Advisors for under $500,000 in Georgia
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Nick Fazio Chattahoochee Wealth, Cumming Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Susan Powers AssetGrade, Greensboro Holds the CFP and CFA. Fees on file: percentage of assets.
- Jason Lina Golden Bell, Alpharetta Holds the CFP and CFA. Fees on file: percentage of assets.
- Thaddeus Gilliam Verisail Partners, Chamblee Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Lauren Way Elwood & Goetz Wealth Advisory Group, LLC, Atlanta Holds the CFP and CFA. Fees on file: percentage of assets.
- John Huber Financial Discovery Group, Atlanta Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 408
- Firms
- 234
- Cities
- 68
- Hold the CFP
- 45%
- Other credentials: CFA 7% · CPA 1% · EA 0%
- How they charge (of 408 with fees on file): percentage of assets 95% · fixed fees 61% · hourly 54% · ongoing planning fee 7%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 408 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrew Langdon | VetWorth | Peachtree City | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Lindsay Elwood | Elwood & Goetz Wealth Advisory Group | Athens | CFP | Percentage of assets |
| Bradley Hilton | Sonas Financial Planning, LLC | Atlanta | CFP, MBA, MSFP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Casey Smith | Wiser Wealth Management, Inc. | Marietta | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Chloe Moore | Financial Staples | Atlanta | CFP | Ongoing planning fee, Flat fee or retainer |
| Trevor Gunter | Four Pines Financial LLC | Atlanta | CFP | Percentage of assets, Ongoing planning fee |
| Ben Jacobs-Nichelson | Fully Financial | Athens | CFP, EA, MSFP | Percentage of assets, Hourly |
| Cecil Staton | Arch Financial Planning, LLC | Athens | CFP | Percentage of assets |
| Helen Ngo | Capital Benchmark Partners, LLC | Atlanta | CFP | Percentage of assets, Hourly |
| Patrick King | Prana Wealth | Atlanta | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Contey Smith | Motus Wealth Management, LLC | Atlanta | CFP | Percentage of assets, Fixed fees |
| G. Christian Mauser | ATLas Investment Advisors | Alpharetta | CFP, CIMA, CRC, CRPC | Percentage of assets |
| Jovan Johnson | Piece of Wealth Planning LLC | Athens | CFP, CPA, PFS | Percentage of assets, Hourly |
| Justin Owens | Horizon Advisors LLC | Rome | CFP, CGMA, CKA, CPA/PFS | Percentage of assets, Hourly |
| Kurt Dupuis | Root Wealth Management | Decatur | CFP | Percentage of assets, Hourly |
| Luke McCord | Greenway Financial Planning, LLC | Cumming | CFP | Ongoing planning fee, Percentage of assets |
| Nick Fazio | Chattahoochee Wealth | Cumming | CFP, CPA, CFA | Percentage of assets, Fixed fees |
| Thomas Cloud | Third Act Retirement Planning, Inc. | Marietta | AAMS, CFP, ChFC, CSA | Percentage of assets, Hourly |
| Anne Simpson | Kenwyck Capital, LLC | Marietta | CFP, AAMS | Hourly, Ongoing planning fee |
| Michael Dayoub | Alpha Financial Management, Inc. | Savannah | CFP, MBA | Percentage of assets, Hourly |
| Randall Avery | Deasil Wealth Management, LLC | Decatur | CFP, CFA | Percentage of assets |
| Jim Stanhouse | Stanhouse Financial Planning & Mgt. | Duluth | MBA | Percentage of assets, Ongoing planning fee |
| Paul McNair | The Monitor Group, Inc. | Martinez | CFP | Flat fee or retainer |
| Edward Kerns | Footlamp Financial | Atlanta | CFP | Flat fee or retainer, Ongoing planning fee |
| Micah Porter | Minerva Planning Group, Inc. | Decatur | CFA, CFP | Percentage of assets, Hourly |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Emma Foulkes | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Jamie Stolz | TandemGrowth Financial Advisors | Alpharetta | CFP | Percentage of assets |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jason Lina | Golden Bell | Alpharetta | CFP, CFA | Percentage of assets |
| Jessica Sherrill | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| John Sena | Mike Sena Advisors | Roswell | CFP | Flat fee or retainer, Hourly |
| Jon Bernier | TandemGrowth Financial Advisors | Alpharetta | CFP, ChFC | Percentage of assets |
| Kaitlin Theobald | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Kamila Elliott | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Kathy Weese | Nora Wealth | Atlanta | CFP | Percentage of assets, One-time planning fee |
| Mark Sheerin | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Ryan Mason | Mason Wealth Strategies | Cumming | CFP | Percentage of assets, Hourly |
| Theodore Noble | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| William Hutchins | Sherrill & Hutchins | Atlanta | CFP | Percentage of assets, Hourly |
| Andres Romero | E2E Financial | Atlanta | CFP, ChFC | Ongoing planning fee |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Cynthia Rosso | Elevate Wealth Advisory | Athens | CFP | Percentage of assets, Hourly |
| Donald McCarty | Financial Decision Partners | Snellville | CFP | Percentage of assets, Hourly |
| Erin Martin | MRP Advisors | Milton | CFP | Percentage of assets, Hourly |
| James White Jr. Wealth advisory services for high-earning CRE Professionals. | Forty Two Wealth LLC | Atlanta | CFP | Percentage of assets, Flat fee or retainer |
| Margaret Nickens | Elm3 Financial Group | Alpharetta | CFP | Percentage of assets, Hourly |
| Samuel Deane Financial advice for startup founders and tech employees with equity compensation. | Rora Wealth | Atlanta | Not listed | Flat fee or retainer, Percentage of assets |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes