Advisors for $1 million to $3 million in Georgia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Michael Schell Pathway Financial Advisors, LLC, Atlanta Holds the CFP, CPA and EA. Fees on file: percentage of assets, hourly.
- Christine Quillian MONTAG Wealth Management, Atlanta Holds the CFP and CFA. Fees on file: percentage of assets.
- Scott Stewart Eads & Heald Wealth Management, Atlanta Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Bryan Taylor Cornerstone Management, Duluth Holds the CFA. Fees on file: percentage of assets, hourly.
- William Bowen Persium Group, Atlanta Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Harrison Fish Narwhal Capital Management, Marietta Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 126
- Firms
- 33
- Cities
- 11
- Hold the CFP
- 17%
- Other credentials: CFA 29% · CPA 1% · EA 1%
- How they charge (of 126 with fees on file): percentage of assets 100% · fixed fees 69% · hourly 22% · performance-based fees 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 126 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michael Schell | Pathway Financial Advisors, LLC | Atlanta | CFP, EA, CPA/PFS, MBA | Percentage of assets, Hourly |
| Robert Schultz | Rollins Financial Advisors, LLC | Atlanta | CFP, ChFC | Percentage of assets |
| Juwon Hill | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Marshall Brannock | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Melissa Phillippi | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Rebecca Stone | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Michael Murray | Persium Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Sergio De La Torre | Pandora Wealth | Roswell | Not listed | Percentage of assets |
| William Bowen | Persium Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Christine Quillian | MONTAG Wealth Management | Atlanta | CFP, CFA | Percentage of assets |
| James Letson | Letson Investment Management | Atlanta | PFS | Percentage of assets |
| Kayla Whitaker | MONTAG Wealth Management | Atlanta | CFP | Percentage of assets |
| Phillip Nelson | Persium Group | Atlanta | CFA | Percentage of assets, Fixed fees |
| Scott MacKenzie | Private Family Wealth Advisors | Atlanta | CFP, CIMA, CLU, MBA | Percentage of assets, Fixed fees |
| Stephen Griner | Persium Group | Atlanta | CFA | Percentage of assets, Fixed fees |
| Thomas Keenan | MONTAG Wealth Management | Atlanta | CFP | Percentage of assets |
| Tiffany Kent | Wealth Engagement | Atlanta | CFP | Percentage of assets |
| Caroline Caldwell | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Charles Shiver | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| Clifton Dortch | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Meeks | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Katherine Battey | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kevin Murdock | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kurt Lofters | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Matthew Raines | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Michael Pearson | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Samuel Komitor | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| Victor Gitau | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| William Gardner | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| William Thacker | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Adam Meyer | Moonstone Asset Management | Brookhaven | Not listed | Percentage of assets |
| Alexei Lutsayev | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Alison Gould | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Amy Carcione | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Anna Hubert | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Francine Payne | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Helen Donahue | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Hong-Tsun Simon | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Joel Rabanal | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| John Hanson | Riverstone Advisors | Atlanta | CFA | Percentage of assets, Fixed fees |
| Kenneth Shaw | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Kimberly Brown | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Olga Lee | MONTAG Wealth Management | Atlanta | CFA | Percentage of assets |
| Patrick Ungashick | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Raymond Prophater | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Scott Letson | Letson Investment Management | Atlanta | Not listed | Percentage of assets |
| Alexandra Kent | Wealth Engagement | Atlanta | Not listed | Percentage of assets |
| Brendan Wagner | MONTAG Wealth Management | Atlanta | Not listed | Percentage of assets |
| Gregory Brennan | Horse Cove Partners | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Lawrence Mendel | MONTAG Wealth Management | Atlanta | Not listed | Percentage of assets |
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