# Financial advisors for high earners in Georgia > For high earners in Georgia, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Mark Stancato of VIP Wealth Advisors, David Blain of BlueSky Wealth Advisors, LLC and Nick Fazio of Chattahoochee Wealth. Page: https://find.wellspent.co/audiences/high-earners/georgia/ 35 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 a high earner in Georgia? For high earners in Georgia, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Mark Stancato of VIP Wealth Advisors, David Blain of BlueSky Wealth Advisors, LLC and Nick Fazio of Chattahoochee Wealth. - [Mark Stancato](https://find.wellspent.co/advisors/mark-stancato/), VIP Wealth Advisors, Decatur. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [David Blain](https://find.wellspent.co/advisors/david-blain/), BlueSky Wealth Advisors, LLC, Acworth. Holds the EA and CFP. Fees on file: ongoing planning fee. - [Nick Fazio](https://find.wellspent.co/advisors/nick-fazio/), Chattahoochee Wealth, Cumming. Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees. - [Chris Musick](https://find.wellspent.co/advisors/chris-musick/), Purpose Financial Planning, Fayetteville. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Cecil Staton](https://find.wellspent.co/advisors/cecil-staton/), Arch Financial Planning, LLC, Athens. Holds the CFP. Fees on file: percentage of assets. - [Kyle Wilson](https://find.wellspent.co/advisors/kyle-wilson/), Sozo Private Wealth. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Georgia work with high earners? The Wellspent public graph lists 35 fee-only advisors for high earners in Georgia, at 26 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for high earners in Georgia located? Of the 35 fee-only advisors for high earners in Georgia, 14 are in Atlanta, followed by 5 in Chamblee and 2 in Roswell. ## How do fee-only advisors for high earners in Georgia charge? The most common fee among fee-only advisors for high earners in Georgia is a percentage of assets, used by 80% of the 35 with fees on file. Many use more than one: 34% charge an ongoing planning fee and 29% charge a flat fee or retainer. ## 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 high earners have? For high earners, look for the CPA, EA and CFP. In Georgia, 60% of the 35 advisors listed hold the CFP. - CPA (6% of advisors listed): CPAs help with high-income tax. - EA (6% of advisors listed): Enrolled agents help with multi-year tax planning. - CFP (60% of advisors listed): The CFP covers insurance and saving decisions together. ## How do Georgia advisors for high earners compare with the rest of the US? 34% of fee-only advisors for high earners in Georgia charge an ongoing planning fee, compared with 19% of the 1,176 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 should I ask a financial advisor as a high earner in Georgia? - Do you have a minimum, and do you take clients on income rather than assets? - Which accounts should I use once I've maxed my 401(k)? - How would you reduce my tax this year and next? - How much should I be saving, in dollars? - How will you plan for Georgia tax alongside federal tax? ## How current is this list of fee-only advisors for high earners 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 | | [Mark Stancato](https://find.wellspent.co/advisors/mark-stancato.md) | VIP Wealth Advisors | Decatur, Georgia | CFP, EA | Flat fee or retainer, Ongoing planning fee | | [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 | | [Chloe Moore](https://find.wellspent.co/advisors/chloe-moore.md) | Financial Staples | Atlanta, Georgia | CFP | Ongoing planning fee, Flat fee or retainer | | [Cecil Staton](https://find.wellspent.co/advisors/cecil-staton.md) | Arch Financial Planning, LLC | Athens, Georgia | CFP | Percentage of assets | | [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 | | [Helen Ngo](https://find.wellspent.co/advisors/helen-ngo.md) | Capital Benchmark Partners, LLC | Atlanta, Georgia | CFP | Percentage of assets, Hourly | | [Nick Fazio](https://find.wellspent.co/advisors/nick-fazio.md) | Chattahoochee Wealth | Cumming, Georgia | CFP, CPA, CFA | Percentage of assets, Fixed fees | | [Christopher Williams](https://find.wellspent.co/advisors/christopher-williams-7346668.md) | Inceptive Financial | Atlanta, Georgia | CPA | Subscription, One-time 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 | | [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 | | [Andy VandenBerg](https://find.wellspent.co/advisors/andy-vandenberg.md) | VDB Wealth | Savannah, Georgia | CFA | Percentage of assets, Flat fee or retainer | | [J Cameron Zabko](https://find.wellspent.co/advisors/j-cameron-zabko.md) | Westhollow Wealth Management | Milton, Georgia | CFP | Percentage of assets | | [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 | | [Bradford Gilliam](https://find.wellspent.co/advisors/bradford-gilliam.md) | Verisail Partners | Chamblee, Georgia | CFP | Percentage of assets, Ongoing planning fee | | [Scott Voigt](https://find.wellspent.co/advisors/scott-voigt.md) | Verisail Partners | Chamblee, Georgia | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Taylor Stanfill](https://find.wellspent.co/advisors/taylor-stanfill.md) | Verisail Partners | Chamblee, Georgia | CFP | Percentage of assets, Ongoing planning fee | | [Thaddeus Gilliam](https://find.wellspent.co/advisors/thaddeus-gilliam.md) | Verisail Partners | Chamblee, Georgia | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Tracie Handberg](https://find.wellspent.co/advisors/tracie-handberg.md) | Verisail Partners | Chamblee, Georgia | CFP | Percentage of assets, Ongoing planning fee | | [Sergio De La Torre](https://find.wellspent.co/advisors/sergio-de-la-torre.md) | Pandora Wealth | Roswell, Georgia | | Percentage of assets | | [Clark Jeffries](https://find.wellspent.co/advisors/clark-jeffries.md) | Jeffries Wealth | Marietta, Georgia | | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Rush Imhotep](https://find.wellspent.co/advisors/rush-imhotep.md) | Northwestern Mutual Investment Services, LLC | ATLANTA, Georgia | | Percentage of assets | | [Andrew Straton](https://find.wellspent.co/advisors/andrew-straton.md) | Westhollow Wealth Management | Milton, Georgia | | Percentage of assets | | [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 | | [Kaya Ladejobi](https://find.wellspent.co/advisors/kaya-ladejobi.md) | Earn Into Wealth | Atlanta, Georgia | | Ongoing planning fee | | [Kyle Wilson](https://find.wellspent.co/advisors/kyle-wilson.md) | Sozo Private Wealth | Georgia | CFP | Percentage of assets | | [Russ Thornton](https://find.wellspent.co/advisors/russ-thornton.md) | Wealthcare for Women | Atlanta, Georgia | | Percentage of assets, Flat fee or retainer | | [John Cole](https://find.wellspent.co/advisors/john-cole.md) | LKL Advisors | Atlanta, Georgia | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Joseph Feste](https://find.wellspent.co/advisors/joseph-feste-1739013.md) | KM Capital Management | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based 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 | ## 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).