Advisors for $500,000 to $1 million in Georgia
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.
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.
- Mark Stancato VIP Wealth Advisors, Decatur Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- David Hultstrom Financial Architects, Woodstock Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Desmond Quigley Quigley Financial, Peachtree City Holds the CFP and EA. Fees on file: hourly, fixed fees.
- Benjamin Crowe Marietta Wealth Management, Marietta Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 186
- Firms
- 79
- Cities
- 31
- Hold the CFP
- 47%
- Other credentials: CFA 12% · CPA 1% · EA 2%
- How they charge (of 186 with fees on file): percentage of assets 94% · fixed fees 66% · hourly 58% · one-time planning fee 4%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 186 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Mark Stancato | VIP Wealth Advisors | Decatur | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Daniel Mahoney | True Square Financial LLC | Atlanta | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| David Blain | BlueSky Wealth Advisors, LLC | Acworth | CFA, CDFA, CFP, EA | Ongoing planning fee |
| David Clarken | FWI Wealth Management | Atlanta | CFA, CFP, EA | Percentage of assets, One-time planning fee |
| Andy Avera | Journey Beyond Wealth | Marietta | CFP, CAP | Percentage of assets, Fixed fees |
| Chris McCall | Journey Beyond Wealth | Kennesaw | CFP | Percentage of assets, Fixed fees |
| Cliff O'Conner | C.W. O'Conner Wealth Advisors, Inc. | Duluth | ChFC, CIMA, CPWA | Percentage of assets, Fixed fees |
| Lori Eason | Alder Financial Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Marvin Jackson | Abacus Wealth Factors, LLC | Savannah | CFP | Ongoing planning fee |
| Amy Amorosso | Ball Wealth Management | Dawsonville | CFP | Percentage of assets, Fixed fees |
| Joseph Beckford | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Justin Pitcock | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Raymond Brown | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Timothy Goodwin | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| J Cameron Zabko | Westhollow Wealth Management | Milton | CFP | Percentage of assets |
| Jennifer Kramer | Jayco Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Jennifer Odom | Chastain Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Larren Odom | Chastain Wealth Management | Atlanta | CFP | Percentage of assets, Hourly |
| Andrew Killpack | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Caroline McInerney | HWM Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Christian Koch | KAM South | Atlanta | CFP | One-time planning fee |
| Connie Judkins | Palmetto Financial Planners | Richmond Hill | CFP | Percentage of assets, Hourly |
| Daniel Henning | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Jack Miller | Jamison Private Wealth Management | Milton | CFP | Percentage of assets |
| Kelly Dowdy | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Michael Stacey | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Oscar Spain | Jamison Private Wealth Management | Milton | CFP | Percentage of assets |
| Robert Jamison | Jamison Private Wealth Management | Milton | CFP | Percentage of assets |
| Robert Jamison | Jamison Private Wealth Management | Milton | CFP | Percentage of assets |
| Russell Holcombe | Holcombe Financial | Atlanta | CFP | Percentage of assets, Hourly |
| Anitha Rao | Financial Architects | Woodstock | CFP | Percentage of assets, One-time planning fee |
| David Hultstrom | Financial Architects | Woodstock | CFP, ChFC, CFA | Percentage of assets, One-time planning fee |
| Kaitlyn Barnes | Financial Architects | Woodstock | CFP | Percentage of assets, One-time planning fee |
| Michael Rollauer | Highbrook Capital Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Coby Sullivan | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Ehijie Sado | Values Added | Atlanta | CFP | Percentage of assets, Hourly |
| Herman Hugo | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Kimberly Ball | Ball Wealth Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Mark Demos | Anson Analytics | Tyrone | CFA | Percentage of assets, Hourly |
| Michael Ball | Ball Wealth Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Reid Trego | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Samuel Sweitzer | Anson Analytics | Tyrone | CFA | Percentage of assets, Hourly |
| Veronica Dibble | Goodwin Investment Advisory | Woodstock | Not listed | Percentage of assets, Hourly |
| Zachary Morris | Paces Ferry Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Andrew Straton | Westhollow Wealth Management | Milton | Not listed | Percentage of assets |
| Angelique Dumler | Inlight Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Benjamin Esser | Inlight Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Christopher Hardy | Paramount Investment Advisors | Buford | CFP, ChFC | Percentage of assets, Hourly |
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