Financial advisors for people close to retirement in Georgia
Which financial advisor should I talk to if you're close to retirement in Georgia?
For people close to retirement in Georgia, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include Brian Seymour of Prosperitage Wealth, Edward Kerns of Footlamp Financial and Bradley Hilton of Sonas Financial Planning, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Brian Seymour Prosperitage Wealth, Mcdonough Holds the CFP and RICP. Fees on file: percentage of assets, flat fee or retainer.
- Edward Kerns Footlamp Financial, Atlanta Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Bradley Hilton Sonas Financial Planning, LLC, Atlanta Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Randall Avery Deasil Wealth Management, LLC, Decatur Holds the CFP. Fees on file: percentage of assets.
- J Cameron Zabko Westhollow Wealth Management, Milton Holds the CFP. Fees on file: percentage of assets.
- Cecil Staton Arch Financial Planning, LLC, Athens Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Georgia work with people close to retirement?
The Wellspent public graph lists 71 fee-only advisors for people close to retirement in Georgia, at 42 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for people close to retirement in Georgia located?
Of the 71 fee-only advisors for people close to retirement in Georgia, 17 are in Atlanta, followed by 10 in Alpharetta and 8 in Woodstock.
Plus 27 in other cities.
How do fee-only advisors for people close to retirement in Georgia charge?
The most common fee among fee-only advisors for people close to retirement in Georgia is a percentage of assets, used by 90% of the 71 with fees on file. Many use more than one: 44% charge by the hour and 35% charge fixed fees.
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 people close to retirement have?
For people close to retirement, look for the CFP and RICP. In Georgia, 48% of the 71 advisors listed hold the CFP.
- CFP48% in Georgia
- The CFP covers the whole transition.
- RICP1% in Georgia
- The RICP focuses on turning savings into income.
How do Georgia advisors for people close to retirement compare with the rest of the US?
90% of fee-only advisors for people close to retirement in Georgia charge a percentage of assets, compared with 85% of the 2,969 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 people close to retirement.
Does Georgia tax Social Security?
No. Georgia doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor if you're close to retirement in Georgia?
- Can I retire when I want to, and what would change your answer?
- How should my investments change in the years before I stop working?
- How do I cover health insurance before Medicare?
- What should I do with my 401(k) when I leave?
- How does Georgia tax each source of my retirement income?
How current is this list of fee-only advisors for people close to retirement 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 71 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David Barfield Hourly, fee-only advice for individuals, families and small businesses who want to pay only for the time they need. | Datapoint Financial Planning, LLC | Canton | CFP | Hourly |
| Bradley Hilton | Sonas Financial Planning, LLC | Atlanta | CFP, MBA, MSFP, TPCP | 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 |
| Casey Smith | Wiser Wealth Management, Inc. | Marietta | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Cecil Staton | Arch Financial Planning, LLC | Athens | CFP | Percentage of assets |
| Patrick King | Prana Wealth | Atlanta | CFP, MBA | Percentage of assets, Flat fee or retainer |
| G. Christian Mauser | ATLas Investment Advisors | Alpharetta | CFP, CIMA, CRC, CRPC | Percentage of assets |
| Nick Fazio | Chattahoochee Wealth | Cumming | CFP, CPA, CFA | Percentage of assets, Fixed fees |
| Randall Avery | Deasil Wealth Management, LLC | Decatur | CFP, CFA | Percentage of assets |
| Robert Stowe Flat-fee, advice-only retirement planning for STEM professionals and educators who want to keep control of their own accounts. | Foxholm Financial | Atlanta | AAMS | One-time planning fee, Hourly |
| Jim Stanhouse | Stanhouse Financial Planning & Mgt. | Duluth | MBA | Percentage of assets, Ongoing planning fee |
| Lori Eason | Alder Financial Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Edward Kerns | Footlamp Financial | Atlanta | CFP | Flat fee or retainer, Ongoing planning fee |
| Micah Porter | Minerva Planning Group, Inc. | Decatur | CFA, CFP | Percentage of assets, Hourly |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Jamie Stolz | TandemGrowth Financial Advisors | Alpharetta | CFP | Percentage of assets |
| Jon Bernier | TandemGrowth Financial Advisors | Alpharetta | CFP, ChFC | Percentage of assets |
| Joseph Beckford | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Justin Pitcock | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Kamila Elliott | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Raymond Brown | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Timothy Goodwin | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, 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 |
| Donald McCarty | Financial Decision Partners | Snellville | CFP | Percentage of assets, Hourly |
| Erin Martin | MRP Advisors | Milton | CFP | Percentage of assets, Hourly |
| J Cameron Zabko | Westhollow Wealth Management | Milton | CFP | Percentage of assets |
| James White Jr. Wealth advisory services for high-earning CRE Professionals. | Forty Two Wealth LLC | Atlanta | CFP | Percentage of assets, Flat fee or retainer |
| Anthony Austreng | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Carson Fields | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Christopher Staples | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Gordon Lackey | Relativity Capital Advisors | Greensboro | CFP | Percentage of assets, Hourly |
| Jessica Morris | CMA Financial Services | Atlanta | CFP | Percentage of assets, Fixed fees |
| John Ellis | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Rhonda Grover | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Robert Pierson | Pierson Wealth Management | Atlanta | CFP | Percentage of assets |
| Sam Evans | Evans Wealth Management | Duluth | CFA | Percentage of assets, Hourly |
| Stephen Amason | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Andrew Castleberry | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Austin Rowland | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. | Buena Vista Financial Planning LLC | Decatur | Not listed | Percentage of assets, Flat fee or retainer |
| Kenneth Bellavance | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Patrick Paxton | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Coby Sullivan | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Herman Hugo | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Lily Evans | Evans Wealth Management | Duluth | Not listed | Percentage of assets, Hourly |
| Mona Kuhlman | TandemGrowth Financial Advisors | Alpharetta | Not listed | Percentage of assets |
| Reid Trego | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| 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 |
| Russell Carlson | ARIA Wealth Management | Dunwoody | Not listed | Percentage of assets, Hourly |
| Trevor Reece | Waypoint Financial Planning | Marietta | Not listed | Ongoing planning fee, Hourly |
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