Financial advisors for executives in Atlanta, Georgia

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.

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.

See every fee-only advisor fee in Georgia

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How will you plan for Georgia tax alongside federal tax?
6. 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.