Financial advisors for retirees in Georgia
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.
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 RICP and CFP. Fees on file: percentage of assets, flat fee or retainer.
- David Blain BlueSky Wealth Advisors, LLC, Acworth Holds the CFP and EA. Fees on file: ongoing planning fee.
- G. Christian Mauser ATLas Investment Advisors, Alpharetta Holds the CFP. Fees on file: percentage of assets.
- Edward Kerns Footlamp Financial, Atlanta Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Casey Smith Wiser Wealth Management, Inc., Marietta Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- 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.
Plus 24 in other cities.
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.
- RICP1% in Georgia
- The RICP focuses on income in retirement.
- CFP53% in Georgia
- The CFP covers tax, insurance, and estate decisions together.
- EA1% in Georgia
- 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.
All 72 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Lindsay Elwood | Elwood & Goetz Wealth Advisory Group | Athens | CFP | Percentage of assets |
| 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 |
| David Blain | BlueSky Wealth Advisors, LLC | Acworth | CFA, CDFA, CFP, EA | Ongoing planning fee |
| Patrick King | Prana Wealth | Atlanta | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Contey Smith | Motus Wealth Management, LLC | Atlanta | CFP | Percentage of assets, Fixed fees |
| G. Christian Mauser | ATLas Investment Advisors | Alpharetta | CFP, CIMA, CRC, CRPC | 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 |
| Robert Schultz | Rollins Financial Advisors, LLC | Atlanta | CFP, ChFC | Percentage of assets |
| 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 |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| 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 |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| 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 |
| Christian Koch | KAM South | Atlanta | CFP | One-time planning fee |
| Christopher Staples | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Gordon Lackey | Relativity Capital Advisors | Greensboro | CFP | Percentage of assets, Hourly |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| 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 |
| Tyler Baker | Baker Wealth Group | Lagrange | CFP | Percentage of assets, Fixed fees |
| Andrew Castleberry | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| Austin Rowland | truFP | Cumming | Not listed | Percentage of assets, Ongoing planning fee |
| 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 |
| 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 |
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