# Financial advisors for executives in Georgia > For executives in Georgia, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include David Blain of BlueSky Wealth Advisors, LLC, Susan Powers of AssetGrade and Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC. Page: https://find.wellspent.co/audiences/executives/georgia/ 73 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Georgia? For executives in Georgia, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include David Blain of BlueSky Wealth Advisors, LLC, Susan Powers of AssetGrade and Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC. - [David Blain](https://find.wellspent.co/advisors/david-blain/), BlueSky Wealth Advisors, LLC, Acworth. Holds the CFA, CFP and EA. Fees on file: ongoing planning fee. - [Susan Powers](https://find.wellspent.co/advisors/susan-powers/), AssetGrade, Greensboro. Holds the CFA and CFP. Fees on file: percentage of assets. - [Lauren Way](https://find.wellspent.co/advisors/lauren-way/), Elwood & Goetz Wealth Advisory Group, LLC, Atlanta. Holds the CFA and CFP. Fees on file: percentage of assets. - [Kathy Weese](https://find.wellspent.co/advisors/kathy-weese/), Nora Wealth, Atlanta. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour/), Prosperitage Wealth, Mcdonough. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Andrew Killpack](https://find.wellspent.co/advisors/andrew-killpack/), HC Advisors, Sandy Springs. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Georgia work with executives? The Wellspent public graph lists 73 fee-only advisors for executives in Georgia, at 32 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Georgia located? Of the 73 fee-only advisors for executives in Georgia, 42 are in Atlanta, followed by 6 in Sandy Springs and 6 in Alpharetta. ## How do fee-only advisors for executives in Georgia charge? The most common fee among fee-only advisors for executives in Georgia is a percentage of assets, used by 95% of the 73 with fees on file. Many use more than one: 53% charge fixed fees and 21% charge by the hour. ## 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 executives have? For executives, look for the CFA, CFP and EA. In Georgia, 42% of the 73 advisors listed hold the CFP. - CFA (12% of advisors listed): The CFA helps with concentrated stock. - CFP (42% of advisors listed): The CFP keeps compensation in the wider plan. - EA (1% of advisors listed): Enrolled agents add tax depth. ## How do Georgia advisors for executives compare with the rest of the US? 21% of fee-only advisors for executives in Georgia charge by the hour, compared with 44% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Georgia tax income on top of federal tax? Yes. Georgia has a state income tax, so a financial plan for a Georgia resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Georgia? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Georgia can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Georgia? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for Georgia tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Chris Musick](https://find.wellspent.co/advisors/chris-musick.md) | Purpose Financial Planning | Fayetteville, Georgia | CFP, CKA | Flat fee or retainer, Percentage of assets | | [Kiersten Peshek](https://find.wellspent.co/advisors/kiersten-peshek.md) | Citrine Capital | Columbus, Georgia | CFP | Ongoing planning fee | | [Lauren Way](https://find.wellspent.co/advisors/lauren-way.md) | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta, Georgia | CFP, CFA, PhD, CRC | Percentage of assets | | [Lindsay Elwood](https://find.wellspent.co/advisors/lindsay-elwood.md) | Elwood & Goetz Wealth Advisory Group | Athens, Georgia | CFP | Percentage of assets | | [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, Hourly | | [David Blain](https://find.wellspent.co/advisors/david-blain.md) | BlueSky Wealth Advisors, LLC | Acworth, Georgia | CFA, CDFA, CFP, EA, MS, AFC, TPCP | Ongoing planning fee | | [Cliff O'Conner](https://find.wellspent.co/advisors/cliff-oconner.md) | C.W. O'Conner Wealth Advisors, Inc. | Duluth, Georgia | ChFC, CIMA, CPWA | Percentage of assets, Fixed fees | | [Jim Stanhouse](https://find.wellspent.co/advisors/jim-stanhouse.md) | Stanhouse Financial Planning & Mgt. | Duluth, Georgia | MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer | | [Robert Schultz](https://find.wellspent.co/advisors/robert-schultz.md) | Rollins Financial Advisors, LLC | Atlanta, Georgia | CFP, ChFC | Percentage of assets | | [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Jared Haubenstock](https://find.wellspent.co/advisors/jared-haubenstock.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [John Sena](https://find.wellspent.co/advisors/john-sena.md) | Mike Sena Advisors | Roswell, Georgia | CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Kathy Weese](https://find.wellspent.co/advisors/kathy-weese.md) | Nora Wealth | Atlanta, Georgia | CFP | Percentage of assets, One-time planning fee | | [Tracy Kasing](https://find.wellspent.co/advisors/tracy-kasing.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Andy VandenBerg](https://find.wellspent.co/advisors/andy-vandenberg.md) | VDB Wealth | Savannah, Georgia | CFA | Percentage of assets, Flat fee or retainer | | [Cort Haber](https://find.wellspent.co/advisors/cort-haber.md) | Xception Family Office | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Samuel Deane](https://find.wellspent.co/advisors/samuel-deane.md) | Rora Wealth | Atlanta, Georgia | | Flat fee or retainer, Percentage of assets, Hourly | | [Susan Powers](https://find.wellspent.co/advisors/susan-powers.md) | AssetGrade | Greensboro, Georgia | CFP, CFA | Percentage of assets | | [Alexander Alba](https://find.wellspent.co/advisors/alexander-alba.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Andrew Killpack](https://find.wellspent.co/advisors/andrew-killpack.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [Anthony Austreng](https://find.wellspent.co/advisors/anthony-austreng.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Carson Fields](https://find.wellspent.co/advisors/carson-fields.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Daniel Henning](https://find.wellspent.co/advisors/daniel-henning.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [Ian Weinstein](https://find.wellspent.co/advisors/ian-weinstein.md) | Regimen Wealth | Atlanta, Georgia | ChFC | Percentage of assets, Fixed fees | | [John Ellis](https://find.wellspent.co/advisors/john-ellis.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Kelly Dowdy](https://find.wellspent.co/advisors/kelly-dowdy.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [Kevin Manning](https://find.wellspent.co/advisors/kevin-manning-4718946.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Michael Stacey](https://find.wellspent.co/advisors/michael-stacey.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [Nathan Hoyt](https://find.wellspent.co/advisors/nathan-hoyt.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Robert Pierson](https://find.wellspent.co/advisors/robert-pierson.md) | Pierson Wealth Management | Atlanta, Georgia | CFP | Percentage of assets | | [Russell Holcombe](https://find.wellspent.co/advisors/russell-holcombe.md) | Holcombe Financial | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Sam Evans](https://find.wellspent.co/advisors/sam-evans.md) | Evans Wealth Management | Duluth, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [Stephen Amason](https://find.wellspent.co/advisors/stephen-amason.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Brianna Shealey](https://find.wellspent.co/advisors/brianna-shealey.md) | Buena Vista Financial Planning LLC | Decatur, Georgia | | Percentage of assets, Flat fee or retainer | | [Michael Rollauer](https://find.wellspent.co/advisors/michael-rollauer.md) | Highbrook Capital Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Roney](https://find.wellspent.co/advisors/kyle-roney.md) | Troika Capital Advisors | Athens, Georgia | | Percentage of assets | | [Lily Evans](https://find.wellspent.co/advisors/lily-evans.md) | Evans Wealth Management | Duluth, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Mindy Evans](https://find.wellspent.co/advisors/mindy-evans.md) | Nora Wealth | Atlanta, Georgia | | Percentage of assets, One-time planning fee | | [Rush Imhotep](https://find.wellspent.co/advisors/rush-imhotep.md) | Northwestern Mutual Investment Services, LLC | ATLANTA, Georgia | | Percentage of assets | | [Taylor Moody](https://find.wellspent.co/advisors/taylor-moody.md) | Regimen Wealth | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Angelique Dumler](https://find.wellspent.co/advisors/angelique-dumler.md) | Inlight Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Benjamin Esser](https://find.wellspent.co/advisors/benjamin-esser.md) | Inlight Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Elias Crist](https://find.wellspent.co/advisors/elias-crist.md) | Inlight Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Hampton Clark](https://find.wellspent.co/advisors/hampton-clark.md) | Highbrook Capital Partners | Atlanta, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [Kaya Ladejobi](https://find.wellspent.co/advisors/kaya-ladejobi.md) | Earn Into Wealth | Atlanta, Georgia | | Ongoing planning fee | | [Leo Rose](https://find.wellspent.co/advisors/leo-rose.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Russ Thornton](https://find.wellspent.co/advisors/russ-thornton.md) | Wealthcare for Women | Atlanta, Georgia | | Percentage of assets, Flat fee or retainer | | [Will Holdren](https://find.wellspent.co/advisors/will-holdren.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Alexander Johnson](https://find.wellspent.co/advisors/alexander-johnson.md) | Holcombe Financial | Atlanta, Georgia | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Brian Carter](https://find.wellspent.co/advisors/brian-carter.md) | Pierson Wealth Management | Atlanta, Georgia | | Percentage of assets | Showing the first 50 of 73. The full list, page by page: https://find.wellspent.co/audiences/executives/georgia/?page=2 ## Related - [Retirement planning in Georgia](https://find.wellspent.co/specialties/retirement-planning/georgia.md) - [Estate planning in Georgia](https://find.wellspent.co/specialties/estate-planning/georgia.md) - [Tax planning in Georgia](https://find.wellspent.co/specialties/tax-planning/georgia.md) - [Founders in Georgia](https://find.wellspent.co/specialties/founders-pre-exit/georgia.md) - [Small business owners in Georgia](https://find.wellspent.co/specialties/small-business-owners/georgia.md) - [Family wealth transfer in Georgia](https://find.wellspent.co/specialties/family-wealth-transfer/georgia.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).