CFA financial advisors in Georgia
How do I find fee-only advisors who hold the CFA in Georgia?
In Georgia, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include David Blain of BlueSky Wealth Advisors, LLC, David Clarken of FWI Wealth Management and Nick Fazio of Chattahoochee Wealth.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- David Blain BlueSky Wealth Advisors, LLC, Acworth Holds the CFP, CFA and EA. Fees on file: ongoing planning fee.
- David Clarken FWI Wealth Management, Atlanta Holds the CFP, CFA and EA. Fees on file: percentage of assets, one-time planning fee.
- Nick Fazio Chattahoochee Wealth, Cumming Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Tyler Townsend Townsend Wealth Management, Columbus Holds the CFP and CFA. Fees on file: flat fee or retainer.
- Christine Quillian MONTAG Wealth Management, Atlanta Holds the CFP and CFA. Fees on file: percentage of assets.
- Thaddeus Gilliam Verisail Partners, Chamblee Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 104
- Firms
- 60
- Cities
- 21
- Hold the CFP
- 20%
- Other credentials: CFA 100% · CPA 1% · EA 2%
- How they charge (of 104 with fees on file): percentage of assets 95% · fixed fees 55% · hourly 33% · performance-based fees 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Georgia are there?
The Wellspent public graph lists 104 fee-only advisors who hold the CFA in Georgia, at 60 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Georgia located?
Of the 104 fee-only advisors who hold the CFA in Georgia, 60 are in Atlanta, followed by 8 in Marietta and 6 in Alpharetta.
How do fee-only advisors who hold the CFA in Georgia charge?
The most common fee among fee-only advisors who hold the CFA in Georgia is a percentage of assets, used by 95% of the 104 with fees on file. Many use more than one: 55% charge fixed fees and 33% charge by the hour.
How many fee-only advisors who hold the CFA in Georgia hold the CFP?
20% of the 104 fee-only advisors who hold the CFA in Georgia hold the CFP certification, based on the credentials listed on each record.
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.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Georgia?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA 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 104 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| David Blain | BlueSky Wealth Advisors, LLC | Acworth | CFA, CDFA, CFP, EA | Ongoing planning fee |
| Nick Fazio | Chattahoochee Wealth | Cumming | CFP, CPA, CFA | Percentage of assets, Fixed fees |
| David Clarken | FWI Wealth Management | Atlanta | CFA, CFP, EA | Percentage of assets, One-time planning fee |
| Randall Avery | Deasil Wealth Management, LLC | Decatur | CFP, CFA | Percentage of assets |
| Micah Porter | Minerva Planning Group, Inc. | Decatur | CFA, CFP | Percentage of assets, Hourly |
| Jason Lina | Golden Bell | Alpharetta | CFP, CFA | Percentage of assets |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Susan Powers | AssetGrade | Greensboro | CFP, CFA | Percentage of assets |
| Sam Evans | Evans Wealth Management | Duluth | CFA | Percentage of assets, Hourly |
| Scott Voigt | Verisail Partners | Chamblee | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Thaddeus Gilliam | Verisail Partners | Chamblee | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Brian Rosso | Elevate Wealth Advisory | Athens | CFA | Percentage of assets, Hourly |
| Carey Blakley | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| David Hultstrom | Financial Architects | Woodstock | CFP, ChFC, CFA | Percentage of assets, One-time planning fee |
| Gary Martin | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Jeffrey Buck | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Huber | Financial Discovery Group | Atlanta | CFP, CFA | Percentage of assets |
| Lloyd Flood | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Robert Fezekas | Elevate Wealth Advisory | Athens | CFA | Percentage of assets, Hourly |
| Tyler Townsend | Townsend Wealth Management | Columbus | CFP, CFA | Flat fee or retainer |
| Mark Demos | Anson Analytics | Tyrone | CFA | Percentage of assets, Hourly |
| Samuel Sweitzer | Anson Analytics | Tyrone | CFA | Percentage of assets, Hourly |
| Theodore Parrish | Parrish Capital | Kennesaw | CFA | Percentage of assets |
| Anuj Patel | Truvestor | Suwanee | CFA | Percentage of assets, Hourly |
| Christine Quillian | MONTAG Wealth Management | Atlanta | CFP, CFA | Percentage of assets |
| Hampton Clark | Highbrook Capital Partners | Atlanta | CFA | Percentage of assets, Hourly |
| Phillip Nelson | Persium Group | Atlanta | CFA | Percentage of assets, Fixed fees |
| Stephen Griner | Persium Group | Atlanta | CFA | Percentage of assets, Fixed fees |
| Troy Harmon | Due West Wealth Advisors | Marietta | CFA | Percentage of assets, Hourly |
| Allison Mitchamore | WealthWise Financial Solutions | Snellville | CFA | Hourly |
| Joshua Cochran | Cochran Wealth | Atlanta | CFA | Percentage of assets, Hourly |
| Larry Baugh | Baugh & Associates | Atlanta | CFA | Percentage of assets |
| Amy Carcione | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Helen Donahue | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Hong-Tsun Simon | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Jason Joffe | Inlight Wealth | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Darby | Inlight Wealth | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Hanson | Riverstone Advisors | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Lewis | Willis Investment Counsel | Gainesville | CFA | Percentage of assets |
| Joseph Gandolfo | Factory | Atlanta | CFA | Percentage of assets, Hourly |
| Kenneth Shaw | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Matthew Hudgins | Mosaic Wealth Management | Atlanta | CFA | Percentage of assets, Fixed fees |
| Olga Lee | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Robert Willis | Willis Investment Counsel | Gainesville | CFA | Percentage of assets |
| Benjamin Crowe | Marietta Wealth Management | Marietta | CFP, CFA | Percentage of assets, Hourly |
| Donald Wilson | Pandowealth. | Tucker | CFP, CFA | Percentage of assets, Fixed fees |
| James Hankinson | Hankinson Wealth Advisors | Greensboro | CFP, PFS, CFA | Percentage of assets, Fixed fees |
| John Gjertsen | Bluesky Wealth Advisors | Acworth | CFP, CFA | Hourly, Fixed fees |
| Robert Fazio | Chattahoochee Wealth | Cumming | CFP, CFA | Percentage of assets, Fixed fees |
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