# Advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Nick Fazio of Chattahoochee Wealth, Susan Powers of AssetGrade and Jason Lina of Golden Bell.

Page: https://find.wellspent.co/by/financial-advisors-under-500k/georgia/
408 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 under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Nick Fazio of Chattahoochee Wealth, Susan Powers of AssetGrade and Jason Lina of Golden Bell.

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

The Wellspent public graph lists 408 fee-only advisors for under $500,000 in Georgia, at 234 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.

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

Of the 408 fee-only advisors for under $500,000 in Georgia, 95 are in Atlanta, followed by 39 in Alpharetta and 23 in Athens.

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

The most common fee among fee-only advisors for under $500,000 in Georgia is a percentage of assets, used by 95% of the 408 with fees on file. Many use more than one: 61% charge fixed fees and 54% charge by the hour.

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

45% of the 408 fee-only advisors for under $500,000 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 under $500,000?

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 under $500,000 in Georgia?

Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?

## How current is this list of fee-only advisors for under $500,000 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 |
|---|---|---|---|---|
| [Andrew Langdon](https://find.wellspent.co/advisors/andrew-langdon.md) | VetWorth | Peachtree City, Georgia | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| [Lauren Way](https://find.wellspent.co/advisors/lauren-way.md) | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta, Georgia | CFP, CFA, PhD, CRC | Percentage of assets |
| [Lindsay Elwood](https://find.wellspent.co/advisors/lindsay-elwood.md) | Elwood & Goetz Wealth Advisory Group | Athens, Georgia | CFP | Percentage of assets |
| [Bradley Hilton](https://find.wellspent.co/advisors/bradley-hilton.md) | Sonas Financial Planning, LLC | Atlanta, Georgia | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Casey Smith](https://find.wellspent.co/advisors/casey-smith.md) | Wiser Wealth Management, Inc. | Marietta, Georgia | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Chloe Moore](https://find.wellspent.co/advisors/chloe-moore.md) | Financial Staples | Atlanta, Georgia | CFP | Ongoing planning fee, Flat fee or retainer |
| [Trevor Gunter](https://find.wellspent.co/advisors/trevor-gunter.md) | Four Pines Financial LLC | Atlanta, Georgia | CFP | Percentage of assets, Ongoing planning fee |
| [Ben Jacobs-Nichelson](https://find.wellspent.co/advisors/ben-jacobs-nichelson.md) | Fully Financial | Athens, Georgia | CFP, EA, MSFP | Percentage of assets, Hourly, Fixed fees |
| [Cecil Staton](https://find.wellspent.co/advisors/cecil-staton.md) | Arch Financial Planning, LLC | Athens, Georgia | CFP | Percentage of assets |
| [Helen Ngo](https://find.wellspent.co/advisors/helen-ngo.md) | Capital Benchmark Partners, LLC | Atlanta, Georgia | CFP | Percentage of assets, Hourly |
| [Patrick King](https://find.wellspent.co/advisors/patrick-king.md) | Prana Wealth | Atlanta, Georgia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Contey Smith](https://find.wellspent.co/advisors/contey-smith.md) | Motus Wealth Management, LLC | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [G. Christian Mauser](https://find.wellspent.co/advisors/g-christian-mauser.md) | ATLas Investment Advisors | Alpharetta, Georgia | CFP, CIMA, CRC, CRPC, Retirement Management Advisor | Percentage of assets |
| [Jovan Johnson](https://find.wellspent.co/advisors/jovan-johnson.md) | Piece of Wealth Planning LLC | Athens, Georgia | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Justin Owens](https://find.wellspent.co/advisors/justin-owens.md) | Horizon Advisors LLC | Rome, Georgia | CFP, CGMA, CKA, CPA/PFS, CPA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Kurt Dupuis](https://find.wellspent.co/advisors/kurt-dupuis.md) | Root Wealth Management | Decatur, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Luke McCord](https://find.wellspent.co/advisors/luke-mccord.md) | Greenway Financial Planning, LLC | Cumming, Georgia | CFP | Ongoing planning fee, Percentage of assets |
| [Nick Fazio](https://find.wellspent.co/advisors/nick-fazio.md) | Chattahoochee Wealth | Cumming, Georgia | CFP, CPA, CFA | Percentage of assets, Fixed fees |
| [Thomas Cloud](https://find.wellspent.co/advisors/thomas-cloud.md) | Third Act Retirement Planning, Inc. | Marietta, Georgia | AAMS, CFP, ChFC, CSA | Percentage of assets, Hourly, Fixed fees |
| [Anne Simpson](https://find.wellspent.co/advisors/anne-simpson.md) | Kenwyck Capital, LLC | Marietta, Georgia | CFP, AAMS | Hourly, Ongoing planning fee, Percentage of assets, Flat fee or retainer |
| [Michael Dayoub](https://find.wellspent.co/advisors/michael-dayoub.md) | Alpha Financial Management, Inc. | Savannah, Georgia | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Randall Avery](https://find.wellspent.co/advisors/randall-avery.md) | Deasil Wealth Management, LLC | Decatur, Georgia | CFP, CFA | Percentage of assets |
| [Jim Stanhouse](https://find.wellspent.co/advisors/jim-stanhouse.md) | Stanhouse Financial Planning & Mgt. | Duluth, Georgia | MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [Paul McNair](https://find.wellspent.co/advisors/paul-mcnair.md) | The Monitor Group, Inc. | Martinez, Georgia | CFP | Flat fee or retainer |
| [Edward Kerns](https://find.wellspent.co/advisors/edward-kerns.md) | Footlamp Financial | Atlanta, Georgia | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Micah Porter](https://find.wellspent.co/advisors/micah-porter.md) | Minerva Planning Group, Inc. | Decatur, Georgia | CFA, CFP | Percentage of assets, Hourly |
| [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Emma Foulkes](https://find.wellspent.co/advisors/emma-foulkes.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jamie Stolz](https://find.wellspent.co/advisors/jamie-stolz.md) | TandemGrowth Financial Advisors | Alpharetta, Georgia | CFP | Percentage of assets |
| [Jared Haubenstock](https://find.wellspent.co/advisors/jared-haubenstock.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Jason Lina](https://find.wellspent.co/advisors/jason-lina.md) | Golden Bell | Alpharetta, Georgia | CFP, CFA | Percentage of assets |
| [Jessica Sherrill](https://find.wellspent.co/advisors/jessica-sherrill.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Sena](https://find.wellspent.co/advisors/john-sena.md) | Mike Sena Advisors | Roswell, Georgia | CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Jon Bernier](https://find.wellspent.co/advisors/jon-bernier.md) | TandemGrowth Financial Advisors | Alpharetta, Georgia | CFP, ChFC | Percentage of assets |
| [Kaitlin Theobald](https://find.wellspent.co/advisors/kaitlin-theobald.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kamila Elliott](https://find.wellspent.co/advisors/kamila-elliott.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kathy Weese](https://find.wellspent.co/advisors/kathy-weese.md) | Nora Wealth | Atlanta, Georgia | CFP | Percentage of assets, One-time planning fee |
| [Mark Sheerin](https://find.wellspent.co/advisors/mark-sheerin.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ryan Mason](https://find.wellspent.co/advisors/ryan-mason-6648373.md) | Mason Wealth Strategies | Cumming, Georgia | CFP | Percentage of assets, Hourly |
| [Theodore Noble](https://find.wellspent.co/advisors/theodore-noble.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Tracy Kasing](https://find.wellspent.co/advisors/tracy-kasing.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [William Hutchins](https://find.wellspent.co/advisors/william-hutchins.md) | Sherrill & Hutchins | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andres Romero](https://find.wellspent.co/advisors/andres-romero.md) | E2E Financial | Atlanta, Georgia | CFP, ChFC | Ongoing planning fee |
| [Andy VandenBerg](https://find.wellspent.co/advisors/andy-vandenberg.md) | VDB Wealth | Savannah, Georgia | CFA | Percentage of assets, Flat fee or retainer |
| [Cynthia Rosso](https://find.wellspent.co/advisors/cynthia-rosso.md) | Elevate Wealth Advisory | Athens, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Donald McCarty](https://find.wellspent.co/advisors/donald-mccarty.md) | Financial Decision Partners | Snellville, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Erin Martin](https://find.wellspent.co/advisors/erin-martin.md) | MRP Advisors | Milton, Georgia | CFP | Percentage of assets, Hourly |
| [James White Jr.](https://find.wellspent.co/advisors/james-white-jr.md) | Forty Two Wealth LLC | Atlanta, Georgia | CFP | Percentage of assets, Flat fee or retainer |
| [Margaret Nickens](https://find.wellspent.co/advisors/margaret-nickens.md) | Elm3 Financial Group | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Samuel Deane](https://find.wellspent.co/advisors/samuel-deane.md) | Rora Wealth | Atlanta, Georgia |   | Flat fee or retainer, Percentage of assets, Hourly |

Showing the first 50 of 408. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/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).
