Financial advisors for high earners in Georgia
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Mark Stancato VIP Wealth Advisors, Decatur Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- David Blain BlueSky Wealth Advisors, LLC, Acworth Holds the EA and CFP. Fees on file: ongoing planning fee.
- Nick Fazio Chattahoochee Wealth, Cumming Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees.
- Chris Musick Purpose Financial Planning, Fayetteville Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Cecil Staton Arch Financial Planning, LLC, Athens Holds the CFP. Fees on file: percentage of assets.
- 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.
Plus 11 in other cities.
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.
- CPA6% in Georgia
- CPAs help with high-income tax.
- EA6% in Georgia
- Enrolled agents help with multi-year tax planning.
- CFP60% in Georgia
- 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.
Dark bars are Georgia. Light bars are all US advisors for high earners.
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.
All 35 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 |
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Mark Stancato | VIP Wealth Advisors | Decatur | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Chloe Moore | Financial Staples | Atlanta | CFP | Ongoing planning fee, Flat fee or retainer |
| Cecil Staton | Arch Financial Planning, LLC | Athens | CFP | Percentage of assets |
| David Blain | BlueSky Wealth Advisors, LLC | Acworth | CFA, CDFA, CFP, EA | Ongoing planning fee |
| Helen Ngo | Capital Benchmark Partners, LLC | Atlanta | CFP | Percentage of assets, Hourly |
| Nick Fazio | Chattahoochee Wealth | Cumming | CFP, CPA, CFA | Percentage of assets, Fixed fees |
| 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 |
| Cliff O'Conner | C.W. O'Conner Wealth Advisors, Inc. | Duluth | ChFC, CIMA, CPWA | Percentage of assets, Fixed fees |
| John Sena | Mike Sena Advisors | Roswell | CFP | Flat fee or retainer, Hourly |
| 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 |
| J Cameron Zabko | Westhollow Wealth Management | Milton | CFP | Percentage of assets |
| 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 |
| Susan Powers | AssetGrade | Greensboro | CFP, CFA | Percentage of assets |
| Bradford Gilliam | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Scott Voigt | Verisail Partners | Chamblee | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Taylor Stanfill | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Thaddeus Gilliam | Verisail Partners | Chamblee | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Tracie Handberg | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Sergio De La Torre | Pandora Wealth | Roswell | Not listed | Percentage of assets |
| Clark Jeffries | Jeffries Wealth | Marietta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. | Northwestern Mutual Investment Services, LLC | ATLANTA | Not listed | Percentage of assets |
| Andrew Straton | Westhollow Wealth Management | Milton | Not listed | Percentage of assets |
| Angelique Dumler | Inlight Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Benjamin Esser | Inlight Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Elias Crist | Inlight Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Kaya Ladejobi | Earn Into Wealth | Atlanta | Not listed | Ongoing planning fee |
| Kyle Wilson | Sozo Private Wealth | Not listed | CFP | Percentage of assets |
| Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence | Wealthcare for Women | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| John Cole | LKL Advisors | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| Joseph Feste | KM Capital Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Jason Joffe | Inlight Wealth | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Darby | Inlight Wealth | Atlanta | CFA | Percentage of assets, Fixed fees |
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