# Financial advisors for ultra-high-net-worth families in Georgia > For ultra-high-net-worth families in Georgia, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Kyle Wilson of Sozo Private Wealth, Andy VandenBerg of VDB Wealth and Andrew Killpack of HC Advisors. Page: https://find.wellspent.co/audiences/ultra-high-net-worth/georgia/ 33 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an ultra-high-net-worth family in Georgia? For ultra-high-net-worth families in Georgia, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Kyle Wilson of Sozo Private Wealth, Andy VandenBerg of VDB Wealth and Andrew Killpack of HC Advisors. - [Kyle Wilson](https://find.wellspent.co/advisors/kyle-wilson/), Sozo Private Wealth. Holds the CFP. Fees on file: percentage of assets. - [Andy VandenBerg](https://find.wellspent.co/advisors/andy-vandenberg/), VDB Wealth, Savannah. Holds the CFA. Fees on file: percentage of assets, flat fee or retainer. - [Andrew Killpack](https://find.wellspent.co/advisors/andrew-killpack/), HC Advisors, Sandy Springs. Holds the CFP. Fees on file: percentage of assets. - [James White Jr.](https://find.wellspent.co/advisors/james-white-jr/), Forty Two Wealth LLC, Atlanta. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [G. Christian Mauser](https://find.wellspent.co/advisors/g-christian-mauser/), ATLas Investment Advisors, Alpharetta. Holds the CFP. Fees on file: percentage of assets. - [John Hanson](https://find.wellspent.co/advisors/john-hanson/), Riverstone Advisors, Atlanta. Holds the CFA. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Georgia work with ultra-high-net-worth families? The Wellspent public graph lists 33 fee-only advisors for ultra-high-net-worth families in Georgia, at 17 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for ultra-high-net-worth families in Georgia located? Of the 33 fee-only advisors for ultra-high-net-worth families in Georgia, 17 are in Atlanta, followed by 6 in Sandy Springs and 3 in Milton. ## How do fee-only advisors for ultra-high-net-worth families in Georgia charge? The most common fee among fee-only advisors for ultra-high-net-worth families in Georgia is a percentage of assets, used by 97% of the 33 with fees on file. Many use more than one: 45% charge fixed fees and 24% 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 ultra-high-net-worth families have? For ultra-high-net-worth families, look for the CFA and CFP. In Georgia, 33% of the 33 advisors listed hold the CFP. - CFA (9% of advisors listed): The CFA supports complex portfolios. - CFP (33% of advisors listed): The CFP keeps the whole picture together. ## How do Georgia advisors for ultra-high-net-worth families compare with the rest of the US? 24% of fee-only advisors for ultra-high-net-worth families in Georgia charge by the hour, compared with 44% of the 1,133 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Georgia have an estate or inheritance tax? No. Georgia has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor as an ultra-high-net-worth family in Georgia? - What would I pay in dollars, on my balance, each year? - Who on your team handles tax and estate work? - How many clients my size do you serve? - How do you handle private investments? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for ultra-high-net-worth families 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 | |---|---|---|---|---| | [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 | | [Andy VandenBerg](https://find.wellspent.co/advisors/andy-vandenberg.md) | VDB Wealth | Savannah, Georgia | CFA | Percentage of assets, Flat fee or retainer | | [Cort Haber](https://find.wellspent.co/advisors/cort-haber.md) | Xception Family Office | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [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 | | [Samuel Deane](https://find.wellspent.co/advisors/samuel-deane.md) | Rora Wealth | Atlanta, Georgia | | Flat fee or retainer, Percentage of assets, Hourly | | [Andrew Killpack](https://find.wellspent.co/advisors/andrew-killpack.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [Daniel Henning](https://find.wellspent.co/advisors/daniel-henning.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [Kelly Dowdy](https://find.wellspent.co/advisors/kelly-dowdy.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [Michael Stacey](https://find.wellspent.co/advisors/michael-stacey.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets | | [Michael Rollauer](https://find.wellspent.co/advisors/michael-rollauer.md) | Highbrook Capital Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees | | [Nimish Patel](https://find.wellspent.co/advisors/nimish-patel.md) | MCAP Investment Management | Johns Creek, Georgia | CFP | Percentage of assets | | [Paul Jacobs](https://find.wellspent.co/advisors/paul-jacobs.md) | Palisades Hudson Financial Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Anita Bustos](https://find.wellspent.co/advisors/anita-bustos.md) | OAC Capital Advisors | Cumming, Georgia | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Hampton Clark](https://find.wellspent.co/advisors/hampton-clark.md) | Highbrook Capital Partners | Atlanta, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [James Letson](https://find.wellspent.co/advisors/james-letson.md) | Letson Investment Management | Atlanta, Georgia | PFS | Percentage of assets | | [Kyle Wilson](https://find.wellspent.co/advisors/kyle-wilson.md) | Sozo Private Wealth | Georgia | CFP | Percentage of assets | | [Leo Rose](https://find.wellspent.co/advisors/leo-rose.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Russ Thornton](https://find.wellspent.co/advisors/russ-thornton.md) | Wealthcare for Women | Atlanta, Georgia | | Percentage of assets, Flat fee or retainer | | [Will Holdren](https://find.wellspent.co/advisors/will-holdren.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Charles Shiver](https://find.wellspent.co/advisors/charles-shiver.md) | Arkos | Milton, Georgia | | Percentage of assets, Fixed fees | | [Joseph Singer](https://find.wellspent.co/advisors/joseph-singer.md) | HC Advisors | Sandy Springs, Georgia | | Percentage of assets | | [Lily Hsieh](https://find.wellspent.co/advisors/lily-hsieh.md) | HC Advisors | Sandy Springs, Georgia | | Percentage of assets | | [Samuel Komitor](https://find.wellspent.co/advisors/samuel-komitor.md) | Arkos | Milton, Georgia | | Percentage of assets, Fixed fees | | [Thad King](https://find.wellspent.co/advisors/thad-king.md) | Cedarwood Wealth | Atlanta, Georgia | | Percentage of assets | | [William Gardner](https://find.wellspent.co/advisors/william-gardner-7163062.md) | Arkos | Milton, Georgia | | Percentage of assets, Fixed fees | | [Bruce Dobbs](https://find.wellspent.co/advisors/bruce-dobbs.md) | Resources Asset Management | Ellenwood, Georgia | | Hourly | | [Daniel Hall](https://find.wellspent.co/advisors/daniel-hall.md) | Highbrook Capital Partners | Atlanta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Enoch Morris](https://find.wellspent.co/advisors/enoch-morris.md) | Highbrook Capital Partners | Atlanta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [John Hanson](https://find.wellspent.co/advisors/john-hanson.md) | Riverstone Advisors | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [Richard Bond](https://find.wellspent.co/advisors/richard-bond.md) | Highbrook Capital Partners | Atlanta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Scott Letson](https://find.wellspent.co/advisors/scott-letson.md) | Letson Investment Management | Atlanta, Georgia | | Percentage of assets | | [Alexander Duncan](https://find.wellspent.co/advisors/alexander-duncan.md) | MCAP Investment Management | Woodstock, Georgia | | Percentage of assets | | [Matthew Williams](https://find.wellspent.co/advisors/matthew-williams.md) | Riverstone Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | ## 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).