ChFC financial advisors in Georgia
How do I find fee-only advisors who hold the ChFC in Georgia?
In Georgia, look for a fee-only advisor who holds the ChFC, a planning designation from The American College. It covers much the same ground as the CFP. Records to start with include David Hultstrom of Financial Architects, Jon Bernier of TandemGrowth Financial Advisors and Brian Seymour of Prosperitage Wealth.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- David Hultstrom Financial Architects, Woodstock Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Jon Bernier TandemGrowth Financial Advisors, Alpharetta Holds the CFP. Fees on file: percentage of assets.
- Brian Seymour Prosperitage Wealth, Mcdonough Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Ray Padron CI Brightworth Private Wealth, Atlanta Holds the CFP and CPA.
- Andres Romero E2E Financial, Atlanta Holds the CFP. Fees on file: ongoing planning fee.
- Thomas Sanders KingsMark Private Financial Advisors, Albany Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 30
- Firms
- 28
- Cities
- 15
- Hold the CFP
- 53%
- Other credentials: CFA 7% · CPA 3% · ChFC 100%
- How they charge (of 29 with fees on file): percentage of assets 90% · fixed fees 62% · hourly 45% · one-time planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
ChFC financial advisors by state
Questions about chFC financial advisors
How many fee-only advisors who hold the ChFC in Georgia are there?
The Wellspent public graph lists 30 fee-only advisors who hold the ChFC in Georgia, at 28 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the ChFC in Georgia located?
Of the 30 fee-only advisors who hold the ChFC in Georgia, 8 are in Atlanta, followed by 3 in Woodstock and 2 in Marietta.
How do fee-only advisors who hold the ChFC in Georgia charge?
The most common fee among fee-only advisors who hold the ChFC in Georgia is a percentage of assets, used by 90% of the 29 with fees on file. Many use more than one: 62% charge fixed fees and 45% charge by the hour.
How many fee-only advisors who hold the ChFC in Georgia hold the CFP?
53% of the 30 fee-only advisors who hold the ChFC 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 ChFC?
We count an advisor here when their record lists the ChFC.
What should I ask fee-only advisors who hold the ChFC in Georgia?
What areas does your planning cover? Do you hold other credentials? Do you earn anything from selling insurance? How do you charge?
How current is this list of fee-only advisors who hold the ChFC 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 30 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Thomas Cloud | Third Act Retirement Planning, Inc. | Marietta | AAMS, CFP, ChFC, CSA | Percentage of assets, Hourly |
| Cliff O'Conner | C.W. O'Conner Wealth Advisors, Inc. | Duluth | ChFC, CIMA, CPWA | Percentage of assets, Fixed fees |
| Robert Schultz | Rollins Financial Advisors, LLC | Atlanta | CFP, ChFC | Percentage of assets |
| Jon Bernier | TandemGrowth Financial Advisors | Alpharetta | CFP, ChFC | Percentage of assets |
| Andres Romero | E2E Financial | Atlanta | CFP, ChFC | Ongoing planning fee |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Thomas Sanders | KingsMark Private Financial Advisors | Albany | CFP, ChFC | Percentage of assets, Hourly |
| Charles Vickery | Elevate Wealth Advisory | Athens | ChFC | Percentage of assets, Hourly |
| David Hultstrom | Financial Architects | Woodstock | CFP, ChFC, CFA | Percentage of assets, One-time planning fee |
| William Turner | Turner Wealth Advisory | Woodstock | CFP, ChFC | Percentage of assets, Hourly |
| Christopher Hardy | Paramount Investment Advisors | Buford | CFP, ChFC | Percentage of assets, Hourly |
| Cornelius Davis | CorneliusDavisJr.com | Decatur | ChFC | One-time planning fee |
| Kristin Gerdvil | Turner Wealth Advisory | Woodstock | ChFC | Percentage of assets, Hourly |
| Ray Padron | CI Brightworth Private Wealth | Atlanta | CFP, ChFC, CIMA, CLU | Not listed |
| Beth Conklin | Paces Ferry Wealth Advisors | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Preston Sanders | Sanders & Scott Chartered Financial Consultants | Watkinsville | ChFC | Percentage of assets |
| Robert Scott | Sanders & Scott Chartered Financial Consultants | Watkinsville | ChFC | Percentage of assets |
| Timothy Mersereau | Mersereau, Lazenby & Rockas | Suwanee | ChFC | Percentage of assets, Hourly |
| Bradley Barger | Weaver Capital Management | Suwanee | CFP, ChFC | Percentage of assets, Fixed fees |
| Jerry Jones | IRC Wealth | Atlanta | CFP, ChFC | Percentage of assets, Fixed fees |
| Judson Mallard | Vision Financial Concepts | Athens | CFP, ChFC | Percentage of assets, Hourly |
| Kimberly Good | KCG Investment Advisory Services | Savannah | CFP, ChFC | Percentage of assets, Hourly |
| Rhett Exley | Wealth Science Advisors | Alpharetta | CFP, ChFC | Percentage of assets, Hourly |
| Thomas Tillery | Paraklete Financial | Kennesaw | CFP, ChFC | Fixed fees |
| Alaeddin Kharazmi | Cigx | Marietta | ChFC | Percentage of assets, Hourly |
| Austin Ort | IRA Group | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Garnett Keith | Seabridge Investment Advisors | Atlanta | ChFC, CFA | Percentage of assets, Fixed fees |
| Kevin O'Conner | C.W. O'conner Wealth Advisors | Duluth | ChFC | Percentage of assets, Fixed fees |
| Orrodon Dinkins | OBN Wealth Advisors | Lake Spivey | ChFC | Percentage of assets, Hourly |
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