# Advisors for $500,000 to $1 million in Georgia

> In Georgia, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include David Blain of BlueSky Wealth Advisors, LLC, David Clarken of FWI Wealth Management and Mark Stancato of VIP Wealth Advisors.

Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/georgia/
186 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 $500,000 to $1 million in Georgia?

In Georgia, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include David Blain of BlueSky Wealth Advisors, LLC, David Clarken of FWI Wealth Management and Mark Stancato of VIP Wealth Advisors.

## How many fee-only advisors for $500,000 to $1 million in Georgia are there?

The Wellspent public graph lists 186 fee-only advisors for $500,000 to $1 million in Georgia, at 79 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

## Where are fee-only advisors for $500,000 to $1 million in Georgia located?

Of the 186 fee-only advisors for $500,000 to $1 million in Georgia, 78 are in Atlanta, followed by 17 in Marietta and 13 in Milton.

## How do fee-only advisors for $500,000 to $1 million in Georgia charge?

The most common fee among fee-only advisors for $500,000 to $1 million in Georgia is a percentage of assets, used by 94% of the 186 with fees on file. Many use more than one: 66% charge fixed fees and 58% charge by the hour.

## How many fee-only advisors for $500,000 to $1 million in Georgia hold the CFP?

47% of the 186 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Georgia?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

## How current is this list of fee-only advisors for $500,000 to $1 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 |
|---|---|---|---|---|
| [Kiersten Peshek](https://find.wellspent.co/advisors/kiersten-peshek.md) | Citrine Capital | Columbus, Georgia | CFP | Ongoing planning fee |
| [Mark Stancato](https://find.wellspent.co/advisors/mark-stancato.md) | VIP Wealth Advisors | Decatur, Georgia | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, Hourly |
| [Daniel Mahoney](https://find.wellspent.co/advisors/daniel-mahoney.md) | True Square Financial LLC | Atlanta, Georgia | CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [David Blain](https://find.wellspent.co/advisors/david-blain.md) | BlueSky Wealth Advisors, LLC | Acworth, Georgia | CFA, CDFA, CFP, EA, MS, AFC, TPCP | Ongoing planning fee |
| [David Clarken](https://find.wellspent.co/advisors/david-clarken.md) | FWI Wealth Management | Atlanta, Georgia | CFA, CFP, EA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Andy Avera](https://find.wellspent.co/advisors/andy-avera.md) | Journey Beyond Wealth | Marietta, Georgia | CFP, CAP | Percentage of assets, Fixed fees |
| [Chris McCall](https://find.wellspent.co/advisors/chris-mccall.md) | Journey Beyond Wealth | Kennesaw, Georgia | CFP | Percentage of assets, Fixed fees |
| [Cliff O'Conner](https://find.wellspent.co/advisors/cliff-oconner.md) | C.W. O'Conner Wealth Advisors, Inc. | Duluth, Georgia | ChFC, CIMA, CPWA | Percentage of assets, Fixed fees |
| [Lori Eason](https://find.wellspent.co/advisors/lori-eason.md) | Alder Financial Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Marvin Jackson](https://find.wellspent.co/advisors/marvin-jackson.md) | Abacus Wealth Factors, LLC | Savannah, Georgia | CFP | Ongoing planning fee |
| [Amy Amorosso](https://find.wellspent.co/advisors/amy-amorosso.md) | Ball Wealth Management | Dawsonville, Georgia | CFP | Percentage of assets, Fixed fees |
| [Joseph Beckford](https://find.wellspent.co/advisors/joseph-beckford.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Justin Pitcock](https://find.wellspent.co/advisors/justin-pitcock.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Raymond Brown](https://find.wellspent.co/advisors/raymond-brown.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Timothy Goodwin](https://find.wellspent.co/advisors/timothy-goodwin.md) | Goodwin Investment Advisory | Woodstock, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [J Cameron Zabko](https://find.wellspent.co/advisors/j-cameron-zabko.md) | Westhollow Wealth Management | Milton, Georgia | CFP | Percentage of assets |
| [Jennifer Kramer](https://find.wellspent.co/advisors/jennifer-kramer.md) | Jayco Wealth Management | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jennifer Odom](https://find.wellspent.co/advisors/jennifer-odom.md) | Chastain Wealth Management | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Larren Odom](https://find.wellspent.co/advisors/larren-odom.md) | Chastain Wealth Management | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Killpack](https://find.wellspent.co/advisors/andrew-killpack.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets |
| [Caroline McInerney](https://find.wellspent.co/advisors/caroline-mcinerney.md) | HWM Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Christian Koch](https://find.wellspent.co/advisors/christian-koch.md) | KAM South | Atlanta, Georgia | CFP | One-time planning fee |
| [Connie Judkins](https://find.wellspent.co/advisors/connie-judkins.md) | Palmetto Financial Planners | Richmond Hill, Georgia | CFP | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee |
| [Daniel Henning](https://find.wellspent.co/advisors/daniel-henning.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets |
| [Jack Miller](https://find.wellspent.co/advisors/jack-miller.md) | Jamison Private Wealth Management | Milton, Georgia | CFP | Percentage of assets |
| [Kelly Dowdy](https://find.wellspent.co/advisors/kelly-dowdy.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets |
| [Michael Stacey](https://find.wellspent.co/advisors/michael-stacey.md) | HC Advisors | Sandy Springs, Georgia | CFP | Percentage of assets |
| [Oscar Spain](https://find.wellspent.co/advisors/oscar-spain.md) | Jamison Private Wealth Management | Milton, Georgia | CFP | Percentage of assets |
| [Robert Jamison](https://find.wellspent.co/advisors/robert-jamison-4371603.md) | Jamison Private Wealth Management | Milton, Georgia | CFP | Percentage of assets |
| [Robert Jamison](https://find.wellspent.co/advisors/robert-jamison-4911745.md) | Jamison Private Wealth Management | Milton, Georgia | CFP | Percentage of assets |
| [Russell Holcombe](https://find.wellspent.co/advisors/russell-holcombe.md) | Holcombe Financial | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Anitha Rao](https://find.wellspent.co/advisors/anitha-rao.md) | Financial Architects | Woodstock, Georgia | CFP | Percentage of assets, One-time planning fee |
| [David Hultstrom](https://find.wellspent.co/advisors/david-hultstrom.md) | Financial Architects | Woodstock, Georgia | CFP, ChFC, CFA | Percentage of assets, One-time planning fee |
| [Kaitlyn Barnes](https://find.wellspent.co/advisors/kaitlyn-barnes.md) | Financial Architects | Woodstock, Georgia | CFP | Percentage of assets, One-time planning fee |
| [Michael Rollauer](https://find.wellspent.co/advisors/michael-rollauer.md) | Highbrook Capital Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Coby Sullivan](https://find.wellspent.co/advisors/coby-sullivan.md) | Goodwin Investment Advisory | Woodstock, Georgia |   | Percentage of assets, Hourly, Fixed fees |
| [Ehijie Sado](https://find.wellspent.co/advisors/ehijie-sado.md) | Values Added | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Herman Hugo](https://find.wellspent.co/advisors/herman-hugo.md) | Goodwin Investment Advisory | Woodstock, Georgia |   | Percentage of assets, Hourly, Fixed fees |
| [Kimberly Ball](https://find.wellspent.co/advisors/kimberly-ball.md) | Ball Wealth Management | Atlanta, Georgia |   | Percentage of assets, Fixed fees |
| [Mark Demos](https://find.wellspent.co/advisors/mark-demos.md) | Anson Analytics | Tyrone, Georgia | CFA | Percentage of assets, Hourly |
| [Michael Ball](https://find.wellspent.co/advisors/michael-ball.md) | Ball Wealth Management | Atlanta, Georgia |   | Percentage of assets, Fixed fees |
| [Reid Trego](https://find.wellspent.co/advisors/reid-trego.md) | Goodwin Investment Advisory | Woodstock, Georgia |   | Percentage of assets, Hourly, Fixed fees |
| [Samuel Sweitzer](https://find.wellspent.co/advisors/samuel-sweitzer.md) | Anson Analytics | Tyrone, Georgia | CFA | Percentage of assets, Hourly |
| [Veronica Dibble](https://find.wellspent.co/advisors/veronica-dibble.md) | Goodwin Investment Advisory | Woodstock, Georgia |   | Percentage of assets, Hourly, Fixed fees |
| [Zachary Morris](https://find.wellspent.co/advisors/zachary-morris.md) | Paces Ferry Wealth Advisors | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Andrew Straton](https://find.wellspent.co/advisors/andrew-straton.md) | Westhollow Wealth Management | Milton, Georgia |   | Percentage of assets |
| [Angelique Dumler](https://find.wellspent.co/advisors/angelique-dumler.md) | Inlight Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Benjamin Esser](https://find.wellspent.co/advisors/benjamin-esser.md) | Inlight Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Christopher Hardy](https://find.wellspent.co/advisors/christopher-hardy.md) | Paramount Investment Advisors | Buford, Georgia | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 186. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-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).
