# Financial advisors for retirees in Georgia > For retirees in Georgia, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Brian Seymour of Prosperitage Wealth, David Blain of BlueSky Wealth Advisors, LLC and G. Christian Mauser of ATLas Investment Advisors. Page: https://find.wellspent.co/audiences/retirees/georgia/ 72 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as a retiree in Georgia? For retirees in Georgia, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Brian Seymour of Prosperitage Wealth, David Blain of BlueSky Wealth Advisors, LLC and G. Christian Mauser of ATLas Investment Advisors. - [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour/), Prosperitage Wealth, Mcdonough. Holds the RICP and CFP. Fees on file: percentage of assets, flat fee or retainer. - [David Blain](https://find.wellspent.co/advisors/david-blain/), BlueSky Wealth Advisors, LLC, Acworth. Holds the CFP and EA. Fees on file: ongoing planning fee. - [G. Christian Mauser](https://find.wellspent.co/advisors/g-christian-mauser/), ATLas Investment Advisors, Alpharetta. Holds the CFP. Fees on file: percentage of assets. - [Edward Kerns](https://find.wellspent.co/advisors/edward-kerns/), Footlamp Financial, Atlanta. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Casey Smith](https://find.wellspent.co/advisors/casey-smith/), Wiser Wealth Management, Inc., Marietta. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Patrick King](https://find.wellspent.co/advisors/patrick-king/), Prana Wealth, Atlanta. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in Georgia work with retirees? The Wellspent public graph lists 72 fee-only advisors for retirees in Georgia, at 41 firms. We counted every advisor record that lists this work, as of November 2026. ## Where are fee-only advisors for retirees in Georgia located? Of the 72 fee-only advisors for retirees in Georgia, 25 are in Atlanta, followed by 8 in Woodstock and 7 in Alpharetta. ## How do fee-only advisors for retirees in Georgia charge? The most common fee among fee-only advisors for retirees in Georgia is a percentage of assets, used by 89% of the 72 with fees on file. Many use more than one: 42% charge fixed fees and 40% charge by the hour. ## 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 retirees have? For retirees, look for the RICP, CFP and EA. In Georgia, 53% of the 72 advisors listed hold the CFP. - RICP (1% of advisors listed): The RICP focuses on income in retirement. - CFP (53% of advisors listed): The CFP covers tax, insurance, and estate decisions together. - EA (1% of advisors listed): Enrolled agents help with RMDs and Medicare surcharges. ## 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 as a retiree in Georgia? - How much can I spend each year, and how will you adjust it? - How do you plan around RMDs and Medicare premiums? - How would you pay for long-term care if I needed it? - What happens if I can't manage this myself, or my spouse dies first? - How does Georgia tax each source of my retirement income? ## How current is this list of fee-only advisors for retirees 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 | |---|---|---|---|---| | [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 | | [Lindsay Elwood](https://find.wellspent.co/advisors/lindsay-elwood.md) | Elwood & Goetz Wealth Advisory Group | Athens, Georgia | CFP | Percentage of assets | | [Bradley Hilton](https://find.wellspent.co/advisors/bradley-hilton.md) | Sonas Financial Planning, LLC | Atlanta, Georgia | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee, One-time 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 | | [Casey Smith](https://find.wellspent.co/advisors/casey-smith.md) | Wiser Wealth Management, Inc. | Marietta, Georgia | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [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 | | [Patrick King](https://find.wellspent.co/advisors/patrick-king.md) | Prana Wealth | Atlanta, Georgia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Contey Smith](https://find.wellspent.co/advisors/contey-smith.md) | Motus Wealth Management, LLC | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [G. Christian Mauser](https://find.wellspent.co/advisors/g-christian-mauser.md) | ATLas Investment Advisors | Alpharetta, Georgia | CFP, CIMA, CRC, CRPC, Retirement Management Advisor | Percentage of assets | | [Robert Stowe](https://find.wellspent.co/advisors/robert-stowe.md) | Foxholm Financial | Atlanta, Georgia | AAMS | One-time planning fee, Hourly | | [Jim Stanhouse](https://find.wellspent.co/advisors/jim-stanhouse.md) | Stanhouse Financial Planning & Mgt. | Duluth, Georgia | MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer | | [Lori Eason](https://find.wellspent.co/advisors/lori-eason.md) | Alder Financial Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Robert Schultz](https://find.wellspent.co/advisors/robert-schultz.md) | Rollins Financial Advisors, LLC | Atlanta, Georgia | CFP, ChFC | Percentage of assets | | [Edward Kerns](https://find.wellspent.co/advisors/edward-kerns.md) | Footlamp Financial | Atlanta, Georgia | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Micah Porter](https://find.wellspent.co/advisors/micah-porter.md) | Minerva Planning Group, Inc. | Decatur, Georgia | CFA, CFP | Percentage of assets, Hourly | | [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Emma Foulkes](https://find.wellspent.co/advisors/emma-foulkes.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Jared Haubenstock](https://find.wellspent.co/advisors/jared-haubenstock.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Joseph Beckford](https://find.wellspent.co/advisors/joseph-beckford.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Justin Pitcock](https://find.wellspent.co/advisors/justin-pitcock.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Kamila Elliott](https://find.wellspent.co/advisors/kamila-elliott.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Raymond Brown](https://find.wellspent.co/advisors/raymond-brown.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Goodwin](https://find.wellspent.co/advisors/timothy-goodwin.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Tracy Kasing](https://find.wellspent.co/advisors/tracy-kasing.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Erin Martin](https://find.wellspent.co/advisors/erin-martin.md) | MRP Advisors | Milton, Georgia | CFP | Percentage of assets, Hourly | | [J Cameron Zabko](https://find.wellspent.co/advisors/j-cameron-zabko.md) | Westhollow Wealth Management | Milton, Georgia | CFP | Percentage of assets | | [James White Jr.](https://find.wellspent.co/advisors/james-white-jr.md) | Forty Two Wealth LLC | Atlanta, Georgia | CFP | Percentage of assets, Flat fee or retainer | | [Anthony Austreng](https://find.wellspent.co/advisors/anthony-austreng.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Carson Fields](https://find.wellspent.co/advisors/carson-fields.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Christian Koch](https://find.wellspent.co/advisors/christian-koch.md) | KAM South | Atlanta, Georgia | CFP | One-time planning fee | | [Christopher Staples](https://find.wellspent.co/advisors/christopher-staples.md) | Wealth 360 | Buford, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Gordon Lackey](https://find.wellspent.co/advisors/gordon-lackey.md) | Relativity Capital Advisors | Greensboro, Georgia | CFP | Percentage of assets, Hourly, Performance-based fees | | [Ian Weinstein](https://find.wellspent.co/advisors/ian-weinstein.md) | Regimen Wealth | Atlanta, Georgia | ChFC | Percentage of assets, Fixed fees | | [Jessica Morris](https://find.wellspent.co/advisors/jessica-morris.md) | CMA Financial Services | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [John Ellis](https://find.wellspent.co/advisors/john-ellis.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Rhonda Grover](https://find.wellspent.co/advisors/rhonda-grover.md) | Wealth 360 | Buford, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Pierson](https://find.wellspent.co/advisors/robert-pierson.md) | Pierson Wealth Management | Atlanta, Georgia | CFP | Percentage of assets | | [Sam Evans](https://find.wellspent.co/advisors/sam-evans.md) | Evans Wealth Management | Duluth, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [Stephen Amason](https://find.wellspent.co/advisors/stephen-amason.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets | | [Tyler Baker](https://find.wellspent.co/advisors/tyler-baker.md) | Baker Wealth Group | Lagrange, Georgia | CFP | Percentage of assets, Fixed fees | | [Andrew Castleberry](https://find.wellspent.co/advisors/andrew-castleberry.md) | truFP | Cumming, Georgia | | Percentage of assets, Ongoing planning fee | | [Austin Rowland](https://find.wellspent.co/advisors/austin-rowland.md) | truFP | Cumming, Georgia | | Percentage of assets, Ongoing planning fee | | [Kenneth Bellavance](https://find.wellspent.co/advisors/kenneth-bellavance.md) | truFP | Cumming, Georgia | | Percentage of assets, Ongoing planning fee | | [Patrick Paxton](https://find.wellspent.co/advisors/patrick-paxton.md) | truFP | Cumming, Georgia | | Percentage of assets, Ongoing planning fee | | [Coby Sullivan](https://find.wellspent.co/advisors/coby-sullivan.md) | Goodwin Investment Advisory | Woodstock, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Herman Hugo](https://find.wellspent.co/advisors/herman-hugo.md) | Goodwin Investment Advisory | Woodstock, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Lily Evans](https://find.wellspent.co/advisors/lily-evans.md) | Evans Wealth Management | Duluth, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Reid Trego](https://find.wellspent.co/advisors/reid-trego.md) | Goodwin Investment Advisory | Woodstock, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Rush Imhotep](https://find.wellspent.co/advisors/rush-imhotep.md) | Northwestern Mutual Investment Services, LLC | ATLANTA, Georgia | | Percentage of assets | Showing the first 50 of 72. The full list, page by page: https://find.wellspent.co/audiences/retirees/georgia/?page=2 ## 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).