# Advisors for $1 million to $3 million in Georgia > In Georgia, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Michael Schell of Pathway Financial Advisors, LLC, Christine Quillian of MONTAG Wealth Management and Scott Stewart of Eads & Heald Wealth Management. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/georgia/ 126 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for $1 million to $3 million in Georgia? In Georgia, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Michael Schell of Pathway Financial Advisors, LLC, Christine Quillian of MONTAG Wealth Management and Scott Stewart of Eads & Heald Wealth Management. ## How many fee-only advisors for $1 million to $3 million in Georgia are there? The Wellspent public graph lists 126 fee-only advisors for $1 million to $3 million in Georgia, at 33 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Georgia located? Of the 126 fee-only advisors for $1 million to $3 million in Georgia, 92 are in Atlanta, followed by 11 in Marietta and 9 in Duluth. ## How do fee-only advisors for $1 million to $3 million in Georgia charge? All 126 fee-only advisors for $1 million to $3 million in Georgia with fees on file charge a percentage of assets. Many use more than one: 69% charge fixed fees and 22% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in Georgia hold the CFP? 17% of the 126 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Georgia? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | |---|---|---|---|---| | [Michael Schell](https://find.wellspent.co/advisors/michael-schell.md) | Pathway Financial Advisors, LLC | Atlanta, Georgia | CFP, EA, CPA/PFS, MBA | Percentage of assets, Hourly, Fixed fees | | [Robert Schultz](https://find.wellspent.co/advisors/robert-schultz.md) | Rollins Financial Advisors, LLC | Atlanta, Georgia | CFP, ChFC | Percentage of assets | | [Juwon Hill](https://find.wellspent.co/advisors/juwon-hill.md) | Balentine Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Marshall Brannock](https://find.wellspent.co/advisors/marshall-brannock.md) | Balentine Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Melissa Phillippi](https://find.wellspent.co/advisors/melissa-phillippi.md) | Balentine Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Rebecca Stone](https://find.wellspent.co/advisors/rebecca-stone.md) | Balentine Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Michael Murray](https://find.wellspent.co/advisors/michael-murray.md) | Persium Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Sergio De La Torre](https://find.wellspent.co/advisors/sergio-de-la-torre.md) | Pandora Wealth | Roswell, Georgia | | Percentage of assets | | [William Bowen](https://find.wellspent.co/advisors/william-bowen.md) | Persium Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Christine Quillian](https://find.wellspent.co/advisors/christine-quillian.md) | MONTAG Wealth Management | Atlanta, Georgia | CFP, CFA | Percentage of assets | | [James Letson](https://find.wellspent.co/advisors/james-letson.md) | Letson Investment Management | Atlanta, Georgia | PFS | Percentage of assets | | [Kayla Whitaker](https://find.wellspent.co/advisors/kayla-whitaker.md) | MONTAG Wealth Management | Atlanta, Georgia | CFP | Percentage of assets | | [Phillip Nelson](https://find.wellspent.co/advisors/phillip-nelson.md) | Persium Group | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [Scott MacKenzie](https://find.wellspent.co/advisors/scott-mackenzie.md) | Private Family Wealth Advisors | Atlanta, Georgia | CFP, CIMA, CLU, MBA | Percentage of assets, Fixed fees | | [Stephen Griner](https://find.wellspent.co/advisors/stephen-griner.md) | Persium Group | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [Thomas Keenan](https://find.wellspent.co/advisors/thomas-keenan.md) | MONTAG Wealth Management | Atlanta, Georgia | CFP | Percentage of assets | | [Tiffany Kent](https://find.wellspent.co/advisors/tiffany-kent.md) | Wealth Engagement | Atlanta, Georgia | CFP | Percentage of assets | | [Caroline Caldwell](https://find.wellspent.co/advisors/caroline-caldwell.md) | Balentine Wealth Advisors | 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 | | [Clifton Dortch](https://find.wellspent.co/advisors/clifton-dortch.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Elizabeth Meeks](https://find.wellspent.co/advisors/elizabeth-meeks.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Katherine Battey](https://find.wellspent.co/advisors/katherine-battey.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Kevin Murdock](https://find.wellspent.co/advisors/kevin-murdock.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Kurt Lofters](https://find.wellspent.co/advisors/kurt-lofters.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Matthew Raines](https://find.wellspent.co/advisors/matthew-raines.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Michael Pearson](https://find.wellspent.co/advisors/michael-pearson.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Samuel Komitor](https://find.wellspent.co/advisors/samuel-komitor.md) | Arkos | Milton, Georgia | | Percentage of assets, Fixed fees | | [Victor Gitau](https://find.wellspent.co/advisors/victor-gitau.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [William Gardner](https://find.wellspent.co/advisors/william-gardner-7163062.md) | Arkos | Milton, Georgia | | Percentage of assets, Fixed fees | | [William Thacker](https://find.wellspent.co/advisors/william-thacker.md) | Balentine Wealth Advisors | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Adam Meyer](https://find.wellspent.co/advisors/adam-meyer.md) | Moonstone Asset Management | Brookhaven, Georgia | | Percentage of assets | | [Alexei Lutsayev](https://find.wellspent.co/advisors/alexei-lutsayev.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Alison Gould](https://find.wellspent.co/advisors/alison-gould.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Amy Carcione](https://find.wellspent.co/advisors/amy-carcione.md) | MONTAG Wealth Management | Atlanta, Georgia | CFA | Percentage of assets | | [Anna Hubert](https://find.wellspent.co/advisors/anna-hubert.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Francine Payne](https://find.wellspent.co/advisors/francine-payne.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Helen Donahue](https://find.wellspent.co/advisors/helen-donahue.md) | MONTAG Wealth Management | Atlanta, Georgia | CFA | Percentage of assets | | [Hong-Tsun Simon](https://find.wellspent.co/advisors/hong-tsun-simon.md) | MONTAG Wealth Management | Atlanta, Georgia | CFA | Percentage of assets | | [Joel Rabanal](https://find.wellspent.co/advisors/joel-rabanal.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [John Hanson](https://find.wellspent.co/advisors/john-hanson.md) | Riverstone Advisors | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees | | [Kenneth Shaw](https://find.wellspent.co/advisors/kenneth-shaw.md) | MONTAG Wealth Management | Atlanta, Georgia | CFA | Percentage of assets | | [Kimberly Brown](https://find.wellspent.co/advisors/kimberly-brown.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Olga Lee](https://find.wellspent.co/advisors/olga-lee.md) | MONTAG Wealth Management | Atlanta, Georgia | CFA | Percentage of assets | | [Patrick Ungashick](https://find.wellspent.co/advisors/patrick-ungashick.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Raymond Prophater](https://find.wellspent.co/advisors/raymond-prophater.md) | Persium Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Scott Letson](https://find.wellspent.co/advisors/scott-letson.md) | Letson Investment Management | Atlanta, Georgia | | Percentage of assets | | [Alexandra Kent](https://find.wellspent.co/advisors/alexandra-kent.md) | Wealth Engagement | Atlanta, Georgia | | Percentage of assets | | [Brendan Wagner](https://find.wellspent.co/advisors/brendan-wagner.md) | MONTAG Wealth Management | Atlanta, Georgia | | Percentage of assets | | [Gregory Brennan](https://find.wellspent.co/advisors/gregory-brennan.md) | Horse Cove Partners | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Lawrence Mendel](https://find.wellspent.co/advisors/lawrence-mendel.md) | MONTAG Wealth Management | Atlanta, Georgia | | Percentage of assets | Showing the first 50 of 126. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/georgia/?page=2 ## 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).