# Advisors for over $3 million in Georgia > In Georgia, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Robert Willis of Willis Investment Counsel, Lloyd Flood of Nicholas Hoffman & Company and Jacob Odum of Southeast Asset Advisors. Page: https://find.wellspent.co/by/financial-advisors-over-3-million/georgia/ 73 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 over $3 million in Georgia? In Georgia, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Robert Willis of Willis Investment Counsel, Lloyd Flood of Nicholas Hoffman & Company and Jacob Odum of Southeast Asset Advisors. ## How many fee-only advisors for over $3 million in Georgia are there? The Wellspent public graph lists 73 fee-only advisors for over $3 million in Georgia, at 15 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is over $3 million. ## Where are fee-only advisors for over $3 million in Georgia located? Of the 73 fee-only advisors for over $3 million in Georgia, 57 are in Atlanta, followed by 6 in Gainesville and 4 in Alpharetta. ## How do fee-only advisors for over $3 million in Georgia charge? All 73 fee-only advisors for over $3 million in Georgia with fees on file charge a percentage of assets. Many use more than one: 82% charge fixed fees and 47% charge performance-based fees. ## How many fee-only advisors for over $3 million in Georgia hold the CFP? 15% of the 73 fee-only advisors for over $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 over $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 over $3 million in Georgia? What would I pay in dollars each year on my balance? Who on your team handles tax and estate work? How many clients my size do you serve? How do you handle private investments? ## How current is this list of fee-only advisors for over $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 | |---|---|---|---|---| | [Cort Haber](https://find.wellspent.co/advisors/cort-haber.md) | Xception Family Office | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Nirvanna Silva Novelo](https://find.wellspent.co/advisors/nirvanna-silva-novelo.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Russell Wood](https://find.wellspent.co/advisors/russell-wood.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Carey Blakley](https://find.wellspent.co/advisors/carey-blakley.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Gary Martin](https://find.wellspent.co/advisors/gary-martin.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Jeffrey Buck](https://find.wellspent.co/advisors/jeffrey-buck.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Lloyd Flood](https://find.wellspent.co/advisors/lloyd-flood.md) | Nicholas Hoffman & Company | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Carolyn Larocco](https://find.wellspent.co/advisors/carolyn-larocco.md) | LCP Institutional | Atlanta, Georgia | CFP | Percentage of assets | | [Charles Ambroselli](https://find.wellspent.co/advisors/charles-ambroselli.md) | LCP Institutional | Alpharetta, Georgia | CFP | Percentage of assets | | [Jacob Odum](https://find.wellspent.co/advisors/jacob-odum.md) | Southeast Asset Advisors | Thomasville, Georgia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Mark Saussy](https://find.wellspent.co/advisors/mark-saussy.md) | Southeast Asset Advisors | Thomasville, Georgia | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Paul Jacobs](https://find.wellspent.co/advisors/paul-jacobs.md) | Palisades Hudson Financial Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Zachary Samples](https://find.wellspent.co/advisors/zachary-samples.md) | LCP Institutional | Atlanta, Georgia | CFP | Percentage of assets | | [Aaron Jeffries](https://find.wellspent.co/advisors/aaron-jeffries.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Alexander Gambrell](https://find.wellspent.co/advisors/alexander-gambrell.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Anita Bustos](https://find.wellspent.co/advisors/anita-bustos.md) | OAC Capital Advisors | Cumming, Georgia | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Brian Quintana Guzman](https://find.wellspent.co/advisors/brian-quintana-guzman.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Cameron Simonds](https://find.wellspent.co/advisors/cameron-simonds.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Cole Kliphouse](https://find.wellspent.co/advisors/cole-kliphouse.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Eleanor Quarles](https://find.wellspent.co/advisors/eleanor-quarles.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Leo Rose](https://find.wellspent.co/advisors/leo-rose.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Nicholas Hoffman](https://find.wellspent.co/advisors/nicholas-hoffman.md) | Nicholas Hoffman & Company | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Will Holdren](https://find.wellspent.co/advisors/will-holdren.md) | Xception Family Office | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Cody Jennings](https://find.wellspent.co/advisors/cody-jennings.md) | Clear Investment Research | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Joseph Feste](https://find.wellspent.co/advisors/joseph-feste-1739013.md) | KM Capital Management | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Joseph Jennings](https://find.wellspent.co/advisors/joseph-jennings-2129130.md) | Clear Investment Research | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [Tyler Jennings](https://find.wellspent.co/advisors/tyler-jennings.md) | Clear Investment Research | Alpharetta, Georgia | | Percentage of assets, Hourly, Fixed fees | | [John Lewis](https://find.wellspent.co/advisors/john-lewis.md) | Willis Investment Counsel | Gainesville, Georgia | CFA | Percentage of assets | | [Joseph Gandolfo](https://find.wellspent.co/advisors/joseph-gandolfo.md) | Factory | Atlanta, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Willis](https://find.wellspent.co/advisors/robert-willis.md) | Willis Investment Counsel | Gainesville, Georgia | CFA | Percentage of assets | | [Bernard Lanigan](https://find.wellspent.co/advisors/bernard-lanigan.md) | Southeast Asset Advisors | Thomasville, Georgia | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Christopher Wilson](https://find.wellspent.co/advisors/christopher-wilson.md) | LCP Institutional | Atlanta, Georgia | | Percentage of assets | | [James Kilroy](https://find.wellspent.co/advisors/james-kilroy.md) | Willis Investment Counsel | Gainesville, Georgia | | Percentage of assets | | [Kelli Wright](https://find.wellspent.co/advisors/kelli-wright.md) | Willis Investment Counsel | Gainesville, Georgia | | Percentage of assets | | [Richard Whitehead](https://find.wellspent.co/advisors/richard-whitehead.md) | Willis Investment Counsel | Gainesville, Georgia | | Percentage of assets | | [Tracey Patton](https://find.wellspent.co/advisors/tracey-patton.md) | Willis Investment Counsel | Gainesville, Georgia | | Percentage of assets | | [Douglas McDuffie](https://find.wellspent.co/advisors/douglas-mcduffie.md) | Buckhead Capital Management | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [John Frazer](https://find.wellspent.co/advisors/john-frazer.md) | IRA Group | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees | | [Austin Ort](https://find.wellspent.co/advisors/austin-ort.md) | IRA Group | Atlanta, Georgia | ChFC | Percentage of assets, Fixed fees | | [Cameron Clement](https://find.wellspent.co/advisors/cameron-clement.md) | Eagle Rock Investment Company | Atlanta, Georgia | CFA | Percentage of assets | | [Gerald McGill](https://find.wellspent.co/advisors/gerald-mcgill.md) | Eagle Rock Investment Company | Atlanta, Georgia | CFA | Percentage of assets | | [Kathryn Stratton](https://find.wellspent.co/advisors/kathryn-stratton.md) | Buckhead Capital Management | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Matthew Boden](https://find.wellspent.co/advisors/matthew-boden.md) | Buckhead Capital Management | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Taylor Fairman](https://find.wellspent.co/advisors/taylor-fairman.md) | Eagle Rock Investment Company | Atlanta, Georgia | CFA | Percentage of assets | | [Timothy Escott](https://find.wellspent.co/advisors/timothy-escott.md) | Buckhead Capital Management | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Walter Dupre](https://find.wellspent.co/advisors/walter-dupre.md) | Buckhead Capital Management | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Alexander Morettini](https://find.wellspent.co/advisors/alexander-morettini.md) | IRA Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Brandon Rivera](https://find.wellspent.co/advisors/brandon-rivera.md) | IRA Group | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Brett Snavely](https://find.wellspent.co/advisors/brett-snavely.md) | Buckhead Capital Management | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Brevin White](https://find.wellspent.co/advisors/brevin-white.md) | MIO Partners | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | Showing the first 50 of 73. The full list, page by page: https://find.wellspent.co/by/financial-advisors-over-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).