-only advice for individuals, families and small businesses who want to pay only for the time they need. | Datapoint Financial Planning, LLC | Canton | CFP | Hourly |
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Lindsay Elwood | Elwood & Goetz Wealth Advisory Group | Athens | CFP | Percentage of assets |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Trevor Gunter | Four Pines Financial LLC | Atlanta | CFP | Percentage of assets, Ongoing planning fee |
| Christopher Williams Fixed-fee comprehensive financial plans for individuals and families from a solo planner with a CPA background. | Inceptive Financial | Atlanta | CPA | Subscription, One-time planning fee |
| Michael Dayoub | Alpha Financial Management, Inc. | Savannah | CFP, MBA | Percentage of assets, Hourly |
| Tyler Day | Foresight Financial Planning | Alma | CFP, CSLP | Flat fee or retainer, Ongoing planning fee |
| Jim Stanhouse | Stanhouse Financial Planning & Mgt. | Duluth | MBA | Percentage of assets, Ongoing planning fee |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Samuel Deane Financial advice for startup founders and tech employees with equity compensation. | Rora Wealth | Atlanta | Not listed | Flat fee or retainer, Percentage of assets |
| Christopher Staples | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Derek Hughes | Hughes & Company | Marietta | CFP | Ongoing planning fee, One-time planning fee |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Rhonda Grover | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. | Buena Vista Financial Planning LLC | Decatur | Not listed | Percentage of assets, Flat fee or retainer |
| Clark Jeffries | Jeffries Wealth | Marietta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Taylor Moody | Regimen Wealth | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Brent Hudson | Fluid Financial Planning | Columbus | Not listed | Percentage of assets, Flat fee or retainer |
| Troy Harmon | Due West Wealth Advisors | Marietta | CFA | Percentage of assets, Hourly |
| John Cole | LKL Advisors | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| Gregory Brennan | Horse Cove Partners | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Tiffany NgChiuHingNing | Horse Cove Partners | Atlanta | Not listed | Percentage of assets, Fixed fees |
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