# Financial advisors for executives in Atlanta, Georgia > For executives in Atlanta, 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 Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC, Kathy Weese of Nora Wealth and Michael Rollauer of Highbrook Capital Partners. Page: https://find.wellspent.co/audiences/executives/georgia/atlanta/ 42 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 Atlanta? For executives in Atlanta, 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 Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC, Kathy Weese of Nora Wealth and Michael Rollauer of Highbrook Capital Partners. - [Lauren Way](https://find.wellspent.co/advisors/lauren-way/), Elwood & Goetz Wealth Advisory Group, LLC, Atlanta City. Holds the CFA and CFP. Fees on file: percentage of assets. - [Kathy Weese](https://find.wellspent.co/advisors/kathy-weese/), Nora Wealth, Atlanta City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Michael Rollauer](https://find.wellspent.co/advisors/michael-rollauer/), Highbrook Capital Partners, Atlanta City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Robert Pierson](https://find.wellspent.co/advisors/robert-pierson/), Pierson Wealth Management, Atlanta City. Holds the CFP. Fees on file: percentage of assets. - [Jason Joffe](https://find.wellspent.co/advisors/jason-joffe/), Inlight Wealth, Atlanta City. Holds the CFA. Fees on file: percentage of assets, fixed fees. - [Nathan Hoyt](https://find.wellspent.co/advisors/nathan-hoyt/), Regent Peak Wealth Advisors, Atlanta City. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Atlanta work with executives? The Wellspent public graph lists 42 fee-only advisors for executives in Atlanta, at 15 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for executives in Atlanta charge? The most common fee among fee-only advisors for executives in Atlanta is a percentage of assets, used by 98% of the 42 with fees on file. Many use more than one: 74% charge fixed fees and 21% charge by the hour. ## How much do fee-only financial advisors charge in Atlanta? Fee-only financial advisors in Atlanta charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 11 Atlanta firms. ## How much does a one-time financial plan cost in Atlanta? A one-time financial plan from a fee-only firm in Atlanta has a median price of $3,850. We found this across the published prices of 7 Atlanta firms. ## What credentials should a financial advisor for executives have? For executives, look for the CFA and CFP. In Atlanta, 38% of the 42 advisors listed hold the CFP. - CFA (12% of advisors listed): The CFA helps with concentrated stock. - CFP (38% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Atlanta advisors for executives compare with the rest of the US? 21% of fee-only advisors for executives in Atlanta 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 Atlanta? - 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 Atlanta? 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [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 | | [Alexander Alba](https://find.wellspent.co/advisors/alexander-alba.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Ian Weinstein](https://find.wellspent.co/advisors/ian-weinstein.md) | Regimen Wealth | Atlanta, Georgia | ChFC | Percentage of assets, Fixed fees | | [Kevin Manning](https://find.wellspent.co/advisors/kevin-manning-4718946.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [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 | | [Michael Rollauer](https://find.wellspent.co/advisors/michael-rollauer.md) | Highbrook Capital Partners | Atlanta, Georgia | CFP | 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 | | [Carmen Laster](https://find.wellspent.co/advisors/carmen-laster.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Emily Raymond](https://find.wellspent.co/advisors/emily-raymond.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Natalie Gallo](https://find.wellspent.co/advisors/natalie-gallo.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Riley Gessner](https://find.wellspent.co/advisors/riley-gessner.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Sarah Lee](https://find.wellspent.co/advisors/sarah-lee.md) | Holcombe Financial | Atlanta, Georgia | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Solomon Cohen](https://find.wellspent.co/advisors/solomon-cohen.md) | Regent Peak Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [William Ginsburg](https://find.wellspent.co/advisors/william-ginsburg.md) | Pierson Wealth Management | Atlanta, Georgia | | Percentage of assets | | [Daniel Hall](https://find.wellspent.co/advisors/daniel-hall.md) | Highbrook Capital Partners | Atlanta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Enoch Morris](https://find.wellspent.co/advisors/enoch-morris.md) | Highbrook Capital Partners | Atlanta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Jason Joffe](https://find.wellspent.co/advisors/jason-joffe.md) | Inlight Wealth | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [John Darby](https://find.wellspent.co/advisors/john-darby.md) | Inlight Wealth | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [John Hanson](https://find.wellspent.co/advisors/john-hanson.md) | Riverstone Advisors | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [Richard Bond](https://find.wellspent.co/advisors/richard-bond.md) | Highbrook Capital Partners | Atlanta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Matthew Williams](https://find.wellspent.co/advisors/matthew-williams.md) | Riverstone Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | ## Related - [Founders in Atlanta](https://find.wellspent.co/specialties/founders-pre-exit/georgia/atlanta.md) - [Retirement planning in Atlanta](https://find.wellspent.co/specialties/retirement-planning/georgia/atlanta.md) - [Estate planning in Atlanta](https://find.wellspent.co/specialties/estate-planning/georgia/atlanta.md) - [Family wealth transfer in Atlanta](https://find.wellspent.co/specialties/family-wealth-transfer/georgia/atlanta.md) - [Tax planning in Atlanta](https://find.wellspent.co/specialties/tax-planning/georgia/atlanta.md) - [Small business owners in Atlanta](https://find.wellspent.co/specialties/small-business-owners/georgia/atlanta.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).