| Jon Bernier | TandemGrowth Financial Advisors | Alpharetta | CFP, ChFC | Percentage of assets |
| Joseph Beckford | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| Justin Pitcock | Goodwin Investment Advisory | Woodstock | CFP | Percentage of assets, Hourly |
| 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 |
| Raymond Brown | Goodwin Investment Advisory | Woodstock | 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 |
| Timothy Goodwin | Goodwin Investment Advisory | Woodstock | 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 |
| Cort Haber | Xception Family Office | Atlanta | CFP | Percentage of assets, Fixed fees |
| Cynthia Rosso | Elevate Wealth Advisory | Athens | CFP | Percentage of assets, Hourly |
| Donald McCarty | Financial Decision Partners | Snellville | CFP | Percentage of assets, Hourly |
| Heath Hampton | Boldin | Kathleen | CFP | Flat fee or retainer, Ongoing planning fee |
| J Cameron Zabko | Westhollow Wealth Management | Milton | CFP | Percentage of assets |
| James White Jr. Wealth advisory services for high-earning CRE Professionals. | Forty Two Wealth LLC | Atlanta | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Margaret Nickens | Elm3 Financial Group | Alpharetta | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Stacey Nickens | Elm3 Financial Group | Alpharetta | CFP | Percentage of assets, Hourly |
| Alexander Alba | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Andrew Killpack | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Bradford Gilliam | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Britt Bazemore | KingsMark Private Financial Advisors | Albany | CFP | Percentage of assets, Hourly |
| Caroline McInerney | HWM Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Christian Koch | KAM South | Atlanta | CFP | One-time planning fee |
| Christopher Staples | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Connie Judkins | Palmetto Financial Planners | Richmond Hill | CFP | Percentage of assets, Hourly |
| Daniel Henning | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Derek Hughes | Hughes & Company | Marietta | CFP | Ongoing planning fee, One-time planning fee |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| Jessica Morris | CMA Financial Services | Atlanta | CFP | Percentage of assets, Fixed fees |
| Joseph Abboud | Rinzler Capital | Atlanta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Juwon Hill | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Kelly Dowdy | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Kevin Manning | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Marshall Brannock | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Melissa Phillippi | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Michael Stacey | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Nathan Hoyt | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Noah McCorkle | KingsMark Private Financial Advisors | Albany | CFP | Percentage of assets, Hourly |