Financial advisors for ultra-high-net-worth families in Georgia

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.

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.

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.

See every fee-only advisor fee in Georgia

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.

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?

1. What would I pay in dollars, on my balance, each year?
2. Who on your team handles tax and estate work?
3. How many clients my size do you serve?
4. How do you handle private investments?
5. 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.