Advisors for over $3 million in Georgia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Robert Willis Willis Investment Counsel, Gainesville Holds the CFA. Fees on file: percentage of assets.
- Lloyd Flood Nicholas Hoffman & Company, Atlanta Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Jacob Odum Southeast Asset Advisors, Thomasville Holds the CFP. Fees on file: percentage of assets, hourly.
- Timothy Escott Buckhead Capital Management, Atlanta Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Cameron Clement Eagle Rock Investment Company, Atlanta Holds the CFA. Fees on file: percentage of assets.
- John Frazer IRA Group, Atlanta Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 73
- Firms
- 15
- Cities
- 6
- Hold the CFP
- 15%
- Other credentials: CFA 19% · ChFC 1%
- How they charge (of 73 with fees on file): percentage of assets 100% · fixed fees 82% · performance-based fees 47% · hourly 14%
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 over $3 million by state
Questions about advisors for over $3 million
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.
All 73 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Cort Haber | Xception Family Office | Atlanta | CFP | Percentage of assets, Fixed fees |
| Nirvanna Silva Novelo | Nicholas Hoffman & Company | Atlanta | CFP | Percentage of assets, Fixed fees |
| Russell Wood | Nicholas Hoffman & Company | Atlanta | CFP | Percentage of assets, Fixed fees |
| Carey Blakley | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Gary Martin | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Jeffrey Buck | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Lloyd Flood | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Carolyn Larocco | LCP Institutional | Atlanta | CFP | Percentage of assets |
| Charles Ambroselli | LCP Institutional | Alpharetta | CFP | Percentage of assets |
| Jacob Odum | Southeast Asset Advisors | Thomasville | CFP | Percentage of assets, Hourly |
| Mark Saussy | Southeast Asset Advisors | Thomasville | CFP | Percentage of assets, Hourly |
| Paul Jacobs | Palisades Hudson Financial Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Zachary Samples | LCP Institutional | Atlanta | CFP | Percentage of assets |
| Aaron Jeffries | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Alexander Gambrell | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Anita Bustos | OAC Capital Advisors | Cumming | Not listed | Percentage of assets, Hourly |
| Brian Quintana Guzman | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Cameron Simonds | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Cole Kliphouse | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Eleanor Quarles | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Leo Rose | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Nicholas Hoffman | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Will Holdren | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Cody Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| Joseph Feste | KM Capital Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Joseph Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| Tyler Jennings | Clear Investment Research | Alpharetta | Not listed | Percentage of assets, Hourly |
| John Lewis | Willis Investment Counsel | Gainesville | CFA | Percentage of assets |
| Joseph Gandolfo | Factory | Atlanta | CFA | Percentage of assets, Hourly |
| Robert Willis | Willis Investment Counsel | Gainesville | CFA | Percentage of assets |
| Bernard Lanigan | Southeast Asset Advisors | Thomasville | Not listed | Percentage of assets, Hourly |
| Christopher Wilson | LCP Institutional | Atlanta | Not listed | Percentage of assets |
| James Kilroy | Willis Investment Counsel | Gainesville | Not listed | Percentage of assets |
| Kelli Wright | Willis Investment Counsel | Gainesville | Not listed | Percentage of assets |
| Richard Whitehead | Willis Investment Counsel | Gainesville | Not listed | Percentage of assets |
| Tracey Patton | Willis Investment Counsel | Gainesville | Not listed | Percentage of assets |
| Douglas McDuffie | Buckhead Capital Management | Atlanta | CFP | Percentage of assets, Fixed fees |
| John Frazer | IRA Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Austin Ort | IRA Group | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Cameron Clement | Eagle Rock Investment Company | Atlanta | CFA | Percentage of assets |
| Gerald McGill | Eagle Rock Investment Company | Atlanta | CFA | Percentage of assets |
| Kathryn Stratton | Buckhead Capital Management | Atlanta | CFA | Percentage of assets, Fixed fees |
| Matthew Boden | Buckhead Capital Management | Atlanta | CFA | Percentage of assets, Fixed fees |
| Taylor Fairman | Eagle Rock Investment Company | Atlanta | CFA | Percentage of assets |
| Timothy Escott | Buckhead Capital Management | Atlanta | CFA | Percentage of assets, Fixed fees |
| Walter Dupre | Buckhead Capital Management | Atlanta | CFA | Percentage of assets, Fixed fees |
| Alexander Morettini | IRA Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Brandon Rivera | IRA Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Brett Snavely | Buckhead Capital Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Brevin White | MIO Partners | Atlanta | Not listed | Percentage of assets, Fixed fees |
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