Financial advisors for retirees in Atlanta, Georgia
Which financial advisor should I talk to as a retiree in Atlanta?
For retirees in Atlanta, 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 Edward Kerns of Footlamp Financial, Patrick King of Prana Wealth and Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Edward Kerns Footlamp Financial, Atlanta City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Patrick King Prana Wealth, Atlanta City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Lauren Way Elwood & Goetz Wealth Advisory Group, LLC, Atlanta City Holds the CFP. Fees on file: percentage of assets.
- James White Jr. Forty Two Wealth LLC, Atlanta City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Christian Koch KAM South, Atlanta City Holds the CFP. Fees on file: one-time planning fee.
- Bradley Hilton Sonas Financial Planning, LLC, Atlanta City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
How many fee-only financial advisors in Atlanta work with retirees?
The Wellspent public graph lists 25 fee-only advisors for retirees in Atlanta, at 18 firms. We counted every advisor record that lists this work, as of November 2026.
How do fee-only advisors for retirees in Atlanta charge?
The most common fee among fee-only advisors for retirees in Atlanta is a percentage of assets, used by 80% of the 25 with fees on file. Many use more than one: 44% charge fixed fees and 24% charge a one-time planning fee.
How much do fee-only financial advisors charge in Atlanta?
Fee-only financial advisors in Atlanta charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 11 Atlanta firms.
How much does a one-time financial plan cost in Atlanta?
A one-time financial plan from a fee-only firm in Atlanta has a median price of $3,850. We found this across the published prices of 7 Atlanta firms.
What credentials should a financial advisor for retirees have?
For retirees, look for the CFP. In Atlanta, 64% of the 25 advisors listed hold the CFP.
- CFP64% in Atlanta
- The CFP covers tax, insurance, and estate decisions together.
How do Atlanta advisors for retirees compare with the rest of the US?
64% of fee-only advisors for retirees in Atlanta hold the CFP, compared with 49% of the 3,334 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Atlanta. Light bars are all US advisors for retirees.
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 Atlanta?
- 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 Atlanta?
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 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Bradley Hilton | Sonas Financial Planning, LLC | Atlanta | CFP, MBA, MSFP, TPCP | Flat fee or retainer, 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 |
| 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 |
| 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 |
| 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 |
| Kamila Elliott | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| James White Jr. Wealth advisory services for high-earning CRE Professionals. | Forty Two Wealth LLC | Atlanta | CFP | Percentage of assets, Flat fee or retainer |
| Christian Koch | KAM South | Atlanta | CFP | One-time planning fee |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Jessica Morris | CMA Financial Services | Atlanta | CFP | Percentage of assets, Fixed fees |
| Robert Pierson | Pierson Wealth Management | Atlanta | CFP | Percentage of assets |
| 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 |
| Taylor Moody | Regimen Wealth | Atlanta | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Brian Carter | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| William Ginsburg | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| Katherine Brabenec | Firethorn Wealth Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Portia Ryan-Gerton | Transformation Wealth Management | Atlanta | Not listed | One-time planning fee, Ongoing planning fee |
Want a shorter list for retirees?
Tell us what you need and we'll narrow Atlanta's 25 advisors to the few who fit.
Get matched in 2 minutes